DSP Nifty Healthcare Index Fund

Benchmark: Nifty Healthcare TRI

Age of Fund

Exit Load

Nil

Ideal holding period

10 Years+

Performance

Note:Under SEBI regulations, the performance of this fund can’t be displayed as it has been in existence for less than 6 months.

Chart type

Graph viewTable view

Invested as

Invested Amount

₹

Invested since

This fund

Nifty Healthcare TRI

NIFTY 50 TRI

Gold

PPF

	Funds	Annual returns	Current Value	Absolute Growth	IDCW paid

Chart type:

Returns RangesStatistics

Invested Amount

₹

Invested period

Funds	Minimum	Median	Maximum	% times -ve returns	% times returns > 7%

Fund Details

Things to know before you invest

What is in DSP Nifty Healthcare Index Fund?

The DSP NIFTY Healthcare Index Fund is an open ended scheme replicating/ tracking Nifty Healthcare Index. It invests in all the stocks of the Nifty Healthcare index in the same proportion as that of the index.

Why should one invest in DSP Nifty Healthcare Index Fund?

High Government's Healthcare Spending: Healthcare spending as a % of GDP is expected to be around ~5% by 2030.
Favorable Foreign Direct Investment (FDI) Flows in Healthcare 8% CAGR increase in Foreign Direct Investments (FDIs) in healthcare from FY13 to FY23. Within the broader level healthcare sector, FDI flows have increased in drugs & pharmaceuticals, hospitals & diagnostic centres, and medical & surgical appliances in India.
Remarkable Past performance The healthcare sector has the potential to provide reasonably high returns with events of short-term underperformance as well. However, since 2008, the Nifty Healthcare TRI has largely delivered relatively better CAGR of ~15.0% vs ~14.6% by Nifty 500 TRI.
Rising Insurance Penetration US$ 222 Billion reach expected in the Indian Insurance market by the year 2026. Many Indians have started to recognise the importance of owning health insurance, hence, the business opportunities have a potential to grow.
No Stock Selection Hassle Don't stress about picking individual stocks. The Healthcare Index covers it all from diversified themes like pharmaceuticals, hospitals, pathology, healthcare research analytics & technology. It adjusts or rebalances every 6 months i.e. semi-annually to represent the top 20 stocks (companies from healthcare sector) based on free float market cap from the Nifty 500 universe.

Who should invest in DSP Nifty Healthcare Index Fund?

Consider this fund if you
- If you value low-cost investing ideas.
- If you are okay with the returns not beating the respective Index the Fund is tracking.
- If you can stay invested for more than 5 years.
- If you can time the sector based on market dynamic.

Rethink before you invest

The DSP NIFTY Healthcare Index Fund is an open ended scheme replicating/ tracking Nifty Healthcare Index. It invests in all the stocks of the Nifty Healthcare index in the same proportion as that of the index.
Being a single sector based fund, DSP Nifty Healthcare Index Fund comes with high risk as well.

Fund managers:

Anil Ghelani

Total work experience of 27 years. Managing this fund since June 2025.

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Total work experience of 27 years. Managing this fund since June 2025.

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Diipesh Shah

Total work experience of 23 years. Managing this fund since June 2025.

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Total work experience of 23 years. Managing this fund since June 2025.

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Anil has been working with DSP Group since 2003 and is currently Head of Passive Investments & Products. Previously, he served as the Business Head & Chief Investment Officer at DSP Pension Fund Managers and prior to that leading the Risk and Quantitative Analysis team at DSP Mutual Fund responsible for monitoring of portfolio risk and buy-side credit research on companies across various sectors. He also worked at IL&FS Asset Management Company and at S.R. Batliboi a member firm of EY. He is currently serving in volunteer capacity as a Director and Vice Chairman of the CFA Society India. Anil is a CFA Charter Holder (CFA Institute USA), Chartered Accountant (ICAI India) and holds a Bachelor of Commerce degree (University of Mumbai).

Sr. No.	Scheme Name	Managing since	Period
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Sr. No.

Scheme Name

Managing since

Period

1 Years

3 Years

5 Years

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Diipesh has a total work experience of Over 20 years. He is working with DSP from September 2019 as a Dealer for ETF and Passive Investments. Now he is also Fund Manager of various schemes of DSP Mutual Fund. Diipesh has also worked with JM Financial Institutional Broking Limited, Centrum Boking Limited, IDFC Securities Limited and Kotak Securities Limited as Institutional Equity Sales Trading. He is a Chartered Accountant (ICAI India) and also holds a Bachelor of Commerce Degree.

Sr. No.	Scheme Name	Managing since	Period
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Sr. No.

Scheme Name

Managing since

Period

1 Years

3 Years

5 Years

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Investment Objective

The investment objective of the Scheme is to generate returns that are commensurate with the performance of the Nifty Healthcare Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be achieved.