DSP Nifty Next 50 Index Fund Direct Growth

Scheme code: INF740KA1MG9 NAV value: ₹ 25.1257 NAV date: 19 March, 2026 TER: 0.25%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-32.60	86.14	8.92	18.93	9.23
3 year	9.64	26.93	18.29	18.08	15.72
5 year	13.68	27.93	20.48	20.12	15.28
7 year	13.09	15.60	14.22	14.37	12.94

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.93
3 year	6.28	30.95	15.04	18.08
5 year	8.38	26.02	14.22	20.12
7 year	10.18	15.62	12.93	14.37
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	18.93
3 year	6.56	19.64	13.57	18.08
5 year	9.22	12.29	10.75	20.12

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.93
3 year	7.68	21.49	15.06	18.08
5 year	10.37	13.5	11.93	20.12

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.93
3 year	8.04	32.03	17.81	18.08
5 year	8.18	28.64	15.34	20.12
7 year	10.64	16.42	13.77	14.37
10 year	12.56	14.06	13.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,84,397 - Absolute Returns: ₹84,397 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,78,247 - Absolute Returns: ₹10,78,247 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹97,64,621 - Absolute Returns: ₹37,64,621 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,47,25,845 - Absolute Returns: ₹63,25,845 - CAGR: %

Drawdown Metrics

Max Drawdown

-36.02 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-6.97 %

Calmar Ratio by Duration

1 Y

0.5256

3 Y

0.502

5 Y

0.5586

7 Y

0.399

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	5.40	1.07	111.7	104.5	9.22 %	4.00 %
3 years	8.27	1.14	113.5	102.9	20.21 %	11.28 %
5 years	4.13	1.04	101.3	95.6	13.68 %	9.44 %
7 years	2.75	0.90	93.5	90.1	13.07 %	10.74 %
10 years	1.83	0.90	93.5	89.8	9.73 %	8.05 %
12 years	1.39	0.90	93.5	89.8	8.04 %	6.67 %
15 years	0.96	0.90	93.5	89.8	6.38 %	5.30 %