DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund Direct Growth

Scheme code: INF740KA1QV9 NAV value: ₹ 13.0478 NAV date: 18 March, 2026 TER: 0.15%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	3.85	10.46	8.23	8.09	9.23
3 year	6.68	8.69	8.11	8.08	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	8.09
3 year	6.28	30.95	15.04	8.08
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
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	8.09
3 year	6.56	19.64	13.57	8.08
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	8.09
3 year	7.68	21.49	15.06	8.08
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	8.09
3 year	8.04	32.03	17.81	8.08
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,497 - Absolute Returns: ₹43,497 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,54,188 - Absolute Returns: ₹4,54,188 - CAGR: %

Max Drawdown

-2.72 %

Drawdown Duration

1 months

Recovery Time

3 months

Avg Drawdown

-0.20 %

1 Y

2.9772

3 Y

2.9735

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	1.18	0.02	6.9	-3.6	7.64 %	4.00 %
3 years	1.38	0.02	7.0	-4.2	7.96 %	11.28 %
5 years	-1.05	0.02	6.4	-2.6	5.45 %	6.30 %
7 years	-2.59	0.02	6.4	-2.6	3.86 %	4.46 %
10 years	-3.73	0.02	6.4	-2.6	2.69 %	3.10 %
12 years	-4.18	0.02	6.4	-2.6	2.23 %	2.58 %
15 years	-4.62	0.02	6.4	-2.6	1.78 %	2.06 %