Dsp Nifty 50 Equal Weight Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 14
Rating
Growth Option 13-03-2026
NAV ₹24.38(R) -2.23% ₹25.4(D) -2.23%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.53% 16.13% 13.71% 13.7% -%
Direct 10.12% 16.75% 14.29% 14.26% -%
Benchmark
SIP (XIRR) Regular -5.44% 6.69% 10.78% 14.44% -%
Direct -4.92% 7.3% 11.39% 15.04% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.02 0.49 0.69 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.33% -13.78% -17.4% - 9.14%
Fund AUM As on: 30/12/2025 2383 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - IDCW 20.0
-0.4600
-2.2300%
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW 20.79
-0.4700
-2.2300%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth 24.38
-0.5600
-2.2300%
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth 25.4
-0.5800
-2.2300%

Review Date: 13-03-2026

Beginning of Analysis

In the Index Funds category, DSP Nifty 50 Equal Weight Index Fund is the 5th ranked fund. The category has total 90 funds. The 5 star rating shows an excellent past performance of the DSP Nifty 50 Equal Weight Index Fund in Index Funds. The fund has a Sharpe Ratio of 1.02 which is higher than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

DSP Nifty 50 Equal Weight Index Fund Return Analysis

  • The fund has given a return of -8.04%, -7.53 and -4.83 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • DSP Nifty 50 Equal Weight Index Fund has given a return of 10.12% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 16.75% in last three years and ranked 38.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a return of 14.29% in last five years and ranked 8th out of thirty four funds in the category. In the same period the Index Funds category average return was 11.86%.
  • The fund has given a SIP return of -4.92% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 43rd in 200 funds
  • The fund has SIP return of 7.3% in last three years and ranks 41st in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.
  • The fund has SIP return of 11.39% in last five years whereas category average SIP return is 8.93%.

DSP Nifty 50 Equal Weight Index Fund Risk Analysis

  • The fund has a standard deviation of 12.33 and semi deviation of 9.14. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -13.78 and a maximum drawdown of -17.4. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -8.08
    -7.43
    		-14.39 | 2.82 116 | 240 Good
    3M Return % -7.65
    -8.67
    		-24.12 | 4.91 70 | 238 Good
    6M Return % -5.09
    -6.95
    		-25.73 | 18.69 53 | 231 Very Good
    1Y Return % 9.53
    7.18
    		-18.51 | 51.00 62 | 202 Good
    3Y Return % 16.13
    14.15
    		1.04 | 24.40 39 | 101 Good
    5Y Return % 13.71
    11.35
    		8.24 | 17.03 8 | 34 Very Good
    7Y Return % 13.70
    11.46
    		10.34 | 13.70 1 | 21 Very Good
    1Y SIP Return % -5.44
    -9.05
    		-36.17 | 22.18 45 | 195 Very Good
    3Y SIP Return % 6.69
    5.08
    		-10.85 | 20.86 43 | 96 Good
    5Y SIP Return % 10.78
    8.37
    		5.00 | 18.07 7 | 32 Very Good
    7Y SIP Return % 14.44
    10.54
    		8.68 | 14.44 1 | 20 Very Good
    Standard Deviation 12.33
    12.06
    		0.60 | 22.45 55 | 102 Average
    Semi Deviation 9.14
    8.86
    		0.37 | 16.91 55 | 102 Average
    Max Drawdown % -17.40
    -15.82
    		-29.16 | 0.00 57 | 102 Average
    VaR 1 Y % -13.78
    -15.41
    		-34.57 | 0.00 49 | 102 Good
    Average Drawdown % -5.45
    -5.73
    		-14.55 | 0.00 54 | 102 Average
    Sharpe Ratio 1.02
    1.00
    		-0.17 | 2.42 32 | 102 Good
    Sterling Ratio 0.69
    0.66
    		0.05 | 1.48 38 | 102 Good
    Sortino Ratio 0.49
    0.59
    		-0.02 | 2.60 31 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -8.04 -7.33 -14.35 | 2.87 122 | 248 Good
    3M Return % -7.53 -8.51 -24.00 | 5.08 71 | 245 Good
    6M Return % -4.83 -6.70 -25.50 | 18.96 53 | 237 Very Good
    1Y Return % 10.12 7.71 -17.98 | 51.99 64 | 204 Good
    3Y Return % 16.75 14.67 1.56 | 25.10 38 | 101 Good
    5Y Return % 14.29 11.86 8.94 | 17.85 8 | 34 Very Good
    7Y Return % 14.26 11.86 10.98 | 14.26 1 | 21 Very Good
    1Y SIP Return % -4.92 -8.46 -35.73 | 22.85 43 | 200 Very Good
    3Y SIP Return % 7.30 5.68 -10.36 | 21.51 41 | 99 Good
    5Y SIP Return % 11.39 8.93 5.68 | 18.71 8 | 34 Very Good
    7Y SIP Return % 15.04 11.08 9.39 | 15.04 1 | 21 Very Good
    Standard Deviation 12.33 12.06 0.60 | 22.45 55 | 102 Average
    Semi Deviation 9.14 8.86 0.37 | 16.91 55 | 102 Average
    Max Drawdown % -17.40 -15.82 -29.16 | 0.00 57 | 102 Average
    VaR 1 Y % -13.78 -15.41 -34.57 | 0.00 49 | 102 Good
    Average Drawdown % -5.45 -5.73 -14.55 | 0.00 54 | 102 Average
    Sharpe Ratio 1.02 1.00 -0.17 | 2.42 32 | 102 Good
    Sterling Ratio 0.69 0.66 0.05 | 1.48 38 | 102 Good
    Sortino Ratio 0.49 0.59 -0.02 | 2.60 31 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Dsp Nifty 50 Equal Weight Index Fund NAV Regular Growth Dsp Nifty 50 Equal Weight Index Fund NAV Direct Growth
    13-03-2026 24.3759 25.4048
    12-03-2026 24.9323 25.9843
    11-03-2026 25.1274 26.1872
    10-03-2026 25.4829 26.5573
    09-03-2026 25.168 26.2287
    06-03-2026 25.6662 26.7467
    05-03-2026 25.9271 27.0182
    04-03-2026 25.592 26.6687
    02-03-2026 26.1351 27.2339
    27-02-2026 26.4514 27.5622
    26-02-2026 26.8019 27.927
    25-02-2026 26.7598 27.8828
    24-02-2026 26.5902 27.7056
    23-02-2026 26.8034 27.9274
    20-02-2026 26.6744 27.7917
    19-02-2026 26.5116 27.6218
    18-02-2026 26.8818 28.0071
    17-02-2026 26.7774 27.8979
    16-02-2026 26.7092 27.8264
    13-02-2026 26.5189 27.6269

    Fund Launch Date: 29/Sep/2017
    Fund Category: Index Fund
    Investment Objective: To invest in companies which areconstituents of NIFTY 50 EqualWeight Index (underlying Index) inthe same proportion as in the indexand seeks to generate returns thatare commensurate (before fees andexpenses) with the performance ofthe underlying Index.
    Fund Description: An open ended scheme replicating NIFTY 50 Equal Weight Index
    Fund Benchmark: NIFTY 50 Equal Weight Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.