Dsp Nifty Next 50 Index Fund

Review Date: 21-05-2025

Beginning of Analysis

In the Index Funds category, Dsp Nifty Next 50 Index Fund is the 69th ranked fund. The category has total 86 funds. The 2 star rating shows a poor past performance of the Dsp Nifty Next 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.42 which is lower than the category average of 0.51.
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 Next 50 Index Fund Return Analysis

• The fund has given a return of 2.37%, 10.77 and 0.33 in last one, three and six months respectively. In the same period the category average return was 3.5%, 8.54% and 3.21% respectively.
• Dsp Nifty Next 50 Index Fund has given a return of -1.62% in last one year. In the same period the Index Funds category average return was 6.98%.
• The fund has given a return of 20.95% in last three years and ranked 18.0th out of 84 funds in the category. In the same period the Index Funds category average return was 16.9%.
• The fund has given a return of 23.94% in last five years and ranked 7th out of 29 funds in the category. In the same period the Index Funds category average return was 24.09%.
• The fund has given a SIP return of -3.46% in last one year whereas category average SIP return is 3.35%. The fund one year return rank in the category is 111st in 136 funds
• The fund has SIP return of 20.35% in last three years and ranks 17th in 82 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (26.02%) in the category in last three years.
• The fund has SIP return of 19.12% in last five years whereas category average SIP return is 16.75%.

Dsp Nifty Next 50 Index Fund Risk Analysis

• The fund has a standard deviation of 20.28 and semi deviation of 14.77. The category average standard deviation is 12.59 and semi deviation is 9.04.
• The fund has a Value at Risk (VaR) of -28.86 and a maximum drawdown of -26.01. The category average VaR is -16.53 and the maximum drawdown is -14.13.

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