DSP Nifty IT Index Fund

Current Fund Size :

N.A.

₹8.68

NAV

-11.91%

Overall Return

-2.42%

1-Day Change

0.26%

Expense Ratio

₹ 10 Cr

AUM (Fund Size)

3+ mos

Fund Age

Investment Policy

Benchmark

NIFTY IT TRI

Risk Level

High Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹1000

Exit Load

0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

3 m since Jun 02, 2025

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 Infosys Ltd. Technology Equity 29.25%
2 Tata Consultancy Services Ltd. Technology Equity 21.63%
3 HCL Technologies Ltd. Technology Equity 10.58%
4 Tech Mahindra Ltd. Technology Equity 9.51%
5 Wipro Ltd. Technology Equity 7.20%
6 Coforge Ltd. Technology Equity 5.81%
7 Persistent Systems Ltd. Technology Equity 5.76%
8 LTIMindtree Ltd. Technology Equity 4.81%
9 Mphasis Ltd. Technology Equity 3.21%
10 Oracle Financial Services Software Ltd. Technology Equity 1.99%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 DSP Nifty IT Index Fund N.A. N.A. N.A. N.A. N.A. N.A. N.A. 10 Cr 3 m 0.26%
2 ICICI Prudential BHARAT 22 FOF -8.87% 28.72% 34.72% 17.06 1.14 1.04 1.74 2,265 Cr 7 yrs 3 m 0.12%
3 Motilal Oswal Nifty Bank Index Fund 3.34% 13.75% 20.87% 13.12 0.99 0.41 0.89 607 Cr 6 yrs 1 m 0.26%
4 ICICI Prudential Nifty Auto Index Fund -1.55% 28.31% 16.13% N.A. N.A. N.A. N.A. 150 Cr 3 yrs 0.4%
5 Kotak Nifty Financial Services Ex-Bank Index Fund 4.91% 15.03% 8.77% N.A. N.A. N.A. N.A. 68 Cr 2 yrs 2 m 0.22%
6 Navi Nifty India Manufacturing Index Fund -5.13% 22.69% 12.48% 15.20 1.05 0.84 1.20 63 Cr 3 yrs 1 m 0.41%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month -4.22% 0.95%
2 3 Months -13.1% -4.4%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 DSP India T.I.G.E.R. Fund 5,303 Cr -9.91% 34.33% View Detail
2 DSP Natural Resources and New Energy Fund 1,292 Cr -6.0% 28.08% View Detail
3 DSP Small Cap Fund 16,628 Cr -4.43% 27.55% View Detail
4 DSP ELSS Tax Saver Fund 16,475 Cr -4.63% 24.48% View Detail
5 DSP Large & Mid Cap Fund 15,356 Cr -5.37% 23.75% View Detail
6 DSP Nifty 50 Equal Weight Index Fund 2,235 Cr -4.74% 23.33% View Detail

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