DSP Nifty500 Flexicap Quality 30 Index Fund

Current Fund Size :

N.A.

₹9.92

NAV

-2.36%

Overall Return

-1.72%

1-Day Change

0.3%

Expense Ratio

₹ 41 Cr

AUM (Fund Size)

1+ mos

Fund Age

Investment Policy

Benchmark

Nifty500 Flexicap Quality 30 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

1 m since Aug 08, 2025

Current Value (Example)

N.A.

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 Dixon Technologies (India) Ltd. Capital Goods Equity 4.07%
2 Hindustan Unilever Ltd. Consumer Staples Equity 4.03%
3 Maruti Suzuki India Ltd. Automobile Equity 4.00%
4 Cummins India Ltd. Capital Goods Equity 3.98%
5 Asian Paints Ltd. Chemicals Equity 3.82%
6 HDFC Asset Management Company Ltd. Financial Equity 3.71%
7 Karur Vysya Bank Ltd. Financial Equity 3.58%
8 Tube Investments Of India Ltd. Automobile Equity 3.58%
9 Marico Ltd. Consumer Staples Equity 3.56%
10 Amara Raja Energy & Mobility Ltd Capital Goods Equity 3.53%
11 ITC Ltd. Consumer Staples Equity 3.40%
12 Colgate-Palmolive (India) Ltd. Consumer Staples Equity 3.33%
13 HDFC Bank Ltd. Financial Equity 3.32%
14 Nestle India Ltd. Consumer Staples Equity 3.32%
15 JB Chemicals & Pharmaceuticals Ltd. Healthcare Equity 3.31%
16 Coforge Ltd. Technology Equity 3.17%
17 Infosys Ltd. Technology Equity 3.14%
18 Gujarat State Petronet Ltd. Energy Equity 3.13%
19 Cyient Ltd. Technology Equity 3.11%
20 APL Apollo Tubes Ltd. Metals & Mining Equity 3.09%
21 Tata Consultancy Services Ltd. Technology Equity 3.09%
22 Computer Age Management Services Ltd. Services Equity 3.03%
23 Tech Mahindra Ltd. Technology Equity 3.00%
24 Persistent Systems Ltd. Technology Equity 3.00%
25 Sonata Software Ltd. Technology Equity 2.93%
26 HCL Technologies Ltd. Technology Equity 2.93%
27 Tata Elxsi Ltd. Technology Equity 2.88%
28 Central Depository Services (India) Ltd. Financial Equity 2.82%
29 Angel One Ltd. Financial Equity 2.67%
30 Indian Energy Exchange Ltd. Services Equity 2.55%

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 Nifty500 Flexicap Quality 30 Index Fund N.A. N.A. N.A. N.A. N.A. N.A. N.A. 41 Cr 1 m 0.3%
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%

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6 DSP Nifty 50 Equal Weight Index Fund 2,235 Cr -4.74% 23.33% View Detail

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