DSP Mutual Fund

DSP NIFTY It Index Fund - Direct - IDCW

DSP Mutual Fund

Expense Ratio: 0.27
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty IT TRI
Inception: 02-06-2025
Exit Load: Nil
Fund Size:₹46.67 Cr

Performance

1Y
Fund-8.13%
Cat. Avg.-0.92%
2Y
FundN/A
Cat. Avg.0.42%
3Y
FundN/A
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund-12.29%
Cat. Avg.5.56%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Infosys Limited24.9830.41%
2Tata Consultancy Services Limited16.8220.48%
3HCL Technologies Limited9.1611.16%
4Tech Mahindra Limited8.9010.84%
5Wipro Limited4.885.94%
6Persistent Systems Limited4.695.71%
7Coforge Limited4.014.88%
8LTM Limited3.283.99%
9MphasiS Limited2.863.48%
10Oracle Financial Services Software Limited2.563.12%

Similar Funds

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000061140+1.9%+4.0%
SI07 Jul, 258000079509-0.6%-0.9%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.91872-8.1%-8.1%
SI20 Jun, 251 L.84072-15.9%-12.3%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

Search Funds