DSP Nifty 50 Equal Weight Index Fund

Index Funds · DSP Asset Managers Private Limited

DSP Nifty 50 Equal Weight Index Fund is a index funds from DSP Asset Managers Private Limited. It has a track record of about 8.9 years. As of the latest data it carries an RS rating of 34/99 (its recent momentum versus category peers) and a King Score of 56/100 (a long-term quality composite). The current NAV is ₹26.52 (as of 2026-09-16).

Growth of ₹100 - last 5 years

DSP Nifty 50 Equal Weight Index Fund returns: last 1, 3, 5 and 10 years

The last 5 years return is 10.76% a year (₹1 lakh → ₹1.7 lakh), and the last 3 years return is 10.41% - ahead of its category's 9.06% average by 1.3 points. Its trailing one-year return is -0.93%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.

Year-by-year returns

DSP Nifty 50 Equal Weight Index Fund beat its benchmark in 5 of the last 9 calendar years. Consistency against the benchmark matters more than any single great year.

Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.

What a monthly SIP in DSP Nifty 50 Equal Weight Index Fund would have made

A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.

Over 5 years, ₹610,000 invested in monthly instalments would have grown to about ₹789,494 - an XIRR of 10.25%. Figures are pre-tax and assume you stayed invested throughout.

Risk & drawdowns

Timing matters more than people admit: the best possible 1-year stretch in DSP Nifty 50 Equal Weight Index Fund (starting 2020-03-23) gained 106.7%, while the worst (starting 2019-03-22) lost 37.9%. The worst peak-to-bottom fall DSP Nifty 50 Equal Weight Index Fund has ever put investors through is -40.95% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -33.0% annualised, versus 27.6% in rising markets. It has captured roughly 94.2% of its benchmark's up-moves and 87.8% of its down-moves.

How DSP Nifty 50 Equal Weight Index Fund behaves when markets fall

When the market is falling (the Nifty below its 200-day average), DSP Nifty 50 Equal Weight Index Fund has historically returned about -33.0% annualised, versus roughly 27.6% when the market is rising. Its deepest fall on record is -40.95%. Right now it sits about 6.12% below its all-time high (last hit 2026-08-06). The real question isn't the average year - it's whether you could hold on through the worst one.

How DSP Nifty 50 Equal Weight Index Fund ranks in its category

Percentile versus its ~1179 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.

Consistency (rolling returns)

Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, DSP Nifty 50 Equal Weight Index Fund returned a median of 18.21% a year, and 99.0% of those windows were positive.

Who manages DSP Nifty 50 Equal Weight Index Fund - and how good are they?

DSP Nifty 50 Equal Weight Index Fund is managed by Anil Ghelani, Diipesh Shah and Neha Rathi. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.

Anil Ghelani's full record

Anil Ghelani currently runs 18 funds, across FoF Domestic, Index Funds, with about ₹6,911 Cr under management. The book's average King Score is 45.8/100. Their strongest fund by King Score is DSP Nifty Next 50 Index Fund (58/100); DSP Nifty 50 Equal Weight Index Fund ranks #2 of 18 in their book.

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Diipesh Shah's full record

Diipesh Shah currently runs 18 funds, across FoF Domestic, Index Funds, with about ₹6,911 Cr under management. The book's average King Score is 45.8/100. Their strongest fund by King Score is DSP Nifty Next 50 Index Fund (58/100); DSP Nifty 50 Equal Weight Index Fund ranks #2 of 18 in their book.

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Neha Rathi's full record

Neha Rathi currently runs 18 funds, across FoF Domestic, Index Funds, with about ₹6,911 Cr under management. The book's average King Score is 45.8/100. Their strongest fund by King Score is DSP Nifty Next 50 Index Fund (58/100); DSP Nifty 50 Equal Weight Index Fund ranks #2 of 18 in their book.

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A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.

Cost & fund basics

How DSP Nifty 50 Equal Weight Index Fund compares to peers

Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.

What these numbers mean

RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.

DSP Nifty 50 Equal Weight Index Fund review: the bottom line

Related

Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.