mutual funds dsp bse sensex next 30 index fund

performance

DSP BSE Sensex Next 30 Index Fund Direct-Growth

Equity: Large Cap - Growth (Open ended)

DSP BSE Sensex Next 30 Index Fund Direct-GrowthNAV: 12.02 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Equity: Large CapBenchmark: BSE Sensex Next 30 Total Return Index

NAV: ₹12.02-0.30%

16 Jul 2026

Tracking Difference

Annualised return gap between DSP BSE Sensex Next 30 Index Fund Direct-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.

Name	1 Y	3 Y	5 Y	10 Y
Fund	-0.46%	-	-	-
Avg. of funds with same benchmark	-0.46%	-	-	-

Rolling Returns Analysis

Rolling annualized returns of DSP BSE Sensex Next 30 Index Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	09 Feb, 2026 - 16 Jul, 2026	-	-	-
Average returns	13.25%	-	-	-
Standard deviation	5.17%	-	-	-
Best returns	24.52% 1 year ending on 25 Feb, 2026	-	-	-
Worst returns	3.21% 1 year ending on 31 Mar, 2026	-	-	-
Period with positive return	100.00%	-	-	-
Period with return > 5%	98.13%	-	-	-
Period with return > 10%	71.03%	-	-	-
Period with return > 15%	34.58%	-	-	-
Beat % Category	100.00%	-	-	-
Beat % Benchmark	100.00%	-	-	-

Trailing Returns

Point-to-point returns of DSP BSE Sensex Next 30 Index Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

2.5%

-3.7%

-5.3%

YTD

-0.1%

0.7%

0.6%

1 M

2.4%

-2.4%

-3.9%

6 M

7.0%

-0.7%

-1.9%

1 Y

11.6%

9.8%

3 Y

11.0%

10.4%

5 Y

12.4%

12.5%

10 Y

Fund

Equity: Large Cap

BSE Sensex Next 30 Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	2.45%	-0.13%	2.37%	6.98%	-	-	-	13.42%
Equity: Large Cap	-3.68%	0.73%	-2.44%	-0.67%	11.61%	11.04%	12.40%	-
BSE Sensex Next 30 Total Return Index	-5.30%	0.59%	-3.90%	-1.86%	9.84%	10.42%	12.50%	-
Rank in category	21	109	25	2	-	-	-	-
Funds in category	109	114	109	101	79	62	41	-

Period Returns

Calendar-year, quarterly and monthly return history of DSP BSE Sensex Next 30 Index Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of DSP BSE Sensex Next 30 Index Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of DSP BSE Sensex Next 30 Index Fund Direct-Growth?

DSP BSE Sensex Next 30 Index Fund Direct-Growth has delivered a 1-year return of 6.98% as of 16 Jul 2026. During the same period, its benchmark BSE Sensex Next 30 Total Return Index returned -1.86%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of DSP BSE Sensex Next 30 Index Fund Direct-Growth?

The 3-year CAGR for DSP BSE Sensex Next 30 Index Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of DSP BSE Sensex Next 30 Index Fund Direct-Growth?

The 5-year CAGR for DSP BSE Sensex Next 30 Index Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of DSP BSE Sensex Next 30 Index Fund Direct-Growth since inception?

Since its launch on 2 Feb 2025, DSP BSE Sensex Next 30 Index Fund Direct-Growth has delivered a CAGR of 13.42%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has DSP BSE Sensex Next 30 Index Fund Direct-Growth performed vs its category over the long term?

Category rank for DSP BSE Sensex Next 30 Index Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of DSP BSE Sensex Next 30 Index Fund Direct-Growth?

The Sharpe ratio of DSP BSE Sensex Next 30 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of DSP BSE Sensex Next 30 Index Fund Direct-Growth?

The alpha of DSP BSE Sensex Next 30 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of DSP BSE Sensex Next 30 Index Fund Direct-Growth?

The beta of DSP BSE Sensex Next 30 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of DSP BSE Sensex Next 30 Index Fund Direct-Growth?

The average 1-year and 3-year rolling returns of DSP BSE Sensex Next 30 Index Fund Direct-Growth is 13.25% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Name

1 Y

3 Y

5 Y

10 Y

Fund

-0.46%

Avg. of funds with same benchmark

-0.46%

Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

09 Feb, 2026 - 16 Jul, 2026

Average returns

13.25%

Standard deviation

5.17%

Best returns

24.52%

1 year ending on 25 Feb, 2026

Worst returns

3.21%

1 year ending on 31 Mar, 2026

Period with positive return

100.00%

Period with return > 5%

98.13%

Period with return > 10%

71.03%

Period with return > 15%

34.58%

Beat % Category

100.00%

Beat % Benchmark

100.00%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

2.45%

-0.13%

2.37%

6.98%

13.42%

Equity: Large Cap

-3.68%

0.73%

-2.44%

-0.67%

11.61%

11.04%

12.40%

BSE Sensex Next 30 Total Return Index

-5.30%

0.59%

-3.90%

-1.86%

9.84%

10.42%

12.50%

Rank in category

109

Funds in category

109

114

109

101