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DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund - Direct - IDCW

DSP · Index Funds
High
₹12.84
Current NAV
25 Jun 2026
17.7%
1Y Return
23.7%
3Y CAGR
18.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.97%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.97).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.97).
  • Very large asset base (AUM: ₹13,020 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.97
Sharpe Ratio
1.57
Beta
6.97
Alpha
2.70
Sortino
Fund Details
Fund House DSP
Category Index Funds
AUM ₹13020 Cr
Expense Ratio 0.97%
Min SIP ₹500
Min Lumpsum ₹1000
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