DSP BSE SENSEX Next 30 Index Fund
Get the latest NAV of DSP BSE SENSEX Next 30 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹11.04
▲2%1D
NAV as on 25 Mar 2026
9.1%/per year
Since Inception
▲▼
532 people have invested ₹ 13.8L in DSP BSE SENSEX Next 30 Index Fund in the last three months
Peer comparison
DSP BSE SENSEX Next 30 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
DSP BSE SENSEX Next 30 Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
DSP BSE SENSEX Next 30 Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Basic Materials, Financial Services & Consumer Cyclical
Basic Materials
18%
Financial Services
18%
Consumer Cyclical
17%
Basic Materials
19%
Financial Services
18%
Consumer Cyclical
17%
DSP BSE SENSEX Next 30 Index Fund Holdings Details
as on (28-Feb-26)
DSP BSE SENSEX Next 30 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.25% |
Benchmark | BSE SENSEX Next 30 TR INR |
| AUM | ₹16 Cr |
| Inception Date | 30 January, 2025 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 3.58% |
| Risk | Very High Risk |
About DSP BSE SENSEX Next 30 Index Fund
DSP BSE SENSEX Next 30 Index Fund is an equity fund. This fund was started on 30 January, 2025. The fund is managed by Anil Ghelani, Diipesh Shah. The fund could potentially beat inflation in the long-run.
Key Parameters
- DSP BSE SENSEX Next 30 Index Fund has ₹16 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
DSP BSE SENSEX Next 30 Index Fund has given a CAGR return of 9.10% since inception. Over the last 1 year the fund has given a CAGR return of 7.06%.
Holdings
DSP BSE SENSEX Next 30 Index Fund has allocated its funds majorly in Cash Equivalent, Basic Materials, Financial Services, Consumer Cyclical, Health, Consumer Defensive, Energy, Industrial, Utilities, Tech. Its top holdings are Shriram Finance Ltd, Hindalco Industries Ltd, Vedanta Ltd, JSW Steel Ltd, Bajaj Auto Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of DSP BSE SENSEX Next 30 Index Fund
The investment objective of the Scheme is to generate returns that are commensurate with the performance of the BSE SENSEX Next 30 Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. DSP BSE SENSEX Next 30 Index Fund has no lock in period.
Fund Manager
Anil Ghelani
Fund Manager of DSP BSE SENSEX Next 30 Index Fund, since 30 January 2025
Diipesh Shah
Fund Manager of DSP BSE SENSEX Next 30 Index Fund, since 30 January 2025
- AUM of the fund stands at 15.9 Cr as of Feb'26
- AUM increased by 1.2 Cr between Feb'26 and Jan'26
Frequently Asked Questions for DSP BSE SENSEX Next 30 Index Fund
How do I invest in DSP BSE SENSEX Next 30 Index Fund?
- Download the INDmoney app.
- Search for ‘DSP BSE SENSEX Next 30 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.