Fund Overview
Fund

DSP Nifty Healthcare Index Fund

Underlying Index: Nifty HealthcareISIN: INF740KA1WF0

11.5512.67% (1Y)
End of Day NAV as on Jul 24, 2026
9.610.210.811.411.9Dec 2025Mar 2026Jul 2026

Fundamentals

Asset TypeEquity
Underlying Index TypeSectoral Index
No. of Companies20
Market Cap FocusLarge & Mid Cap
P/E50.15
P/B7.04
Div Yield0.54%
Std Deviation (1 yr)0.89%

Fund Parameters

AUM (Cr)20
Base Expense Ratio0.21%
Tracking Error0.05%
All-In-Cost0.26%
Inception Date20 Jun 2025
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

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Sectoral Allocation

Fund Holdings

Market Cap Classification

Advanced Ratios

Alpha-0.01
Beta0.99
Sharpe Ratio0.03
Sortino Ratio0.06
Treynor Ratio0.03
Information Ratio-0.14
Upside Capture98.83%
Downside Capture100.74%

Index Methodology

Factor BasisSector/Theme
UniverseNifty 500
WeightagePeriodic Cappped Free-Float Market Cap Weighting, Max Weight per stock = 33%; Top 3 <62%
Stocks IncludedMaximum 20 companies. Top 20 stocks based on six-month average free-float market capitalization are selected
ExclusionsStocks Excluded from Nifty 500, Stocks not meeting criteria of top 20 based on Free Float market cap (Healthcare industry only)

Fund • Last updated: 7/26/2026