Fund Overview
Fund

DSP Nifty Healthcare Index Fund

Underlying Index: Nifty HealthcareISIN: INF740KA1WF0

11.7613.08% (1Y)
End of Day NAV as on Sep 10, 2026
9.610.310.911.612.2Sep 2025Feb 2026Sep 2026

Fundamentals

Asset TypeEquity
Underlying Index TypeSectoral Index
No. of Companies20
Market Cap FocusLarge & Mid Cap
P/E53.97
P/B8.28
Div Yield0.50%
Std Deviation (1 yr)0.85%

Fund Parameters

AUM (Cr)22
Base Expense Ratio0.21%
Tracking Error0.04%
All-In-Cost0.25%
Inception Date20 Jun 2025
Scheme Plan - Option - TypeDirect Plan - Growth - Open ended scheme
Native Score

Similar Exchange Traded Funds (ETFs)

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Fund NameLast CloseAUM (Cr)Avg Exp RatioTracking Error1M ADTO (Cr)1M Avg NAV GapAll-In-CostScore
169.472210.13%0.01%1-0.06%0.14%
17.00820.16%0.01%0-0.13%0.17%
168.13240.33%0.01%0-0.06%0.34%

Similar Index Funds

No similar index funds available for this index

Sectoral Allocation

Total
100%
allocation
  • Healthcare101.7%
  • Business Services0.7%
  • Miscellaneous0.5%

Fund Holdings

NameWeight
Sun Pharmaceutical Industries Ltd.18.8%
Divi's Laboratories Ltd.9.1%
Apollo Hospitals Enterprise Ltd.8.2%
Cipla Ltd.7.4%
Max Healthcare Institute Ltd.7.3%
Torrent Pharmaceuticals Ltd.6.7%
Laurus Labs Ltd.6.3%
Dr. Reddy's Laboratories Ltd.6.2%
Lupin Ltd.5.2%
Fortis Healthcare Ltd.4.4%
Aurobindo Pharma Ltd.3.9%
Alkem Laboratories Ltd.3.0%
Glenmark Pharmaceuticals Ltd.3.0%
Biocon Ltd.2.7%
Zydus Lifesciences Ltd.2.5%
Mankind Pharma Ltd.2.5%
Ipca Laboratories Ltd.2.2%
Abbott India Ltd.1.3%
Piramal Pharma Ltd.1.1%
Syngene International Ltd.0.7%
Tri-Party Repo (TREPS)0.5%
Net Current Asset-2.9%

Holdings Concentration

Total covered: 103%
Top 1–5
5 holdings
50.7%
49%
share
Top 6–10
5 holdings
28.8%
28%
share
Top 11–20
10 holdings
22.8%
22%
share
Beyond 20
1 holding
0.5%
1%
share

Market Cap Classification

Total
100%
allocation
  • Mid Cap50.4%
  • Large Cap50.2%
  • Small Cap1.7%

Advanced Ratios

Alpha-0.01
Beta1.00
Sharpe Ratio0.05
Sortino Ratio0.08
Treynor Ratio0.04
Information Ratio-0.13
Upside Capture99.07%
Downside Capture100.87%

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: 11/09/2026