The DSP Nifty 500 Index Fund is an open-ended passive equity mutual fund designed to replicate the performance of the Nifty 500 Index. By investing in all 500 companies that make up the index in the same proportion, the fund aims to provide investors with exposure to a wide cross-section of the Indian equity market, spanning large-cap, mid-cap, and small-cap stocks. The scheme follows a passive investment strategy and seeks to minimize tracking error through disciplined portfolio rebalancing.
A Nifty 500 Index Fund is a passively managed equity mutual fund that tracks the Nifty 500 Index, which represents the top 500 companies in India across large-cap, mid-cap, and small-cap segments. The fund invests in all index constituents in the same proportion as the index, aiming to deliver returns similar to the Nifty 500, subject to tracking error.
In essence, a Nifty 500 Index Fund is suitable for investors who:
| Particulars | Details |
|---|---|
| Scheme Name | DSP Nifty 500 Index Fund |
| Category | Index Fund |
| Sub-Category | Equity – Index |
| Scheme Type | Open-ended |
| Risk Level | Very High |
| Benchmark | Nifty 500 TRI |
| NAV Calculation | Daily |
| Minimum Investment | ₹100 |
| Minimum Additional Investment | ₹100 |
| Exit Load | Nil |
| Fund Manager | Anil Ghelani |
| Asset Allocation | 95%–100% in Nifty 500 stocks |
| Cash & Cash Equivalents | 0%–5% |
The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.
However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Benchmark Index: Nifty 500 TRI
This product is suitable for investors who are seeking*
*Investors should consult their financial advisors if in doubt whether the product is suitable for them.
| This Fund is Ideal for: |
|---|
| Investors seeking long-term capital appreciation through diversified equity exposure. |
| Those who prefer passive investing aligned with market performance. |
| Individuals looking for broad-based exposure rather than concentrated portfolios. |
| Investors comfortable with very high risk associated with equity markets. |
The fund invests in:
Expense Ratio: Check latest factsheet.
Exit Load: Nil exit load applicable.
Taxation:
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| Investor Concern | How the Scheme Addresses It |
|---|---|
| Market timing risk | Passive investing aligned with index |
| Stock selection complexity | Automatic exposure to 500 index stocks |
| Concentration risk | Broad diversification across market caps |
| High costs | Passive structure with regulated expense limits |
| Tracking uncertainty | Regular rebalancing and tracking error monitoring |
A1. No, the fund is managed passively and tracks the Nifty 500 Index.
A2. No, there is no assurance that the investment objective will be achieved.
A3. The minimum investment amount is ₹100.
A4. No, the scheme does not levy an exit load.
A5. The NAV is calculated on a daily basis.
The DSP Nifty 500 Index Fund offers investors a disciplined and transparent way to participate in India’s equity markets through a single diversified fund. While the scheme aims to replicate index performance, returns are subject to market risks, tracking error, and regulatory changes. Investors should carefully read the Scheme Information Document and consult their financial advisor before investing. Mutual fund investments are subject to market risks.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
📅 Last Updated on: December 15, 2025
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