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DSP Nifty Healthcare Index Fund - Regular - Growth is an index scheme managed by DSP Mutual Fund. The total expense ratio is 1.18% on assets of ₹19Cr. The fund is currently managed by Anil Ghelani, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 95% of its portfolio classified as of 2026-01-31.
| Holding | Sector |
|---|
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | Healthcare | 18.00% |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | Healthcare | 8.19% |
| CIPLA LIMITED EQ NEW FV RS.2/- | Healthcare | 7.94% |
| Dr. Reddys Laboratories Ltd | Healthcare | 7.91% |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | Healthcare | 7.64% |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | Healthcare | 7.58% |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | Healthcare | 5.56% |
| FORTIS HEALTHCARE LIMITED. EQ | Healthcare | 4.73% |
| TORRENT PHARMACEUTICALS LIMITED EQ NEW FV RS.5/- | Healthcare | 4.41% |
| LAURUS LABS LIMITED EQ NEW FV RS. 2/- | Healthcare | 3.99% |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | Healthcare | 3.60% |
| ALKEM LABORATORIES LIMITED EQ | Healthcare | 3.54% |
| GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- | Healthcare | 3.24% |
| BIOCON LIMITED EQ | Healthcare | 2.71% |
| MANKIND PHARMA LIMITED EQ NEW FV RE. 1/- | Healthcare | 2.56% |
| ZYDUS LIFESCIENCES LIMITED EQ NEW FV RE. 1/- | Healthcare | 2.36% |
| IPCA LABORATORIES LIMITED EQ NEW FV RE .1/- | Healthcare | 2.18% |
| ABBOTT INDIA LIMITED EQ | Healthcare | 1.53% |
| PIRAMAL PHARMA LIMITED EQ | Healthcare | 1.02% |
| SYNGENE INTERNATIONAL LIMITED EQ | Healthcare | 0.96% |
| Sector | Holdings | Weight |
|---|---|---|
| Pharmaceuticals & Biotechnology | 16 | 78.74% |
| Healthcare Services | 4 | 20.91% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 75.9% means the manager bets the fund's outcome on a small basket. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.