DSP Nifty 50 Equal Weight ETF · NSE:EQUAL50ADD
DSP Nifty 50 Equal Weight ETF — DSP Mutual Fund — Investor Presentation (May 2026)
19 slides from DSP Nifty 50 Equal Weight ETF's investor presentation, May 27, 2026
Slide 1: DSP BSE Sensex Next 30 Index Fund and ETF
DSP BSE Sensex Next 30 Index Fund DSP BSE Sensex Next 30 ETF Positioned to play the middle order An open ended scheme replicating/ tracking BSE SENSEX Next 30 Index ETF Scrip Code: NSE – NEXT30ADD | BSE - 544352 This document is dated 27 May 2026 DSP Mutual Fund - SEBI Registration No.: MF/036/97/7
Slide 2: Large Caps Are Better Placed In Terms Of Risk-Reward
Large Caps Are Better Placed In Terms Of Risk-Reward Rolling 3 Year CAGR Outperformance 20% 15% Mid & Small Caps were Attractive 10% 5% 0% -5% -10% -15% Large Caps were Attractive -20% May-08 Oct-09 Oct-11 Jul-12 Mar-13 Aug-14 Aug-16 May-17 Oct-20 Mar-22 Jul-23 Mar-24 Aug-25 Nov-13 Apr-15 Apr-26 Dec
Slide 3: Options available in the Large Cap space…
Options available in the Large Cap space… Large Cap Indices – Percentage Exposure Across Top 100 Stocks Index 1 to 10 11 to 20 21 to 30 31 to 40 41 to 50 51 to 60 61 to 70 71 to 80 81 to 90 91 to 100 100 Nifty Top 10 Equal Weight The middle order is 64 BSE Sensex 23 13 under-represented in most indi
Slide 4: Here Are Some Of These 'Under-represented' Companies…
Here Are Some Of These ‘Under-represented’ Companies… One of India's largest FMCG companies One of the largest coal producers in the world Largest two-wheeler manufacturer in India Leading private sector life insurance player India’s largest oil & gas producer Largest pharma company by volume in the
Slide 5: BSE Sensex Next 30 Index – An Introduction
BSE Sensex Next 30 Index – An Introduction BSE 100 BSE SENSEX Next 30 tracks the next 30 largest and most liquid Excludes Companies part of BSE Sensex companies in BSE 100 after BSE Sensex Rank remaining 70 stocks by 6-month average float adjusted market cap Index Characteristics Universe BSE 100 Se
Slide 6: Positioned To Play The Middle Order
Positioned To Play The Middle Order Large Cap Indices – Percentage Exposure Across Top 100 Stocks Index 1 to 10 11 to 20 21 to 30 31 to 40 41 to 50 51 to 60 61 to 70 71 to 80 81 to 90 91 to 100 100 Nifty Top 10 Equal Weight 64 BSE Sensex 23 13 54 19 12 9 7 Nifty 50 20 20 20 20 20 Nifty 50 Equal Weig
Slide 7: Tactical Play On An Often-Overlooked Segment
BSE Sensex Next 30 – Tactical Play On An Often-Overlooked Segment Historically Low Overlap With Nifty 50 & Nifty Next 50 BSE Sensex Next 30 - Index Constituents Company Weight (%) Company Weight (%) High HINDALCO INDUSTRIES 5.9 APOLLO HOSPITALS ENTERPRISE 3.1 SHRIRAM FINANCE 5.1 CIPLA 2.9 Overlap wi
Slide 8: Offers Better Diversification
Offers Better Diversification Low Concentration in Financials Well-Diversified Across Sectors BSE Sensex BSE Sensex Next 30 - Historical Semi-Annual Sector Allocation (%) Sector BSE Sensex Nifty 50 Next 30 100% Consumer Discretionary 19% 11% 12% 90% Commodities 17% 3% 7% 80% 70% Financial Services 1
Slide 9: Attractive Risk – Reward: Stocks Available At Reasonable Valuations
Attractive Risk – Reward: Stocks Available At Reasonable Valuations Rolling 3 Year CAGR Outperformance Price to Earnings Ratio* 8% 50 4% 40 0% DSP product launch** 30 -4% -8% 20 -12% Mar-20 Mar-25 Jul-18 Nov-21 Aug-24 Apr-21 Jul-23 Apr-26 Jun-17 Sep-19 Sep-25 Feb-19 Oct-20 Jun-22 Dec-22 Jan-18 Jan-2
Slide 10: Historically Outperformed The Major Large Cap Indices
Historically Outperformed The Major Large Cap Indices Performance Comparison (TRI Index Values Rebased to 100 on 20-Jun-14) Calendar Year Wise Performance 600 BSE Sensex CAGR Year BSE Sensex Nifty 50 Next 30 500 BSE Sensex Next 30 15.6% 2015 3% -4% -3% 2016 7% 3% 4% 400 BSE Sensex 13.1% 2017 43% 30%
Slide 11: BSE Sensex Next 30 Index – Performance Snapshot
BSE Sensex Next 30 Index – Performance Snapshot Lumpsum Performance Since Inception (June 2014) SIP Performance Since Inception ₹10,000 ₹1 Lakh ₹5.1 Lakh via Monthly SIP ₹37.6 Lakh via Lumpsum CAGR 14.6% (Invested amount = CAGR 15.4% ₹14.3 Lakh) 3Y Rolling Returns 5Y Rolling Returns 30% 30% 25% 25%
Slide 12: Potential For Better Returns Comes With Higher Risk
Potential For Better Returns Comes With Higher Risk BSE Sensex Next 30 Index TRI has historically had a higher risk, higher reward profile compared to BSE Sensex Index TRI & Nifty 50 Index TRI Risk Return Matrix (TRI Index values used) Drawdown 18.5% 2014 2015 2016 2016 2017 2018 2019 2020 2021 2021
Slide 13: Dedicated Team For Passive Investments
Dedicated Team For Passive Investments Portfolio Management / Dealing / Analysis Anil Ghelani, CFA Sannidhya (28) Diipesh Shah Neha Rathi Ravi Gehani Shegaonkar Head of Passive (24) (7) (11) (2) Investments & Senior Vice Senior Manager Senior Manager Assistant Products President Manager Passive Inve
Slide 14: Scheme Details
Scheme Details Nature DSP BSE Sensex Next 30 Index Fund DSP BSE Sensex Next 30 ETF Category of the Scheme Index Fund ETF Type of the Scheme An open ended scheme replicating/ tracking BSE SENSEX Next 30 Index The investment objective of the Scheme is to generate returns that are The investment object
Slide 15: Risk Factors
Risk Factors Passive Investments • The Scheme invests in the securities included in its underlying index regardless of their investment merit. The AMC does not attempt to individually select stocks or to take defensive positions in declining markets. Consequently, the NAV of the Units of the Scheme
Slide 16: Risk Factors – Tracking Error
Risk Factors – Tracking Error The Fund Manager would not be able to invest the entire corpus exactly in the same proportion as in the underlying index due to certain factors such as the fees and expenses of the respective scheme, corporate actions, cash balance, changes to the underlying index and r
Slide 17: Disclaimer
Disclaimer Disclaimers: This presentation / note is for information purposes only. It should not be construed as investment advice to any party. In this material DSP Asset Managers Pvt. Ltd. (the AMC) has used information that is publicly available, including information developed in-house. Informat
Slide 18: Product Labeling
Product Labeling DSP BSE Sensex Next 30 Index This product is suitable for investor who are seeking* SCHEME BENCHMARK – BSE Sensex Next 30 TRI Fund (An open ended scheme • Long-term capital growth replicating/ tracking BSE SENSEX • Investment in equity and equity related securities Next 30 Index) co
Slide 19: INVEST FOR GOOD
INVEST FOR GOOD 1919