DSP BSE Sensex Next 30 Index Fund(IDCW Reinvest)

The DSP BSE Sensex Next 30 Index Fund is designed for investors seeking exposure to the next 30 companies after the top 30 in the BSE Sensex. This fund is ideal for those looking to diversify their portfolio with high-growth potential stocks. It matters because it captures emerging leaders in the Indian market, providing a balanced investment approach. With a focus on long-term growth, this fund aims to deliver competitive returns while minimizing risk through passive management.

Focuses on the next 30 companies in the BSE Sensex.
Ideal for investors seeking diversification.
Targets high-growth potential stocks.
Passive management for lower costs.
Aims for long-term capital appreciation.

Investment Thesis

The DSP BSE Sensex Next 30 Index Fund presents a compelling investment opportunity due to its backing by a reputable promoter group, significant growth potential in digital services, and attractive valuation compared to its peers. This fund is well-positioned to capitalize on India's economic growth trajectory.

Strong promoter credibility enhances trust and stability.
Digital services sector poised for exponential growth.
Attractive valuation offers a competitive edge over peers.
Diversified exposure to next-gen companies in the index.
Strategic alignment with India's economic growth story.

Opportunity vs Risk

Opportunities

Diversified exposure to top 30 stocks
Potential for long-term capital appreciation
Tax-efficient IDCW reinvestment option
Rising interest in index funds
Lower expense ratios compared to active funds

Risks ⚠️

Market volatility affecting returns
Limited to top 30 companies
Economic downturn impact on performance
Interest rate fluctuations
Less control over individual stock selection

Peer Perspective

DSP BSE Sensex Next 30 Index Fund trades at a slight premium compared to peers like ICICI Prudential Nifty Next 50 Fund and HDFC Nifty Next 50 Fund; a rerating could occur with consistent margin stability and improved growth metrics.

📊 Stock Investment Checklist (100 Points)

DSP BSE Sensex Next 30 Index Fund(IDCW Reinvest) • Updated: 2025-10-01 01:53:21

10

Business
High

The fund is invested in a future-ready sector with a diversified portfolio.
10

Growth
High

Consistent revenue and profit growth observed in underlying companies.
10

Profitability
High

ROE and ROCE are stable, but OCF shows some fluctuations.
8

Valuation
High

Valuation metrics are reasonable compared to peers.
7

Balance
High

Debt levels are manageable with adequate liquidity.
5

Governance
Good

Promoter holding is strong, but some concerns over disclosures.
6

Drivers
Good

Growth catalysts are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 66 / 100 • Decent

The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to some execution risks.