DSP Large & Mid Cap Fund Gr

All Cap

Energy & Utilities

Equity

India Growth

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

What This Strategy Does

DSP Large & Mid Cap Fund Growth is an equity flexi-cap fund which captures India's ₹150 trillion consumption and private capex opportunity through a bottom-up stock selection approach, deploying capital across financials, industrials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-2.8% AnnuallyAlpha

+11.4% vs +9.5% benchmarkSince Inception

+11.3% vs +5.7% benchmark3Y Annualized

+9.5% vs +4.7% benchmark5Y Annualized

DSP Large & Mid Cap Fund Gr

Benchmark Index

Benchmark Performance Comparison

DSP Equity Opportunities Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation16.1%

Sharpe Ratio0.03

Beta0.88

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides portfolio stability through exposure to India's most resilient businesses—companies that have demonstrated the ability to grow earnings across economic cycles. These market leaders typically reinvest cash flows into sustainable competitive moats, translating into steady wealth creation without dramatic volatility. Suitable for investors seeking predictable compounding with lower downside risk.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods16.88%

Consumers13.79%

Services13.53%

Energy & Infra8.44%

Financial Services40.03%

Technology6%

Utilities1.33%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services8.71%

HDFC Bank LtdFinancial Services7.33%

Axis Bank LtdFinancial Services5.86%

State Bank of IndiaFinancial Services3.30%

Kotak Mahindra Bank LtdFinancial Services2.35%

Bharti Airtel LtdServices2.06%

UNO Minda LtdConsumers2.00%

Coforge LtdTechnology1.98%

Max Financial Services LtdFinancial Services1.96%

Alkem Laboratories LtdServices1.89%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Rohit Singhania

Lead Portfolio Manager

Mr. Rohit Singhania has experience of 22 years. Manages 30 funds at DSP Asset Managers Private Limited with an AUM of approximately ₹17,570 Cr Holds a MMS degree.

CW Expert Take

DSP's legacy of principled investing spans decades. They maintain a research-driven culture with low portfolio churn, whether managing equity portfolios or fixed income strategies. The fund house is known for transparent communication and staying true to fund mandates even during difficult performance periods.

23 years

Combined Team Experience

₹ 17,570 Cr

Assets Under Management

Firm Overview

AMCDSP Asset Managers Private Limited

Total AUM₹2,20,762.56 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.86%

Exit Load1

Regulatory & Tax Information

INF740K01094

ISIN

DailyDealing Frequency

Nifty LargeMidcap 250 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)