DSP Large & Mid Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.6%
Sharpe Ratio0.04
Beta1.01
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Treps / Reverse Repo InvestmentsUtilities8.98%
HDFC Bank LtdFinancial Services4.73%
State Bank of IndiaFinancial Services4.48%
ICICI Bank LtdFinancial Services4.39%
Axis Bank LtdFinancial Services3.88%
Coforge LtdTechnology2.31%
Kotak Mahindra Bank LtdFinancial Services2.20%
Hindustan Petroleum Corp LtdEnergy & Infra1.99%
Cipla LtdServices1.87%
Ipca Laboratories LtdServices1.81%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.7%
Regulatory & Tax Information
INF740K01078
ISINDailyDealing Frequency
BSE 200 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)