DSP Large 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 Deviation12.4%
Sharpe Ratio0.33
Beta0.83
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 InvestmentsUtilities12.22%
HDFC Bank LtdFinancial Services9.20%
ICICI Bank LtdFinancial Services8.19%
Mahindra & Mahindra LtdConsumers4.94%
ITC LtdConsumers4.87%
Axis Bank LtdFinancial Services4.69%
SBI Life Insurance Co LtdFinancial Services4.56%
Kotak Mahindra Bank LtdFinancial Services4.49%
Bajaj Finance LtdFinancial Services4.17%
Cipla LtdServices3.87%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.87%
Exit Load1
Regulatory & Tax Information
INF740K01243
ISINDailyDealing Frequency
BSE 100 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)