DSP Large Cap Fund - Direct Plan has delivered 34.96% absolute return over the last 5 years.
The average return for Large Cap funds is 51.31% .
This fund ranks #27 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 9.66% .
The fund currently owns more than 46 stocks.
The top 10 holdings account for 56.98% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -2.15% | -4.34% |
| 2 Year Return | 33.96% | 7.94% |
| 3 Year Return | 59.38% | 24.99% |
| 4 Year Return | 121.09% | 42.81% |
| 5 Year Return | 122.17% | 51.31% |
| 6 Year Return | 135.41% | 83.45% |
| 7 Year Return | 213.96% | 107.98% |
| Expense Ratio | 0.76% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
9.66%
|
|
| 2 | Finance - Banks - Private Sector |
9.49%
|
|
| 3 | Communication Services |
5.82%
|
|
| 4 | Consumer Staples |
5.42%
|
|
| 5 | Financials |
5.40%
|
|
| 6 | Consumer Discretionary |
5.08%
|
|
| 7 | Industrials |
4.52%
|
|
| 8 | Information Technology |
4.49%
|
|
| 9 | Energy |
4.07%
|
|
| 10 | Health Care |
3.03%
|
|
| 11 | Utilities |
3.02%
|
|
| 12 | Financials |
2.71%
|
Minimum Purchase: ₹100
Exit Load: If redeemed Less than 12 months from the date of allotment - 1% If redeemed greater than or equal to 12 months from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
DSP Large Cap Fund - Direct Plan is managed by DSP and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds