DSP Large & Mid Cap Fund - Direct Plan has delivered 63.45% absolute return over the last 5 years.
The average return for Large & Mid Cap funds is 76.78% .
This fund ranks #14 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 8.68% .
The fund currently owns more than 76 stocks.
The top 10 holdings account for 37.60% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.23% | -1.86% |
| 2 Year Return | 43.94% | 11.61% |
| 3 Year Return | 77.22% | 32.10% |
| 4 Year Return | 182.40% | 57.26% |
| 5 Year Return | 188.18% | 76.78% |
| 6 Year Return | 195.34% | 125.17% |
| 7 Year Return | 348.90% | 141.57% |
| Expense Ratio | 0.53% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
8.68%
|
|
| 2 | Finance - Banks - Private Sector |
8.06%
|
|
| 3 | Financials |
5.34%
|
|
| 4 | Financials |
3.22%
|
|
| 5 | Finance - Banks - Private Sector |
2.46%
|
|
| 6 | Communication Services |
2.26%
|
|
| 7 | Materials |
1.94%
|
|
| 8 | Financials |
1.89%
|
|
| 9 | Real Estate |
1.88%
|
|
| 10 | Consumer Discretionary |
1.87%
|
|
| 11 | Health Care |
1.78%
|
|
| 12 | Communication Services |
1.73%
|
AMC: DSP
Category: Equity • Large & Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Rohit Singhania
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 & Mid 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.
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