• Home
  • About
  • MF Research
    • Performance Comparison
      • Trailing Return of Funds
      • Mutual Fund Category Monitor
      • Mutual Fund Point to Point Returns
      • Mutual Fund Quartile Ranking
      • Mutual Fund Annual Returns
      • Mutual Fund Portfolio Overlap
      • Top Consistent Mutual Funds
      SIP Returns
      • Top Performing SIP Funds
      • SIP with Annual Increase
      • Mutual Fund SIP Return Calculator
      Lumpsum Return
      • Top Performing Lumpsum Funds
      • Lumpsum Returns Calculator
      Rolling Returns
      • Rolling Return vs Category
      • Rolling Returns Vs Benchmark
      • Rolling Return vs Sensex & Gold
      Advance Tools
      • PPF Vs ELSS
      • Market Capture Ratio
      STP & SWP Returns
      • Mutual Fund STP Calculator
      • STP Calculator Profit Transfer
      • Mutual Fund SWP Return Calculator
      • SWP With Annual Increase
      Quartile Ranking Research
      • Downside Volatility Ranking
  • Calculators
    • SIP Calculator
    • Become A Crorepati
    • Target Amount Sip Calculator
    • EMI Home Loan Calculator
    • Retirement Planning Calculator
    • Goal Setting Calculator
    • Composite Financial Goal
    • Education Planner
    • Future Value
    • Mutual Fund Sip Calculator Step Up
    • SIP with Annual Increase
    • Compounding Calculator
    • SWP Calculator
  • Goal Planners
    • Dream home
    • Wealth Creation
    • Retirement
    • Child's Education
    • Child's Wedding
    • Emergency
  • Blog
  • News
  • Contact
    • Login
  • Home
  • DSP Large Cap Fund - Regular Plan - Growth
DSP Large Cap Fund - Regular Plan - Growth

Category: Equity: Large Cap

Launch Date: 05-03-2003

Riskometer: Very High

NAV as on 16-05-2025

₹ 472.961

₹ 0.48 ( 0.1023%)

CAGR Since Inception

18.97%

BSE 100 TRI 17.2%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

Jay Kothari, Abhishek Singh

Investment Objective

The scheme seeks to generate capital appreciation from a portfolio that largely consists of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed on either BSE or NSE.

Benchmark

BSE 100 TRI

Expense Ratio

0.0% As on (30-04-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

561.1 Cr As on (30-04-2025)

PERFORMANCE of DSP Large Cap Fund - Regular Plan - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 16-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Large Cap Fund - Regular Plan - Growth 16.75 22.39 23.23 11.84 18.97
Benchmark - - - - -
Equity: Large Cap 9.97 18.64 22.53 12.21 13.88
Nav Movement
RETURNS CALCULATOR for DSP Large Cap Fund - Regular Plan - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of DSP Large Cap Fund - Regular Plan - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Large Cap Fund - Regular Plan - Growth 12.37 0.97 5.54 0.87 - -
Equity: Large Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
DSP Large Cap Fund Reg Gr 23.23
Motilal Oswal Large Cap Reg Gr 0.0
Canara Robeco Bluechip Equity Reg Gr 22.37
Franklin India BlueChip Gr 22.77
Mirae Asset Large Cap Gr 22.05
WhiteOak Capital Large Cap Fund Reg Gr 0.0
ABSL Frontline Equity Gr 24.17
Kotak Bluechip Gr 23.75
SBI Blue Chip Reg Gr 23.58
ICICI Pru BlueChip Gr 26.19
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 42.74
Automobile and Auto Components 13.59
N/A 13.31
Healthcare 6.92
Oil, Gas & Consumable Fuels 6.21
Information Technology 5.61
Fast Moving Consumer Goods 5.18
Power 3.5
Telecommunication 1.7
Chemicals 1.24
Portfolio Holdings
Company Holdings (%)
TREPS / Reverse Repo Investments 14.29
HDFC BANK LIMITED EQ NEW FV RE. 1/- 9.26
ICICI BANK LIMITED EQ NEW FV RS. 2/- 8.7
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 5.23
ITC LIMITED EQ NEW FV RE.1/- 5.18
AXIS BANK LIMITED EQ NE FV RS. 2/- 5.02
SBI LIFE INSURANCE COMPANY LIMITED EQ 4.63
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- 4.22
CIPLA LIMITED EQ NEW FV RS.2/- 4.02
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 4.0
twitter facebook instagram

Get in Touch

wealthinfy@gmail.com
+91 8999400400

Goal Planner

  • Dream Home
  • Wealth Creation
  • Retirement
  • Child's Education
  • Child's Wedding
  • Emergency
  • Check Your Risk Profile

Learn More

  • About Us
  • Contact Us
  • Services
  • Specialized Services
  • Terms of Use
  • Privacy Policy

Resources

  • Mutual Fund Research
  • Calculators
  • Blogs
  • News
  • Mutual Fund FAQ's
  • NRI Corner FAQ's
  • Financial Planning FAQ's

© 2023 Wealthinfy. All rights reserved. Developed by Advisorkhoj.com

Are you an existing investor ?

YES  NO
Login To Your Account

New user? Create Your Account Now

Create Your Account With Us


How may I help you?

Would you like to continue with some arbitrary task?