DSP Large & Mid Cap Fund - Regular Plan - IDCW

(Erstwhile DSP BlackRock Opportunities Fund-Regular Plan - Dividend)
Fund House: DSP Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 16-05-2000
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: -
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 14,386.91 Cr As on 30-04-2025(Source:AMFI)
Turn over: 42% | Exit Load: 1% - Holding period from the date of allotment < 12 months, Nil - Holding period from the date of allotment >= 12 months (as a % of Applicable NAV)

39.531

16.26%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 7 Months
7 Years 7 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeking to generate long term appreciation and whose secondary objective is income generation and the distribution of dividend from a portfolio constituted of equity and equity related securities concentrating on the investment focus of the scheme. The aim of this scheme is to strongly outperform plain vanilla equity funds which are far more diversified in their portfolio weightage, to minimise risk.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.87
Sharpe Ratio 1.01
Alpha 2.57
Beta 0.9
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
DSP Large & Mid Cap Fund - Regular Plan - IDCW 16-05-2000 9.46 26.96 23.55 24.82 14.59
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 21.13 35.44 32.84 31.07 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 20.13 34.25 28.32 26.67 16.03
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 12.77 - - - -
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 12.73 - - - -
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 12.72 23.77 19.06 25.08 12.19
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.23 28.02 24.64 29.47 15.82
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 11.87 31.65 28.12 29.21 15.94
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 11.56 28.75 25.06 28.4 14.27
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 11.13 23.8 20.4 24.71 16.54

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.64%

Others

6.99%

Large Cap

48.88%

Mid Cap

35.49%

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