Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

DSP Mutual Fund

DSP Large Cap Fund - Regular Plan - Growth

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 4/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 75/100 · Good

How this score is calculated

  • Star rating (35%)4/5
  • 3Y CAGR (30%)12.18%
  • Expense ratio (20%)1.23%
  • AUM (15%)₹7,228 Cr

Not investment advice — an analytical read of public fund data. Methodology →

DSP Mutual Fund · Equity · Large Cap

₹503.37

+47.67 (+10.46%)

AUM: ₹7,227 Cr

NAV updated 26 days ago

Plan

Regular

Option

Growth

Risk

High

Expense Ratio

1.23%

Exit Load

Exit load of 1% if redeemed less than 12 months

Fund Manager

Harish Zaveri

Inception

Jan 2013

Benchmark

NIFTY 100 Total Return Index

Sharpe Ratio

-0.72

Std Dev (1Y)

12.71%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-1.6%

3m

+2.19%

6m

-3.6%

1y

-0.1%

3y

+12.18%

5y

+9.69%

10y

+10.9%

since inception

+11.51%

TopFund's Take on DSP Large Cap Fund - Regular Plan - Growth

DSP Large Cap Fund - Regular Plan - Growth holds up reasonably well within the Large Cap category, backed by a 4-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 75/100.

Cost: At 1.23%, the expense ratio runs 105% above the Large Cap category average of 0.6%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.72 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 12.71% is fairly typical for Large Cap funds.

Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Equity 98.64%
Net Receivables 0.63%
Reverse Repo 0.59%
Cash Margin 0.14%

Frequently Asked Questions about DSP Large Cap Fund - Regular Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

Discussion

User-generated content — not investment advice, and not verified or endorsed by TopFund.

No comments yet — start the discussion.