Mutual Fund- 

DSP Flexi Cap Fund

By Rajendra

Apr 27, 2023

image credit -Unsplash

Scheme Analysis

Category 

FlexiCap

Inception

Apr 29, 1997

Benchmark

Nifty 500

Scribbled Arrow

AUM  - 7,571 Cr

Fund Manager

Atul Bhole & Dhaval Gada

Thick Brush Stroke

DSP Flexi Cap Fund

Top 5 Holding

HDFC Bank

Bajaj Finance

ICICI Bank

Axis Bank

Avenue Supermart

9.07

7.24

7.00

4.07

3.75

Total  -  31.13

Long Term wealth creation requires long-term survival & business growth. Framework takes a structured approach to investing & help achieve same

Portfolio Construct 

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

60.40%

26.70%

DSP Flexicap Fund

Small Cap

12.80%

Business  - To ensure longevity & survival Management - Credible management with prudent capital allocation & past track record

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on  3  Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

-1.91%

25.47%

11.05%

DSP Flexi Cap Fund

This fund invests flexibly across carefully selected companies of different sizes- large, mid or small.

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

11,984

42,022

80,814

Returns

-0.24%

10.28%

11.84%

Monthly SIP of 1,000

DSP Flexi Cap Fund