Mutual Fund- 

DSP Flexi Cap Fund

By Rajendra

Oct  3, 202

image credit -Unsplash

Scheme Analysis

Thick Brush Stroke

DSP Flexi Cap Fund

Category 

Flexi Cap

Inception

Apr 29, 1997

Benchmark

Nifty 500

Scribbled Arrow

AUM  - 7,990 Cr

Fund Manager

Atul Bhole

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

Portfolio Construct 

Top 5 Holding

HDFC Bank

ICICI Bank

Bajaj Finance

Infosys

Avenue Supermart

9.64

7.35

5.98

4.39

4.13

Total :-  31.49

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

65.00%

26.30%

DSP Flexicap Fund

Small Cap

9.10%

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

Bank

Finance

IT

Thick Brush Stroke

Top 5 Sector -57.43%

21.34

13.89

10.09

6.01

4.45

Industrial Product

Auto

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

Thick Brush Stroke

Scheme Performance

Exit Load

upto 1 year- 1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

-3.42%

18.32%

11.88%

Thick Brush Stroke

SIP Performance

Exit Load

Upto 1 year -  1%

Scribbled Arrow

As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,144

47,001

87,197

Returns

2.25%

18.15%

14.96%

Monthly SIP of 1,000