DSP Flexi Cap Fund
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
AUM - 7,571 Cr
Fund Manager
Atul Bhole & Dhaval Gada
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
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
Scheme Performance Exit Load Upto 1 Year - 1.00%
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.
SIP Performance Exit Load upto 12 month - 1%
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