DSP Large Cap Fund - Regular Plan - Growth
Expense Ratio: 1.81
Risk: Very High
Equity Scheme - Large Cap Fund
Plan: Regular
Benchmark: BSE 100 TRI
Inception: 10-02-2003
Exit Load: Nil
Fund Size:₹7,274.71 Cr
Performance
1Y
Fund-3.40%
Cat. Avg.-0.36%
2Y
Fund1.07%
Cat. Avg.0.76%
3Y
Fund11.45%
Cat. Avg.10.07%
5Y
Fund10.71%
Cat. Avg.10.69%
10Y
Fund10.74%
Cat. Avg.11.69%
SI
Fund11.62%
Cat. Avg.10.34%
Fund Facts
Beta
0.87
Std Dev
11.08%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC Bank Limited | 723.11 | 10.06% |
| 2 | ICICI Bank Limited | 712.60 | 9.91% |
| 3 | Axis Bank Limited | 430.53 | 5.99% |
| 4 | ITC Limited | 403.84 | 5.62% |
| 5 | Bharti Airtel Limited | 362.71 | 5.04% |
| 6 | Mahindra & Mahindra Limited | 359.70 | 5.00% |
| 7 | Larsen & Toubro Limited | 335.17 | 4.66% |
| 8 | Infosys Limited | 309.08 | 4.30% |
| 9 | Reliance Industries Limited | 293.65 | 4.08% |
| 10 | Cipla Limited | 233.97 | 3.25% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 59255 | -1.2% | -2.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | -0.3% | -0.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.94 L. | +7.5% | +4.9% |
| 5Y | 09 Aug, 21 | 3 L. | 3.84 L. | +28.0% | +10.0% |
| 10Y | 08 Aug, 16 | 6 L. | 10.74 L. | +79.1% | +11.3% |
| SI | 07 Apr, 06 | 12.20 L. | 43.58 L. | +257.2% | +11.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 96070 | -3.9% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.02 L. | +1.9% | +0.9% |
| 3Y | 20 Jul, 23 | 1 L. | 1.38 L. | +38.4% | +11.4% |
| 5Y | 20 Jul, 21 | 1 L. | 1.66 L. | +66.3% | +10.7% |
| 10Y | 20 Jul, 16 | 1 L. | 2.77 L. | +177.4% | +10.7% |
| SI | 03 Apr, 06 | 1 L. | 9.32 L. | +831.9% | +11.6% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.
