Large Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
2%
Asset Size
2975.42 Cr.
(As of 31 Aug, 2023)
Benchmark
S&P BSE 100 India TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.
Fund manager
Vinit Sambre
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹0
Minimum investment
₹500
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
HDFC Bank Ltd
10.04%
ICICI Bank Ltd
9.88%
Axis Bank Ltd
7.32%
HCL Technologies Ltd
6.70%
FundsLarge Cap Mutual Funds invest in companies with large market capitalization, and who ae well-established players with good track record. Large cap funds are one of the less riskiest investment avenues and pose an attractive option for investors with lower risk appetite or who are relatively risk-averse. After SEBI’s re-categorization the large-cap companies are those thatfall within the top 100 ranks of the give benchmark. Large cap funds require patience from investors and ask for longer time periods for staying invested, usually for 5 – 7 years.
This fund is rated 0 stars by Morning Star Ratings.
DSP Mutual Fund Group is one of the oldest (152 years) and most respected financial services firms in India. The DSP Mutual Fund is one of India’s premier asset management companies, with over 20 years of track record of investment excellence, headed by Mr. Hemendra Kothari. DSP Mutual Fund commenced its stock broking business in the 1860s and the family behind the group has been very influential in the growth and professionalization of capital markets and money management business in India. The DSP Fund is intensely committed and single-mindedly focused on delivering long term investment excellence to our customers’ portfolios. Our beliefs and values are anchored across the following four key pillars: