DSP Large & Mid Cap Fund - Regular Plan - Growth

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Category: Equity: Large and Mid Cap
Launch Date: 16-05-2000
Asset Class: Equity
Benchmark: Nifty Large Midcap 250 TRI
Expense Ratio: 1.88% As on (31-05-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,757.4 Cr As on (31-05-2026)
Turn over: 0.32

NAV as on 10-07-2026

627.135 7.33 (1.1693%)

CAGR Since Inception

17.14%

Nifty Large Midcap 250 TRI 15.58%

PERFORMANCE of DSP Large & Mid Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 10-07-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
DSP Large & Mid Cap Fund - Regular Plan - Growth	0.43	16.3	13.14	14.64	17.14
NIFTY LARGE MIDCAP 250 TRI	2.56	15.71	14.64	15.66	15.58
Equity: Large and Mid Cap	2.54	15.72	13.95	14.25	12.84

Yearly Performance (%)

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Fund Managers

Rohit Singhania, Nilesh Aiya

Investment Objective

The scheme seeking to generate long term appreciation and whose secondary objective is income generation and the distribution of dividend from a portfolio constituted of equity and equity related securities concentrating on the investment focus of the scheme. The aim of this scheme is to strongly outperform plain vanilla equity funds which are far more diversified in their portfolio weightage, to minimise risk.

RETURNS CALCULATOR for DSP Large & Mid Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of DSP Large & Mid Cap Fund - Regular Plan - Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
DSP Large & Mid Cap Fund - Regular Plan - Growth	12.87	0.72	0.58	0.93	-	-
Equity: Large and Mid Cap	-	-	-	-	-	-

PEER COMPARISION of DSP Large & Mid Cap Fund - Regular Plan - Growth

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Period

Data as on - 10-07-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
DSP Large & Mid Cap Fund - Regular Plan - Growth	16-05-2000	0.43	1.77	16.3	13.14	14.64
HSBC Large & Mid Cap Fund - Regular Growth	03-03-2019	10.53	4.67	18.94	15.28	0.0
Invesco India Large & Mid Cap Fund - Growth	09-08-2007	8.97	10.85	24.13	17.85	16.61
Helios Large & Mid Cap Fund - Regular Plan - Growth Option	30-10-2024	7.45	0.0	0.0	0.0	0.0
Sundaram Large And Midcap Fund Regular Plan - Growth	10-02-2007	6.75	4.37	15.16	13.12	14.69
Axis Large & Mid Cap Fund - Regular Plan - Growth	10-10-2018	5.66	4.68	15.73	12.75	0.0
Bank Of India Large & Mid Cap Fund Eco Plan- Growth	21-10-2008	5.59	2.36	15.89	13.46	13.56
Motilal Oswal Large And Midcap Fund - Regular Plan Growth	01-10-2019	5.57	9.64	22.91	19.21	0.0
Quant Large & Mid Cap Fund - Growth Option	11-12-2006	5.52	-1.95	16.81	16.17	15.42
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	09-08-2005	5.46	4.75	20.05	17.26	15.57

PORTFOLIO ANALYSIS of DSP Large & Mid Cap Fund - Regular Plan - Growth

Asset Allocation (%)