December 30, 2025
RA Jainee
DSP Large & Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 718.01 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 116.46 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 17,215 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.61% |
| 1 Year Return (%) | 7.79 |
| 3 Year Return (%) | 22.06 |
| 5 Year Return (%) | 20.60 |
| 10 Year Return (%) | 16.92 |
| Return Since Launch | 17.10% |
⚖️ Sahifund Review – DSP Large & Mid Cap Fund (✓)
✓ PLUS: Stability, track record, cost efficiency
DSP Large & Mid Cap Fund has delivered consistent long-term performance across market cycles, with strong 3-year, 5-year and 10-year returns. A reasonable expense ratio of 0.61% supports long-term compounding. The fund maintains a balanced mix of large and mid-cap stocks, offering growth with relatively controlled volatility. Portfolio diversification across sectors reduces concentration risk. Fund managers follow a disciplined investment process, avoiding extreme style bets. Suitable as a core equity allocation for long-term SIP investors.
⚖️ MINUS: Large AUM, limited flexibility in smaller names, moderate upside during sharp rallies
With AUM above Rs. 17,000 Cr, nimbleness in capturing smaller mid-cap opportunities may be constrained. Performance may lag aggressive peers during momentum-driven bull phases. Not ideal for investors seeking quick alpha from tactical calls. Returns tend to be steadier rather than spectacular in short bursts.
Sahifund Verdict:
A reliable large & mid-cap SIP fund for steady wealth creation over 5–7+ years, best suited for investors who prefer consistency over high-risk chasing.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeking to generate long term appreciation from a portfolio constituted of equity and equity related securities of large and midcap companies.
Fund Manager:
1) Nilesh Aiya
Education: Chartered Accountant
Experience: Prior to joining the DSP AMC, he was associated with Edelweiss Securities Ltd, KPMG.
2) Rohit Singhania
Education: Mr. Singhania is an MMS.
Experience: Prior to joining DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 364 days |
Basic Details of DSP Large & Mid Cap Fund
| Fund House | DSP Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 17.10% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 17,215 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.61% |
| (As on 30-Nov-2025) | |
| Risk Grade | Average |
| Return Grade | Above Average |
| Turnover | 31.00% |
Trailing Returns (%) of DSP Large & Mid Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| DSP Large & Mid Cap Dir | 7.47 | -0.32 | 0.08 | 6.27 | 2.98 | 7.79 | 22.06 | 20.60 | 18.60 | 16.92 |
| BSE Large Mid Cap TRI | 8.49 | -0.31 | -0.66 | 5.19 | 2.21 | 8.14 | 16.02 | 17.10 | 15.52 | 14.62 |
| Equity: Large & MidCap | 3.21 | -0.39 | -1.16 | 4.30 | 1.05 | 2.93 | 19.42 | 20.01 | 18.00 | 16.00 |
| Rank within category | 14 | 27 | 9 | 4 | 12 | 9 | 7 | 10 | 10 | 6 |
| Number of funds in category | 54 | 64 | 64 | 64 | 60 | 54 | 36 | 26 | 21 | 18 |
Peer Comparison of DSP Large & Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| DSP Large & Mid Cap Dir | 3 star | 7.79 | 22.06 | 20.60 | 0.61 | 17,215 | 17.10 | 1.00 (364) | 12Y 11M | 31.00 |
| SBI Large & Midcap Dir | 4 star | 10.31 | 19.09 | 20.88 | 0.73 | 37,045 | 17.23 | 0.10 (30) | 12Y 11M | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 6.42 | 21.62 | 23.09 | 0.84 | 28,892 | 13.98 | 1.00 (365) | 12Y 11M | 3.47 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 13.93 | 22.41 | 24.22 | 0.77 | 26,939 | 16.84 | 1.00 (30) | 12Y 11M | 56.00 |
| Motilal Oswal Large and Midcap Dir | 5 star | -2.84 | 26.96 | 24.92 | 0.69 | 15,146 | 23.37 | 1.00 (365) | 6Y 2M | 36.00 |
Portfolio Analysis of DSP Large & Mid Cap Fund
| No. of Stocks | 74 |
| Top 10 Stocks | 35.08% |
| Top 5 Stocks | 23.60% |
| Top 3 Sectors | 60.93% |
| Portfolio P/B Ratio | 3.04 |
| Portfolio P/E Ratio | 20.46 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,57,300 | 1,88,108 |
| Giant (%) | 44.58 | 48.68 |
| Large (%) | 18.06 | 29.22 |
| Mid (%) | 36.24 | 20.54 |
| Small (%) | 1.11 | 4.38 |
| Tiny (%) | — | 0.08 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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