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  • DSP Flexi Cap Fund (G)
DSP Mutual Funds

DSP Flexi Cap Fund (G)

EquityFlexi Cap

106.737

NAV (Oct 15)

21.406%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in flexi cap mutual funds.

Flexi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Scripbox Recommended Equity Funds
Want the flexi cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

106.737

NAV (Oct 15)

Fund Returns

Last 1Y
38.3%
Last 3Y
14.8%
Last 5Y
21.4%
Last 10Y
15.7%
Since Inception
19.6%
6 Month CAGR
22.8%

Scheme Information

Investment Objective

The scheme seeks to generate long-term capital appreciation, from a portfolio which is substantially constituted of equity and equity related securities and may also invest a certain portion of its corpus in debt and money market securities, in order to meet liquidity requirements from time to time. In Picking out individual investment opportunities for the portfolio, the investment manager will seek both value & growth.

Expense Ratio
1.73
Launched (0y ago)
1.73
AUM in Crores
12415.5
ISIN
INF740K01037
Lock-in
-
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
14.1
Beta
1
Sharpe Ratio
0.8
YTM
-
Fund Managers

Bhavin Gandhi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Flexi Cap Fund (G)70%12,64,336 5,31,72421.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Bajaj Finance Ltd.

5.6%
5.59%

ICICI Bank Ltd.

5.4%
5.43%

HDFC Bank Ltd.

4.4%
4.42%

Infosys Ltd.

4.3%
4.31%

Axis Bank Ltd.

3.9%
3.93%
See all holdings

Allocation by Sector

Financial

32.4%
32.42%

Technology

10.3%
10.28%

Capital Goods

8.8%
8.83%

Automobile

8.4%
8.37%

Healthcare

7%
6.96%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

DSP Mutual Fund

amc-img
phone-img1800-208-4499 / 1800-200-4499
Fund NameScripbox Opinion
Till Date CAGR

18.9%

16.1%

6.3%

3.7%

32.8%

19%

20.8%

27.3%

8.4%

8.8%

DSP Flexi Cap Fund (G) Review

DSP Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 19.609% over a period of NaN years. The fund is managed by DSP Mutual Fund. The fund manager’s name is Bhavin Gandhi.

Nav of DSP Flexi Cap Fund (G) as of 10/15/2024 is ₹106.74 with the total AUM as of 10/16/2024 is ₹12415.5494. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Flexi Cap Fund (G) was launched on . The category risk of the fund is Above Average.

The minimum SIP amount for DSP Flexi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

DSP Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

It is rated as a 3 fund in Equity and delivered 38.306% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Flexi Cap Fund (G).

Frequently Asked Questions

What is DSP Flexi Cap Fund (G)?

It is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Flexi Cap Fund (G)?

You can invest in DSP Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of DSP Flexi Cap Fund (G)?

The minimum sip amount for DSP Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is DSP Flexi Cap Fund (G) good to invest in?

As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the DSP Flexi Cap Fund (G)?

The expense ratio of the DSP Flexi Cap Fund (G) is 1.73% for regular plan.

What is the NAV of DSP Flexi Cap Fund (G)?

Today's DSP Flexi Cap Fund (G) NAV is ₹106.74.