DSP Large Cap Fund Regular Plan Growth

• Alpha -2.40%
• Beta 1.07
• Sharpe Ratio0.90
• Std Deviation 11.08%
• Tracking Error 6.14%

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. There is no assurance that the investment objective of the Scheme will be realized.

The DSP Large Cap Fund Regular Plan Growth has an AUM of 6933.59 crores & has delivered CAGR of 15.62% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.82%. The minimum investment in DSP Large Cap Fund Regular Plan Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Treps / Reverse Repo Investments, HDFC Bank, ICICI Bank & Mahindra And Mahindra.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming & Insurance (Life).

Some of the similar funds are DSP Large Cap Fund Regular Plan Growth, Kotak Large Cap Growth, Franklin India Large Cap Fund Growth, Sundaram Large Cap Fund Reg Gr, Motilal Oswal Large Cap Fund Regular Growth. DSP Large Cap Fund Regular Plan Growth has a sharpe ratio of 0.90 & a standard deviation of 11.08%.