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Snapshot
Snapshot
DSP Flexi Cap Fund - Direct (IDCW)
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Summary
Fund Name : DSP Mutual Fund
Scheme Name : DSP Flexi Cap Fund - Direct (IDCW)
AMC : DSP Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 01-Jan-13
Fund Manager : Bhavin Gandhi
Net Assets:(Rs. cr) 12370.77
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 69 % NA
Date 06-Mar-25 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.36 -0.41 3.47 0.85 5.67 15.67 14.88 14.42
Category Avg 0.04 -0.56 3.56 0.97 3.80 18.65 18.65 14.49
Category Best 2.71 4.30 10.14 11.65 26.50 31.84 30.91 40.48
Category Worst -2.05 -7.00 -6.73 -10.46 -19.40 2.10 6.36 -17.98
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9542 4.1423 0.7478 -0.1508 0.0037
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 5.85
Bajaj Finance 5.73
SBI 5.56
HDFC Bank 5.23
Axis Bank 4.84
Coforge 3.24
Bharti Airtel 3.22
Samvardh. Mothe. 2.78
Cholaman.Inv.&Fn 2.70
Radico Khaitan 2.54
Infosys 2.29
Max Financial 2.17
B P C L 2.15
Cipla 2.13
HCL Technologies 2.03
Alkem Lab 2.03
M & M 1.96
CG Power & Ind 1.92
Uno Minda 1.92
TCS 1.88
Century Plyboard 1.79
Indus Towers 1.67
Polycab India 1.66
APL Apollo Tubes 1.66
Kirloskar Oil 1.59
AU Small Finance 1.58
Ipca Labs. 1.54
Avenue Super. 1.52
Gujarat Fluoroch 1.49
Manappuram Fin. 1.37
Prudent Corp. 1.35
Hind. Unilever 1.31
KEC Internationa 1.29
Power Fin.Corpn. 1.24
Syngene Intl. 1.14
Cohance Life 1.12
Rainbow Child. 1.04
GAIL (India) 1.04
ICICI Lombard 1.01
Petronet LNG 0.97
Oil India 0.90
REC Ltd 0.77
Niva Bupa Health 0.76
Indigo Paints 0.61
J K Cements 0.59
Havells India 0.56
Hindalco Inds. 0.55
Schaeffler India 0.54
PG Electroplast 0.51
Ganesha Ecosphe. 0.50
Crompton Gr. Con 0.45
Atul 0.40
Emami 0.38
JK Lakshmi Cem. 0.34
Eternal Ltd 0.30
Coromandel Inter 0.28
Bajaj Finserv 0.16
Phoenix Mills 0.10
P I Industries 0.06
LG Electronics 0.02
AIA Engineering 0.01
Sip Technologies 0.00
Magnasound 0.00
TREPS 1.68
Net CA & Others -0.02
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