DSP Flexi Cap Fund

In this article, we will help you with the key details of the DSP Flexi Cap Fund.

About DSP Flexi Cap Fund

DSP Flexi Cap Fund is an open-ended equity scheme that invests across large-cap, mid-cap, and small-cap stocks. The DSP Mutual Fund house launched this fund on 07 June 2007. 

The DSP Flexi Cap Fund is benchmarked on the basis of the Nifty 500 TRI index. Investing in this flexi-cap fund for five years or more can yield returns that outpace inflation and fixed-income options. However, you should be ready for some fluctuations in your investment value during the journey.

Overview of DSP Flexi Cap Fund

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Top Holdings of DSP Flexi Cap Fund

*Top Holdings Data as of 13 October, 2023

Top Equity Sector Allocations of DSP Flexi Cap Fund

*Equity Sector Allocation Data as of 13 October, 2023

DSP Flexi Cap Fund Returns

*Fund NAV as of 31 August, 2023

Documents Required to Invest in DSP Flexi Cap Fund

To invest in the DSP Flexi Cap Fund, you typically need the following documents:

• KYC (Know Your Customer) Documents

  • PAN Card

  • Aadhaar Card

  • Passport (optional)

  • Passport-Sized Photographs

• Bank Account Details

  • Bank Account Number

  • Active Cheque

  • Passbook

• Filled Application Form

• NRI/ OCI/ PIOs Documents

  • Overseas Address Proof

  • Valid NRI/ PIO Card

  • Valid Visa

  • NRE/ NRO Account Details

Steps to Invest in the DSP Flexi Cap Fund

You can follow the steps mentioned below to start investing in the DSP Flexi Cap Fund:

• Complete KYC: Ensure you have completed your KYC (Know Your Customer) process.

• Select Investment Mode: Decide whether you want to invest online through the DSP Mutual Fund website or offline through an authorised distributor.

• Choose the Fund: Select DSP Flexi Cap Fund as your investment choice.

• Fill Application Form: Obtain the application form for the fund. This can be done online or from a distributor's office.

• Provide Necessary Information: Fill in the application form with your personal details, investment amount, and other relevant information. Ensure it is accurate and complete.

• Attach KYC Documents: Attach the necessary KYC documents, which typically include your PAN card and address proof.

• Nomination: If you wish to nominate a beneficiary, fill out the nomination section on the form.

• Payment: If investing via a distributor, provide the investment amount through a cheque or online transfer. If investing online, you can make the payment through various online payment methods.

• Submit the Form: Submit the filled application form, along with the KYC and payment details, to the distributor or directly to the DSP Mutual Fund office.

• Acknowledgement: You will receive an acknowledgement receipt for your investment, which serves as proof of your investment in the DSP Flexi Cap Fund.

• Monitor and Stay Informed: Keep track of your investments and monitor the performance of the fund over time. DSP Flexi Cap Fund may offer online account access for this purpose.

Estimate DSP Flexi Cap Fund Returns with SIP Calculator

You can estimate potential returns for a SIP (Systematic Investment Plan) in the DSP Flexi Cap Fund using a SIP Calculator.

To get an accurate estimate of returns, you will need certain information:

• Investment Amount: Decide how much money you want to invest in the DSP Flexi Cap Fund every month. This is your SIP amount.

• Investment Duration: Determine the number of years you plan to stay invested. The longer you invest, the potential for higher returns.

• Expected Rate of Return: This is the expected average annual return rate from the DSP Flexi Cap Fund. 

With these details, you can use the free and easy-to-use online Policybazaar SIP calculator to estimate the potential returns.