The DSP Flexi Cap Fund is a versatile and dynamic equity mutual fund launched by DSP Mutual Fund House. The fund offers you the flexibility to invest across various market capitalisations, including large-cap, mid-cap, and small-cap stocks. With a focus on delivering long-term capital appreciation, the DSP Flexi Cap Fund aims to invest in quality companies with strong business models, growth potential, and reliable management teams.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
In this article, we will help you with the key details of the 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.
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
|Fund Name||DSP Flexi Cap Fund|
|Fund House||DSP Mutual Fund House|
|Launched On||07 June 2007|
|Asset Under Management (AUM)||Rs. 9,149.71 Crores|
|Benchmark Index||Nifty 500 TRI|
|Risk Category||Very High|
|Investment Objective||This scheme aims for long-term capital growth mainly through stocks but may also use some of its funds for debt and money market securities for liquidity needs. The investment manager will look for both value and growth when choosing specific investments for the portfolio.|
|Net Asset Value (as of 09 October 2023)||
|Market Cap Allocation||
|Systematic Investment Plan (SIP)||Available from Rs. 500|
|Minimum Investment in Lump Sum||Rs. 500|
|Minimum Additional Investment||Rs. 500|
|Lock-in||No Lock-in Period|
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
|Name of Holdings||% of Total Holdings|
|Top 5 Equity Holdings (97.66%)|
|Bajaj Finance Ltd.||8.33%|
|HDFC Bank Ltd.||5.69%|
|Apar Industries Ltd.||4.65%|
|Motherson Sumi Systems Ltd.||4.18%|
|ICICI Bank Ltd.||4.18%|
|Other Cash Holdings (2.34%)|
*Top Holdings Data as of 13 October, 2023
|Sector||% of Total Holdings|
*Equity Sector Allocation Data as of 13 October, 2023
|Investment Period||Annualised Returns (Regular)||Annualised Returns (Direct)|
|Returns Since Inception (RSI)||13.29%||15.34%|
*Fund NAV as of 31 August, 2023
To invest in the DSP Flexi Cap Fund, you typically need the following documents:
KYC (Know Your Customer) Documents
Bank Account Details
Bank Account Number
Filled Application Form
NRI/ OCI/ PIOs Documents
Overseas Address Proof
Valid NRI/ PIO Card
NRE/ NRO Account Details
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.
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.
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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