DSP Flexi Cap Fund

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.

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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.

Investment Return Calculator (Power of Compounding)
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  • Monthly
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Invest For (in Years)

1 30

Stay invested for (in Years)

1 30

Expected rate of return (in %)

1 35
 
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YOU GET
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Overview of DSP Flexi Cap Fund

Particulars Details
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.
Fund Options
  • Regular Growth
  • Direct Growth
Net Asset Value (as of 09 October 2023)
  • DSP Flexi Cap Fund – Regular Growth: Rs. 77.084
  • DSP Flexi Cap Fund – Direct-Growth: Rs. 84.16
Asset Allocation
  • Domestic Equities: 97.66%
  • Debt Securities: 0.00% 
  • Other Holdings: 2.34%
Market Cap Allocation
    • Large Cap: 39.48%
    • Mid Cap: 17.90%
    • Small Cap: 19.56%
  • Others: 20.72%
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
Fund Manager
  • Atul Bhole
  • Dhaval Gada
Expense Ratio
  • DSP Flexi Cap Fund – Direct-Growth: 0.78% for  (as of 31 August 2023)
  • Lower than the category average of Bluechip Funds of 1.83%
Exit Load
  • If you sell it within 365 days, 1%
  • If exit after 1 year: NIL

*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

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%)
TREPS 2.14%
Net Receivables 0.20%

*Top Holdings Data as of 13 October, 2023

Top Equity Sector Allocations of DSP Flexi Cap Fund

Sector % of Total Holdings
Financial 34.00%
Others 18.10%
Capital Goods 11.20%
Automobile 10.60%
Consumer Staples 8.60%
Technology 6.30%
Chemicals 5.90%
Construction 5.40%

*Equity Sector Allocation Data as of 13 October, 2023

DSP Flexi Cap Fund Returns

Investment Period Annualised Returns (Regular) Annualised Returns (Direct)
1-Year 23.19% 24.48%
3-Year 22.87% 24.20%
5-Year 17.35% 24.20%
10-Year 16.79% 17.77%
Returns Since Inception (RSI) 13.29% 15.34%

*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.

FAQ's

  • Is the DSP Flexi Cap Fund good?

    Yes, the DSP Flexi Cap Fund is a good fund. The fund managers of this flexi cap fund follow a bottom-up approach to investing, focusing on identifying and investing in quality businesses with strong growth potential. The fund is also well-diversified across sectors and market caps. This helps to reduce risk and improve the chances of generating superior returns over the long term.
  • What is a DSP Flexi Cap Fund?

    A DSP Flexi Cap Fund is a type of mutual fund that is not restricted to investing in companies of any particular market capitalisation. This means that the fund manager can invest in large-cap, mid-cap, and small-cap companies, depending on where they see the best opportunities.
  • What is the old name of the DSP Flexi Cap Fund?

    The old name of the DSP Flexi Cap Fund is DSPML Equity Fund.
  • What is the NAV of the DSP Flexi cap fund?

    The NAV as of 14 October 2023 is ₹84.155 for DSP Flexi Cap Fund Direct Growth Fund. Also, the NAV for the DSP Flexi Cap Fund Regular Growth Fund is Rs. 77.084.

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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