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DSP Large & Mid Cap Fund(G)-Direct Plan

DSP Large & Mid Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+13.56%

5Y annualised

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Buy, Hold or Sell?

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NAV : 28 Aug 2026

₹706.85

Min. SIP amount

₹100

Fund size (AUM)

18231 Cr

Expense ratio

0.55%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty Mid Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,67,398

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank13.34%
City Union Bank LimitedBank4.94%
Hdfc Bank LimitedBank4.34%

Fund Composition

18231 Cr

Large Cap

52.83%

Mid Cap

40.66%

Small Cap

5.01%

Others

1.50%

Sector Allocation

18231 Cr

Bank

39.80%

It

7.97%

Automobile & Ancillaries

7.54%

Healthcare

6.65%

Finance

5.05%

Crude Oil

3.32%

Chemicals

3.19%

Domestic Equities

3.10%

Others

22.72%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

NIL upto 10% of units and 1% for remaining units on or before 1M, NIL after 1M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

RS

Rohit Singhania

Present

NA

Nilesh Aiya

Present

Similar/Peer Fund Comparison

Fund name
M

Motilal Oswal Large & Midcap Fund(G)-Direct Plan

+24.13%
Q

Quant Large & Mid Cap Fund(G)-Direct Plan

+17.61%
H

HSBC Large & Mid Cap Fund(G)-Direct Plan

+19.80%
S

Sundaram Large and Mid Cap Fund(G)-Direct Plan

+16.95%
I

Invesco India Large & Mid Cap Fund(G)-Direct Plan

+24.50%
M

Mahindra Manulife Large & Mid Cap Fund(G)-Direct Plan

+14.61%
W

WOC Large & Mid Cap Fund(G)-Direct Plan

+0.00%
B

Bank of India Large & Mid Cap Fund(G)-Direct Plan

+15.79%

FAQs

DSP Large & Mid Cap Fund(G)-Direct Plan is a part of DSP Investment Managers Private Limited, it was incepted on 01 Jan 2013. This fund is managed by Rohit Singhania and Nilesh Aiya. It is a Equity type of fund.

The current NAV of DSP Large & Mid Cap Fund(G)-Direct Plan is ₹706.85 (as of 28 Aug 2026).

DSP Large & Mid Cap Fund(G)-Direct Plan has delivered 5.34% in 1 year, 15.33% in 3 years, and 13.56% in 5 years (annualised).

The minimum SIP amount for DSP Large & Mid Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of DSP Large & Mid Cap Fund(G)-Direct Plan is 0.55%.

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