FundLens
52
Large & Mid CapHold

DSP Large & Mid Cap

DSP · Direct–Growth · rank #15 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
3.3%
-2.1% vs index
3 Years
14.5%
5 Years
12.4%
Since launch
15.9%

Year-by-year performance

last entry = YTD
2021
+32.4%
2022
+5.4%
2023
+33.8%
2024
+25.1%
2025
+8.2%
2026
-3.4%

Why this score

DSP Large & Mid Cap scores 52/100 — #15 of 36 Large & Mid Cap fund (Hold). It stands out for volatility and expense ratio — beating 80% of peers on volatility. The main drag is its 5y return (better than only 29% of peers).

Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.

5Y return12.44% · 29th percentile in category
Volatility14.20 · 80th percentile in category
Expense ratio0.81% · 78th percentile in category
Fund size18251.74 Cr · 76th percentile in category
1Y return3.31% · 14th percentile in category
Sortino ratio0.75 · 68th percentile in category

Top holdings

top 5 = 27.8% of portfolio
1.ICICI Bank Ltd8.68%
2.HDFC Bank Ltd8.06%
3.Axis Bank Ltd5.34%
4.State Bank of India3.22%
5.Kotak Mahindra Bank Ltd2.46%

72 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Large & Mid Cap funds