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Focused Fundregulargrowth📊 NIFTY 500 TRI

DSP Focused Fund - Regular Plan - Growth

DSP Mutual Fund

#20 of 28 (1Y)

₹52.0890

0.57 (-1.09%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹52.0890

0.57 (-1.09%)

29 May 2026

AMFI: 112901

Direct · Growth

₹₹58.7070

0.64 (-1.08%)

29 May 2026

AMFI: 119096

Regular · IDCW

₹₹19.2250

0.21 (-1.09%)

29 May 2026

AMFI: 113032

Direct · IDCW

₹₹37.9600

0.41 (-1.08%)

29 May 2026

AMFI: 119095

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.52%
1 Month-2.20%
3 Months-5.80%
6 Months-6.59%
1 Year-3.09%
3 Years (CAGR)+15.38%
5 Years (CAGR)+11.17%
10 Years (CAGR)+12.09%
Since Inception (Jun 2010)+10.91%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.95%
3 Year SIP+6.25%
5 Year SIP+10.17%
Since Inception (Jun 2010)+11.94%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹19,100

Invested

₹53,513

Value today

11.9%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹521

Value today

10.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹9,55,000

Withdrawn

₹25,33,270

Corpus left

+₹24,88,270 net gain — withdrew ₹9,55,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹9,18,98,351

Value today

+2840.4%

vs lumpsum

STP beat direct lumpsum by 2840.4% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,27,192

Value today

3.3×

Multiple

Staying invested through that crash turned ₹1L into ₹3,27,192 — a 3.3× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,17,977

Regular plan

₹1,10,794

Direct earns ₹7,183 more on a ₹60K investment1.20% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseDSP Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹2,568 Cr
Expense Ratio2.02%
Min SIP₹100
Min Lumpsum₹100
BenchmarkNIFTY 500 TRI ✓
Launch Date07 Jun 2010
AMFI Code112901

Risk Metrics

Trailing 1 year, annualised

-0.43

Sharpe Ratio

-0.04

Alpha

0.47

Beta

-0.41

Sortino

14.79%

Std Dev

-15.51%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

ICICI Bank Limited

INE090A01021

9.02%

ICICI Bank Limited

INE090A01021

8.71%

HDFC Bank Limited

INE040A01034

8.31%

HDFC Bank Limited

INE040A01034

7.08%

Axis Bank Limited

INE238A01034

5.25%

Axis Bank Limited

INE238A01034

5.22%

SBI Life Insurance Company Limited

INE123W01016

4.35%

Bharti Airtel Limited

INE397D01024

4.32%

Bharti Airtel Limited

INE397D01024

4.21%

SBI Life Insurance Company Limited

INE123W01016

4.10%

Cholamandalam Investment and Finance Company Limited

INE121A01024

4.06%

The Phoenix Mills Limited

INE211B01039

3.96%

Cholamandalam Investment and Finance Company Limited

INE121A01024

3.82%

IPCA Laboratories Limited

INE571A01038

3.70%

The Phoenix Mills Limited

INE211B01039

3.67%

Bajaj Finance Limited

INE296A01032

3.59%

State Bank of India

INE062A01020

3.55%

State Bank of India

INE062A01020

3.53%

Coforge Limited

INE591G01025

3.42%

Coforge Limited

INE591G01025

3.38%

Polycab India Limited

INE455K01017

3.33%

IPCA Laboratories Limited

INE571A01038

3.26%

Coromandel International Limited

INE169A01031

3.11%

Infosys Limited

INE009A01021

3.08%

Polycab India Limited

INE455K01017

3.05%

Samvardhana Motherson International Limited

INE775A01035

2.97%

Coromandel International Limited

INE169A01031

2.97%

Century Plyboards (India) Limited

INE348B01021

2.91%

Bajaj Finance Limited

INE296A01032

2.85%

Samvardhana Motherson International Limited

INE775A01035

2.79%

Century Plyboards (India) Limited

INE348B01021

2.78%

Infosys Limited

INE009A01021

2.69%

Power Finance Corporation Limited

INE134E01011

2.65%

Bharat Petroleum Corporation Limited

INE029A01011

2.60%

Bharat Petroleum Corporation Limited

INE029A01011

2.56%

Power Finance Corporation Limited

INE134E01011

2.43%

Kirloskar Oil Engines Limited

INE146L01010

2.37%

PRUDENT CORPORATE ADVISORY SERVICES Limited

INE00F201020

2.34%

Tech Mahindra Limited

INE669C01036

2.24%

Petronet LNG Limited

INE347G01014

2.23%

Tech Mahindra Limited

INE669C01036

2.20%

Mrs. Bectors Food Specialities Limited

INE495P01020

2.03%

Mrs. Bectors Food Specialities Limited

INE495P01020

2.01%

Kirloskar Oil Engines Limited

INE146L01010

2.01%

PG Electroplast Limited

INE457L01029

1.97%

PRUDENT CORPORATE ADVISORY SERVICES Limited

INE00F201020

1.96%

PG Electroplast Limited

INE457L01029

1.88%

Syngene International Limited

INE398R01022

1.85%

Petronet LNG Limited

INE347G01014

1.84%

Multi Commodity Exchange of India Limited

INE745G01043

1.76%

Performance Comparison

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Investment Objective

DSP Focused Fund - Regular Plan - Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.

About This Fund

DSP Focused Fund - Regular Plan - Growth is a Focused Fund mutual fund offered by DSP Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹2,568 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.02%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations