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Multi Cap📊 Nifty 500 Multicap 50:25:25 TRI

DSP Multicap Fund · Regular · Growth

DSP Mutual Fund

#27 of 31 (1Y)

NAV

₹12.4390

as of 15 Jul 2026

Expense Ratio

1.95%

AUM

₹2,586 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+0.05%
3Y
5Y
Since Inception
+9.29%

SIP returns (XIRR)

1Y
+9.56%
3Y
5Y
Since Inception
+6.43%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

0.03

Sharpe Ratio

+0.02

Alpha

0.03

Beta

0.03

Sortino

15.09%

Std Dev

-16.67%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 May 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseDSP Mutual Fund
CategoryMulti Cap
BenchmarkNifty 500 Multicap 50:25:25 TRI ✓
Launch Date08 Jan 2024
AMFI Code152307
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 May 2026
Holding% NAV

Investment Objective

DSP Multicap Fund · Regular · Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

DSP Multicap Fund · Regular · Growth is a Multi Cap mutual fund offered by DSP Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹2,586 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 500 Multicap 50:25:25 TRI. The current expense ratio is 1.95%.

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
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