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Funds/DSP Large Cap Fund

DSP Large Cap Fund

DSP Mutual Fund·Large Cap Fund·vs Nifty 100 TRI

DSP Large Cap Fund is heavily concentrated in banking stocks, which now represent 30% of the portfolio and drive its defensive positioning. The manager's recent exit from HCL Technologies and increased weighting in Bharti Airtel signal a shift away from IT toward telecom, while maintaining pharmacy exposure through Cipla. With 10% in cash equivalents and only marginal negative returns despite equity market volatility, the fund appears built for stability over growth—typical of a banker-heavy portfolio in uncertain economic conditions.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹496.7130-1.21%
Regular Growth₹450.9110-1.28%-4.66%+13.94%+11.98%
Direct IDCW₹26.5430-1.21%
Regular IDCW₹22.9910-1.28%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
32
Top 5 Weight
35.42%
Top 10 Weight
58.01%
Max Position
9.29%
Conviction Bets
15
Gini
0.427
Large Cap
76.06%
Mid Cap
4.58%
Small Cap
5.21%
Top Sector
Banks
Sector Count
17
HHI (bps)
42,848
Active Stock Picker
Active Share
53.07%
vs peer portfolio
Weight Overlap
40.75%
with avg peer
Cosine Similarity
0.735
portfolio angle
Peer Count
33
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 3835+0 added3 removed23 weight shifts ≥ 0.1%
StockWeight
No new entries this month
#Holding% to NAV
1
TREPS / Reverse Repo Investments
10.15%
2
HDFC Bank Limited
INE040A01034
9.29%
3
ICICI Bank Limited
INE090A01021
8.23%
4
ITC Limited
INE154A01025
7.18%
5
Axis Bank Limited
INE238A01034
5.64%
6
Infosys Limited
INE009A01021
5.08%
7
Mahindra & Mahindra Limited
INE101A01026
5.05%
8
Kotak Mahindra Bank Limited
INE237A01036
5.03%
9
Cipla Limited
INE059A01026
4.84%
10
Bharti Airtel Limited
INE397D01024
4.11%
11
NTPC Limited
INE733E01010
3.56%
12
Samvardhana Motherson International Limited
INE775A01035
3.15%
13
HDFC Life Insurance Company Limited
INE795G01014
2.85%
14
SBI Life Insurance Company Limited
INE123W01016
2.65%
15
Bajaj Finance Limited
INE296A01032
2.51%
16
Maruti Suzuki India Limited
INE585B01010
2.32%
17
State Bank of India
INE062A01020
1.80%
18
Oil & Natural Gas Corporation Limited
INE213A01029
1.76%
19
GAIL (India) Limited
INE129A01019
1.63%
20
Syngene International Limited
INE398R01022
1.46%
Banks30.0%
Pharmaceuticals & Biotechnology7.8%
Automobiles7.4%
Insurance7.3%
Diversified FMCG7.2%
Telecom - Services5.4%
IT - Software5.1%
Finance4.3%
Power3.6%
Auto Components3.1%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does DSP Large Cap Fund hold?

DSP Large Cap Fund holds 32 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 35.42% of NAV.

What is the largest holding in DSP Large Cap Fund?

The largest position in DSP Large Cap Fund is TREPS / Reverse Repo Investments, accounting for 10.15% of NAV.

Is DSP Large Cap Fund a concentrated or diversified fund?

With a Gini coefficient of 0.427, DSP Large Cap Fund is well-diversified. The HHI concentration index is 42,848 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 35.42% of the portfolio.

What is the market cap allocation of DSP Large Cap Fund?

Based on SEBI's AMFI classification, DSP Large Cap Fund's equity portfolio is split as: Large Cap: 76.06%, Mid Cap: 4.58%, Small Cap: 5.21%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does DSP Large Cap Fund invest in most?

DSP Large Cap Fund has the highest allocation to Banks (29.99%), Pharmaceuticals & Biotechnology (7.82%), Automobiles (7.37%). The fund is invested across 17 sectors in total.

How actively managed is DSP Large Cap Fund compared to other Large Cap Fund funds?

DSP Large Cap Fund has an Active Share of 53.07%, classifying it as "Active Stock Picker" among 33 Large Cap Fund peers. This indicates a moderate level of differentiation from category peers.

What changed in DSP Large Cap Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, DSP Large Cap Fund exited 3 stocks (including Emcure Pharmaceuticals Limited). Total holding count decreased from 38 to 35 stocks.