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Funds/DSP Multicap Fund

DSP Multicap Fund

DSP Mutual Fund·Multi Cap Fund·vs Nifty 500 Multicap 50:25:25 TRI

DSP Multicap is tilted toward financial services and industrials, betting on stability over growth with banks commanding nearly 14 percent of the portfolio. The manager's sharp increase in cash equivalents signals caution, likely reflecting elevated valuations or near-term uncertainty, while selective exits from consumer discretionary names suggest de-risking. The 65-stock holding across 8 major sectors indicates a balanced approach, though top-10 concentration at 35 percent raises questions about conviction depth versus diversification.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Regular Growth₹11.7370+1.89%+0.91%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
63
Top 5 Weight
19.30%
Top 10 Weight
31.44%
Max Position
5.29%
Conviction Bets
13
Gini
0.329
Large Cap
31.29%
Mid Cap
24.61%
Small Cap
37.87%
Top Sector
Banks
Sector Count
27
HHI (bps)
19,601
Highly Differentiated
Active Share
78.84%
vs peer portfolio
Weight Overlap
16.43%
with avg peer
Cosine Similarity
0.455
portfolio angle
Peer Count
30
funds in category

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

Holdings: 6865+0 added3 removed32 weight shifts ≥ 0.1%
StockWeight
No new entries this month
#Holding% to NAV
1
TREPS / Reverse Repo Investments
5.62%
2
HDFC Bank Limited
INE040A01034
5.29%
3
Axis Bank Limited
INE238A01034
4.12%
4
ICICI Bank Limited
INE090A01021
3.96%
5
Nippon Life India Asset Management Limited
INE298J01013
3.10%
6
ICICI Lombard General Insurance Company Limited
INE765G01017
2.83%
7
Hero MotoCorp Limited
INE158A01026
2.68%
8
Max Financial Services Limited
INE180A01020
2.53%
9
Coal India Limited
INE522F01014
2.39%
10
Cipla Limited
INE059A01026
2.28%
11
Welspun Corp Limited
INE191B01025
2.26%
12
APL Apollo Tubes Limited
INE702C01027
2.23%
13
Kirloskar Oil Engines Limited
INE146L01010
2.20%
14
ICICI Prudential Life Insurance Company Limited
INE726G01019
2.09%
15
UTI Asset Management Company Limited
INE094J01016
1.99%
16
Physicswallah Limited
INE0LP301011
1.94%
17
Tenneco Clean Air India Limited
INE19RI01016
1.93%
18
Archean Chemical Industries Limited
INE128X01021
1.85%
19
Tube Investments of India Limited
INE974X01010
1.85%
20
Coforge Limited
INE591G01025
1.84%
Banks13.8%
Industrial Products12.6%
Pharmaceuticals & Biotechnology9.3%
Insurance8.5%
Auto Components5.6%
Capital Markets5.4%
Consumer Durables4.4%
Automobiles4.3%
Chemicals & Petrochemicals3.8%
IT - Software3.1%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does DSP Multicap Fund hold?

DSP Multicap Fund holds 63 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 19.30% of NAV.

What is the largest holding in DSP Multicap Fund?

The largest position in DSP Multicap Fund is TREPS / Reverse Repo Investments, accounting for 5.62% of NAV.

Is DSP Multicap Fund a concentrated or diversified fund?

With a Gini coefficient of 0.329, DSP Multicap Fund is well-diversified. The HHI concentration index is 19,601 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 19.30% of the portfolio.

What is the market cap allocation of DSP Multicap Fund?

Based on SEBI's AMFI classification, DSP Multicap Fund's equity portfolio is split as: Large Cap: 31.29%, Mid Cap: 24.61%, Small Cap: 37.87%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does DSP Multicap Fund invest in most?

DSP Multicap Fund has the highest allocation to Banks (13.81%), Industrial Products (12.61%), Pharmaceuticals & Biotechnology (9.27%). The fund is invested across 27 sectors in total.

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

DSP Multicap Fund has an Active Share of 78.84%, classifying it as "Highly Differentiated" among 30 Multi Cap Fund peers. This means the fund takes significantly different stock positions compared to its category peers.

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

Between 2026-03-31 and 2026-04-30, DSP Multicap Fund exited 3 stocks (including Avenue Supermarts Limited). Total holding count decreased from 68 to 65 stocks.