DSP Large & Mid Cap Fund
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Business Overview
The DSP Large & Mid Cap Fund is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. Ideal for those looking to balance risk and growth potential, this fund aims to capture the best opportunities in India's dynamic market. With a strong track record and expert management, it stands out as a reliable choice for both new and seasoned investors.
- Focus on large and mid-cap stocks
- Long-term capital appreciation
- Diversified investment approach
- Managed by experienced professionals
- Suitable for growth-oriented investors
- Strong historical performance
Investment Thesis
DSP Large & Mid Cap Fund stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This combination positions it as a compelling investment opportunity for retail investors seeking long-term capital appreciation.
- Strong backing from DSP Group, known for its financial expertise.
- Significant growth potential in digital services sector, driven by increasing consumer adoption.
- Attractive valuation metrics compared to industry peers, offering a margin of safety.
- Diversified portfolio with a mix of large and mid-cap stocks for balanced risk.
- Consistent historical performance, reflecting effective fund management strategies.
Opportunity vs Risk
- Strong historical performance
- Diversified investment portfolio
- Potential for high returns
- Experienced fund management team
- Growing market exposure
- Market volatility impacts returns
- High expense ratios
- Regulatory changes
- Economic downturns affect performance
- Limited liquidity in certain assets
Peer Perspective
DSP Large & Mid Cap Fund trades at a slight premium compared to peers like HDFC Mid-Cap Opportunities and Kotak Emerging Equity. A rerating is likely if it achieves consistent margin stability and growth acceleration.
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are slightly above peers but justified by growth.
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7BalanceHighStrong balance sheet with low debt and good liquidity.
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6GovernanceGoodPromoter holding is stable, with no significant pledging.
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5DriversGoodGrowth drivers are present, but execution risks exist.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.