This Scheme is an open ended equity scheme investing across large cap, mid cap, small cap stocks.
DSP Mutual Fund launched the DSP Multicap Fund on January 8, 2024. The fund is an open-ended scheme that allows investors to invest in large cap, mid cap, and small cap stocks, industries, and investment styles. The fund is open for subscription until January 22, 2024, and the minimum investment amount is Rs 100.
The MultiCap strategy is considered high risk and may experience sharper price falls from their peaks due to the higher allocation to mid and small caps.
Why consider DSP Multicap Fund?
Optimal allocation in Equities – Get access to a well-diversified Equities portfolio, with allocations to Largecap (25-50%), Midcap (25-50%), and Smallcap (25-50%) stocks in one. The remaining 0-25% of the total assets could potentially be invested in global businesses/foreign securities.
Winners keep changing – In the last 17 yrs, Largecaps outperformed 7 times, Midcaps 3 times and Smallcaps 7 times among each other. Optimal allocation to each helps you align with prevailing market trends, potentially enhancing your investment outcomes.
Dedicated marketcap exposure – 8 out of 10 times, a multicap strategy has outperformed Nifty 500 index inspite of investing in the same set of stocks due to nearly equal exposure to all the market caps.
Strategy during market highs – When navigating market peaks since 2005, a multicap strategy delivered 14.2% return on SIP investments, surpassing Largecaps (13%), Midcaps (15.2%), and Smallcaps (12.7%).
DSP Multicap Fund (An open ended equity scheme investing across large cap, mid cap, small cap stocks)
SIPs are good but even better when markets are HIGH
To Invest in DSP Multicap Fund (NFO) contact us…
DSP Multicap Fund (NFO) Details
| Particular | Details |
| NFO Open | 08 Jan 2024 |
| NFO Close | 22 Jan 2024 |
| NFO Re-Open | 01 Feb 2024 (Tentative) |
| Scheme TYPE | Open-Ended |
| Purchase Mode | Lumpsum & SIP both |
| Minimum Application Amount | ₹100/- and any amount thereafter |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| Fund Manager | Equity Portion- Chirag Dagli, International Portion – Jay Kothari |
| Riskometer | Very High |
To Invest in DSP Multicap Fund (NFO) contact us…
DSP Multicap Fund (NFO) Objectives
- Long term capital growth
- Investment in equity and equity-related securities of large cap, mid cap, small cap companies
DSP Multicap Fund (NFO) Investment strategy
Multicap strategy carries very high risk and may exhibit sharper price falls from their peaks given the higher allocation to mid and small caps. Hence, DSP Multicap Fund is more suitable for experienced investors and those who have access to expert advice.
Considering the high valuations5 at the current juncture, we recommend systematic investing via Systematic Investment Plan (SIP).
For Details Reports Please download the Presentation, SID, KIM from below…
Risk Discloser – MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. The Scheme being sectoral in nature carries higher risks versus diversified equity mutual funds on account of concentration and sector specific risks. Investors should consult their financial advisers, if in doubt about whether the product is suitable for them. The product labeling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.
