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DSP Flexi Cap Fund Overview


This version of the fund efficiency report seems on the DSP Flexi Cap Fund (erstwhile DSP Fairness Fund). Launched in April 1997, the fund has an AUM of seven,739 Crores. After the SEBI categorisation guidelines, it was first categorised as a multi-cap fund in mid-2018 after which shifted to the flexicap class to align with SEBI’s revised Multicap MF Rule.

Disclaimer: Fund efficiency reviews current return and danger evaluation of a fund with consultant benchmarks and never funding suggestions. It have to be expressly understood that the info under replicate solely previous efficiency and is on no account a sign of future efficiency. Our funding suggestions are Handpicked Record of Mutual Funds (PlumbLine).

The market cap allocation historical past of the fund is proven under. Over the previous few years, the fund has primarily behaved as a big and mid-cap sort of fund.

Market cap allocation historical past of DSP Flexi cap Fund

We learn the way persistently the DSP Flexi Cap Fund has carried out wrt Nifty 120 TRI and Nifty Largemidcap 250 TRI. We’ll use three metrics to investigate efficiency consistency versus benchmarks. Evaluation resembling this may be discovered for 350+ fairness funds in our month-to-month fairness mutual fund screener.

1 Rolling return outperformance consistency: the fund returns are in contrast with class benchmark returns over each doable 1Y, 2Y, 3Y,4Y, and 5Y interval. Greater the outperformance consistency, the higher. Suppose 876 fund returns had been in contrast with 876 benchmark returns, and the fund has crushed the benchmark 675 instances. The consistency rating will probably be 675/876 ~ 77%.

Metric N200TRI Nifty Largemidcap 250 TRI
No of rolling return entries Index (1 12 months) 2119 2131
No of rolling return entries Fund (1 yr) 2119 2131
No of instances the fund has outperformed the index (1 yr) 1364 793
rolling return outperformance Consistency Rating (1 yr) 64% 37%
No of rolling return entries Index (2 Years) 1873 1885
No of rolling return entries Fund (2 years) 1873 1885
No of instances the fund outperformed the index (2 years) 1443 817
rolling return outperformance Consistency Rating (2 years) 77% 43%
No of rolling return entries Index (3 Years) 1639 1639
No of rolling return entries Fund (3 years) 1639 1639
No of instances the fund outperformed the index (3 years) 1458 828
rolling return outperformance Consistency Rating (3 years) 89% 51%
No of rolling return entries Index (4 Years) 1396 1396
No of rolling return entries Fund (4 years) 1396 1396
No of instances fund outperformed the index (4 years) 1237 747
rolling return outperformance Consistency Rating (4 years) 89% 54%
No of rolling return entries Index (5 Years) 1147 1147
No of rolling return entries Fund (5 years) 1147 1147
No of instances fund outperformed index (5 years) 1115 650
rolling return outperformance Consistency Rating (5 years) 97% 57%

The fund has a superb outperformance observe file wrt Nifty 200 TRI. The fund has outperformed Nifty 200 TRI over the past 3,4, and 5-year trailing intervals. The margin is significantly decrease wrt Nifty Largemidcap 250 TRI, although. It underperformed over the past 3 and 5-year trailing intervals.

2 Upside efficiency consistency over each doable 1Y,2Y,3Y,4Y, 5Y: Greater the higher. A rating of 70% means, 7 out of 10 instances, the Fund carried out higher than the class benchmark when the benchmark was transferring upThis can be a measure of reward. It’s computed from rolling upside seize knowledge (see hyperlink under).

Metric N200TRI Nifty Largemidcap 250 TRI
upside efficiency consistency (1 yr) 63% 49%
upside efficiency consistency (2 years) 63% 51%
upside efficiency consistency (3 years) 52% 46%
upside efficiency consistency (4 years) 64% 52%
upside efficiency consistency (5 years) 61% 54%

The fund generally does higher than Nifty 200 TRI when it’s transferring up.

3 Draw back efficiency consistency over each doable 3Y,4Y, 5Y. Greater, the higher. A rating of 60% means, 6 out of 10 instances, the Fund carried out higher than the class benchmark when the benchmark was transferring downThis can be a measure of danger safety. It’s computed from rolling draw back seize knowledge. Learn extra: An introduction to Draw back and Upside Seize Ratios.

Metric N200TRI Nifty Largemidcap 250 TRI
draw back safety consistency (1 yr) 43% 40%
draw back safety consistency (2 years) 52% 48%
draw back safety consistency (3 years) 59% 48%
draw back safety consistency (4 years) 52% 55%
draw back safety consistency (5 years) 58% 54%

The draw back seize can be not persistently excessive. It isn’t typically we see a fund with nearly common to an above-average draw back and upside seize consistency however an above-average return outperformance consistency.

This means that DSP Flexi Cap Fund tends to do effectively over the long run however could be irritating for the investor in the course of the journey. Present buyers with a very good expertise with the fund can proceed to carry it. New buyers contemplating the fund might want to mood expectations and respect the previous efficiency disclaimer. Additionally, see: Can I exploit a big and mid cap fund as an alternative of an index fund?

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