DSP Large & Mid Cap Fund Payout of Income Dist cum Cap Wdrl

DSP Large & Mid Cap Fund Payout of Income Dist cum Cap Wdrl is an equity fund. This fund was started on 16 May, 2000. The fund is managed by Nilesh Aiya, Rohit Singhania. The fund could potentially beat inflation in the long-run.

1. DSP Large & Mid Cap Fund Payout of Income Dist cum Cap Wdrl has ₹15356 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 1.7.
   

DSP Large & Mid Cap Fund Payout of Income Dist cum Cap Wdrl has given a CAGR return of 17.43% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -3.03%, 18.42% and 22.37% respectively.

DSP Large & Mid Cap Fund Payout of Income Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Tech, Basic Materials, Energy, Industrial, Consumer Defensive, Utilities, Communication, Real Estate. Its top holdings are State Bank of India, Infosys Ltd, HDFC Bank Ltd, Axis Bank Ltd, ICICI Bank Ltd

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. DSP Large & Mid Cap Fund Payout of Income Dist cum Cap Wdrl has no lock in period.