Should I invest in DSP Large Cap Fund?

We don't give personal investment advice. DSP Large Cap Fund - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.8%. 5-year CAGR: 11.26%.

DSP

DSP Large Cap Fund - Direct Plan - Growth

Latest NAV

₹486.9700

As of

3 Jun 2026

3,302 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.18%	+0.19%	-0.01	24 / 36	Q3
1W	-2.57%	-1.77%	-0.80	36 / 36	Q4
2W	-1.48%	-0.24%	-1.24	35 / 36	Q4
1M	-1.73%	-1.86%	+0.13	9 / 36	Q1
3M	-5.63%	-3.48%	-2.15	33 / 35	Q4
6M	-8.49%	-7.02%	-1.47	24 / 34	Q3
YTD	-8.53%	-7.39%	-1.14	21 / 34	Q3
1Y	-4.96%	-1.80%	-3.16	33 / 34	Q4
2Y	+4.11%	+2.13%	+1.98	6 / 32	Q1
3Y	+13.68%	+12.27%	+1.41	10 / 31	Q2
4Y	+14.61%	+12.68%	+1.93	5 / 29	Q1
5Y	+11.26%	+11.07%	+0.19	14 / 28	Q2
7Y	+11.68%	+12.37%	-0.69	17 / 25	Q3
10Y	+11.87%	+12.80%	-0.94	18 / 23	Q4
Inception	+11.47%	+11.08%	+0.38	30 / 36	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-8.53%	-7.39%	-1.14	21 / 34
2025	+8.98%	+8.01%	+0.97	14 / 33
2024	+21.27%	+16.46%	+4.80	3 / 31
2023	+27.34%	+25.03%	+2.31	10 / 31
2022	+2.24%	+3.34%	-1.10	18 / 28
2021	+20.29%	+27.19%	-6.90	25 / 27
2020	+8.46%	+14.50%	-6.04	22 / 25
2019	+15.15%	+11.93%	+3.22	7 / 24
2018	-1.21%	+0.35%	-1.57	15 / 24
2017	+26.30%	+31.41%	-5.12	21 / 23
2016	+4.89%	+4.58%	+0.32	10 / 22

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.72%

152 windows

min -29.2% · max 71.6%

78% positive

3-Year rolling

+12.71%

127 windows

min -6.3% · max 24.7%

98% positive

5-Year rolling

+12.20%

103 windows

min -1.7% · max 23.6%

99% positive

7-Year rolling

+11.67%

79 windows

min 6.1% · max 15.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.04%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-13.35%

Jan 2026 → Mar 2026

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large Cap Fund - Growth Option - Direct Plan	HDFC	₹1,163.9600	3 Jun 2026
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹97.2167	3 Jun 2026
SBI Large Cap FUND-DIRECT PLAN -GROWTH	SBI	₹100.8823	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth	ICICI Prudential	₹115.3300	3 Jun 2026
Invesco India Largecap Fund - Direct Plan - Growth	Invesco	₹82.0000	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-Growth	Bandhan	₹86.1600	3 Jun 2026
quant Large Cap Fund - Growth Option - Direct Plan	Quant	₹16.2295	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹550.6600	3 Jun 2026
Motilal Oswal Large Cap Direct Plan Growth	Motilal Oswal	₹13.4304	3 Jun 2026
Franklin India Large Cap Fund- Direct - Growth	Franklin India	₹1,077.6027	2 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹486.9700
2 Jun 2026	₹488.1690
1 Jun 2026	₹487.2760
29 May 2026	₹492.5940
27 May 2026	₹499.7220
26 May 2026	₹501.0640
25 May 2026	₹503.8860
22 May 2026	₹497.2170
21 May 2026	₹495.7390
20 May 2026	₹495.4470

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of DSP Large Cap Fund - Direct Plan - Growth is ₹486.9700. It's a Large Cap Fund from DSP, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

DSP Large Cap Fund - Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

DSP Large Cap Fund - Direct Plan - Growth is managed by DSP. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP Large Cap Fund - Direct Plan - Growth has delivered a absolute return of -4.96% — -3.16 pp behind the Large Cap Fund category average of -1.80%. The fund ranks #33 of 34 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DSP Large Cap Fund - Direct Plan - Growth has delivered a CAGR of 13.68% — +1.41 pp ahead of the Large Cap Fund category average of 12.27%. The fund ranks #10 of 31 in its category — the second (Q2) quartile.

Over the trailing 5-year window, DSP Large Cap Fund - Direct Plan - Growth has delivered a CAGR of 11.26% — +0.19 pp ahead of the Large Cap Fund category average of 11.07%. The fund ranks #14 of 28 in its category — the second (Q2) quartile.

₹1 lakh invested in DSP Large Cap Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹306,930 today — a multiplier of 3.07×, based on the 10-year CAGR of 11.87%. The category average over the same window would have grown ₹1 lakh to ₹333,597.

A ₹10,000 monthly SIP in DSP Large Cap Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹773,658 today. That's an XIRR (money-weighted annualised return) of 10.10%.

A ₹10,000 monthly SIP for 10 years in DSP Large Cap Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,217,364 (multiplier 1.85×). XIRR: 11.80%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, DSP Large Cap Fund - Direct Plan - Growth ranks #14 out of 28 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.07%; this fund delivered 11.26%.

The worst peak-to-trough decline DSP Large Cap Fund - Direct Plan - Growth has experienced over the last 5-year window is 18.78% — its NAV fell from a high on 18 Oct 2021 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DSP Large Cap Fund - Direct Plan - Growth averaged 12.20% (best 23.56%, worst -1.65%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, DSP Large Cap Fund - Direct Plan - Growth returned 8.98% — beating the Large Cap Fund category average of 8.01% by 0.97 pp. It ranked #14 of 33 in its category that year.

DSP Large Cap Fund - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. DSP Large Cap Fund - Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.8%. 5-year CAGR: 11.26%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.