Home Mutual Fund DSP Flexi Cap Fund Evaluation

DSP Flexi Cap Fund Evaluation

0
DSP Flexi Cap Fund Evaluation

[ad_1]

This version of the fund efficiency report seems to be 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 should be expressly understood that the info under mirror solely previous efficiency and is under no circumstances a sign of future efficiency. Our funding suggestions are Handpicked Listing of Mutual Funds (PlumbLine).

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

Market cap allocation history of DSP Flexi cap Fund
Market cap allocation historical past of DSP Flexi cap Fund

We learn how constantly the DSP Flexi Cap Fund has carried out wrt Nifty 120 TRI and Nifty Largemidcap 250 TRI. We are going to use three metrics to research efficiency consistency versus benchmarks. Evaluation comparable to 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 attainable 1Y, 2Y, 3Y,4Y, and 5Y interval. Greater the outperformance consistency, the higher. Suppose 876 fund returns have been in contrast with 876 benchmark returns, and the fund has overwhelmed the benchmark 675 occasions. The consistency rating shall 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 12 months) 2119 2131
No of occasions the fund has outperformed the index (1 12 months) 1364 793
rolling return outperformance Consistency Rating (1 12 months) 64% 37%
No of rolling return entries Index (2 Years) 1873 1885
No of rolling return entries Fund (2 years) 1873 1885
No of occasions 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 occasions 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 occasions 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 occasions fund outperformed index (5 years) 1115 650
rolling return outperformance Consistency Rating (5 years) 97% 57%

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

2 Upside efficiency consistency over each attainable 1Y,2Y,3Y,4Y, 5Y: Greater the higher. A rating of 70% means, 7 out of 10 occasions, 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 information (see hyperlink under).

Metric N200TRI Nifty Largemidcap 250 TRI
upside efficiency consistency (1 12 months) 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 attainable 3Y,4Y, 5Y. Greater, the higher. A rating of 60% means, 6 out of 10 occasions, 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 information. Learn extra: An introduction to Draw back and Upside Seize Ratios.

Metric N200TRI Nifty Largemidcap 250 TRI
draw back safety consistency (1 12 months) 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 also be not constantly 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 implies 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. Current traders with a very good expertise with the fund can proceed to carry it. New traders contemplating the fund might want to mood expectations and respect the previous efficiency disclaimer. Additionally, see: Can I take advantage of a big and mid cap fund as a substitute of an index fund?

Do share this text with your folks utilizing the buttons under.


Use our Robo-advisory Excel Device for a start-to-finish monetary plan! Greater than 1000 traders and advisors use this!


  • Comply with us on Google Information.
  • Do you’ve got a remark concerning the above article? Attain out to us on Twitter: @freefincal or @pattufreefincal
  • Be a part of our YouTube Group and discover greater than 1000 movies!
  • Have a query? Subscribe to our e-newsletter with this way.
  • Hit ‘reply’ to any e mail from us! We don’t supply personalised funding recommendation. We are able to write an in depth article with out mentioning your title you probably have a generic query.

 


Discover the positioning! Search amongst our 2000+ articles for data and perception!

About The Creator

Pattabiraman editor freefincalDr M. Pattabiraman(PhD) is the founder, managing editor and first writer of freefincal. He’s an affiliate professor on the Indian Institute of Know-how, Madras. He has over 9 years of expertise publishing information evaluation, analysis and monetary product growth. Join with him through Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You might be wealthy too with goal-based investing (CNBC TV18) for DIY traders. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on varied cash administration subjects. He’s a patron and co-founder of “Charge-only India,” an organisation for selling unbiased, commission-free funding recommendation.


  Our flagship course! Be taught to handle your portfolio like a professional to realize your targets no matter market situations! Greater than 3000 traders and advisors are a part of our unique group! Get readability on find out how to plan in your targets and obtain the required corpus it doesn’t matter what the market situation is!! Watch the primary lecture free of charge!  One-time cost! No recurring charges! Life-long entry to movies! Cut back worry, uncertainty and doubt whereas investing! Discover ways to plan in your targets earlier than and after retirement with confidence.


Our new course!  Enhance your earnings by getting folks to pay in your abilities! Greater than 700 salaried staff, entrepreneurs and monetary advisors are a part of our unique group! Discover ways to get folks to pay in your abilities! Whether or not you’re a skilled or small enterprise proprietor who desires extra shoppers through on-line visibility or a salaried particular person wanting a aspect earnings or passive earnings, we’ll present you find out how to obtain this by showcasing your abilities and constructing a group that trusts you and pays you! (watch 1st lecture free of charge). One-time cost! No recurring charges! Life-long entry to movies!   


Our new e-book for teenagers: “Chinchu will get a superpower!” is now obtainable!

Both boy and girl version covers of Chinchu gets a superpower
Each boy and lady model covers of Chinchu will get a superpower.

Most investor issues might be traced to a scarcity of knowledgeable decision-making. We have all made dangerous selections and cash errors after we began incomes and spent years undoing these errors. Why ought to our youngsters undergo the identical ache? What is that this e-book about? As dad and mom, what would it not be if we needed to groom one means in our youngsters that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Determination Making. So on this e-book, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his dad and mom plan for it and train him a number of key concepts of choice making and cash administration is the narrative. What readers say!

Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Suggestions from a younger reader after studying Chinchu will get a Superpower!

Should-read e-book even for adults! That is one thing that each dad or mum ought to train their children proper from their younger age. The significance of cash administration and choice making based mostly on their desires and desires. Very properly written in easy phrases. – Arun.

Purchase the e-book: Chinchu will get a superpower in your youngster!


The right way to revenue from content material writing: Our new book for these eager about getting aspect earnings through content material writing. It’s obtainable at a 50% low cost for Rs. 500 solely!


Wish to test if the market is overvalued or undervalued? Use our market valuation instrument (it is going to work with any index!), otherwise you purchase the brand new Tactical Purchase/Promote timing instrument!


We publish month-to-month mutual fund screeners and momentum, low volatility inventory screeners.


About freefincal & its content material coverage Freefincal is a Information Media Group devoted to offering authentic evaluation, reviews, critiques and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that with out battle of curiosity and bias. Comply with us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles based mostly solely on factual data and detailed evaluation by its authors. All statements made shall be verified from credible and educated sources earlier than publication. Freefincal doesn’t publish any paid articles, promotions, PR, satire or opinions with out information. All opinions introduced will solely be inferences backed by verifiable, reproducible proof/information. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)


Join with us on social media


Our publications

You Can Be Wealthy Too with Purpose-Based mostly Investing

You can be rich too with goal based investingRevealed by CNBC TV18, this e-book is supposed that will help you ask the correct questions and search the proper solutions, and because it comes with 9 on-line calculators, you may as well create customized options in your way of life! Get it now.


Gamechanger: Neglect Startups, Be a part of Company & Nonetheless Stay the Wealthy Life You Need Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis e-book is supposed for younger earners to get their fundamentals proper from day one! It’s going to additionally provide help to journey to unique locations at a low value! Get it or present it to a younger earner.


Your Final Information to Journey

Travel-Training-Kit-Cover-new That is an in-depth dive evaluation into trip planning, discovering low-cost flights, funds lodging, what to do when travelling, and the way travelling slowly is best financially and psychologically with hyperlinks to the net pages and hand-holding at each step. Get the pdf for Rs 199 (prompt obtain)


 



[ad_2]

LEAVE A REPLY

Please enter your comment!
Please enter your name here