Investment Objective
DSP Flexi Cap Fund, formerly known as DSP Equity Fund, aims to generate long term capital appreciation by investing in equity and equity related securities of issuers domiciled in India.
Investment Strategy
- The fund has the flexibility to invest across large cap, mid cap, and small cap stocks without any market cap bias, to exploit opportunities across market cap segments.
- The fund follows the BMG+ (Business, Management & Growth) framework of investing focusing on:
- Business: Ensuring the longevity and survival of companies.
- Management: Identifying credible management teams with a track record of prudent capital allocation.
- Growth: Assessing the sustainability of volumes and margins over time.
- It aims to focus on investing in quality businesses with strong business models, growth potential and led by reliable management.
Who Should Invest
- First-time investors or those relatively new to the equity market.
- SIP investors having an investment horizon of 7 years and above.
- Investors seeking the exposure to large caps, mid caps & small caps through a single fund.
- Those having patience and mental resilience to stay invested for a decade or more.
- Those who consider market downturns as good opportunities to invest more at lower valuations.
- Those having a higher risk appetite, given the higher degree of risk involved for generating higher returns.
- Those requiring a suitable fund for their core portfolio.