DSP Large & Mid Cap Fund

DSP Mutual FundEquityPortfolio as of 31 July 2026

DSP Large & Mid Cap Fund holds 76 instruments (98.42% equity), led by ICICI Bank Limited (8.68%), HDFC Bank Limited (8.06%) and Axis Bank Limited (5.34%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
76
Equity Allocation
98.42%
AMC
DSP Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of DSP Large & Mid Cap Fund, managed by DSP Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 76 instruments with an equity allocation of 98.42%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

DSP Large & Mid Cap Fund's top 10 holdings account for 37.6% of its portfolio, in line with the Equity category average of 37.5%. Financial Services is its largest sector exposure at 39.83% of net assets, spread across 12 sectors in total. Since its 30 June 2026 disclosure, the fund added 5 new positions and exited 3 positions, with Axis Bank Limited seeing the largest move (-0.88pp to 5.34%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

5 new entries3 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
SRF Limited0.66% → 1.46%▲ +0.8
SBI Life Insurance Company Limited1% → 1.27%▲ +0.27
Alkem Laboratories Limited1.53% → 1.78%▲ +0.25
Oil India Limited1.24% → 1.49%▲ +0.25
Coforge Limited1.5% → 1.73%▲ +0.23
Container Corporation of India Limited1.06% → 1.27%▲ +0.21
UNO Minda Limited1.67% → 1.87%▲ +0.2
Max Financial Services Limited1.72% → 1.89%▲ +0.17
Tata Consultancy Services Limited1.22% → 1.39%▲ +0.17
ETERNAL LIMITED1.31% → 1.47%▲ +0.16

Biggest Weight Reductions

StockWeightChange
Axis Bank Limited6.22% → 5.34%▼ -0.88
HDFC Bank Limited8.77% → 8.06%▼ -0.71
ICICI Bank Limited9.21% → 8.68%▼ -0.53
Shriram Finance Limited1.29% → 0.9%▼ -0.39
State Bank of India3.54% → 3.22%▼ -0.32
Kotak Mahindra Bank Limited2.78% → 2.46%▼ -0.32
Samvardhana Motherson International Limited1.31% → 1.05%▼ -0.26
ACC Limited0.36% → 0.16%▼ -0.2
ICICI Lombard General Insurance Company Limited1.65% → 1.51%▼ -0.14
Syngene International Limited0.87% → 0.75%▼ -0.12

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 6.64%, Mar: 7.04%, Apr: 7.18%, May: 8.62%, Jun: 9.21%, Jul: 8.68%
8.68%
Feb: 6.57%, Mar: 6.62%, Apr: 6.83%, May: 8.13%, Jun: 8.77%, Jul: 8.06%
8.06%
Feb: 4.73%, Mar: 4.79%, Apr: 4.99%, May: 5.81%, Jun: 6.22%, Jul: 5.34%
5.34%
Feb: 2.89%, Mar: 2.87%, Apr: 3.1%, May: 2.79%, Jun: 3.54%, Jul: 3.22%
3.22%
Feb: 2.23%, Mar: 2.12%, Apr: 2.1%, May: 2.63%, Jun: 2.78%, Jul: 2.46%
2.46%

Full Portfolio (76 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services8.68%
2HDFC Bank LimitedFinancial Services8.06%
3Axis Bank LimitedFinancial Services5.34%
4State Bank of IndiaFinancial Services3.22%
5Kotak Mahindra Bank LimitedFinancial Services2.46%
6Bharti Airtel LimitedTelecommunication2.26%
7Coromandel International LimitedMaterials1.94%
8Max Financial Services LimitedFinancial Services1.89%
9The Phoenix Mills LimitedReal Estate1.88%
10UNO Minda LimitedConsumer Discretionary1.87%
11Alkem Laboratories LimitedHealthcare1.78%
12Coforge LimitedInformation Technology1.73%
13Indus Towers LimitedTelecommunication1.73%
14Hindustan Petroleum Corporation LimitedEnergy1.6%
15ICICI Lombard General Insurance Company LimitedFinancial Services1.51%
16The Federal Bank LimitedFinancial Services1.49%
17Cipla LimitedHealthcare1.49%
18Oil India LimitedEnergy1.49%
19Mahindra & Mahindra LimitedConsumer Discretionary1.48%
20ETERNAL LIMITEDConsumer Discretionary1.47%
21SRF LimitedMaterials1.46%
22Bharat Petroleum Corporation LimitedEnergy1.44%
23NTPC LimitedUtilities1.4%
24Tata Consultancy Services LimitedInformation Technology1.39%
25IPCA Laboratories LimitedHealthcare1.38%
26Lupin LimitedHealthcare1.34%
27Asian Paints LimitedConsumer Discretionary1.33%
28Infosys LimitedInformation Technology1.31%
29Fortis Healthcare LimitedHealthcare1.31%
30Container Corporation of India LimitedServices1.27%
31Bharat Forge LimitedConsumer Discretionary1.27%
32SBI Life Insurance Company LimitedFinancial Services1.27%
33APL Apollo Tubes LimitedIndustrials1.25%
34TREPS / Reverse Repo Investmentstreps1.24%
35Schaeffler India LimitedConsumer Discretionary1.21%
36Maruti Suzuki India LimitedConsumer Discretionary1.2%
37MphasiS LimitedInformation Technology1.2%
38Petronet LNG LimitedUtilities1.18%
39Havells India LimitedConsumer Discretionary1.09%
40JINDAL STEEL LIMITEDMaterials1.09%
41AU Small Finance Bank LimitedFinancial Services1.06%
42Samvardhana Motherson International LimitedConsumer Discretionary1.05%
43Tube Investments of India LimitedConsumer Discretionary1.05%
44Tata Capital LimitedFinancial Services1.04%
45PB Fintech LimitedFinancial Services1.02%
46Power Finance Corporation LimitedFinancial Services1.02%
47Hindustan Unilever LimitedConsumer Staples0.99%
48Shriram Finance LimitedFinancial Services0.9%
49PI Industries LimitedMaterials0.89%
50UltraTech Cement LimitedMaterials0.82%
51Larsen & Toubro LimitedIndustrials0.78%
52Emami LimitedConsumer Staples0.75%
53Syngene International LimitedHealthcare0.75%
54ITC LimitedConsumer Staples0.74%
55Tata Motors LimitedIndustrials0.68%
56Cohance Lifesciences LimitedHealthcare0.64%
57Atul LimitedMaterials0.63%
58Vishal Mega Mart LimitedConsumer Discretionary0.63%
59Dalmia Bharat LimitedMaterials0.6%
60Hyundai Motor India LimitedConsumer Discretionary0.59%
61HDB Financial Services LimitedFinancial Services0.57%
62JK Cement LimitedMaterials0.53%
63Pfizer LimitedHealthcare0.47%
64Century Plyboards (India) LimitedConsumer Discretionary0.41%
65Metro Brands LimitedConsumer Discretionary0.4%
66Cash Marginother0.38%
67Ahluwalia Contracts (India) LimitedIndustrials0.36%
68Hero MotoCorp LimitedConsumer Discretionary0.35%
69SBI Cards and Payment Services LimitedFinancial Services0.3%
70Gujarat Gas LimitedUtilities0.28%
71ACC LimitedMaterials0.16%
72KEC International LimitedIndustrials0.15%
73GSPL Transmission LimitedUtilities0.05%
74Supreme Industries LimitedIndustrials0%
75City Online Services LimitedTelecommunication0%
76Net Receivables/Payablesother-0.04%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 8.68% of DSP Large & Mid Cap Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 8.06% of DSP Large & Mid Cap Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Axis Bank Limited is 5.34% of DSP Large & Mid Cap Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, State Bank of India is 3.22% of DSP Large & Mid Cap Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Kotak Mahindra Bank Limited is 2.46% of DSP Large & Mid Cap Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: DSP Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.