DSP Mutual Fund has launched the DSP Nifty500 Flexicap Quality 30 Index Fund, India’s first low-cost flexicap strategy combining quality stocks with dynamic market cap allocation based on momentum triggers. Designed to mirror the innovative Nifty500 Flexicap Quality 30 Index, this fund aims to help investors confidently navigate fluctuating equity markets. The fund invests in 30 fundamentally strong companies — 10 each from large, mid, and small caps — selected for high return on equity, low debt, and robust earnings growth. Market momentum dictates quarterly allocation shifts between large caps and small & midcaps, optimizing returns while minimizing risk. Since its inception in 2009, the underlying index has delivered an impressive 18.1% CAGR, outperforming the broader Nifty 500 TRI.
DSP recommends investors to take the SIP route as valuations (especially in quality small & mid-caps) can be high & unpredictable. SIPs help investors average their purchase cost over time, reduce the risk of catching a peak, and aligns with the philosophy behind this fund: disciplined, long-term investing in quality businesses across cycles. In Guwahati, investors have shown growing interest in flexicap funds due to their balanced exposure across market caps and emphasis on quality, especially in a region where retail participation in equities is rising steadily. The flexibility and cost-efficiency of this fund resonate well with Guwahati’s emerging investor base seeking stable growth.
“Two conditions are important for investors to achieve compounding – investing in high quality businesses at reasonable valuations. The quality factor is going through sharp price and time correction. We have always believed in launching funds when the strategy is in low cycle. Hence, we are introducing the first flexicap index fund which invests in 30 high quality companies across all market caps.”said Kalpen Parekh, Managing Director & CEO, DSP Mutual Fund.
The New Fund Offer opens on August 8, 2025, and closes on August 22, 2025, marking a new chapter in India’s mutual fund landscape.