If you’re looking for a strong and smart investment theme in mutual funds, here’s a good opportunity.
DSP Mutual Fund has launched a New Fund Offer (NFO) called the DSP Nifty 500 Flexicap Quality 30 Index Fund.
This fund will be open for investment from August 8 to August 22, 2025.
The fund is based on the Flexi Cap Quality 30 Index and will work like a flexi-cap fund. It will include 10 high-quality stocks each from large-cap, mid-cap, and small-cap categories.
Depending on the market situation, the fund will adjust its investment between large-cap, mid-cap, and small-cap stocks—offering flexibility to shift focus as needed.
Key Details of the Fund
Fund House: DSP Mutual Fund
Type: Open-ended
Category: Equity Flexi Cap
NFO Open Date: August 8, 2025
NFO Close Date: August 22, 2025
Minimum Investment: ₹100
Lock-in Period: None
Exit Load: None
Risk Level: Very High (as per Riskometer)
Benchmark: Nifty 500 Flexicap Quality 30 TRI
Investment Strategy and Past Performance
The fund will always have 30 stocks in its portfolio—10 each from large-cap, mid-cap, and small-cap segments. The fund will change its allocation depending on market conditions:
In a strong mid-cap and small-cap market:
67% allocation in mid and small caps, 33% in large caps
In a strong large-cap market:
67% allocation in large caps, 33% in mid and small caps
To understand the success potential of this strategy, we can look at the performance of the Nifty 500 Flexicap Quality 30 TRI Index, which this fund follows.
Since October 1, 2009, this index has delivered a CAGR (Compound Annual Growth Rate) of 18.1%.
