DSP Small Cap Fund Direct growth

Equity • Small Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Small Cap

Direct growth

Launched On
01 Jan 2013
11.9 years ago
Lock-in Period
No lock-in
NAV
as of 06 Nov 2024
₹219.44
+1.4273% (3.10)
AUM
₹16,705 Cr
Expense ratio
0.84%
Benchmark
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20%

Units held more than 1Y

12.5%

Exit Load

If units sold before 12M

1%

If units sold after 12M

0%

Distribution

Asset split
Market capital
Equity94.11%
Cash5.89%

What's in this fund?

Sectors
Holdings
Consumer Cyclical

Consumer Cyclical

34.93%
Basic Materials

Basic Materials

20.10%
Industrials

Industrials

19.07%
Healthcare

Healthcare

8.90%
Consumer Defensive

Consumer Defensive

7.92%

Fund House

DSP

DSP

Inc: 29 Apr 1997 • Total AUM: ₹1,80,855 Cr • Rank #9
DSP Mutual Fund started in 1996 has DSP Asset Managers Pvt ltd as its sponsors. The fund house is headed by Kalpen Parekh as the CEO. As of 30 Sep 2022, it has an AUM of 111158.08 crores

Fund Managers

Vinit Sambre

Experience: 14.38 yrs • Total AUM: 2,37,878 Cr

Resham Jain

Experience: 6.64 yrs • Total AUM: 1,00,230 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

Top rated

HDFC Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
25.20%
Expense ratio
0.68%
Returns vs category
Average
Risk vs category
Average
Top rated

Axis Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
22.77%
Expense ratio
0.54%
Returns vs category
Average
Risk vs category
Low
Top rated

ICICI Prudential Smallcap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
21.55%
Expense ratio
0.69%
Returns vs category
Below Average
Risk vs category
Average
Top rated

SBI Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
21.18%
Expense ratio
0.66%
Returns vs category
Above Average
Risk vs category
Below Average
Top rated

Kotak Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
21.01%
Expense ratio
0.49%
Returns vs category
Above Average
Risk vs category
Average
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.