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DSP Small Cap Fund Direct growth
Equity • Small Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Small Cap
Direct growth
Launched On
01 Jan 2013
12 years ago
Lock-in Period
No lock-in
NAV
as of 30 Dec 2024
₹218.56
-0.6888% (-1.50)
AUM
₹16,147 Cr
Expense ratio
0.84%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 12M
1%
If units sold after 12M
0%
Distribution
Asset split
Market capital
Equity93.85%
Cash6.15%
What's in this fund?
Sectors
Holdings
Consumer Cyclical
Basic Materials
Industrials
Healthcare
Consumer Defensive
Fund House
DSP
Inc: 29 Apr 1997 • Total AUM: ₹1,76,055 Cr • Rank #9DSP 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: 14.53 yrs • Total AUM: 2,26,251 Cr
Resham Jain
Experience: 6.79 yrs • Total AUM: 96,882 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
HDFC Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
23.62%
Expense ratio
0.71%
Returns vs category
Risk vs category
Axis Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
21.36%
Expense ratio
0.56%
Returns vs category
Risk vs category
ICICI Prudential Smallcap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.46%
Expense ratio
0.76%
Returns vs category
Risk vs category
SBI Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.43%
Expense ratio
0.67%
Returns vs category
Risk vs category
Kotak Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
19.68%
Expense ratio
0.49%
Returns vs category
Risk vs category
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.