DSP Small Cap Fund Direct Plan Growth - Regular - Latest NAV [ ₹83.807 ], Returns, Performance, Portfolio & Returns 2021

DSP Small Cap Fund Direct Plan Growth

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    13.41%
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    (+0.28)83.807

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 6.06 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years13.41%
3 Years6.85%
1 Year84.86%
6 Months33.02%
Fund Details
ISININF740K01QD1
RiskVery High Risk
Fund TypeSmall-Cap
NAV83.807
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Atul Ltd4.75%
Tube Investments of India Ltd Ordinary Shares3.92%
Nilkamal Ltd3.8%
Ipca Laboratories Ltd3.62%
Ratnamani Metals & Tubes Ltd3.51%
Suprajit Engineering Ltd3.18%
APL Apollo Tubes Ltd2.89%
Chambal Fertilisers & Chemicals Ltd Shs Dematerialised2.88%
Welspun India Ltd2.75%
K.P.R. Mill Ltd2.59%

About DSP Small Cap Fund - Direct Plan - Growth

The fund scheme primarily works to generate long-term capital growth and predominantly invests in equity and equity-related securities of small cap companies. That is a minimum of 65% of the assets are invested in this category. Ideally, the fund comes with a long-term investment horizon for maximum returns.

Pros and Cons of DSP Small Cap Fund - Direct Plan - Growth

The one-year and three-year returns from the fund are higher than the category average returns over the past. However, the risk-adjusted returns are lower than the category.

Fund Information and Statistics

i) Inception/Launch Date

The fund scheme was incepted on 1 January 2013.

ii) Risk Level

Investors with moderately high risk appetite can choose to invest in this scheme.

iii) Redemption

Though you need not worry about lock-in period on the principal invested, it is recommended to consider exit load before redeeming fund units.

iv) Fund Manager

Mr Vinit Sambre, Mr Resham Jain, and Mr Jay Kothari are the current Fund Managers for DSP Small Cap Fund.

v) Entry/Exit Load

Entry load is not charged upon the purchase of fund units. However, an exit load of 1% is charged in the case of exit within 12 months from the date of allotment.

About DSP Mutual Fund

DSP Mutual Fund was established on 16 December 1996 and got registered with SEBI on 30 January 1997. DSP HMK Holdings Private Limited and DSP ADIKO Holdings Private Limited are the sponsors of the fund house. On the other hand, DSP Trustee Private Limited is the trustee company. The average assets under management (AAUM) of the fund house is worth Rs.82,256.84 crore as of 30 September 2020.

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Frequently Asked Questions

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 6.06 Lakhs in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns