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DSP Small Cap Direct Plan IDCW

Equity
Small Cap
Very High Risk
28.96%
3Y annualised
-2.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹49.56
Min. SIP amount₹500
Rating3star
Fund size₹8,305.79 Cr

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns82.3%29.0%15.5%23.7%
Category average102.5%18.0%16.9%NA
Rank with in category2179NA
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Holdings (65)

NameSectorInstrumentAssets
ChemicalsEquity4.4%
ChemicalsEquity3.6%
HealthcareEquity3.5%
Chambal Fertilisers & Chemicals Ltd.
ChemicalsEquity3.3%
TextilesEquity3.3%
KPR Mills Ltd.
TextilesEquity3.2%
Tube Investments Of India Ltd.
AutomobileEquity3.0%
AutomobileEquity2.9%
Ratnamani Metals & Tubes Ltd.
MetalsEquity2.7%
FinancialEquity2.6%
See All

Pros and cons

info
Category: Equity Small Cap
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Pros

3Y annualised returns higher than category average by 10.97%
Higher alpha: 5.4 The fund has generated returns higher than benchmark - S&P BSE Small Cap TRI - in the last 3Y
Lower expense ratio: 1.04%
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Cons

Higher AUM: 8305Cr. Funds with a higher AUM tend to have lower returns in the future
1Y and 5Y annualised returns lower than category average

Expense ratio, exit load and tax

Expense ratio: 1.04%

Inclusive of GST

Exit load

Exit load of 1% if redeemed less than 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Vinit Sambre
Jan 2013 - Present
View details
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Jay Kothari
Mar 2013 - Present
View details
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Fund house & investment objective

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Fund house contact details

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Compare funds

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