DSP Small Cap Direct Plan Growth

Equity
Small Cap
Very High Risk
30.32%
3Y annualised
-2.97% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Sep 2022₹119.49
Min. SIP amount₹500
Rating3
Fund size₹8,981.69Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.7%30.3%14.3%21.7%
Category average8.9%31.7%13.9%NA
Rank with in category71010NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
Suprajit Engineering Ltd.AutomobileEquity3.4%
Ratnamani Metals & Tubes Ltd.Metals & MiningEquity3.2%
Atul Ltd.ChemicalsEquity3.2%
Cyient Ltd.TechnologyEquity3.2%
KPR Mills Ltd.TextilesEquity3.1%
Chambal Fertilisers & Chemicals Ltd.ChemicalsEquity3.1%
Nilkamal Ltd.ChemicalsEquity2.9%
GHCL Ltd.ChemicalsEquity2.6%
Triveni Engineering & Industries Ltd.Consumer StaplesEquity2.5%
Ipca Laboratories Ltd.HealthcareEquity2.5%
See All

Pros and cons

Category: Equity Small Cap

Pros

Cons

5Y annualised returns higher than category average by 0.42%
Higher AUM: 8981Cr. Funds with a higher AUM tend to have lower returns in the future
Higher alpha: 5.99 The fund has generated returns higher than benchmark - S&P BSE 250 SmallCap Total Return Index - in the last 3Y
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.97%

Expense ratio, exit load and tax

Expense ratio: 0.97%

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 terms
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

Education
Mr. Sambre is a B.Com and FCA.
Experience
Prior to joining DSP he was associated with DSP Merrill Lynch Ltd.(Nov 2005 to Jun 2007), IL & FS Investsmart Ltd. (Dec 2002 to Oct 2005), Unit Trust of India Investment Advisory Services Ltd.(Jun 2000 to Dec 2002), Kisan Ratilal Choksey Shares and Securities Pvt. Ltd. (March 1999 to May 2000) and Credit Rating Information Service of India Ltd.(Apr 1998 to Feb 1999).
Also manages these schemes

Jay Kothari
Mar 2013 - Present
View details

Education
Mr. Kothari is a BMS and MBA from Mumbai University .
Experience
Prior to becoming the fund manager in DSPIM he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
NATRAJ, Office No. 302-3rd Floor-Plot No. 194, MV Road JunctionWestern Express Highway,Andheri East Mumbai 400069
Phone
022-66178000
Launch Date
16 Dec 1996
E-mail
NA
Website
NA
DSP Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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