DSP Small Cap Direct Plan Growth

DSP Small Cap Direct Plan Growth

+22.48%
3Y annualised
+0.94% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Apr '26
₹224.35
Min. for SIP
₹100
Fund size (AUM)
₹15,300.48 Cr
Expense ratio
1.09%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,505
+5.84%
3 years₹1,80,000₹2,16,004
+20.00%
5 years₹3,00,000₹4,51,395
+50.47%
10 years₹6,00,000₹16,06,469
+167.74%

Holdings (82)

NameSectorInstrumentsAssets
Lumax Auto Technologies Ltd.AutomobileEquity6.16%
Thangamayil Jewellery Ltd.Consumer DiscretionaryEquity3.76%
Kirloskar Oil Engines Ltd.Capital GoodsEquity3.27%
Welspun Corp Ltd.Metals & MiningEquity2.92%
Jubilant Ingrevia Ltd.ChemicalsEquity2.49%
Sansera Engineering Ltd.AutomobileEquity2.40%
Dodla Dairy LtdConsumer StaplesEquity2.38%
LT Foods Ltd.Consumer StaplesEquity2.37%
Triveni Engineering & Industries Ltd.Consumer StaplesEquity2.28%
Ipca Laboratories Ltd.HealthcareEquity2.20%
Shriram Pistons & Rings LtdAutomobileEquity2.13%
eClerx Services Ltd.ServicesEquity2.01%
Archean Chemical Industries Ltd.ChemicalsEquity1.73%
Atul Ltd.ChemicalsEquity1.68%
Vardhman Textiles Ltd.TextilesEquity1.64%
Techno Electric & Engineering Company Ltd.Capital GoodsEquity1.61%
Swaraj Engines Ltd.Capital GoodsEquity1.58%
Suprajit Engineering Ltd.AutomobileEquity1.57%
Voltamp Transformers Ltd.Capital GoodsEquity1.48%
Cyient Ltd.TechnologyEquity1.48%
Gland Pharma Ltd.HealthcareEquity1.46%
Dhanuka Agritech Ltd.ChemicalsEquity1.45%
Navin Fluorine International Ltd.ChemicalsEquity1.45%
Harsha Engineers International Ltd.Capital GoodsEquity1.44%
Prudent Corporate Advisory Services Ltd.FinancialEquity1.43%
Greenlam Industries Ltd.Consumer StaplesEquity1.36%
Aarti Drugs Ltd.HealthcareEquity1.33%
PNB Housing Finance Ltd.FinancialEquity1.26%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity1.22%
Rainbow Children's Medicare Ltd.HealthcareEquity1.17%
R R Kabel Ltd.Consumer DiscretionaryEquity1.10%
Max Financial Services Ltd.FinancialEquity1.09%
Eris Lifesciences Ltd.HealthcareEquity1.04%
IFB Industries Ltd.Consumer DiscretionaryEquity1.02%
Campus Activewear Ltd.Consumer StaplesEquity1.02%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.98%
TCPL Packaging Ltd.Consumer StaplesEquity0.96%
Bayer CropScience Ltd.ChemicalsEquity0.92%
Mold-Tek Packaging Ltd.ChemicalsEquity0.92%
Apar Industries Ltd.Consumer StaplesEquity0.89%
Concord Biotech Ltd.HealthcareEquity0.89%
S.P. Apparels Ltd.TextilesEquity0.88%
Westlife Foodworld Ltd.ServicesEquity0.86%
Ratnamani Metals & Tubes Ltd.Metals & MiningEquity0.86%
Sharda Cropchem Ltd.ChemicalsEquity0.84%
Nilkamal Ltd.ChemicalsEquity0.82%
Anand Rathi Wealth Ltd.FinancialEquity0.80%
Niva Bupa Health Insurance Company Ltd.InsuranceEquity0.80%
Narayana Hrudayalaya Ltd.HealthcareEquity0.76%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.73%
La Opala RG Ltd.ConstructionEquity0.71%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.65%
Kalyani Steels Ltd.Metals & MiningEquity0.64%
GHCL Ltd.ChemicalsEquity0.63%
Rolex Rings LtdCapital GoodsEquity0.62%
Kalpataru Projects International Ltd.Capital GoodsEquity0.62%
Stylam Industries Ltd.Consumer StaplesEquity0.62%
Prince Pipes and Fittings Ltd.ChemicalsEquity0.62%
West Coast Paper Mills Ltd.Consumer StaplesEquity0.61%
Canara HSBC Life Insurance Company Ltd.InsuranceEquity0.59%
Borosil Ltd.ConstructionEquity0.59%
Manappuram Finance Ltd.FinancialEquity0.55%
Happy Forgings Ltd.Metals & MiningEquity0.54%
Sandhar Technologies Ltd.AutomobileEquity0.52%
Carysil Ltd.ConstructionEquity0.51%
Ujjivan Small Finance Bank Ltd.FinancialEquity0.50%
Just Dial Ltd.ServicesEquity0.50%
Angel One Ltd.FinancialEquity0.47%
Amrutanjan Health Care Ltd.HealthcareEquity0.46%
Graphite India Ltd.Capital GoodsEquity0.45%
Sheela Foam Ltd.Consumer DiscretionaryEquity0.44%
HLE Glascoat Ltd.Capital GoodsEquity0.39%
Engineers India Ltd.ConstructionEquity0.36%
CSB Bank Ltd.FinancialEquity0.34%
Equitas Small Finance Bank Ltd.FinancialEquity0.31%
R Systems International Ltd.TechnologyEquity0.31%
Sudarshan Chemical Industries Ltd.ChemicalsEquity0.31%
Jamna Auto Industries Ltd.AutomobileEquity0.21%
JNK India Ltd.Capital GoodsEquity0.21%
GHCL Textiles Ltd.TextilesEquity0.15%
Shoppers Stop Ltd.ServicesEquity0.07%
IRM Energy Ltd.EnergyEquity0.03%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+22.5%+21.6%+17.6%+21.0%
Category average (Equity Small Cap)+19.7%+22.6%+16.1%--
Rank (Equity Small Cap)11117--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed less than 12 months

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

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Fund management

VS
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).

About DSP Small Cap Direct Plan Growth

DSP Small Cap Direct Plan Growth is a Equity Mutual Fund Scheme launched by DSP Mutual Fund. This scheme was made available to investors on 16 Dec 1996. Vinit Sambre is the Current Fund Manager of DSP Small Cap Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,06,635 Cr and the Latest NAV as of 22 Apr 2026 is ₹224.35. The DSP Small Cap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1% if redeemed less than 12 months ;

Investment Objective

The aim of the fund is to seek long-term capital appreciation by investing in a portfolio that is substantially constitutes of stocks of small cap companies.
Fund benchmarkBSE 250 SmallCap Total Return Index

Fund house

Rank (total assets)#10 in India
Total AUM₹2,06,635.19 Cr
Date of Incorporation16 Dec 1996
Phone+91 22 6657 8000
E-mail--
Launch Date16 Dec 1996
AddressThe Ruby, 25th Floor29, Senapati Bapat Marg,Dadar (West), Mumbai Mumbai 400028
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,