Fund Details
DSP Small Cap Direct Plan Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.04% |
| NAV | ₹75.53 (25 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹6,001 Cr |
Returns
Comparison
1. Lower expense ratio - 1.16%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Atul Ltd. | Chemicals | Equity | 4.6% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 4.3% |
| APL Apollo Tubes Ltd. | Metals | Equity | 3.7% |
| Tube Investments Of India Ltd. | Automobile | Equity | 3.4% |
| Ratnamani Metals & Tubes Ltd. | Metals | Equity | 3.2% |
| Nilkamal Ltd. | Chemicals | Equity | 3.1% |
| Chambal Fertilisers & Chemicals Ltd. | Chemicals | Equity | 2.9% |
| Manappuram Finance Ltd. | Financial | Equity | 2.8% |
| Welspun India Ltd. | Textiles | Equity | 2.5% |
| Suprajit Engineering Ltd. | Automobile | Equity | 2.5% |
Fund Managers
DSP Small Cap Direct Plan Growth Details
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 01 Jan 2013. Vinit Sambre, Jay Kothari is the Current Fund Manager of DSP Small Cap Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹6,001 Cr and the Latest NAV as of 25 Jan 2021 is ₹75.53.
The DSP Small Cap Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. 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.
Tax Implications
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.
