DSP Small Cap Direct Plan Growth-0.14%

17.41%
1 Year Return
Equity
Small Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

DSP Small Cap Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.16%
NAV64.04 (30 Oct 2020)
Fund Started01 Jan 2013
Fund Size5,320 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DSP Small Cap Direct Plan Growth
17.4%
-1.0%
8.3%
17.9%
Category Average
9.8%
-2.9%
7.0%
-
Rank within category
5
6
7
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 17.4% annual returns

    Comparison

    Data not available
    Pros
    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
    Cons
    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

    NameSectorInstrument% Assets
    Ipca Laboratories Ltd.HealthcareEquity6.2%
    Atul Ltd.ChemicalsEquity5.0%
    APL Apollo Tubes Ltd.MetalsEquity3.3%
    Manappuram Finance Ltd.FinancialEquity3.0%
    Tube Investments Of India Ltd.AutomobileEquity2.9%
    Ratnamani Metals & Tubes Ltd.MetalsEquity2.9%
    Nilkamal Ltd.ChemicalsEquity2.8%
    Welspun India Ltd.TextilesEquity2.8%
    Suprajit Engineering Ltd.AutomobileEquity2.5%
    Dhanuka Agritech Ltd.ChemicalsEquity2.3%
    See All

    Fund Managers

    addVinit Sambre
    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).
    Funds Managed
    addJay Kothari
    Education
    Mr. Kothari is a BMS and MBA from Mumbai University .
    Experience
    Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.
    Funds Managed

    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 ₹5,320 Cr and the Latest NAV as of 30 Oct 2020 is ₹64.04.

    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.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed less than 12 months
    Exit Load

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    About DSP Mutual Fund

    Address
    Mafatlal Centre, 10th Floor, Nariman Point Mumbai 400021
    Phone
    022 66578000
    Launch Date
    16 Dec 1996
    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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