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  • DSP Nifty Smallcap250 Quality 50 Index Fund (Growth)
DSP Mutual Funds

DSP Nifty Smallcap250 Quality 50 Index Fund (Growth)

EquityIndex Funds

11.6904

NAV (Jun 13)

15.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.6904

NAV (Jun 13)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
16.9%
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate returns that are commensurate with the performance of the Nifty Smallcap250 Quality 50 Index,subject to tracking error.

Expense Ratio
1.01
Launched (1y ago)
Dec 26, 2023
AUM in Crores
72.922
ISIN
INF740KA1TT7
Lock-in
No Lock-in
Benchmark
Nifty Smallcap250 Quality 50
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Diipesh Shah

Fund Manager

Anil Ghelani

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
DSP Nifty Smallcap250 Quality 50 Index Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-13

Top Stock Holdings

kei industries ltd

4.1%
4.1%

castrol india ltd

3.9%
3.9%

indian energy exchange ltd

3.9%
3.9%

central depository services (india) ltd

3.4%
3.4%

amara raja energy & mobility ltd

3.2%
3.2%
See all holdings

Allocation by Sector

industrials

27%
27%

financial services

15.6%
15.6%

basic materials

15.5%
15.5%

technology

10.6%
10.6%

consumer defensive

10.2%
10.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 156,021 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,114 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR

20.3%

15.7%

18.1%

15.1%

18.1%

15.1%

37%

18.9%

18.8%

13.9%

DSP Nifty Smallcap250 Quality 50 Index Fund (G) Review

DSP Nifty Smallcap250 Quality 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 15.6% over a period of 0 years. The fund is managed by DSP Asset Managers Private Limited. The fund managers are Anil Ghelani, Diipesh Shah.

Nav of DSP Nifty Smallcap250 Quality 50 Index Fund (G) as of 6/13/2024 is ₹11.69 with the total AUM as of 6/14/2024 is ₹72.922. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Nifty Smallcap250 Quality 50 Index Fund (G) was launched on Dec 26, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for DSP Nifty Smallcap250 Quality 50 Index Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

DSP Nifty Smallcap250 Quality 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Smallcap250 Quality 50.

DSP Nifty Smallcap250 Quality 50 Index Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Nifty Smallcap250 Quality 50 Index Fund (G).

Frequently Asked Questions

What is DSP Nifty Smallcap250 Quality 50 Index Fund (G)?

DSP Nifty Smallcap250 Quality 50 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Nifty Smallcap250 Quality 50 Index Fund (G)?

You can invest in DSP Nifty Smallcap250 Quality 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of DSP Nifty Smallcap250 Quality 50 Index Fund (G)?

The minimum sip amount for DSP Nifty Smallcap250 Quality 50 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is DSP Nifty Smallcap250 Quality 50 Index Fund (G) good to invest in?

As per Scripbox experts, DSP Nifty Smallcap250 Quality 50 Index Fund (G) is a Not Reviewed Yet fund. You can investDSP Nifty Smallcap250 Quality 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the DSP Nifty Smallcap250 Quality 50 Index Fund (G)?

The expense ratio of the DSP Nifty Smallcap250 Quality 50 Index Fund (G) is 1.01% for regular plan.