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  • DSP Small Cap Fund (Growth)

Formerly DSP BlackRock Small Cap Reg Gr

DSP Mutual Funds

DSP Small Cap Fund (Growth)

EquitySmall Cap

186.484

NAV (Jul 19)

27.8%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in small cap mutual funds.

Small cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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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

186.484

NAV (Jul 19)

Fund Returns

Last 1Y
37.4%
Last 3Y
22.9%
Last 5Y
29.3%
Last 10Y
20.8%
Since Inception
18.6%
6 Month CAGR
14.6%

Scheme Information

Investment Objective

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time,the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
1.74
Launched (17y ago)
Jun 14, 2007
AUM in Crores
13781.073
ISIN
INF740K01797
Lock-in
No Lock-in
Benchmark
S&P BSE 250 SmallCap TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
16.6
Standard Deviation (5yr)
23.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.107
Sharpe Ratio (5yr)
0.954
YTM
0
Fund Managers

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 Small Cap Fund (Growth)70%15,12,019 7,79,40727.8%
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 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

DSP Investment Managers Private Limited

DSP Asset Managers Private Limited manages assets worth 157,201 crores and was set up on 13 May 1996. It's current offering of mutual fund schemes includes 48 equity,115 debt and 19 hybrid funds.amc-img
phone-img022-66578000
Fund NameScripbox Opinion
Till Date CAGR

21.9%

16%

19.7%

15.4%

19.7%

15.4%

38.2%

19.2%

8.1%

8.8%

DSP Small Cap Fund (G) Review

DSP Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 18.8% over a period of 17 years. The fund was previously known as DSP BlackRock Small Cap Reg Gr. The fund is managed by DSP Asset Managers Private Limited. The fund manager’s name is null.

Nav of DSP Small Cap Fund (G) as of 7/19/2024 is ₹186.48 with the total AUM as of 7/22/2024 is ₹13781.073. With Scripbox you can compare and check the latest nav for all mutual funds in India. DSP Small Cap Fund (G) was launched on Jun 14, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for DSP Small Cap Fund (G) is ₹1000 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 Small Cap 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 S&P BSE 250 SmallCap TR INR.

DSP Small Cap Fund (G) is rated as a 2 fund in Equity and delivered 44.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with DSP Small Cap Fund (G).

Frequently Asked Questions

What is DSP Small Cap Fund (G)?

DSP Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in DSP Small Cap Fund (G)?

You can invest in DSP Small Cap 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 Small Cap Fund (G)?

The minimum sip amount for DSP Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is DSP Small Cap Fund (G) good to invest in?

As per Scripbox experts, DSP Small Cap Fund (G) is a Neutral fund. You can investDSP Small Cap 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 Small Cap Fund (G)?

The expense ratio of the DSP Small Cap Fund (G) is 1.74% for regular plan.