INF740K01797

CASPeR Ranking #90

DSP Small Cap Fund Regular Plan Growth

Very High Risk Small-Cap Equity

NAV (Thu Dec 26 2024)

₹200

Returns (Since Inception)

22.61%

Category Average

23.31%

Rating

3

Allocation and Holdings

Asset class

Weightage

Basic Materials

6.91%

Technology

3.77%

Consumer Defensive

7.31%

Consumer Cyclical

5.22%

Industrials

4.65%

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Overall rating

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Scheme Information

Fund name

DSP Small Cap Fund Regular Plan Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹16307.28 Cr


ISIN

INF740K01797


Inception Date

Jun 14 2007


Standard Deviation

16.26


Beta

-


Sharpe Ratio

0.976


Benchmark

S&P BSE 250 SmallCap Index TR INR


Expense Ratio

1.710%


Exit Load

Exit Load; Holding Period from the date of allotment: Less than 12 months – 1% .Greater than or equal to 12 months – Nil

Risk

Very High Risk

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.

Fund Managers

Vinit Sambre

Jay Kothari

Resham Jain

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