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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.85 | 41.35 | 1.28 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 52.40 | 1.20 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
BSE 250 Small Cap - TRI |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
DSP Small Cap Fund | 27.10% | 21.06% | 23.10% |
Nippon India Small Cap Fund | 33.54% | 27.10% | 27.00% |
SBI Small Cap Fund | 28.36% | 18.95% | 25.86% |
HDFC Small Cap Fund | 25.09% | 22.99% | 20.88% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
3.52 %
Holdings
3.15 %
Holdings
2.95 %
DSP Investment Managers is an independent Indian AMC started in 1996. The DSP group (which owns the AMC) is a 150+ year old financial company which started stock broking as early as the 1860s. Since its inception, the fund house has grown to become one of India's premier AMCs with a track record of over 20 years.
No.of Schemes
56
Total AUM
₹ 1,77,771.67 Cr.
Vinit Sambre
AUM: ₹37,708.53 Cr.
|
Exp: 14yrs
Resham Jain
AUM: ₹16,147.05 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%