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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.84 | 41.62 | 1.62 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.24 | 53.15 | 1.70 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 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(IDCW-Reinv) | 20.10% | 13.47% | 17.21% |
Nippon India Small Cap Fund(IDCW) | 21.84% | 22.27% | 21.76% |
HDFC Small Cap Fund(IDCW-Reinv) | 17.04% | 17.38% | 14.12% |
SBI Small Cap Fund(IDCW-Payout) | 29.75% | 22.31% | 22.06% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
3.82 %
Holdings
3.77 %
Holdings
3.09 %
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
57
Total AUM
₹ 1,84,350.66 Cr.
Vinit Sambre
AUM: ₹38,046.23 Cr.
|
Exp: 14yrs
Resham Jain
AUM: ₹16,307.28 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%