dsp-small-cap-fund-direct-g

DSP Small Cap Fund - Direct (G)

  1. Equity
  2. High Risk-High Return
  • NAV as on Jul 04, 2025 ₹222.22
  • Total Returns 22.42% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
dsp-small-cap-fund-direct-g

Overview of DSP Small Cap Fund - Direct (G)

  • Fund House
    DSP Small Cap Fund
  • Fund Size
    ₹16,305 Cr
  • Expense Ratio
    0.8%
  • Benchmark
    BSE 250 Smallcap Index TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    1.00% - If redeemed/switched out within 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

DSP Small Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

DSP Small Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.52%
  • 21.61%
  • -0.15%
  • 7.45%
  • 27.39%
  • 33.53%

Category Average

  • 3.86%
  • 17.43%
  • -2.36%
  • 2.27%
  • 27.22%
  • 34.24%

Fund Asset Allocation

Top holdings

Top Sectors

  • Industrial Products
    15.22%
  • Consumer Durables
    14.52%
  • Chemicals & Petrochemical
    9.79%
  • Auto Components
    8.91%
  • Debt
    6.64%
  • Pharmaceuticals & Biotech
    6.2%

More about DSP Small Cap Fund - Direct (G)

DSP Small Cap Fund - Direct (G) is a mutual fund under the High Risk-High Return category, managed by DSP Mutual Fund. It was launched on 13 May 1996, and has been active for over 29 years. As of 30 Jun 2025 the fund manages assets worth ₹16,305 Crores. The expense ratio is 0.8%.

This fund generated returns of 7.45% in the last 1 year. Since its inception, it has provided an average annual return of 22.42%.

The fund's investments are mainly concentrated in sectors like Industrial Products, Consumer Durables, Chemicals & Petrochemical, Auto Components and Debt.

The top five holdings in this fund include prominent companies such as TREPS, Welspun Corp, Jubilant Ingrev., eClerx Services and Lumax Auto Tech..

Fund Managers

  • Vinit Sambre

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

dsp-small-cap-fund-direct-g

Frequently Asked Questions about DSP Small Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Yes, these funds are high-risk as they invest in volatile markets or sectors with the potential for large price swings.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high tolerance for risk and are aiming for significant growth.

  3. How long should I stay invested in {{fund_type}}?

    Long-term investment, usually over five years, is recommended to ride out market volatility.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but frequent withdrawals may reduce your chances of benefiting from potential gains.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios are moderate to high, often between 1% and 2%, due to active management.

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