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Dsp Small Cap Fund - Direct Plan - Growth

Equity | Small Cap

(NAV as of 10/10/2024)
221.01 (0.04)

3Y Returns

23.43%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.78%

Fund Size

13514 Cr

Inception Date

31-Dec-12

Fund Manager

Vinit Sambre

Exit Load

1% before 12M, Nil on or after 12M.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

94.67%

Debt & Others

5.33%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

6.93%

Small Cap

87.64%

Other Cap

5.42%

Sector Allocation

Industrial Products

17.84%

Consumer Durables

15.60%

Chemicals

5.86%

Cash/Deposits/Margins/Treps/Repo/Swaps

5.84%

Automobiles

5.84%

Top Ten Holdings

TREPS / Reverse Repo Investments / Corporate Debt Repo

5.84%

Cyient Ltd

4.51%

eClerx Services Ltd

3.03%

Ratnamani Metals & Tubes Ltd

2.70%

Suprajit Engineering Ltd

2.64%

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 House Detail

AMC Name

DSP Investment Managers Private Limited

Address

Mafatlal Centre,10th Floor, Nariman Point,Mumbai - 400 021

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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