Rating : ★ ★ ★ ★ ☆

DSP SMALL CAP FUND - REGULAR PLAN - GROWTH

Equity

  

Small Cap

NAV

143.823-0.32

(as on 25 Sep, 2023)

RETURNS

35.21 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

2%

Asset Size

12083.25 Cr.

(As of 31 Aug, 2023)

Benchmark

S&P BSE 250 SmallCap Index TR INR

Riskometer

Investors understand that their principal will be at Very High Risk.

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.

app screenshotapp screenshot

Google play store download image Apple app store download image

Fund manager

Vinit Sambre

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹100

Minimum investment

₹100

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Cyient Ltd

4.47%

Suprajit Engineering Ltd

3.26%

Ratnamani Metals & Tubes Ltd

2.66%

Nilkamal Ltd

2.63%

Sector Allocation

About the Scheme Type

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

★ ★ ★ ★ ☆

Overview of DSP Investment Managers Private Limited

DSP Mutual Fund Group is one of the oldest (152 years) and most respected financial services firms in India. The DSP Mutual Fund is one of India’s premier asset management companies, with over 20 years of track record of investment excellence, headed by Mr. Hemendra Kothari. DSP Mutual Fund commenced its stock broking business in the 1860s and the family behind the group has been very influential in the growth and professionalization of capital markets and money management business in India. The DSP Fund is intensely committed and single-mindedly focused on delivering long term investment excellence to our customers’ portfolios. Our beliefs and values are anchored across the following four key pillars:

  • Fiduciary to clients – An unwavering mindset of putting client’s interests first.
  • Passionate – Highly passionate about our work and intensely focused on performing at the highest level.
  • Innovators – Relentless in challenging the status quo and constantly out-think ourselves to deliver the best of DSP to every single client.
  • One DSP – We work towards and celebrate each other’s success, acknowledge and learn from our failures together, focus as a team on raising our game, collectively.