Small Cap
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
9160.66 Cr.
(As of 31 Dec, 2022)
Benchmark
S&P BSE 250 SmallCap Index TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
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.
Fund manager
Vinit Sambre
Exit load
1 %
(If redeemed within 360 days)Minimum sip
₹500
Minimum investment
₹500
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.
Triveni Engineering & Industries Ltd
3.36%
Suprajit Engineering Ltd
3.35%
Cyient Ltd
3.33%
Ratnamani Metals & Tubes Ltd
3.28%
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.
This fund is rated 3 stars by Morning Star Ratings.
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: