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DSP Nifty Smallcap 250 Index Fund - Direct - Growth
TopFund Score: 67/100 · Good
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)0.54%
- AUM (15%)₹18 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Equity · Small Cap
₹11.25
AUM: ₹17 Cr
NAV updated 9 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.54%
Exit Load
Nil
Fund Manager
Anil Ghelani
Inception
Dec 2025
Benchmark
NIFTY Smallcap 250 Total Return Index
Sharpe Ratio
0.57
Std Dev (1Y)
18.36%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.32%
3m
+4.05%
6m
+20.92%
1y
—
3y
—
5y
—
10y
—
since inception
+12.56%
TopFund's Take on DSP Nifty Smallcap 250 Index Fund - Direct - Growth
DSP Nifty Smallcap 250 Index Fund - Direct - Growth holds up reasonably well within the Small Cap category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 67/100.
Cost: At 0.54%, the expense ratio is meaningfully cheaper — about 30% below the Small Cap category average of 0.77% (based on 254 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.57 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 18.36% is fairly typical for Small Cap funds.
Who should invest: This fund is best suited to investors with a 7-10 year horizon who can stomach 30-40% drawdowns in a bad year in exchange for higher long-term growth potential. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about DSP Nifty Smallcap 250 Index Fund - Direct - Growth
The current NAV (Net Asset Value) of DSP Nifty Smallcap 250 Index Fund - Direct - Growth is ₹11.25. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of DSP Nifty Smallcap 250 Index Fund - Direct - Growth is 0.54% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Nifty Smallcap 250 Index Fund - Direct - Growth is managed by Anil Ghelani at DSP Mutual Fund.
DSP Nifty Smallcap 250 Index Fund - Direct - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, DSP Nifty Smallcap 250 Index Fund - Direct - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in DSP Nifty Smallcap 250 Index Fund - Direct - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of DSP Nifty Smallcap 250 Index Fund - Direct - Growth is ₹18 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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