Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
DSP Small Cap Fund - Direct Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 81/100 · Excellent
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)17.43%
- Expense ratio (20%)0.81%
- AUM (15%)₹20,221 Cr
Not investment advice — an analytical read of public fund data. Methodology →
DSP Mutual Fund · Equity · Small Cap
₹258.11
AUM: ₹20,220 Cr
NAV updated 21 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.81%
Exit Load
Exit load of 1% if redeemed less than 12 months
Fund Manager
Vinit Sambre, Jay Kothari
Inception
Jan 2013
Benchmark
BSE 250 SmallCap Total Return Index
Sharpe Ratio
1.11
Std Dev (1Y)
16.06%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.9%
3m
+11.93%
6m
+24.95%
1y
+19.61%
3y
+17.43%
5y
+19.11%
10y
+17.31%
since inception
+21.65%
TopFund's Take on DSP Small Cap Fund - Direct Plan - Growth
DSP Small Cap Fund - Direct Plan - Growth ranks among the stronger performers in the Small Cap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 81/100.
Cost: At 0.81%, the expense ratio is roughly in line with the Small Cap category average of 0.77% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.11 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 16.06% 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 Small Cap Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of DSP Small Cap Fund - Direct Plan - Growth is ₹258.11. NAV is updated every business day after market close by AMFI.
1Y: 19.61% · 3Y CAGR: 17.43% · 5Y CAGR: 19.11%
The expense ratio of DSP Small Cap Fund - Direct Plan - Growth is 0.81% per annum. This is the annual fee charged by the fund to manage your investment.
DSP Small Cap Fund - Direct Plan - Growth is managed by Vinit Sambre, Jay Kothari at DSP Mutual Fund.
DSP Small Cap Fund - Direct Plan - 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 Small Cap Fund - Direct Plan - 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 Small Cap Fund - Direct Plan - 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 Small Cap Fund - Direct Plan - Growth is ₹20,221 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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