DSP Small Cap Fund - Direct Plan has delivered 70.92% absolute return over the last 5 years.
The average return for Small Cap funds is 118.22% .
This fund ranks #18 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 12.65% .
The fund currently owns more than 85 stocks.
The top 10 holdings account for 38.16% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 31.54% | 0.08% |
| 2 Year Return | 61.68% | 17.32% |
| 3 Year Return | 105.52% | 49.36% |
| 4 Year Return | 298.39% | 81.21% |
| 5 Year Return | 334.18% | 118.22% |
| 6 Year Return | 289.06% | 190.34% |
| 7 Year Return | 463.74% | 216.58% |
| Expense Ratio | 0.66% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
12.65%
|
||
| 2 | Consumer Discretionary |
4.16%
|
|
| 3 | Industrials |
3.83%
|
|
| 4 | Consumer Discretionary |
3.72%
|
|
| 5 | Engineering - General |
2.95%
|
|
| 6 | Consumer Discretionary |
2.37%
|
|
| 7 | Agricultural Products |
2.20%
|
|
| 8 | Materials |
2.12%
|
|
| 9 | Milk & Milk Products |
2.12%
|
|
| 10 | Consumer Staples |
2.04%
|
|
| 11 | Information Technology |
2.03%
|
|
| 12 | Pharmaceuticals |
1.83%
|
Minimum Purchase: ₹100
Exit Load: If redeemed Less than 12 months from the date of allotment - 1% If redeemed greater than or equal to 12 months from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
DSP Small Cap Fund - Direct Plan is managed by DSP and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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