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DSP Small Cap Fund Direct Growth

Last Updated:

23 February 2026

About

Mutual Fund Type:

Equity

Inception Date:

16 December 1996

AUM/Fund Size:

Rs 16,135.31 Cr

NAV:

Rs 215.01

Total Expense Ratio (TER):

0.79%

Exit Load: 

1% if redeemed within 1 year

Benchmark Index:

BSE 250 SmallCap Total Return Index

Min SIP:

Rs 100

Min SIP:

Rs 100

Fund Manager:

Vinit Sambre

Returns

Since Inception:

20.90%

10 Year Returns:

18.90%

5 Year Returns:

21.50%

3 Year Returns:

21.40%

1 Year Returns:

NA

Advanced Ratios

Alpha:

1.29

Beta:

0.94

Sharpe:

0.71

Sortino:

1.13

P/E Ratio:

27.08

P/B Ratio:

3.36

Top 3 Holdings & Sectors

Lumax Auto (5.18%)
Thangamayil Jewellery (3.45%)
eClerx Services (3.19%)

Consumer Desc (27.57%)
Materials (22.7%)
Industrials (15.22%)

Equity/ Cash/ Debt Split

Equity:

94.21%

Cash:

5.79%

Debt:

NA

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