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DSP Small Cap Fund - Direct Plan - Growth

DSP · Scheme 119212

255.84 0.46%NAV · 2026-09-18
66
Decent FundScore
Start SIP
AUM
₹20,221 cr
Expense ratio
0.80%
3Y CAGR
19.5%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Vinit Sambre, Jay KothariExit load: Exit load of 1% if redeemed less than 12 months
Decent · 66/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Strong long-term record — 19.2% CAGR over 5 years.
  • Compounding well recently — 19.5% CAGR over 3 years.
  • 3Y CAGR: +19.5%
  • 5Y CAGR: +19.2%
  • Positive 3Y windows: 93% of rolling 3Y windows positive

📉 What could drag it down

  • Can fall sharply — dropped 49% in its worst stretch. Stomach needed.
  • Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • Beat category: beat category in 54% of windows
  • Return stability: rolling-return std 14.5%

FundScore breakdown

66/100 · Decent
How it works →
82
Returns
Excellent
49
Consistency
Average
61
Risk-adjusted
Decent
54
Downside protection
Average
79
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.