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DSP Small Cap Fund - Direct Plan - Growth

DSP · Scheme 119212

246.97 0.05%NAV · 2026-08-05
64
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
18.0%
Risk level
High
Min SIP
Benchmark
Nifty Smallcap 250 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.74%
3 Months+9.74%
6 Months+16.56%
1 Year+14.25%
3 Years (CAGR)+17.99%
5 Years (CAGR)+17.68%
10 Years (CAGR)+17.33%
Since Launch+21.42%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns76
Consistency50
Risk-adjusted61
Downside protection52
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +18.0%
  • 5Y CAGR: +17.7%
  • Positive 3Y windows: 93% of rolling 3Y windows positive
  • Alpha vs benchmark: +11.6%
  • Downside capture: 73% of benchmark falls

What to watch

  • Return stability: rolling-return std 14.5%
  • Max drawdown: -49%

Risk metrics

Sharpe ratio
0.89
Sortino ratio
1.04
Volatility
16.57%
Max drawdown
-49.06%
Downside capture
72.70%

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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