DSP Small Cap Fund-Reg(G)
View the direct plan of this scheme
Rs 203.989 3.805(1.901 %) NAV as on 10 Sep 2024
Scheme Objective: The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized.
Performance (As on 10 Sep 2024)
| 6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
|---|---|---|---|---|---|
| Scheme | 27.11 % | 38.03 % | 25.87 % | 33.02 % | 19.10 % |
| Nifty Smallcap 100 | 22.97 % | 50.36 % | 21.77 % | 28.60 % | N/A |
Portfolio
Small-cap funds invest in stocks beyond the 251st in terms of market capitalisation. These funds have very high risk-return potential, as small companies soar and deliver multi-fold returns during rising markets. However, these stocks fall sharply and are the last to recover from steep market falls. The Nifty Smallcap 100 or the BSE Smallcap can be used as benchmarks to measure performance.
Smallcap funds suit investors with high risk appetites. The minimum period for which these funds need to be held is 5 years.
