DSP Small Cap (Equity, Small Cap)

Moderately High
11 yrs 9 monthsStarted on:14 Jun 2007
₹ 4781.34 Cras on: 22 Feb 2019
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The aim of the fund is to seek long-term capital appreciation by investing in a portfolio that is substantially constitutes of stocks of small cap companies.

Exit Load

1% for redemption within 364 days

Scheme Documents

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TenureReturns (CAGR)
3 YR10.11

SIP Returns

TenureReturns (CAGR)
5 YR5.74
10 YR17.47


Company Name% Assets
Atul Ltd.4.16
Ipca Laboratories Ltd.4.02
Aarti Industries Ltd.3.97
DCB Bank Ltd.3.36
SRF Ltd.2.97
Welspun India Ltd.2.64
Finolex Cables Ltd.2.47
KPR Mills Ltd.2.47
APL Apollo Tubes Ltd.2.33
Nilkamal Ltd.2.24

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio14
Standard Deviation19.95%
Sharpe Ratio0.18

Vinit Sambre,Jay Kothari,Resham Jain

Mr. Sambre is a B.Com and FCA.Mr. Kothari is a BMS and MBA from Mumbai University .
Prior to joining DSP he was associated with DSP Merrill Lynch Ltd.(Nov 2005 to Jun 2007), IL & FS Investsmart Ltd. (Dec 2002 to Oct 2005), Unit Trust of India Investment Advisory Services Ltd.(Jun 2000 to Dec 2002), Kisan Ratilal Choksey Shares and Securities Pvt. Ltd. (March 1999 to May 2000) and Credit Rating Information Service of India Ltd.(Apr 1998 to Feb 1999).Prior to becoming the fund manager in DSPBR he has worked as the Vice President in the equity investments division as well a product strategist in DSPBRIM.

Other Funds Managed by Vinit Sambre,Jay Kothari,Resham Jain

  • Nav as on 22 Feb 19 50.06
    Returns since inception (CAGR) 14.01%
    Value Research