DSP Small Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation24.8%
Sharpe Ratio0.22
Beta1.00
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Treps / Reverse Repo InvestmentsUtilities7.03%
Welspun Corp LtdCapital Goods3.35%
Jubilant Ingrevia Ltd Ordinary SharesCapital Goods3.27%
eClerx Services LtdTechnology3.17%
Lumax Auto Technologies LtdConsumers3.06%
Dodla Dairy LtdConsumers2.83%
LT Foods LtdConsumers2.70%
Cyient LtdCapital Goods2.48%
Triveni Engineering & Industries LtdConsumers2.47%
Techno Electric & Engineering Co LtdCapital Goods2.16%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.71%
Regulatory & Tax Information
INF740K01AM6
ISINDailyDealing Frequency
BSE Smallcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)