DSP Small Cap Gr

Diversified

Equity

India Micro Cap

Others

Small Cap

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Dsp Small Cap Fund Growth invests in smaller Indian companies for higher growth potential with higher risk.

What This Strategy Does

DSP Small Cap Reg Gr is an equity small-cap fund which captures India's ₹5 trillion small-cap opportunity through a disciplined, bottom-up approach, deploying capital across industrials, consumer cyclicals, and basic materials to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

4.8% AnnuallyAlpha

+14.1% vs +9.5% benchmarkSince Inception

+15.1% vs +5.7% benchmark3Y Annualized

+15.2% vs +4.7% benchmark5Y Annualized

DSP Small Cap Gr

Benchmark Index

Benchmark Performance Comparison

DSP Small Cap Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation21.8%

Sharpe Ratio0.30

Beta0.91

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides exposure to India's entrepreneurial energy before institutional capital discovers it. Small caps offer the highest growth potential but demand patience through volatility cycles. The long-term impact is dramatic wealth creation—historical data shows sustained small-cap investing has generated life-changing returns, but requires conviction to stay invested through sharp drawdowns. Suitable for investors with a long time horizon and ability to withstand elevated volatility.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods33.47%

Consumers42.66%

Financial Services9.85%

Technology2.66%

Services11.36%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Treps / Reverse Repo InvestmentsUtilities12.56%

Lumax Auto Technologies LtdConsumers4.14%

Kirloskar Oil Engines LtdCapital Goods3.81%

Thangamayil Jewellery LtdConsumers3.70%

Sansera Engineering LtdConsumers2.93%

SPR Auto Technologies LtdConsumers2.35%

Jubilant Ingrevia Ltd Ordinary SharesCapital Goods2.18%

Dodla Dairy LtdConsumers2.10%

Welspun Corp LtdCapital Goods2.10%

LT Foods LtdConsumers2.03%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Vinit Sambre

Lead Portfolio Manager

Mr. Vinit Sambre has experience of 29 years. Manages 17 funds at DSP Asset Managers Private Limited with an AUM of approximately ₹17,010 Cr Holds a B.Com degree.

CW Expert Take

DSP operates with a research-driven culture and low portfolio churn, whether managing equity portfolios or fixed income strategies. Their strength lies in identifying mispriced opportunities while maintaining portfolio quality. The fund house is known for transparent communication and staying true to fund mandates even during difficult performance periods.

29 years

Combined Team Experience

₹ 17,010 Cr

Assets Under Management

Firm Overview

AMCDSP Asset Managers Private Limited

Total AUM₹2,20,762.56 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.7%

Exit Load1

Regulatory & Tax Information

INF740K01797

ISIN

DailyDealing Frequency

Nifty Smallcap 250 TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)