DSP Nifty Smallcap250 Quality 50 Index Fund Direct Growth

DSP Nifty Smallcap250 Quality 50 Index Fund Direct Growth is an equity fund. This fund was started on 26 December, 2023. The fund is managed by Anil Ghelani, Diipesh Shah. The fund could potentially beat inflation in the long-run.

1. DSP Nifty Smallcap250 Quality 50 Index Fund Direct Growth has ₹281 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 0.3.
   

DSP Nifty Smallcap250 Quality 50 Index Fund Direct Growth has given a CAGR return of 9.69% since inception. Over the last 1 year the fund has given a CAGR return of -6.23%.

DSP Nifty Smallcap250 Quality 50 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Tech, Health, Consumer Defensive, Basic Materials, Communication, Utilities, Energy. Its top holdings are Computer Age Management Services Ltd Ordinary Shares, Central Depository Services (India) Ltd, Indian Energy Exchange Ltd, Anand Rathi Wealth Ltd, Castrol India Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the Scheme is to generate returns that are commensurate with the performance of the Nifty Smallcap250 Quality 50 Index, subject to tracking error.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. DSP Nifty Smallcap250 Quality 50 Index Fund Direct Growth has no lock in period.