Overview (as on 24 Feb 2021)

NAV

₹33.184

1y returns

34.468%

Fund AUM

₹5,812 Cr

Expense Ratio

1.91%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
14.29% projected returns
₹0
15.29% projected returns

Asset Allocation

Sector Allocation
Consumer
34.93%
Basic Materials
26.93%
Industrials
13.34%
Health
8.23%
Financial Services
7.39%
Defensive
4.44%
Tech
3.50%
Communication
1.23%
Size Breakup
Small Cap
65.33%
Mid Cap
34.67%

Key Metrics

Beta 

0.94

Std deviation 

25.0%

Sharpe Ratio 

0.32

Holdings

Fund Details

Investment Objectives
"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."
Scheme Name
DSP Small Cap Dividend Payout
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
02 August, 2010
Fund Manager
Vinit Sambre
Fund House Details
Fund House
DSP Investment Managers Private Limited
Email
NA
Phone
91-22-66578181
Address
Tulsiani Chambers,,West Wing, 11th Floor,,Nariman Point

Other Related Plans

Peer Funds

DSP Small Cap Dividend Payout

NAV

₹33.184

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Vinit Sambre
Vinit Sambre

leader

Qualifications
B.Com, FCA
Work Experience
"Vinit Sambre has been managing the DSP Small Cap Fund since June 2010. He is also the Fund Manager for the DSP Mid Cap Fund. Vinit specializes in the small and mid cap space and has over 16 years of relevant work experience. Vinit joined DSP Investment Managers in July 2007, as Portfolio Analyst for the firms Portfolio Management Services (PMS) division. As a research analyst, his focus was on sectors like Pharmaceuticals, Power Utilities, Chemicals, Fertilizers and Textiles. Previously, he was with DSP Merrill Lynch as a part of its Global Private Client business. He spent 20 months at DSP Merrill Lynch as Equity Strategist. Prior to DSP Merrill Lynch, he was employed with IL&FS Investsmart Limited as an Equity Analyst in their PMS division. He has also worked with UTI Investment Advisory Services as Equity Analyst for the offshore fund - India Growth Fund. Vinit is a Chartered Accountant from Institute of Chartered Accountant of India."
Resham Jain
Resham Jain

manager

Work Experience
"null"

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