This equity small-cap fund has generated 30.3% returns in last 5 years: Should you invest? It runs a heavier tilt towards small-caps than many of its peers. The preference is for quality, growth-oriented business with healthy cash flows, scalability and strong management. Should this be in your portfolio?
ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.#sr_widget.onDemand p, #stock_pro.onDemand p{font-size: 14px;line-height: 1.28;} .onDemand .live_stock{left:17px;padding:1px 3px 1px 5px;font-size:12px;font-weight:600;line-height:18px;top:9px} #sr_widget.onDemand .sr_desc{margin:0 auto 0;} #sr_widget.onDemand .sr_desc{color: #024d99;margin-top:10px;} #sr_widget.onDemand .crypto .live_stock .lb-icon{8px 6px 5px 3px !important} #sr_widget.crypto.onDemand a.text{border-bottom:1px solid #ccc;padding-bottom:5px;display:block;width:100%} #sr_widget.onDemand .sr_desc .text p, #stock_pro.onDemand .sr_desc .text p{font-size:12px;font-weight:400;} DSP SMALL CAP
BASIC FACTS
DATE OF LAUNCH
14 JUN 2007
CATEGORY
EQUITY
TYPE
SMALL CAP
AUM*
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Rs.16,147 crore
BENCHMARK
BSE 250 SMALLCAP
TOTAL RETURN INDEX
WHAT IT COSTS
NAV**
GROWTH OPTION
Rs.194.69
IDCW
Rs.63.31
MINIMUM INVESTMENT
Rs.100
MINIMUM SIP AMOUNTRs.100
EXPENSE RATIO# (%)1.72
EXIT LOAD
1% for redemption within 364 days
*AS ON 31 OCT 2024
**AS ON 26 NOV 2024
#AS ON 31 OCT 2024
FUND MANAGER
VINIT SAMBRE
14 YEARS, 4 MONTHS
Recent portfolio changes
New entrants
Navin Fluorine International, West Coast Paper Mills (Sep).
R Systems International (Oct).
Complete exits
Firstsource Solutions, IIFL Finance (Sep)
Should You Buy?
This fund was previously run with the ‘micro-cap’ moniker, but was repositioned as a small-cap offering a few years ago. It runs a heavier tilt towards small-caps than many of its peers. The preference is for quality, growth-oriented business with healthy cash flows, scalability and strong management. The portfolio is well diversified, running modest positions in its top bets. The fund has struggled to keep pace with the index and peers in the past two years, even as it boasts an impressive longer-term track record. The fund needs to get back on its feet quickly to avoid playing catch-up for longer time.#sr_widget.onDemand p, #stock_pro.onDemand p{font-size: 14px;line-height: 1.28;} .onDemand .live_stock{left:17px;padding:1px 3px 1px 5px;font-size:12px;font-weight:600;line-height:18px;top:9px} #sr_widget.onDemand .sr_desc{margin:0 auto 0;} #sr_widget.onDemand .sr_desc{color: #024d99;margin-top:10px;} #sr_widget.onDemand .crypto .live_stock .lb-icon{8px 6px 5px 3px !important} #sr_widget.crypto.onDemand a.text{border-bottom:1px solid #ccc;padding-bottom:5px;display:block;width:100%} #sr_widget.onDemand .sr_desc .text p, #stock_pro.onDemand .sr_desc .text p{font-size:12px;font-weight:400;}
This story originally appeared on: India Times - Author:Faqs of Insurances
