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DSP Small Cap Fund - Direct Plan - Growth is an equity scheme managed by DSP Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 24.10%, with the bottom and top quartiles at 20.80% and 29.51% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 0.77% on assets of ₹17,906Cr. The fund is currently managed by Vinit Sambre, appointed within the last year.
Lower is better.
This scheme classifies as Mid-Blend on the 3x3 equity style box, with 63% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| LUMAX AUTO TECHNOLOGIES LIMITED | Consumer Cyclical | 5.38% |
| KIRLOSKAR OIL ENGINES LIMITED | Industrials | 3.57% |
| JUBILANT INGREVIA LIMITED | Basic Materials | 2.79% |
| WELSPUN CORP LIMITED | Basic Materials | 2.66% |
| SANSERA ENGINEERING LIMITED | Consumer Cyclical | 2.48% |
| LT FOODS LIMITED | Consumer Defensive | 2.41% |
| DODLA DAIRY LIMITED | Consumer Defensive | 2.30% |
| TRIVENI ENGINEERING & INDUSTRIES LTD | Consumer Defensive | 2.11% |
| IPCA LABORATORIES LIMITED | Healthcare | 1.80% |
| TECHNO ELECTRIC & ENGINEERING COMPANY LIMITED | Industrials | 1.79% |
| ECLERX SERVICES LIMITED | Technology | 1.77% |
| VOLTAMP TRANSFORMERS LIMITED | Industrials | 1.70% |
| SWARAJ ENGINES LIMITED | Consumer Cyclical | 1.62% |
| PRUDENT CORPORATE ADVISORY SERVICES LIMITED | Financial Services | 1.59% |
| ATUL LIMITED | Basic Materials | 1.54% |
| ARCHEAN CHEMICAL INDUSTRIES LIMITED | Basic Materials | 1.53% |
| HARSHA ENGINEERS INTERNATIONAL LIMITED | Basic Materials | 1.51% |
| VARDHMAN TEXTILES LIMITED | Consumer Cyclical | 1.50% |
| DHANUKA AGRITECH LIMITED | Basic Materials | 1.49% |
| PNB HOUSING FINANCE LTD | Financial Services | 1.49% |
| CYIENT LIMITED | Industrials | 1.46% |
| SUPRAJIT ENGINEERING LIMITED | Consumer Cyclical | 1.39% |
| NAVIN FLUORINE INTERNATIONAL LTD | Basic Materials | 1.37% |
| AARTI DRUGS LIMITED | Healthcare | 1.34% |
| GLAND PHARMA LIMITED | Healthcare | 1.29% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 19.13% |
| Automobile and Auto Components | — | 13.55% |
| Consumer Durables | — | 12.49% |
| Chemicals | — | 11.52% |
| Healthcare | 8 | 9.03% |
| Financial Services | 10 | 8.41% |
| Fast Moving Consumer Goods | — | 6.82% |
| Construction | — | 2.84% |
| Textiles | — | 2.50% |
| Services | — | 1.77% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.10% | 6.32% | 24.40% | 42.84% | 103.69% | 89.9% |
| 3Y | 12.40% | 20.80% | 24.10% | 29.51% | 41.56% | 100.0% |
| 5Y | 18.21% | 21.20% | 24.88% | 28.90% | 35.62% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 27.3% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.