DSP Small Cap Fund
Direct · Growth ₹230.59
05 Jun 2026
NAV
22.4%
3Y CAGR
20.2%
5Y CAGR
21.1%
10Y CAGR
21.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.29
Sharpe
-49.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.16 L | 29.0% | -53.5% | 152.8% |
| 3 Years | ₹36.00 L | ₹50.94 L | 21.6% | -26.3% | 50.8% |
| 5 Years | ₹60.00 L | ₹1.01 Cr | 19.4% | -12.3% | 38.2% |
| 7 Years | ₹84.00 L | ₹1.72 Cr | 19.7% | 1.4% | 29.2% |
| 10 Years | ₹1.20 Cr | ₹3.47 Cr | 20.4% | 16.5% | 23.5% |
| 12 Years | ₹1.44 Cr | ₹5.17 Cr | 20.1% | 16.6% | 24.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY SMALLCAP 250 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 29.0% | 22.0% | 20.7% | +7.0% |
| 3 Years | 21.6% | 15.4% | 23.0% | +6.2% |
| 5 Years | 19.4% | 14.3% | 22.6% | +5.2% |
| 7 Years | 19.7% | 14.2% | 21.7% | +5.5% |
| 10 Years | 20.4% | 13.9% | 21.0% | +6.5% |
| 12 Years | 20.1% | 13.4% | 19.4% | +6.7% |