DSP Small Cap Fund Direct Growth

Scheme code: INF740K01QD1 NAV value: ₹ 187.8420 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-3.54	53.16	28.26	31.4
3 year	12.50	46.55	29.10	30.38
5 year	0.79	37.70	18.22	21.02
7 year	13.54	25.00	18.25	18.13
10 year	15.56	27.98	22.61	21
12 year	21.36	23.87	22.89	20.85

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	82.17	30.33	28.26
3 year	7.69	40.5	21.75	29.1
5 year	-7.74	38.77	11.02	18.22
7 year	-2.23	13.7	7.89	18.25
10 year	-4.3	16.33	7.64	22.61
12 year	-4.79	16.23	7.42	22.89
15 year	0.13	15.57	7.15

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	16.46	28.26
3 year	-5.01	20.94	6.01	29.1
5 year	-0.24	21.55	9.49	18.22
7 year	3.74	12.05	8.31	18.25

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-92.49	70.11	21.48	28.26
3 year	-49.76	47.76	26.52	29.1
5 year	-19.51	40.21	15.17	18.22
7 year	-21.65	18.23	12.38	18.25
10 year	-12.05	20.88	11.9	22.61
12 year	-5.54	19.23	11.62	22.89
15 year	-5.47	20.15	11.37

Rolling return for 1 year

- Average return: 28.26% - Median return: 31.73% - Average standard deviation: 6.48

Rolling return for 3 year

- Average return: 29.1% - Median return: 28.43% - Average standard deviation: 2.36

Rolling return for 5 year

- Average return: 18.22% - Median return: 15.8% - Average standard deviation: 1.23

Rolling return for 7 year

- Average return: 18.25% - Median return: 17.76% - Average standard deviation: 0.89

Rolling return for 10 year

- Average return: 22.61% - Median return: 22.87% - Average standard deviation: 0.62

Rolling return for 12 year

- Average return: 22.89% - Median return: 23.03% - Average standard deviation: 0.66

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,12,446	1,12,446	9.38
3 year	36,00,000	52,83,406	16,83,406	13.64
5 year	60,00,000	1,05,76,787	45,76,787	12.01
7 year	84,00,000	1,66,38,724	82,38,724	10.26
10 year	1,20,00,000	3,56,15,073	2,36,15,073	11.49
12 year	1,44,00,000	5,46,58,445	4,02,58,445	11.76

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.07	9.38
3 year	11.6	13.64
5 year	8.97	12.01
7 year	5.43	10.26
10 year	5.11	11.49
12 year	5.06	11.76

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	5.39	9.38
3 year	-1.64	13.64
5 year	3.64	12.01
7 year	2.88	10.26

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	9.79	9.38
3 year	13.04	13.64
5 year	10.95	12.01
7 year	7.63	10.26
10 year	7.41	11.49
12 year	7.43	11.76

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,12,446 - Absolute Returns: ₹1,12,446 - CAGR: 9.38%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹52,83,406 - Absolute Returns: ₹16,83,406 - CAGR: 13.64%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,05,76,787 - Absolute Returns: ₹45,76,787 - CAGR: 12.01%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,66,38,724 - Absolute Returns: ₹82,38,724 - CAGR: 10.26%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,56,15,073 - Absolute Returns: ₹2,36,15,073 - CAGR: 11.49%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,46,58,445 - Absolute Returns: ₹4,02,58,445 - CAGR: 11.76%