DSP Small Cap Fund Direct Growth

Scheme code: INF740K01QD1 NAV value: ₹ 187.3240 NAV date: 15 April, 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	86.8	39.54	28.26
3 year	4.03	40.5	20.77	29.1
5 year	-10.64	38.77	9.62	18.22
7 year	-2.23	13.7	7.81	18.25
10 year	-4.3	16.33	7.64	22.61
12 year	-4.79	15.15	7.27	22.89
15 year	0.13	15.57	7.09

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
3 year	-1.7	25.54	10.91	29.1
5 year	3.97	21.55	13.4	18.22
7 year	6.06	10.24	8.5	18.25

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	73.22	33.33	28.26
3 year	9.95	47.76	27.04	29.1
5 year	-5.07	40.21	14.35	18.22
7 year	2.66	18.23	12.53	18.25
10 year	0.76	20.88	12	22.61
12 year	0.04	19.23	11.6	22.89
15 year	5.45	20.15	11.46

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	11.28	9.38
3 year	11.33	13.64
5 year	8.44	12.01
7 year	5.3	10.26
10 year	5.04	11.49
12 year	4.99	11.76

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	-82.78	9.38
3 year	6.19	13.64
5 year	6.06	12.01
7 year	-2.13	10.26

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	9.33	9.38
3 year	13.41	13.64
5 year	10.62	12.01
7 year	7.63	10.26
10 year	7.4	11.49
12 year	7.42	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%