Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | DSP Small Cap DSP Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 7.5/10 · Good |
| Fund house | DSP Mutual Fund |
| Category | Equity Scheme - Small Cap Fund · small_cap |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹16.9K Cr |
| Morningstar | 4★ |
| Performance returns | |
| 1Y return | +15.02% |
| 3Y return (CAGR) | +22.24% |
| 5Y return (CAGR) | +21.32% |
| 10Y return (CAGR) | +17.52% |
| Benchmark | Nifty Smallcap 250 TR INR |
| Category avg 1Y | +5.79% |
| SIP returns | |
| SIP 1Y | +10.91% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 16.27% |
| Sharpe ratio (1Y) | 0.52 |
| Sharpe ratio (3Y) | 0.97 |
| Sortino ratio (1Y) | 0.53 |
| Max drawdown (1Y) | -14.66% |
| Category rank (1Y) | #1 of 9 |
| Quartile (1Y) | Q1 ★ |
| Costs | |
| Expense ratio | 0.79% |
| Exit load | 0 - 12 Months : 1.0 % |
| Portfolio | |
| NAV | ₹238.72 |
| Min SIP | ₹100 |
| Min lump sum | ₹100 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |