Can I invest in SIP and Lumpsum in DSP Small Cap Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in DSP Small Cap Fund - Direct (G). Minimum lumpsum investment DSP Small Cap Fund - Direct (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of DSP Small Cap Fund - Direct (G) Direct Growth?

The latest NAV ( Net Asset Value ) of DSP Small Cap Fund - Direct (G) is DSP Small Cap Fund - Direct (G) is ₹219.49 as on 2025-07-31.

Which are the biggest stock holdings of DSP Small Cap Fund - Direct (G)?

The 5 biggest stock holdings of DSP Small Cap Fund - Direct (G) are: Lumax Auto Tech. (4.22%), Dodla Dairy (3.14%), Jubilant Ingrev. (3.12%), Welspun Corp (3.06%), L T Foods (2.84%)

What are the top sectors DSP Small Cap Fund - Direct (G) invests in?

A majority of DSP Small Cap Fund - Direct (G) 's AUM worth ₹17,125.76 (Cr) is invested in these 3 top sectors: Industrial Products : 15.22% Consumer Durables : 14.52% Chemicals & Petrochemical : 9.79%

Mutual Funds
AMC
DSP Small Cap Fund - Direct (G)

DSP Small Cap Fund - Direct (G)

Small Cap Fund

Invest Now

NAV
219.49(-1.15%)
Fund Size (CR)
₹17,125.76
Expense Ratio
0.8
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
22.27%

Absolute Return: 18.05%

Annualized Return: 0%

Basic Details

Scheme Manager

Vinit Sambre

Bench Mark

BSE 250 Smallcap Index TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 July 2025	9965.40	-0.35%	-	-1.76%	2/126
1 Month	30 June 2025	10004.37	0.04%	-	-0.65%	34/122
3 Month	30 April 2025	11942.79	19.43%	-	12.13%	2/122
6 Month	30 January 2025	11452.40	14.52%	-	9.81%	1/118
1 Year	30 July 2024	10422.95	4.23%	4.23%	-0.90%	16/114
3 Year	29 July 2022	18954.44	89.54%	23.71%	23.56%	45/96
5 Year	30 July 2020	41183.74	311.84%	32.70%	32.99%	48/88
Since Inception	2 January 2013	125523.21	1155.23%	22.27%	19.15%	50/126

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 August 2024	1,20,000	128152.65	6.79%	6.79%
3 Year	1 August 2022	3,60,000	496509.07	37.92%	11.31%
5 Year	3 August 2020	6,00,000	1084025.63	80.67%	12.56%
10 Year	3 August 2015	12,00,000	3550922.32	195.91%	11.46%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

5.47%

Standard Deviation

0.96%

Beta

1.07%

Sharpe Ratio

0.03%

Treynor's Ratio

10.74%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Lumax Auto Tech.	4.22%	6150000	723.30	Equity	Auto Ancillaries
Dodla Dairy	3.14%	3750000	537.67	Equity	FMCG
Jubilant Ingrev.	3.12%	7000000	533.82	Equity	Chemicals
Welspun Corp	3.06%	5671788	524.36	Equity	Steel
L T Foods	2.84%	10000000	486.45	Equity	FMCG
eClerx Services	2.82%	1380596	483.37	Equity	IT - Software
Techno Elec.Engg	2.34%	2500000	400.02	Equity	Infrastructure Developers & Operators
Cyient	2.26%	3000000	386.58	Equity	IT - Software
Dhanuka Agritech	2.04%	2000000	349.42	Equity	Agro Chemicals
Triven.Engg.Ind.	2.04%	9200000	349.09	Equity	Sugar

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
DSP Small Cap Fund - Direct (G)	17125.76	0.04%	19.43%	14.52%	4.23%	23.71%
Motilal Oswal Small Cap Fund - Direct (G)	5228.65	-1.43%	12.40%	8.31%	10.63%	-
Motilal Oswal Small Cap Fund - Direct (IDCW)	5228.65	-1.43%	12.40%	8.31%	10.63%	-
Bandhan Small Cap Fund - Direct (G)	12981.57	0.25%	13.80%	13.19%	8.09%	33.84%
Bandhan Small Cap Fund - Direct (IDCW)	12981.57	0.25%	13.80%	13.18%	8.08%	33.73%
Invesco India Smallcap Fund - Direct (IDCW)	7424.64	-2.18%	11.15%	10.88%	6.09%	28.82%

List of Schemes under DSP Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
DSP Aggressive Hybrid Fund	Hybrid	Very High	6.98%	4	₹11,417.61
DSP Bond Fund	Debt	Moderate	9.55%	3	₹317.25
DSP Flexi Cap Fund	Equity	Very High	0.45%	3	₹12,187.76
DSP Focused Fund	Equity	Very High	3.85%	3	₹2,627.60
DSP Gilt Fund	Debt	Moderately High	8.33%	3	₹1,904.15
DSP Credit Risk Fund	Debt	Moderately High	23.55%	0	₹208.59
DSP India T.I.G.E.R. Fund	Equity	Very High	-7.31%	3	₹5,516.90
DSP Liquidity Fund	Debt	Moderate	7.17%	4	₹20,502.17
DSP Small Cap Fund	Equity	Very High	4.23%	2	₹17,125.76
DSP Regular Savings Fund	Hybrid	Moderately High	8.1%	3	₹178.12
DSP Ultra Short Fund	Debt	Moderately Low	8.01%	3	₹3,780.01
DSP Natural Resources & New Energy Fund	Equity	Very High	-4.34%	0	₹1,315.70
DSP Large & Mid Cap Fund	Equity	Very High	-0.42%	4	₹15,663.38
DSP Short Term Fund	Debt	Moderately Low	9.28%	3	₹4,039.94
DSP Midcap Fund	Equity	Very High	0.28%	1	₹19,559.23
DSP Strategic Bond Fund	Debt	Moderately Low	8.14%	2	₹1,541.59
DSP ELSS Tax Saver Fund	Equity	Very High	1.14%	4	₹17,427.57
DSP Large Cap Fund	Equity	Very High	3.47%	5	₹6,323.27
DSP Savings Fund	Debt	Moderate	7.77%	2	₹5,629.48
DSP US Flexible Equity Fund of Fund	Other	Very High	23.01%	0	₹935.23
DSP Global Clean Energy Fund of Fund	Other	Very High	13.27%	0	₹88.38
DSP World Gold Fund of Fund	Other	Very High	54.56%	0	₹1,201.56
DSP World Mining Fund of Fund	Other	Very High	12.81%	0	₹129.77
DSP Banking & Psu Debt Fund	Debt	Moderately Low	9%	2	₹4,304.31
DSP Dynamic Asset Allocation Fund	Hybrid	Moderately High	7.19%	3	₹3,453.72
DSP Income Plus Arbitrage Fund of Fund	Other	Moderate	9.68%	0	₹1,349.74
DSP 10Y G-Sec	Debt	Moderate	9.5%	0	₹57.42
DSP Low Duration Fund	Debt	Moderately Low	8.15%	3	₹5,824.75
DSP Equity Savings Fund	Hybrid	Moderately High	7.49%	4	₹3,191.95
DSP Nifty 50 Equal Weight Index Fund	Other	Very High	-1.45%	5	₹2,226.58
DSP Arbitrage Fund	Hybrid	Low	7.39%	3	₹6,433.70
DSP Corporate Bond Fund	Debt	Moderate	8.85%	2	₹2,717.38
DSP Healthcare Fund	Equity	Very High	12.55%	4	₹3,056.90
DSP Overnight Fund	Debt	Low	6.3%	3	₹1,776.97
DSP Nifty 50 Index Fund	Other	Very High	1.06%	3	₹809.64
DSP Nifty Next 50 Index Fund	Other	Very High	-8.8%	2	₹1,057.35
DSP Quant Fund	Equity	Very High	-0.55%	0	₹938.64
DSP Value Fund	Equity	Very High	5.27%	4	₹1,041.67
DSP Floater Fund	Debt	Moderately Low	9.33%	2	₹557.77
DSP FMP - Series 264 - 60Mth - 17D	Debt	Moderate	8.38%	0	₹51.83
DSP Global Innovation Fund of Fund	Other	Very High	26.2%	0	₹1,017.68
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund	Other	Moderate	9.2%	0	₹2,130.29
DSP Nifty Midcap 150 Quality 50 Index Fund	Other	Very High	-2.35%	0	₹463.53
DSP FMP - Series 267 - 1246Days	Debt	Moderate	7.83%	0	₹693.63
DSP FMP - Series 268 - 1281Days	Debt	Moderately Low	7.8%	0	₹127.96
DSP CRISIL-IBX 50:50 Gilt Plus SDL-April 2033 Index Fund	Other	Moderately High	10.32%	0	₹403.12
DSP Nifty SDL Plus G-Sec Sep 2027 50:50 Index Fund	Other	Moderate	8.95%	0	₹86.25
DSP FMP - Series 270 - 1144Days	Debt	Moderate	7.82%	0	₹188.35
DSP FMP - Series 271 - 1147Days	Debt	Moderate	0%	0	₹0.00
DSP Multi Asset Allocation Fund	Hybrid	Very High	13.9%	0	₹3,377.03
DSP Gold ETF Fund of Fund	Other	High	41.6%	2	₹98.90
DSP Banking & Financial Services Fund	Equity	Very High	18.15%	0	₹1,353.88
DSP Nifty Smallcap250 Quality 50 Index Fund	Other	Very High	-7.25%	0	₹280.69
DSP Multicap Fund	Equity	Very High	0.78%	0	₹2,388.03
DSP US Treasury Fund of Fund	Other	Very High	7.55%	0	₹60.33
DSP Nifty Bank Index Fund	Other	Very High	9.59%	0	₹53.64
DSP Nifty Top 10 Equal Weight Index Fund	Other	Very High	0%	0	₹1,745.84
DSP Business Cycle Fund	Equity	Very High	0%	0	₹1,147.64
DSP BSE SENSEX Next 30 Index Fund	Other	Very High	0%	0	₹10.91
DSP Nifty Private Bank Index Fund	Other	Very High	0%	0	₹24.39
DSP Silver ETF Fund of Fund	Other	Very High	0%	0	₹93.78
DSP CRISIL-IBX Financial Services 3-6 Months Debt Index Fund	Other	Moderately Low	0%	0	₹0.00
DSP Nifty IT Index Fund	Other	Very High	0%	0	₹6.96
DSP Nifty Healthcare Index Fund	Other	Very High	0%	0	₹8.31

News

DSP Mutual Fund announces change in fund manager under its schemes

DSP Mutual Fund has announced change in fund manager under the following schemes, With effect from 01 August 2025

Change in Fund Manager:

Name of the Scheme(s)	Existing Fund Manager(s)	New Fund Manager(s)
DSP India T.I.G.E.R. Fund	Mr. Charanjit Singh	Mr. Rohit Singhania
DSP Business Cycle Fund	Mr. Charanjit Singh	Mr. Vinit Sambre

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DSP MF announces Income Distribution cum Capital Withdrawal (IDCW) under one scheme
DSP Mutual Fund has announced 28 July 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The amount of IDCW (Rs. per unit) on the face value of Rs 10 per unit will be:
DSP Aggressive Hybrid Fund ' Regular Plan ' IDCW Option: 0.200
DSP Aggressive Hybrid Fund ' Direct Plan ' IDCW Option: 0.200
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DSP Mutual Fund announces change in fund manager under its schemes

DSP Mutual Fund has announced change in fund manager under the following schemes, With effect from 01 July 2025

Change in Fund Manager:

Name of the Scheme(s)	Existing Fund Manager(s)	Fund Manager(s) from Effective Date
DSP Small Cap Fund	Mr. Vinit Sambre Mr. Resham Jain	Mr. Vinit Sambre
DSP Banking & Financial Services Fund	Mr. Dhaval Gada	Mr. Rohit Singhania
DSP Strategic Bond Fund	Mr. Sandeep Yadav Mr. Shantanu Godambe	Mr. Sandeep Yadav Mr. Shantanu Godambe Mr. Kunal Khudania

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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹17125.76

DSP Small Cap Fund - Direct (G) is an Small Cap Fund-oriented fund from the renowned AMC, DSP Mutual Fund. Launched in 1 January 2013, this fund is managed by Vinit Sambre. With assets under management (AUM) worth ₹17,125.76 (Cr), as of 31 July 2025, DSP Small Cap Fund - Direct (G) is categorized as a Small Cap Fund within its segment. The fund has generated a return of 22.27% since its launch.
The current NAV of DSP Small Cap Fund - Direct (G) is ₹219.49, as on 31 July 2025. The fund's benchmark index is BSE 250 Smallcap Index TRI. You can invest in DSP Small Cap Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If redeemed/switched out within 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment. The fund has generated 23.71% and 32.70% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 92.41% in Equity, 7.54% in Debt and 0.05% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 15.22% in Industrial Products, 14.52% in Consumer Durables, 9.79% in Chemicals & Petrochemical, 8.91% in Auto Components, 6.64% in Debt

FAQs

How to Invest in DSP Small Cap Fund - Direct (G) Direct Growth?

DSP Small Cap Fund - Direct (G) is a popular fund in the Small Cap Fund segment. The fund has generated a return of 22.27% since inception. Looking to invest in DSP Small Cap Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in DSP Small Cap Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, DSP Small Cap Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in DSP Small Cap Fund - Direct (G) today and reap the benefits of this Small Cap Fund fund!

How much returns has DSP Small Cap Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, DSP Small Cap Fund - Direct (G) has generated annualised return of 4.23%. In the long-term, the fund has generated 23.71% and 32.70% in 3 and 5 years respectively. Since its inception, the fund has generated 22.27% returns.

What is the expense ratio of DSP Small Cap Fund - Direct (G) Direct Growth?

The expense ratio of DSP Small Cap Fund - Direct (G) Direct Growth is 0.80%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of DSP Small Cap Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of DSP Small Cap Fund - Direct (G) is ₹17,125.76 (Cr) as of 2025-07-31 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from DSP Small Cap Fund - Direct (G) Direct Growth?

Redeeming or selling units of DSP Small Cap Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from DSP Small Cap Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case DSP Small Cap Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).