Home› Funds› DSP Nifty Smallcap 250 Index Fund - Direct - IDCW

DSP Nifty Smallcap 250 Index Fund - Direct - IDCW

DSP · Small Cap
Very High
₹10.87
Current NAV
25 Jun 2026
36.7%
1Y Return
23.7%
3Y CAGR
20.7%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.77%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.17).
  • Very large asset base (AUM: ₹17,720 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.17
Sharpe Ratio
0.77
Beta
4.17
Alpha
1.37
Sortino
Fund Details
Fund House DSP
Category Small Cap
AUM ₹17720 Cr
Expense Ratio 0.77%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Small Cap
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Regular IDCW
Groww
₹10.11 44.8%
Mahindra Manulife Small Cap Fund - Direct Plan - Growth
Mahindra Manulife
₹22.29 44.6%
Tata Small Cap Fund-Regular Plan-Growth
Tata
₹37.61 44.6%
DSP Nifty Smallcap250 Quality 50 Index Fund - Direct - Growth
DSP
₹11.07 44.6%