Home› Funds› DSP Nifty Smallcap250 Quality 50 Index Fund - Regu

DSP Nifty Smallcap250 Quality 50 Index Fund - Regular - Growth

DSP · Small Cap
Very High
₹10.28
Current NAV
29 Oct 2026
-11.7%
1Y Return
16.1%
3Y CAGR
18.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.81%.
  • Well-diversified portfolio aligned with the Small Cap mandate.
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
0.91
Sharpe Ratio
0.81
Beta
-0.59
Alpha
1.10
Sortino
Fund Details
Fund House DSP
Category Small Cap
AUM ₹9460 Cr
Expense Ratio 0.81%
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
₹10.13 44.8%
DSP Nifty Smallcap 250 Index Fund - Regular - Growth
DSP
₹10.44 44.4%
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Regular Growth
Groww
₹10.13 43.8%
Groww Small Cap Fund - Direct-IDCW
Groww
₹12.29 41.3%