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|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
DSP Nifty Smallcap250 Quality 50 Index Fund - Direct Plan
|
Very High
|
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0.16 |
|||
|
Very High
|
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0.35 |
||||
|
Very High
|
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0.53 |
||||
|
Very High
|
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0.40 |
||||
|
Very High
|
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0.33 |
₹283 Cr
--
100
--
100
12
About DSP Nifty Smallcap250 Quality 50 Index Fund - Direct Plan
DSP Nifty Smallcap250 Quality 50 Index Fund - Direct Plan is a equity mutual fund scheme of DSP Mutual Fund. Launched on December 26, 2023, it is currently managed by Anil Ghelani and Diipesh Shah. The fund has an expense ratio of 0.16% with an overall AUM (Assets Under Management) of ₹283 Cr.
DSP Nifty Smallcap250 Quality 50 Index Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in small-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The Scheme seeks to generate returns that are commensurate with the performance of the Nifty Smallcap250 Quality 50 Index, subject to tracking error.
Suitability
Small-cap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of DSP Nifty Smallcap250 Quality 50 Index Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, DSP Nifty Smallcap250 Quality 50 Index Fund - Direct Plan can be bought from the DSP Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of DSP Nifty Smallcap250 Quality 50 Index Fund - Direct Plan, is ₹10.1586 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
4.78
|
|
|
4.27
|
|
|
3.78
|
|
|
3.77
|
|
|
3.39
|
Over the past five years, DSP Nifty Smallcap250 Quality 50 Index Fund - Direct Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in DSP Nifty Smallcap250 Quality 50 Index Fund - Direct Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.