DSP Small Cap Fund
An open ended equity scheme predominantly investing in Small Cap stocks
​
This fund is suitable for investors who are seeking:
•Long-term capital growth
• Investment in equity and equity-related securities predominantly of small cap companies (beyond top 250 companies by market capitalization)
​
Investment Objective:
​
The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.
There is no assurance that the investment objective of the Scheme will be realized
​
Asset Allocation
​
​
​
​
​
​
​
Investing Strategies :
​
The Investment Manager will use a disciplined quantitative analysis of financial operating statistics. In picking out individual investment opportunities for the portfolio, among the defined universe eligible for investment, the Investment Manager will seek both value and growth. Value is discerned when the Investment Manager believes that the long term growth potential of a company is not fully reflected in the market price of the company’s securities and which potential it seeks to better every year capitalising on its various strengths, which could mean strong brand equity, growing market share, strong management and technological excellence, among others. Growth stocks, as the term suggests, are those stocks that are currently in the growth phase. The super-normal growth could be due to a new product, a new process, growing market share, stronger brand equity, technological breakthrough and unique position in a market, among other factors.
​
Top 5 Holdings Sector wise:
​
​
Performance:
​
​
​
​
​
​
​
​
​
As of November 20, 2023 with investment of Rs.10,000
​
Fund Manager:
​
Vinit Sambre
Total work experience of 26 years. Managing this fund since June 2010 as a Co-Fund Manager.
​
Resham Jain
Total work experience of 19 years. Managing this fund since March 2018 as a Co-Fund Manager for Equity portion
​
Abhishek Ghosh
Total work experience of 16 years. Managing this fund since March 2013 as a Co-Fund Manager.
Riskometer:
​
