NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

DSP Small Cap Fund Plan Growth for NRI [201.02]

Min Investment

100

Fund Size

16,571.97 Cr

Expense Ratio

1.7%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

201.02

-0.65%

NAV as on 05 Oct 24, 12:00 AM

very high risk

small cap

equity

NAV as on 05 Oct 24, 12:00 AM

very high risk

small cap

equity

39.15%p.a.

Last 1Y

23.99%p.a.

Last 3Y

32.26%p.a.

Last 5Y

19.04%p.a.

Since Inception

About DSP Small Cap Fund Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the DSP Small Cap Fund Plan Growth scheme from DSP Asset Managers Private Limited. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Jun 2007, DSP Small Cap Fund Plan Growth is Small-Cap fund of its category with 16,571.97 Cr fund under management as on Oct 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.

  • DSP Small Cap Fund Plan Growth delivered 39.1% annual returns during the last year. It has delivered 19.0% average annual returns since the fund was launched.
  • DSP Small Cap Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund 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.

Top 10 Holdings

Jubilant Ingrevia Ltd Ordinary Shares

3.15%

eClerx Services Ltd

3.06%

Suprajit Engineering Ltd

2.96%

Techno Electric & Engineering Co Ltd

2.80%

Welspun Corp Ltd

2.73%

Dodla Dairy Ltd

2.73%

LT Foods Ltd

2.65%

Triveni Engineering & Industries Ltd

2.63%

Safari Industries (India) Ltd

2.43%

Voltamp Transformers Ltd

2.25%

Fund Managers

  1. Vinit Sambre (Jun 2010 - Present)
  2. Resham Jain (Mar 2018 - Present)

Key Information

View Scheme Document

DSP Small Cap Fund Plan Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on DSP Small Cap Fund Plan Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in DSP Small Cap Fund Plan Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in DSP Small Cap Fund Plan Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions