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My Portfolio:
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DSP Small Cap Fund (IDCW) Equity - Diversified

Plan: OPEN | Option: Dividend | Vinit Sambre

08 Aug 25 | 12:00 AM

56.76 -0.49 (-0.86%)

  • Underperforms

    -9.49%

    Return (1Y)

    underperformed BSE 250 Smallcap Index TRI by -14.53%

  • Less Volatile

    1.37%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -5.29%

  • Inconsistent

    3/7

    Months

    Has underperformed Equity - Diversified

  • Value research rating

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year DSP Small Cap Fund (IDCW), has underperformed BSE 250 Smallcap Index TRI by -14.53% (CAGR difference)

-9.49%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9-12-10-8-6-4-202468
JavaScript chart by amCharts 3.20.9DSP Small Cap Fund (IDCW) BSE 250 Smallcap Index TRI

Risk

In last 1 year , the volatility of DSP Small Cap Fund (IDCW) is Lower than BSE 250 Smallcap Index TRI by -5.29%

1.37%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.01.52.02.53.03.54.04.55.05.56.06.57.0
JavaScript chart by amCharts 3.20.9DSP Small Cap Fund (IDCW) BSE 250 Smallcap Index TRI

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 7 Months, i.e 42.86% of the times It underperformed its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJan-20-1001020
JavaScript chart by amCharts 3.20.9DSP Small Cap Fund (IDCW) BSE 250 Smallcap Index TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJan-10-505
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 30 Stocks beating the benchmark 47 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition