NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹169.50
0.03%
NAV as on 30 Apr 24, 12:00 AM
very high risk
small cap
equity
NAV as on 30 Apr 24, 12:00 AM
very high risk
small cap
equity
48.00%p.a.
Last 1Y
27.19%p.a.
Last 3Y
25.41%p.a.
Last 5Y
17.79%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 13,038.55 Cr fund under management as on Apr 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 48.0% annual returns during the last year. It has delivered 17.8% 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
Cyient Ltd
4.58%
Ipca Laboratories Ltd
3.09%
Suprajit Engineering Ltd
2.99%
eClerx Services Ltd
2.80%
Voltamp Transformers Ltd
2.67%
Jubilant Ingrevia Ltd Ordinary Shares
2.59%
Triveni Engineering & Industries Ltd
2.36%
Ratnamani Metals & Tubes Ltd
2.24%
Lumax Auto Technologies Ltd
2.21%
Welspun Corp Ltd
2.03%
Fund Managers
- Vinit Sambre (Jun 2010 - Present)
- Jay Kothari (Mar 2013 - Present)
- Resham Jain (Mar 2018 - Present)
- Abhishek Ghosh (Sep 2022 - Present)
Key Information
View Scheme Document
DSP Small Cap Fund Plan Growth SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
Similar Funds
Funds
3Y Return
Nippon India Small Cap Fund - Growth
very high risk | equity
35.4%
HDFC Small Cap Fund Growth
very high risk | equity
31.9%
SBI Small Cap Fund Plan Growth
very high risk | equity
24.8%
Frequently Asked Questions
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