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
₹61.64
-5.43%
NAV as on 20 Jan 25, 12:00 AM
very high risk
small cap
equity
NAV as on 20 Jan 25, 12:00 AM
very high risk
small cap
equity
26.54%p.a.
Last 1Y
21.57%p.a.
Last 3Y
29.92%p.a.
Last 5Y
18.58%p.a.
Since Inception
About DSP Small Cap Fund Plan Payout of Income Distribution cum capital withdrawal option for NRIs
NRIs can achieve long-term capital appreciation by investing in the DSP Small Cap Fund Plan Payout of Income Distribution cum capital withdrawal option 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 Aug 2010, DSP Small Cap Fund Plan Payout of Income Distribution cum capital withdrawal option is Small-Cap fund of its category with 16,307.28 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- DSP Small Cap Fund Plan Payout of Income Distribution cum capital withdrawal option delivered 26.5% annual returns during the last year. It has delivered 18.6% average annual returns since the fund was launched.
- DSP Small Cap Fund Plan Payout of Income Distribution cum capital withdrawal option 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
3.82%
eClerx Services Ltd
3.77%
Welspun Corp Ltd
3.09%
Dodla Dairy Ltd
2.73%
Suprajit Engineering Ltd
2.63%
Safari Industries (India) Ltd
2.58%
Cyient Ltd
2.39%
LT Foods Ltd
2.34%
Techno Electric & Engineering Co Ltd
2.26%
Triveni Engineering & Industries Ltd
2.24%
Fund Managers
- Vinit Sambre (Jun 2010 - Present)
- Resham Jain (Mar 2018 - Present)
Key Information
View Scheme Document
DSP Small Cap Fund Plan Payout of Income Distribution cum capital withdrawal option SIP Calculator
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NRI Mutual Fund Tax on DSP Small Cap Fund Plan Payout of Income Distribution cum capital withdrawal option
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 Payout of Income Distribution cum capital withdrawal option?
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 Payout of Income Distribution cum capital withdrawal option
- 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
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