How to check the XIRR of DSP Nifty Smallcap 250 ETF?

You can track the exact XIRR and portfolio overlapping of DSP Nifty Smallcap 250 ETF alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for DSP Nifty Smallcap 250 ETF?

Use the MutualSaathi Portfolio Analyzer to compare DSP Nifty Smallcap 250 ETF with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP NIFTY Smallcap 250 ETF

DSP Mutual Fund

Expense Ratio: -

Risk: Very High

Other Scheme - Other ETFs

Plan: Regular

Benchmark: Nifty Smallcap 250 TRI

Inception: 24-11-2025

Exit Load: Nil

Fund Size:₹6.17 Cr

Performance

FundN/A

Cat. Avg.-1.66%

FundN/A

Cat. Avg.0.43%

FundN/A

Cat. Avg.-22.63%

FundN/A

Cat. Avg.-20.09%

10Y

FundN/A

Cat. Avg.-20.58%

Fund7.12%

Cat. Avg.-6.51%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Karur Vysya Bank Limited	Equity	Listed	Small Cap	Banks	0.09	1.31%
2	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	0.09	1.31%
3	Sona BLW Precision Forgings Limited	Equity	Listed	Mid Cap	Auto Components	0.09	1.31%
4	Delhivery Limited	Equity	Listed	Small Cap	Transport Services	0.08	1.24%
5	Piramal Finance Limited	Equity	Listed	Mid Cap	Finance	0.08	1.22%
6	Central Depository Services (India) Limited	Equity	Listed	Small Cap	Capital Markets	0.07	1.10%
7	Ather Energy Limited	Equity	Listed	Small Cap	Automobiles	0.07	1.03%
8	HFCL Limited	Equity	Listed	Small Cap	Telecom - Services	0.07	1.02%
9	Angel One Limited	Equity	Listed	Small Cap	Capital Markets	0.07	1.01%
10	Krishna Institute of Medical Sciences Limited	Equity	Listed	Small Cap	Healthcare Services	0.07	0.99%

Similar Funds

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NAV / Fund Size

₹259.76₹70,251.14 Cr

Incep: 24-08-2015

Other ETFsVery High RiskOther

-4.09%

2.96%

-49.23%

-30.56%

-9.64%

Fund Details

UTI NIFTY 50 ETF

NAV / Fund Size₹259.76₹70,251.14 Cr

Other ETFsVery High RiskOther

-4.09%

2.96%

-49.23%

-30.56%

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ITI Small Cap Fund - Regular Plan - Growth Option

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Expense Ratio: 1.85

NAV / Fund Size

₹30.01₹2,795.70 Cr

Incep: 27-01-2020

Small Cap FundVery High RiskEquity

8.01%

8.12%

24.81%

15.91%

19.14%

Fund Details

ITI Small Cap Fund - Regular Plan - Growth Option

NAV / Fund Size₹30.01₹2,795.70 Cr

Small Cap FundVery High RiskEquity

8.01%

8.12%

24.81%

15.91%

19.14%

DSP Liquidity Fund - Regular Plan - Growth

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Expense Ratio: 0.19

NAV / Fund Size

₹3,937.70₹16,866.07 Cr

Incep: 23-11-2005

Liquid FundLow to Moderate RiskDebt

6.16%

6.71%

6.89%

6.05%

6.91%

Fund Details

DSP Liquidity Fund - Regular Plan - Growth

NAV / Fund Size₹3,937.70₹16,866.07 Cr

Liquid FundLow to Moderate RiskDebt

6.16%

6.71%

6.89%

6.05%

6.91%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Jan, 26	50000	51785	+3.6%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	12 Dec, 25	1 L.	1.07 L.	+7.1%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.