How to check the XIRR of DSP Nifty Smallcap 250 Index Fund - Direct - Growth?

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

How to check portfolio overlap for DSP Nifty Smallcap 250 Index Fund - Direct - Growth?

Use the MutualSaathi Portfolio Analyzer to compare DSP Nifty Smallcap 250 Index Fund - Direct - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

DSP NIFTY Smallcap 250 Index Fund - Direct - Growth

DSP Mutual Fund

Expense Ratio: -

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: Nifty Smallcap 250 TRI

Inception: 24-11-2025

Exit Load: Nil

Fund Size:₹7.63 Cr

Performance

FundN/A

Cat. Avg.2.26%

FundN/A

Cat. Avg.3.16%

FundN/A

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund11.26%

Cat. Avg.7.39%

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	TREPS / Reverse Repo Investments	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	0.92	6.01%
2	Karur Vysya Bank Limited	Equity	Listed	Small Cap	Banks	0.24	1.58%
3	Delhivery Limited	Equity	Listed	Small Cap	Transport Services	0.21	1.34%
4	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	0.20	1.31%
5	Piramal Finance Limited	Equity	Listed	Mid Cap	Finance	0.20	1.27%
6	Sona BLW Precision Forgings Limited	Equity	Listed	Small Cap	Auto Components	0.19	1.25%
7	Central Depository Services (India) Limited	Equity	Listed	Small Cap	Capital Markets	0.18	1.15%
8	RBL Bank Limited	Equity	Listed	Small Cap	Banks	0.15	1.01%
9	IRB Infrastructure Developers Limited	Equity	Listed	Small Cap	Construction	0.15	1.00%
10	City Union Bank Limited	Equity	Listed	Small Cap	Banks	0.15	1.00%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 May, 26	15000	15655	+4.4%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	20 Apr, 26	1 L.	1.11 L.	+10.5%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.