How to check the XIRR of DSP Nifty Smallcap 250 Index Fund - Regular - IDCW?

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

How to check portfolio overlap for DSP Nifty Smallcap 250 Index Fund - Regular - IDCW?

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

DSP NIFTY Smallcap 250 Index Fund - Regular - IDCW

DSP Mutual Fund

Expense Ratio: -

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: Nifty Smallcap 250 TRI

Inception: 24-11-2025

Exit Load: Nil

Fund Size:₹7.63 Cr

Performance

FundN/A

Cat. Avg.-1.42%

FundN/A

Cat. Avg.-0.02%

FundN/A

Cat. Avg.8.81%

FundN/A

Cat. Avg.7.22%

10Y

FundN/A

Cat. Avg.10.92%

Fund7.75%

Cat. Avg.5.09%

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	0.30	2.17%
2	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	0.19	1.33%
3	Karur Vysya Bank Limited	Equity	Listed	Small Cap	Banks	0.18	1.32%
4	Sona BLW Precision Forgings Limited	Equity	Listed	Mid Cap	Auto Components	0.18	1.31%
5	Delhivery Limited	Equity	Listed	Small Cap	Transport Services	0.17	1.24%
6	Piramal Finance Limited	Equity	Listed	Mid Cap	Finance	0.17	1.22%
7	Central Depository Services (India) Limited	Equity	Listed	Small Cap	Capital Markets	0.15	1.09%
8	Ather Energy Limited	Equity	Listed	Small Cap	Automobiles	0.14	1.03%
9	HFCL Limited	Equity	Listed	Small Cap	Telecom - Services	0.14	1.02%
10	Angel One Limited	Equity	Listed	Small Cap	Capital Markets	0.14	1.01%

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Fund Details

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Fund Details

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Jan, 26	50000	52018	+4.0%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	11 Dec, 25	1 L.	1.08 L.	+7.8%	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.