NFO Monitor

Fund Fact

Name of Funds:

DSP Nifty Smallcap 250 Quality 50 Index

Opening:

5th December 2023

Closing:

15th December 2023

Minimum Investment:

Rs. 100/- & any amount thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

Nil

Fund Stats

Objective:

The investment objective of the Scheme is to generate returns that are commensurate with the performance of the Nifty Smallcap 250 Quality 50 Index, subject to tracking error.

Benchmark:

NIFTY Smallcap 100

Fund Manager:

Anil Ghelani, Diipesh Shah

Asset Allocation

95-100% Equity upto 5% Money Market

Nil Debt Nil Others

Comparable existing schemes

Motilal Oswal Nifty Smallcap 250 Index Fund	32.77(6M)	47.70(1Y)
SBI Nifty Smallcap 250 Index Fund	32.73(6M)	47.72(1Y)

Fund Prognosis

Idea Distiller

Clearly inspired by the robust growth in this index and perhaps hoping for a repeat in the future too.

Fund House AAUM:
Rs. 13014903.97 Lakhs (as on 30th September 2023)
Fund Manager:
Combined experience of above 25 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Very very hot. Helps this is an index fund. So operating is very easy and cheap too.

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Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028