Never miss a great news story!
Get instant notifications from Economic Times
AllowNot now


You can switch off notifications anytime using browser settings.
11,817.3520.9
Stock Analysis, IPO, Mutual Funds, Bonds & More

Should I sell DSP Small Cap Fund?

If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.

ET Online|
Feb 11, 2019, 04.13 PM IST
0Comments
Getty Images
invest
I have been investing in DSP Small Cap Fund (regular, growth) since June 2016. The fund is currently giving negative returns. Should I hold the fund or invest in some other fund? I plan to keep this fund as my savings, for of 10 years.
--Dheeraj Vasudevan


The small cap category has been doing badly since last year. The category has lost money – the average returns is in the negative territory (-20 per cent) in the last one year. DSP Small Cap Fund is offering -24 per cent, marginally higher than its benchmark return of -27 per cent. Even in the three—year horizon, the fund has done a little better than the benchmark. However, it has underperformed the category by around 2 per cent points. Its record in the five- and 10-year horizons are better. Watch the scheme closely for a year before taking a final call. Finally, you know you are investing in a small cap scheme. Small cap schemes go through prolonged rough patches periodically. That is why mutual fund advisors recommend these schemes only to investors with aggressive risk appetite and very long investment horizon.
0Comments
(If you have any mutual fund queries, message us on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.)

Also Read

SBI Small Cap Fund: Fund review

Should I invest in SBI Small Cap Fund?

Can I invest in small cap schemes with 3-5 year horizon?

Is it the right time to invest in mid cap and small cap mutual funds?

Comments
Add Your Comments
Commenting feature is disabled in your country/region.
Download The Economic Times Business News App for Live Elections News & Results, Latest News in Business, Share Market & More.

Other useful Links


Follow us on


Download et app


Copyright © 2019 Bennett, Coleman & Co. Ltd. All rights reserved. For reprint rights: Times Syndication Service