DSP BlackRock
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth
Category
Growth
Plan type
Growth
Structure
Open-ended
AMFI Scheme Code
104479
ISIN (Growth)
—
ISIN (Dividend)
—
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +1.50% | -11.79% | +13.29 | 2 / 57 | Q1 |
| 1W | +3.85% | -11.61% | +15.46 | 4 / 54 | Q1 |
| 2W | +2.46% | -11.22% | +13.68 | 14 / 54 | Q2 |
| 1M | — | — | — | — | — |
| 3M | — | — | — | — | — |
| 6M | — | — | — | — | — |
| YTD | — | — | — | — | — |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +0.93% | -6.62% | +7.55 | 30 / 52 | Q3 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2010 YTD | — | — | — | — |
| 2009 | — | — | — | — |
| 2008 | — | — | — | — |
| 2007 | -5.20% | +31.63% | -36.83 | 8 / 8 |
| 2006 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
1-Year rolling
-6.51%
1 window
min -6.5% · max -6.5%
0% positive
Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.
3-Year rolling
—
Insufficient history
5-Year rolling
—
Insufficient history
7-Year rolling
—
Insufficient history
Recent NAVs
| Date | NAV |
|---|---|
| 3 Sep 2010 | ₹10.6490 |
| 2 Sep 2010 | ₹10.4920 |
| 1 Sep 2010 | ₹10.4060 |
| 31 Aug 2010 | ₹10.2150 |
| 30 Aug 2010 | ₹10.2680 |
| 27 Aug 2010 | ₹10.2540 |
| 26 Aug 2010 | ₹10.3440 |
| 25 Aug 2010 | ₹10.3130 |
| 24 Aug 2010 | ₹10.4300 |
| 23 Aug 2010 | ₹10.5040 |
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Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth is a Growth from DSP BlackRock (Institutional plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth has NAV history starting from 16 Nov 2006, a track record of about 19 years 6 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth is managed by DSP BlackRock. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth doesn't have a complete 1-year window yet (we need at least 1 year of NAVs). Check the shorter-window returns above.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth doesn't have a complete 3-year window yet (we need at least 3 year of NAVs). Check the shorter-window returns above.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth doesn't yet have a 3-year CAGR on file, so a ₹1 lakh growth projection isn't reliable.
We don't have enough NAV history yet to simulate a SIP on DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth. The fund typically needs 12+ months for a 1-year SIP backtest.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth doesn't have enough SIP-backtest history yet. Check the 1-year SIP simulation above as soon as it has 12+ months of NAVs.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth doesn't yet have a peer rank on file — typically because its category set is too small or it lacks the required NAV history. Compare manually using the returns table above.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth doesn't have a computed drawdown figure yet.
Consistency stats for DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.
We don't yet have a completed calendar-year return for DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth.
DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.
We don't give personal investment advice. DSP BlackRock Small and Mid Cap Fund - Institutional Plan - Growth is suitable for an investor whose:
- understands what asset class this scheme actually invests in (check the factsheet)
- matches that asset class's volatility profile to their goal horizon
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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