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Axis Small Cap Fund vs DSP Small Cap Fund compare

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tortoise-icon DSP Small Cap Fund - Regular - Growth

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tortoise-icon Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP Small Cap Fund - Regular - Growth Axis Small Cap Fund Regular Growth
Fund DSP Small Cap Fund - Regular - Growth Axis Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹17005 Cr ₹25569 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 Jun 2007 29 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over 18% 5%
Expense Ratio 1.71 1.61
Manager Vinit Sambre Shreyash Devalkar
ISIN Code INF740K01797 INF846K01K01
Exits Load DSP Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth Axis Small Cap Fund Regular Growth
1 Month 3.82% 2.39%
6 Month 23.38% 18.34%
1 Year -3.41% -1.09%
3 Year 19.05% 18.02%
5 Year 26.5% 25.62%

SIP Return Analysis

Scheme Name DSP Small Cap Fund - Regular - Growth Axis Small Cap Fund Regular Growth
6 Month 5.54% 3.9%
1 Year 13.13% 10.93%
3 Year 18.7% 17.65%
5 Year 20.38% 19.68%

Rolling Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth Axis Small Cap Fund Regular Growth
1 Year 16.77% 17.75%
3 Year 22.64% 19.97%
5 Year 22.41% 20%

Risk Management

Scheme Name DSP Small Cap Fund - Regular - Growth Axis Small Cap Fund Regular Growth
Standard Deviation 18.69% 11.78%
Sharp 0.73% 0.87%
Beta 0.93% 0.69%
Alpha -0.99% 0.94%

Fund Managers

Scheme Name DSP Small Cap Fund - Regular - Growth Axis Small Cap Fund Regular Growth
Name Vinit Sambre Shreyash Devalkar
Total AUM ₹31142 Cr ₹166770 Cr
Funds Managed 3 14
DSP Small Cap Fund - Regular - Growth Axis Small Cap Fund Regular Growth

Market Cap

Scheme Name

DSP Small Cap Fund - Regular - Growth

Axis Small Cap Fund Regular Growth

Others 8.57 14.09
Small Cap 87.96 68.76
Mid Cap 3.47 13.42
Large Cap - 3.74

Sector Allocation

Scheme Name

DSP Small Cap Fund - Regular - Growth

Axis Small Cap Fund Regular Growth

Others 8.57 10.43
Financial Services 6.65 17.62
Consumer Defensive 7.53 5.49
Consumer Cyclical 30.18 10.06
Basic Materials 18.46 12.07
Utilities 0.14 0.6
Healthcare 8.88 14.1
Industrials 15.44 18.08
Technology 3.39 6.39
Communication Services 0.76 0.91
Real Estate - 4.26

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