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Axis Small Cap Fund vs DSP Small Cap Fund compare
DSP Small Cap Fund - Regular - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
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) | ₹17010 Cr | ₹26769 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 | -0.81% | -1.93% |
| 6 Month | -1.9% | -2.18% |
| 1 Year | -2.3% | -1.15% |
| 3 Year | 21.14% | 18.67% |
| 5 Year | 22.94% | 22.07% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.17% | -0.56% |
| 1 Year | 11.53% | 7.08% |
| 3 Year | 14.04% | 12.79% |
| 5 Year | 17.24% | 16.26% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.88% | 16.71% |
| 3 Year | 21.56% | 19.3% |
| 5 Year | 22.19% | 20.5% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.73% | 14.32% |
| Sharp | 0.72% | 0.78% |
| Beta | 0.90% | 0.70% |
| Alpha | 0.39% | 1.03% |
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 | 8.2 | 13.75 |
| Small Cap | 88.13 | 68.75 |
| Mid Cap | 3.67 | 12.38 |
| Large Cap | - | 5.12 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.22 | 8.14 |
| Financial Services | 7.03 | 19.23 |
| Consumer Defensive | 7.31 | 5.47 |
| Consumer Cyclical | 31.76 | 11.69 |
| Basic Materials | 17.31 | 10.48 |
| Healthcare | 9.56 | 13.34 |
| Utilities | 0.15 | 0.9 |
| Industrials | 15.33 | 15.57 |
| Technology | 3.62 | 9.11 |
| Communication Services | 0.71 | 0.75 |
| Energy | - | 0.94 |
| Real Estate | - | 4.35 |
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