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) | ₹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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