DSP Small Cap Fund vs Axis Small Cap Fund compare

DSP Small Cap Fund vs Axis Small Cap Fund compare

Link copied to clipboard!

DSP Small Cap Fund - Regular - Growth

Invest Now

Axis Small Cap Fund Regular Growth

Invest Now

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)	₹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	-2.18%	-2.95%
6 Month	-1.64%	-0.73%
1 Year	-5.73%	-4.47%
3 Year	19.12%	17.28%
5 Year	22.63%	22.49%

SIP Return Analysis

Scheme Name	DSP Small Cap Fund - Regular - Growth	Axis Small Cap Fund Regular Growth
6 Month	-1.3%	-1.82%
1 Year	9.93%	6.55%
3 Year	13.87%	13.03%
5 Year	16.89%	16.2%

Rolling Lumpsum Returns

Scheme Name	DSP Small Cap Fund - Regular - Growth	Axis Small Cap Fund Regular Growth
1 Year	15.01%	16.83%
3 Year	21.65%	19.37%
5 Year	22.15%	20.47%

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	13.94
Small Cap	88.13	69.1
Mid Cap	3.67	12.58
Large Cap	-	4.38

Sector Allocation

Scheme Name	DSP Small Cap Fund - Regular - Growth	Axis Small Cap Fund Regular Growth
Others	7.22	9.46
Financial Services	7.03	18.35
Consumer Defensive	7.31	5.1
Consumer Cyclical	31.76	10.99
Basic Materials	17.31	11.35
Healthcare	9.56	13.01
Utilities	0.15	0.87
Industrials	15.33	15.76
Technology	3.62	9.17
Communication Services	0.71	0.87
Energy	-	0.44
Real Estate	-	4.63

Top Comparisons

ICICI Prudential Short Term Fund - Growth Option

3Y Returns7.71%

VS

UTI Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.4%

Compare Now

DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

Franklin India Government Securities Fund - Growth

3Y Returns5.92%

VS

Invesco India GILT Fund - Growth

3Y Returns6.59%

Compare Now

Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns6.91%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns7.19%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully