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)	₹16935 Cr	₹26547 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	-7.46%	-6.4%
6 Month	-9.37%	-8.18%
1 Year	3.3%	1.97%
3 Year	18.01%	16.53%
5 Year	20.61%	20.2%

SIP Return Analysis

Scheme Name	DSP Small Cap Fund - Regular - Growth	Axis Small Cap Fund Regular Growth
6 Month	-7.09%	-7.7%
1 Year	-6.86%	-9.48%
3 Year	7.54%	6.81%
5 Year	13.53%	12.72%

Rolling Lumpsum Returns

Scheme Name	DSP Small Cap Fund - Regular - Growth	Axis Small Cap Fund Regular Growth
1 Year	14.64%	16.49%
3 Year	21.47%	19.14%
5 Year	22.2%	20.52%

Risk Management

Scheme Name	DSP Small Cap Fund - Regular - Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	15.87%	11.78%
Sharp	0.76%	0.83%
Beta	0.89%	0.7%
Alpha	0.14%	0.83%

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	7.14	17.73
Small Cap	88.97	65.54
Mid Cap	3.9	11.28
Large Cap	-	5.46

Sector Allocation

Scheme Name	DSP Small Cap Fund - Regular - Growth	Axis Small Cap Fund Regular Growth
Others	5.92	8.17
Financial Services	7.42	19.24
Consumer Defensive	7.19	5.24
Consumer Cyclical	33.5	11.52
Basic Materials	16.16	10.52
Healthcare	10.27	13.36
Utilities	0.14	0.87
Industrials	15.19	16.17
Technology	3.56	8.76
Communication Services	0.66	0.82
Energy	-	0.95
Real Estate	-	4.38

Top Comparisons

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns9.07%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.34%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns6.99%

VS

Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.84%

Compare Now

ICICI Prudential Credit Risk Fund - Growth

3Y Returns8.3%

VS

Nippon India Credit Risk Fund - Growth Plan

3Y Returns8.23%

Compare Now

Kotak US Specific Equity Passive FOF - Regular Plan - Growth

3Y Returns34.1%

VS

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns20.57%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully