DSP Small Cap Fund vs Axis 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) | ₹16496 Cr | ₹25975 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 | 1.32% | 3% |
| 6 Month | 13.61% | 10.09% |
| 1 Year | 3.51% | 5.49% |
| 3 Year | 19.98% | 19.06% |
| 5 Year | 26.07% | 26.01% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.26% | 1.05% |
| 1 Year | 8.06% | 10.59% |
| 3 Year | 15.87% | 16.5% |
| 5 Year | 18.61% | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.57% | 17.27% |
| 3 Year | 22.47% | 19.6% |
| 5 Year | 22.56% | 20.16% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.75% | 11.78% |
| Sharp | 0.70% | 0.85% |
| Beta | 0.93% | 0.7% |
| Alpha | -2.25% | 0.23% |
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 | 9.14 | 14.56 |
| Small Cap | 87.49 | 68.95 |
| Mid Cap | 3.37 | 13.12 |
| Large Cap | - | 3.37 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.14 | 10.82 |
| Financial Services | 6.44 | 17.03 |
| Consumer Defensive | 7.33 | 5.22 |
| Consumer Cyclical | 31.93 | 11.15 |
| Basic Materials | 17.05 | 11.37 |
| Healthcare | 8.95 | 13.47 |
| Utilities | 0.18 | 0.58 |
| Industrials | 15.01 | 16.2 |
| Technology | 3.19 | 8.99 |
| Communication Services | 0.78 | 0.91 |
| Real Estate | - | 4.25 |
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