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) | ₹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 | 4.68% | 3.56% |
6 Month | 24.22% | 19.41% |
1 Year | -2.64% | -0.94% |
3 Year | 20.16% | 19.04% |
5 Year | 26.51% | 25.86% |
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 | 9.44 | 14.44 |
Small Cap | 87.18 | 68.87 |
Mid Cap | 3.38 | 12.92 |
Large Cap | - | 3.77 |
Sector Allocation
Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 9.44 | 10.75 |
Financial Services | 6.29 | 17.07 |
Consumer Defensive | 7.55 | 5.54 |
Consumer Cyclical | 31.05 | 10.3 |
Basic Materials | 17.43 | 11.55 |
Utilities | 0.13 | 0.57 |
Healthcare | 8.68 | 13.96 |
Industrials | 15.29 | 18.03 |
Technology | 3.38 | 7.17 |
Communication Services | 0.75 | 0.91 |
Real Estate | - | 4.16 |
Top Comparisons
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.84%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns16.19%
PGIM India Aggressive Hybrid Equity Fund - Growth Option
3Y Returns13.09%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.92%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns28.14%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns26.47%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.83%