DSP Small Cap Fund vs Edelweiss Small Cap Fund compare
DSP Small Cap Fund - Regular - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16935 Cr | ₹5459 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Jun 2007 | 07 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 18% | 18% |
| Expense Ratio | 1.71 | 1.84 |
| Manager | Vinit Sambre | Trideep Bhattacharya |
| ISIN Code | INF740K01797 | INF754K01JJ4 |
| 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 | Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.04% | -4.33% |
| 6 Month | -8.72% | -7.18% |
| 1 Year | -0.06% | 0.76% |
| 3 Year | 17.93% | 18.52% |
| 5 Year | 20.7% | 22.18% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.45% | -2.36% |
| 1 Year | 4.63% | 3.75% |
| 3 Year | 10.98% | 10.82% |
| 5 Year | 15.29% | 15.68% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.64% | 24.37% |
| 3 Year | 21.47% | 27.59% |
| 5 Year | 22.2% | 30.38% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.87% | 14.15% |
| Sharp | 0.76% | 0.88% |
| Beta | 0.89% | 0.78% |
| Alpha | 0.14% | 1.6% |
Fund Managers
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Vinit Sambre | Trideep Bhattacharya |
| Total AUM | ₹31142 Cr | ₹0 Cr |
| Funds Managed | 3 | 9 |
| DSP Small Cap Fund - Regular - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.14 | 7.91 |
| Small Cap | 88.97 | 69.36 |
| Mid Cap | 3.9 | 22.73 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.92 | 3.41 |
| Financial Services | 7.42 | 23.67 |
| Consumer Defensive | 7.19 | 5.65 |
| Consumer Cyclical | 33.5 | 17.62 |
| Basic Materials | 16.16 | 14.61 |
| Healthcare | 10.27 | 10.79 |
| Utilities | 0.14 | - |
| Industrials | 15.19 | 15.41 |
| Technology | 3.56 | 6.6 |
| Communication Services | 0.66 | - |
| Real Estate | - | 2.26 |
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