DSP Small Cap Fund vs Edelweiss Small Cap Fund compare

DSP Small Cap Fund vs Edelweiss Small Cap Fund compare

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DSP Small Cap Fund - Regular - Growth

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Edelweiss Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹17005 Cr	₹4921 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	4.19%	3.55%
6 Month	23.83%	21.93%
1 Year	-3.21%	-3.07%
3 Year	20%	19.98%
5 Year	26.37%	27.67%

SIP Return Analysis

Scheme Name	DSP Small Cap Fund - Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	5.54%	4.53%
1 Year	13.13%	10.51%
3 Year	18.7%	18.26%
5 Year	20.38%	20.97%

Rolling Lumpsum Returns

Scheme Name	DSP Small Cap Fund - Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	16.77%	27.09%
3 Year	22.64%	28.8%
5 Year	22.41%	32.52%

Risk Management

Scheme Name	DSP Small Cap Fund - Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	18.69%	15.90%
Sharp	0.73%	0.78%
Beta	0.93%	0.80%
Alpha	-0.99%	-0.11%

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	8.57	2.98
Small Cap	87.96	72.62
Mid Cap	3.47	24.4

Sector Allocation

Scheme Name	DSP Small Cap Fund - Regular - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	8.57	2.87
Financial Services	6.65	17.79
Consumer Defensive	7.53	5.17
Consumer Cyclical	30.18	19.88
Basic Materials	18.46	16.47
Utilities	0.14	0.89
Healthcare	8.88	10.62
Industrials	15.44	16.64
Technology	3.39	7.78
Communication Services	0.76	-
Energy	-	0.68
Real Estate	-	1.21

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