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DSP Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹35781 Cr | ₹17126 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Apr 2008 | 14 Jun 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 18% |
| Expense Ratio | 1.57 | 1.71 |
| Manager | Dhruv Muchhal | Vinit Sambre |
| ISIN Code | INF179KA1RZ8 | INF740K01797 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | -2.18% | -4.98% |
| 6 Month | 7.8% | 5.17% |
| 1 Year | 2.46% | -0.92% |
| 3 Year | 24.11% | 19.83% |
| 5 Year | 31.49% | 28.61% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 9.99% | 7.57% |
| 1 Year | 9.77% | 4.09% |
| 3 Year | 18.24% | 17.18% |
| 5 Year | 22.35% | 19.97% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 15.84% | 16.77% |
| 3 Year | 19.76% | 22.64% |
| 5 Year | 17.3% | 22.41% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 15.41% | 18.52% |
| Sharp | 1.16% | 0.83% |
| Beta | 0.80% | 0.93% |
| Alpha | 2.79% | -2.31% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Vinit Sambre |
| Total AUM | ₹520687 Cr | ₹31142 Cr |
| Funds Managed | 40 | 3 |
| HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 7.22 | 7.61 |
| Small Cap | 80.6 | 88.93 |
| Mid Cap | 8.23 | 3.45 |
| Large Cap | 3.95 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 6.62 | 7.61 |
| Industrials | 23.98 | 16.06 |
| Consumer Cyclical | 17.8 | 30.91 |
| Consumer Defensive | 1.93 | 8.02 |
| Financial Services | 14.12 | 6.21 |
| Communication Services | 1.81 | 0.84 |
| Healthcare | 12.19 | 8.87 |
| Basic Materials | 7.29 | 17.97 |
| Utilities | 0.37 | 0.14 |
| Technology | 13.89 | 3.37 |
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