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) | ₹36828 Cr | ₹16496 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 | 0.43% | 0.58% |
| 6 Month | 15.99% | 13.96% |
| 1 Year | -0.33% | -2.71% |
| 3 Year | 21.7% | 19.53% |
| 5 Year | 29.78% | 25.74% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.32% | -0.53% |
| 1 Year | 14.87% | 9.69% |
| 3 Year | 16.09% | 15.23% |
| 5 Year | 20% | 17.88% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 15.38% | 16.57% |
| 3 Year | 19.84% | 22.47% |
| 5 Year | 17.49% | 22.56% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 15.31% | 18.73% |
| Sharp | 1.02% | 0.73% |
| Beta | 0.76% | 0.92% |
| Alpha | 2.98% | -1.46% |
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 | 10.74 | 9.14 |
| Small Cap | 75.89 | 87.49 |
| Mid Cap | 8.72 | 3.37 |
| Large Cap | 4.65 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 10.19 | 9.14 |
| Industrials | 22.54 | 15.01 |
| Consumer Cyclical | 19.02 | 31.93 |
| Consumer Defensive | 2.9 | 7.33 |
| Financial Services | 11.35 | 6.44 |
| Communication Services | 1.79 | 0.78 |
| Healthcare | 12.29 | 8.95 |
| Basic Materials | 7.07 | 17.05 |
| Utilities | 0 | 0.18 |
| Technology | 12.85 | 3.19 |
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