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) | ₹31230 Cr | ₹14996 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 | 1.35% | -0.52% |
6 Month | -10.48% | -12.52% |
1 Year | -2.4% | 0.02% |
3 Year | 19.3% | 14.64% |
5 Year | 33.59% | 31% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
6 Month | -2.12% | -3.9% |
1 Year | -10.97% | -13.25% |
3 Year | 16.34% | 14.76% |
5 Year | 22.69% | 20.27% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
1 Year | 17.52% | 18.05% |
3 Year | 19.66% | 22.85% |
5 Year | 16.96% | 21.75% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 16.223% | 18.367% |
Sharp | 0.719% | 0.526% |
Beta | 0.784% | 0.891% |
Alpha | 1.828% | -1.492% |
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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 | 6.66 | 6.01 |
Small Cap | 80.87 | 90.88 |
Mid Cap | 8.61 | 3.1 |
Large Cap | 3.87 | - |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 6.66 | 6.01 |
Industrials | 23.81 | 16.34 |
Consumer Cyclical | 18.74 | 32 |
Consumer Defensive | 2.16 | 7.68 |
Financial Services | 12.19 | 4.12 |
Communication Services | 2.25 | 0.92 |
Healthcare | 12.18 | 8.42 |
Basic Materials | 6.7 | 20.51 |
Utilities | 0.43 | 0.17 |
Technology | 14.88 | 3.82 |
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