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 | 0.16% | -1.05% |
6 Month | 11.13% | 10.77% |
1 Year | 1.4% | 2.18% |
3 Year | 25.73% | 22.13% |
5 Year | 33.12% | 31.14% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
6 Month | 12.45% | 12.74% |
1 Year | 16.33% | 15.42% |
3 Year | 21.52% | 21.81% |
5 Year | 24.41% | 22.84% |
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 | 15.99% | 18.95% |
Sharp | 1.30% | 1.00% |
Beta | 0.80% | 0.93% |
Alpha | 2.79% | -2.31% |
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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 | 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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