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) | ₹36294 Cr | ₹17005 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 | 2.68% | 3.18% |
6 Month | 24.65% | 22.07% |
1 Year | -0.04% | -2.97% |
3 Year | 22.26% | 19.4% |
5 Year | 30.97% | 27.8% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
6 Month | 7.65% | 5.54% |
1 Year | 18.5% | 13.13% |
3 Year | 19.59% | 18.7% |
5 Year | 22.66% | 20.38% |
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 | 15.29% | 18.69% |
Sharp | 0.99% | 0.73% |
Beta | 0.76% | 0.93% |
Alpha | 3.13% | -0.99% |
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 | 9.49 | 8.57 |
Small Cap | 78.55 | 87.96 |
Mid Cap | 8.23 | 3.47 |
Large Cap | 3.74 | - |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 8.93 | 8.57 |
Industrials | 23.59 | 15.44 |
Consumer Cyclical | 18.21 | 30.18 |
Consumer Defensive | 2.24 | 7.53 |
Financial Services | 11.31 | 6.65 |
Communication Services | 1.75 | 0.76 |
Healthcare | 12.61 | 8.88 |
Basic Materials | 7.92 | 18.46 |
Utilities | 0.36 | 0.14 |
Technology | 13.07 | 3.39 |
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