DSP Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon DSP Small Cap Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
Fund HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹26837 Cr ₹13095 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Apr 2008 15 Jun 2007
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark S&P BSE 250 SmallCap TRI S&P BSE 250 SmallCap TRI
Turn Over 10.02% 18%
Expense Ratio 1.62 1.73
Manager Dhruv Muchhal Vinit Sambre
ISIN Code INF179KA1RZ8 INF740K01797
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
1 Month 4.62% 6.65%
6 Month 16.24% 17.46%
1 Year 41.44% 43.33%
3 Year 25.53% 24.02%
5 Year 27.41% 29.24%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
6 Month - -
1 Year 15.03% 13.63%
3 Year 52.08% 43.03%
5 Year 122.38% 107.79%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
1 Year 33.72% 32.74%
3 Year 90.05% 82.38%
5 Year 129.98% 120.7%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
Standard Deviation 15.17% 15.87%
Sharp 1.2% 1.05%
Beta 0.8% 0.88%
Alpha 3.79% 1.62%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
Name Dhruv Muchhal Vinit Sambre
Total AUM ₹520687 Cr ₹31142 Cr
Fund Manage 40 3
HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

DSP Small Cap Fund - Regular - Growth

Others 8.87 7.79
Large Cap 4.78 -
Small Cap 77.53 86.42
Mid Cap 8.82 5.79

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

DSP Small Cap Fund - Regular - Growth

Others 8.61 6.85
Financial 11.26 5.67
Services 19.26 7.17
Healthcare 10.43 8.62
Technology 3.9 3.7
Construction 4.92 1.9
Energy 2.27 0.42
Capital Goods 12.82 11.92
Metals & Mining 4.86 7.28
Consumer Discretionary 4.85 8.67
Diversified 1.56 0.95
Automobile 4.98 5.71
Textiles 1.44 2.78
Chemicals 3.51 10.53
Consumer Staples 3.13 8.01
Materials 2.2 9.82

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