DSP Small Cap Fund vs HSBC Small Cap Fund compare
DSP Small Cap Fund - Regular - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17010 Cr | ₹16203 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Jun 2007 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 18% | 15% |
| Expense Ratio | 1.71 | 1.67 |
| Manager | Vinit Sambre | Venugopal Manghat |
| ISIN Code | INF740K01797 | INF917K01QC7 |
| Exits Load | 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 1.1% | -0.58% |
| 6 Month | 1.42% | -2.87% |
| 1 Year | -1.44% | -12.03% |
| 3 Year | 21.02% | 19.02% |
| 5 Year | 23.71% | 25.57% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.51% | -5.18% |
| 1 Year | 7.8% | -3.27% |
| 3 Year | 13.59% | 8.26% |
| 5 Year | 17.07% | 15.53% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.88% | 15.24% |
| 3 Year | 21.56% | 22.35% |
| 5 Year | 22.19% | 17.1% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 15.87% | 18.31% |
| Sharp | 0.77% | 0.66% |
| Beta | 0.89% | 0.90% |
| Alpha | 0.56% | -0.89% |
Fund Managers
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Vinit Sambre | Venugopal Manghat |
| Total AUM | ₹31142 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.2 | 4.94 |
| Small Cap | 88.13 | 74.91 |
| Mid Cap | 3.67 | 18.14 |
| Large Cap | - | 2.01 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.22 | 2.15 |
| Financial Services | 7.03 | 20.3 |
| Consumer Defensive | 7.31 | 4.24 |
| Consumer Cyclical | 31.76 | 17.14 |
| Basic Materials | 17.31 | 7.05 |
| Healthcare | 9.56 | 9.46 |
| Utilities | 0.15 | - |
| Industrials | 15.33 | 23.58 |
| Technology | 3.62 | 10.63 |
| Communication Services | 0.71 | - |
| Real Estate | - | 4.6 |
| Energy | - | 0.86 |
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