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DSP Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
DSP Small Cap Fund - Regular - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16496 Cr | ₹3341 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Jun 2007 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 18% | 22% |
| Expense Ratio | 1.71 | 1.97 |
| Manager | Vinit Sambre | Rohit Seksaria |
| ISIN Code | INF740K01797 | INF903J01470 |
| 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 | Sundaram 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 | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.26% | 5.17% |
| 6 Month | 16.04% | 15.23% |
| 1 Year | 1.51% | 3.17% |
| 3 Year | 20.48% | 21.04% |
| 5 Year | 26.47% | 27.67% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.26% | 2.95% |
| 1 Year | 8.06% | 16.44% |
| 3 Year | 15.87% | 17.75% |
| 5 Year | 18.61% | 19.71% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.57% | 14.64% |
| 3 Year | 22.47% | 18.25% |
| 5 Year | 22.56% | 15.68% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.75% | 14.09% |
| Sharp | 0.70% | 0.87% |
| Beta | 0.93% | 0.77% |
| Alpha | -2.25% | 0.62% |
Fund Managers
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Vinit Sambre | Rohit Seksaria |
| Total AUM | ₹31142 Cr | ₹0 Cr |
| Funds Managed | 3 | 15 |
| DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.14 | 8.28 |
| Small Cap | 87.49 | 84.1 |
| Mid Cap | 3.37 | 1.7 |
| Large Cap | - | 5.92 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.14 | 6.01 |
| Financial Services | 6.44 | 18.08 |
| Consumer Defensive | 7.33 | 2.7 |
| Consumer Cyclical | 31.93 | 21.13 |
| Basic Materials | 17.05 | 7.98 |
| Healthcare | 8.95 | 12.08 |
| Utilities | 0.18 | 1.14 |
| Industrials | 15.01 | 18.55 |
| Technology | 3.19 | 4.45 |
| Communication Services | 0.78 | 5.47 |
| Real Estate | - | 2.41 |
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