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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) | ₹17010 Cr | ₹3450 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 | -1.5% | -3.03% |
| 6 Month | 0.54% | 1.84% |
| 1 Year | -4.49% | -3.01% |
| 3 Year | 19.33% | 19.09% |
| 5 Year | 22.49% | 22.52% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.3% | -0.73% |
| 1 Year | 9.93% | 10.98% |
| 3 Year | 13.87% | 13.87% |
| 5 Year | 16.89% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.88% | 14.27% |
| 3 Year | 21.56% | 18.58% |
| 5 Year | 22.19% | 15.81% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.87% | 14.09% |
| Sharp | 0.77% | 0.88% |
| Beta | 0.89% | 0.77% |
| Alpha | 0.56% | 2.04% |
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 | 8.2 | 7.97 |
| Small Cap | 88.13 | 83.24 |
| Mid Cap | 3.67 | 2.29 |
| Large Cap | - | 6.5 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.22 | 4.94 |
| Financial Services | 7.03 | 19.4 |
| Consumer Defensive | 7.31 | 2.57 |
| Consumer Cyclical | 31.76 | 20.39 |
| Basic Materials | 17.31 | 8.75 |
| Healthcare | 9.56 | 12.01 |
| Utilities | 0.15 | 1.03 |
| Industrials | 15.33 | 18.92 |
| Technology | 3.62 | 4.57 |
| Communication Services | 0.71 | 5.1 |
| Real Estate | - | 2.33 |
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