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) | ₹17126 Cr | ₹3439 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 | 0.08% | 0.14% |
6 Month | 13.42% | 9.65% |
1 Year | 3.31% | 1.92% |
3 Year | 22.47% | 22.68% |
5 Year | 31.31% | 31.12% |
SIP Return Analysis
Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 12.74% | 10.72% |
1 Year | 15.42% | 12.13% |
3 Year | 21.81% | 20.07% |
5 Year | 22.84% | 21.93% |
Rolling Lumpsum Returns
Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.28% | 15.61% |
3 Year | 22.43% | 17.89% |
5 Year | 22.15% | 15.53% |
Risk Management
Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 18.95% | 14.09% |
Sharp | 1.00% | 1.22% |
Beta | 0.93% | 0.78% |
Alpha | -2.31% | 0.83% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.61 | 6.69 |
Small Cap | 88.93 | 86.01 |
Mid Cap | 3.45 | 1.59 |
Large Cap | - | 5.71 |
Sector Allocation
Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 7.61 | 5.94 |
Financial Services | 6.21 | 19.47 |
Consumer Defensive | 8.02 | 3.17 |
Consumer Cyclical | 30.91 | 20.31 |
Basic Materials | 17.97 | 8.2 |
Utilities | 0.14 | 1.18 |
Healthcare | 8.87 | 12.14 |
Industrials | 16.06 | 19.36 |
Technology | 3.37 | 3.61 |
Communication Services | 0.84 | 3.95 |
Real Estate | - | 2.66 |
Top Comparisons
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns8.71%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.97%
Invesco India Largecap Fund - Growth
3Y Returns17.24%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns13.38%
ICICI Prudential MidCap Fund - Growth
3Y Returns23.12%
Quant Mid Cap Fund-Growth
3Y Returns20.6%
ITI Mid Cap Fund Regular - Growth
3Y Returns23.84%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns24.74%