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) | ₹14996 Cr | ₹3168 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 | 11.23% | 5.71% |
6 Month | -3.8% | -4.01% |
1 Year | 10.14% | 5.11% |
3 Year | 25.29% | 26.08% |
5 Year | 33.56% | 32.91% |
SIP Return Analysis
Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 14.41% | 11.98% |
1 Year | 13.23% | 9.91% |
3 Year | 22.22% | 20.72% |
5 Year | 23.57% | 22.78% |
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 | 18.367% | 14.09% |
Sharp | 0.526% | 1.03% |
Beta | 0.891% | 0.77% |
Alpha | -1.492% | 1.81% |
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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 | 6.01 | 10.65 |
Small Cap | 90.88 | 82.41 |
Mid Cap | 3.1 | 2.01 |
Large Cap | - | 5.65 |
Sector Allocation
Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.01 | 10.65 |
Financial Services | 4.12 | - |
Consumer Defensive | 7.68 | - |
Consumer Cyclical | 32 | - |
Basic Materials | 20.51 | - |
Utilities | 0.17 | - |
Healthcare | 8.42 | - |
Industrials | 16.34 | - |
Technology | 3.82 | - |
Communication Services | 0.92 | - |
Capital Markets | - | 3.35 |
Auto Components | - | 5.62 |
IT - Services | - | 4.99 |
Industrial Manufacturing | - | 1.22 |
Construction | - | 2.37 |
Retailing | - | 1.89 |
Banks | - | 8.86 |
Chemicals & Petrochemicals | - | 2.14 |
Consumer Durables | - | 7.16 |
IT - Software | - | 2.42 |
Pharmaceuticals & Biotechnology | - | 5.38 |
Agricultural Food & other Products | - | 2.13 |
Industrial Products | - | 8.09 |
Fertilizers & Agrochemicals | - | 2.12 |
Finance | - | 6.48 |
Automobiles | - | 0.58 |
Healthcare Services | - | 4.5 |
Entertainment | - | 0.95 |
Gas | - | 1.31 |
Leisure Services | - | 3.32 |
Cement & Cement Products | - | 1.62 |
Other Consumer Services | - | 0.97 |
Electrical Equipment | - | 1.55 |
Insurance | - | 0.83 |
Personal Products | - | 1.26 |
Other Utilities | - | 1.45 |
Realty | - | 3.26 |
Transport Infrastructure | - | 1.55 |
Aerospace & Defense | - | 1.86 |
Textiles & Apparels | - | 0.84 |
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