DSP Small Cap Fund vs Tata Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

Invest Now

tortoise-icon DSP Small Cap Fund - Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Fund Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5819 Cr ₹13095 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 02 Nov 2018 15 Jun 2007
Category Small Cap Small Cap
Fund Type Close Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI S&P BSE 250 SmallCap TRI
Turn Over 4.59% 18%
Expense Ratio 1.77 1.73
Manager Chandraprakash Padiyar Vinit Sambre
ISIN Code INF277K015O2 INF740K01797
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
1 Month 6.64% 7.54%
6 Month 21.95% 16.48%
1 Year 45.55% 43.78%
3 Year 27.17% 24.66%
5 Year 31.67% 28.96%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
6 Month - -
1 Year 17.89% 13.63%
3 Year 50.59% 43.03%
5 Year 124.15% 107.79%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
1 Year 34.72% 32.74%
3 Year 93.09% 82.38%
5 Year 137.56% 120.7%

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Standard Deviation 13.28% 15.87%
Sharp 1.36% 1.05%
Beta 0.68% 0.98%
Alpha 5.11% -2.45%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Name Chandraprakash Padiyar Vinit Sambre
Total AUM ₹15627 Cr ₹31142 Cr
Fund Manage 3 3
Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

DSP Small Cap Fund - Regular - Growth

Others 6.71 7.79
Small Cap 91.58 86.42
Mid Cap 1.71 5.79

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

DSP Small Cap Fund - Regular - Growth

Others 6.57 6.85
Chemicals 9.78 10.53
Capital Goods 11.25 11.92
Financial 13.46 5.67
Services 13.52 7.17
Consumer Staples 7.52 8.01
Materials 6.51 9.82
Technology 5.24 3.7
Construction 4.58 1.9
Metals & Mining 8.28 7.28
Healthcare 7.97 8.62
Textiles 2.47 2.78
Consumer Discretionary 1.31 8.67
Automobile 1.54 5.71
Diversified - 0.95
Energy - 0.42

Top Comparisons

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns18.51%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns17.51%

Compare Now

SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth

3Y Returns0%

VS

SBI Long Duration Fund - Regular Plan - Growth SBI Long Duration Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.73%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns5.01%

Compare Now

Invesco India Flexi Cap Fund - Growth Invesco India Flexi Cap Fund - Growth

3Y Returns0%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns16.96%

Compare Now
Request call back
Add to Cart Successfully