DSP Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
Fund | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8883 Cr | ₹14996 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Nov 2018 | 14 Jun 2007 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | 4.59% | 18% |
Expense Ratio | 1.7 | 1.71 |
Manager | Chandraprakash Padiyar | Vinit Sambre |
ISIN Code | INF277K015O2 | INF740K01797 |
Exits Load | Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
1 Month | -0.9% | -0.52% |
6 Month | -15.83% | -12.52% |
1 Year | 0.72% | 0.02% |
3 Year | 19.17% | 14.64% |
5 Year | 33.52% | 31% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
6 Month | -3.1% | -3.9% |
1 Year | -12.71% | -13.25% |
3 Year | 17.26% | 14.76% |
5 Year | 23.52% | 20.27% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
1 Year | 28.19% | 18.05% |
3 Year | 29.82% | 22.85% |
5 Year | 28.63% | 21.75% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 15.861% | 18.367% |
Sharp | 0.793% | 0.526% |
Beta | 0.736% | 0.891% |
Alpha | 3.356% | -1.492% |
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Fund Managers
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
Name | Chandraprakash Padiyar | Vinit Sambre |
Total AUM | ₹15627 Cr | ₹31142 Cr |
Funds Managed | 3 | 3 |
Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
Market Cap
Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 7.03 | 6.01 |
Small Cap | 84.22 | 90.88 |
Mid Cap | 8.75 | 3.1 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 8.25 | 6.01 |
Healthcare | 10.59 | 8.42 |
Basic Materials | 18.16 | 20.51 |
Consumer Cyclical | 15.97 | 32 |
Financial Services | 8.32 | 4.12 |
Technology | 5.85 | 3.82 |
Real Estate | 3.86 | - |
Industrials | 24.35 | 16.34 |
Consumer Defensive | 3.84 | 7.68 |
Utilities | 0.82 | 0.17 |
Communication Services | - | 0.92 |
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