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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) | ₹11637 Cr | ₹16496 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 | -0.83% | 1.08% |
| 6 Month | 9.4% | 15.59% |
| 1 Year | -9.47% | -0.53% |
| 3 Year | 19.58% | 20.22% |
| 5 Year | 29.12% | 26.35% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -0.75% | -1.3% |
| 1 Year | 5.06% | 8.56% |
| 3 Year | 13.85% | 15.09% |
| 5 Year | 19.02% | 18.07% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 23.4% | 16.57% |
| 3 Year | 28.5% | 22.47% |
| 5 Year | 30.65% | 22.56% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.04% | 18.75% |
| Sharp | 0.82% | 0.70% |
| Beta | 0.78% | 0.93% |
| Alpha | 0.42% | -2.25% |
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 | 17.27 | 9.14 |
| Small Cap | 76.22 | 87.49 |
| Mid Cap | 6.51 | 3.37 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 11.94 | 9.14 |
| Industrials | 24.95 | 15.01 |
| Healthcare | 7.47 | 8.95 |
| Basic Materials | 19.12 | 17.05 |
| Consumer Cyclical | 17.32 | 31.93 |
| Financial Services | 4.77 | 6.44 |
| Technology | 6.74 | 3.19 |
| Utilities | 1.19 | 0.18 |
| Real Estate | 4.7 | - |
| Consumer Defensive | 1.79 | 7.33 |
| Communication Services | - | 0.78 |
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