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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 | Average | Very High |
| Asset Size (Cr) | ₹11324 Cr | ₹16935 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 | -5.47% | -5.72% |
| 6 Month | -15.94% | -8.8% |
| 1 Year | -6.84% | 3.43% |
| 3 Year | 14.07% | 18.45% |
| 5 Year | 21.65% | 21.09% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -11.74% | -7.09% |
| 1 Year | -21.31% | -6.86% |
| 3 Year | 0.89% | 7.54% |
| 5 Year | 10.6% | 13.53% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 20.4% | 14.64% |
| 3 Year | 28.09% | 21.47% |
| 5 Year | 29.52% | 22.2% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 13.28% | 15.87% |
| Sharp | 0.61% | 0.76% |
| Beta | 0.76% | 0.89% |
| Alpha | -2.01% | 0.14% |
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 | 14.16 | 7.14 |
| Small Cap | 77.85 | 88.97 |
| Mid Cap | 8 | 3.9 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 9.79 | 5.92 |
| Industrials | 30.21 | 15.19 |
| Healthcare | 5.97 | 10.27 |
| Basic Materials | 17.18 | 16.16 |
| Consumer Cyclical | 17.09 | 33.5 |
| Financial Services | 6.24 | 7.42 |
| Technology | 6.27 | 3.56 |
| Utilities | 1.32 | 0.14 |
| Real Estate | 4.06 | - |
| Consumer Defensive | 1.87 | 7.19 |
| Communication Services | - | 0.66 |
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