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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) | ₹10529 Cr | ₹16305 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 | 4.02% | 6.34% |
| 6 Month | -3.32% | -0.15% |
| 1 Year | 4.03% | 9.47% |
| 3 Year | 27.52% | 26.19% |
| 5 Year | 33.27% | 32.36% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 11.65% | 16.48% |
| 1 Year | 6.11% | 17.31% |
| 3 Year | 21.17% | 23.37% |
| 5 Year | 24.82% | 24.09% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 26.47% | 17.28% |
| 3 Year | 29.12% | 22.43% |
| 5 Year | 29.64% | 22.15% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.37% | 19.32% |
| Sharp | 1.05% | 0.82% |
| Beta | 0.76% | 0.93% |
| Alpha | 2.45% | -2.14% |
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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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