HDFC Small Cap Fund vs DSP Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Fund | HDFC 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) | ₹38412 Cr | ₹16868 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Apr 2008 | 14 Jun 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 18% |
| Expense Ratio | 1.57 | 1.71 |
| Manager | Dhruv Muchhal | Vinit Sambre |
| ISIN Code | INF179KA1RZ8 | INF740K01797 |
| Exits Load | HDFC Small Cap Fund - 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 | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | -3.69% | -1.71% |
| 6 Month | 1.51% | -1.29% |
| 1 Year | -3.32% | -4.31% |
| 3 Year | 19.56% | 18.57% |
| 5 Year | 25.82% | 23.01% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -1.73% | -0.78% |
| 1 Year | 9.86% | 9.84% |
| 3 Year | 13.31% | 13.99% |
| 5 Year | 18.23% | 17.08% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 14.92% | 15.01% |
| 3 Year | 20.01% | 21.65% |
| 5 Year | 17.67% | 22.15% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 15.31% | 15.87% |
| Sharp | 1.02% | 0.77% |
| Beta | 0.76% | 0.89% |
| Alpha | 2.98% | 0.56% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Vinit Sambre |
| Total AUM | ₹520687 Cr | ₹31142 Cr |
| Funds Managed | 40 | 3 |
| HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 11.15 | 7.14 |
| Small Cap | 74.68 | 89.09 |
| Mid Cap | 9.02 | 3.71 |
| Large Cap | 5.15 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 10.41 | 7.14 |
| Industrials | 21.41 | - |
| Consumer Cyclical | 18.78 | - |
| Consumer Defensive | 3.31 | - |
| Financial Services | 11.86 | - |
| Communication Services | 1.87 | - |
| Healthcare | 12.32 | - |
| Basic Materials | 6.64 | - |
| Technology | 13.39 | - |
| Capital Markets | - | 2.58 |
| Insurance | - | 1.91 |
| Food Products | - | 2.87 |
| Consumer Durables | - | 13.66 |
| Auto Components | - | 11.04 |
| Chemicals & Petrochemicals | - | 9.12 |
| Banks | - | 1.13 |
| Pharmaceuticals & Biotechnology | - | 7.56 |
| Gas | - | 0.15 |
| Industrial Products | - | 15.77 |
| Industrial Manufacturing | - | 1.08 |
| Textiles & Apparels | - | 2.4 |
| IT - Services | - | 2.59 |
| Construction | - | 2.9 |
| Fertilizers & Agrochemicals | - | 2.7 |
| Agricultural Food & other Products | - | 4.44 |
| Leisure Services | - | 0.96 |
| Electrical Equipment | - | 1.85 |
| Healthcare Services | - | 2 |
| Retailing | - | 0.98 |
| Finance | - | 1.39 |
| Commercial Services & Supplies | - | 3.1 |
| Paper, Forest & Jute Products | - | 0.62 |
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