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) | ₹38020 Cr | ₹17010 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 | -3.71% | -2.18% |
| 6 Month | 0.29% | -1.64% |
| 1 Year | -5.05% | -5.73% |
| 3 Year | 19.38% | 19.12% |
| 5 Year | 25.35% | 22.63% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -2.75% | -1.3% |
| 1 Year | 9.22% | 9.93% |
| 3 Year | 13% | 13.87% |
| 5 Year | 17.94% | 16.89% |
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 | 15.43% | 18.73% |
| Sharp | 0.88% | 0.72% |
| Beta | 0.76% | 0.90% |
| Alpha | 2.62% | 0.39% |
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 | 8.2 |
| Small Cap | 74.68 | 88.13 |
| Mid Cap | 9.02 | 3.67 |
| Large Cap | 5.15 | - |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 10.41 | 7.22 |
| Industrials | 21.41 | 15.33 |
| Consumer Cyclical | 18.78 | 31.76 |
| Consumer Defensive | 3.31 | 7.31 |
| Financial Services | 11.86 | 7.03 |
| Communication Services | 1.87 | 0.71 |
| Healthcare | 12.32 | 9.56 |
| Basic Materials | 6.64 | 17.31 |
| Technology | 13.39 | 3.62 |
| Utilities | - | 0.15 |
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