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) | ₹36828 Cr | ₹16496 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 | -2.21% | -3.32% |
6 Month | 16.11% | 12.24% |
1 Year | 1.17% | -4.76% |
3 Year | 22.82% | 19.29% |
5 Year | 30.24% | 26.44% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
6 Month | 1.06% | -1.74% |
1 Year | 13.54% | 6.12% |
3 Year | 16.73% | 15.11% |
5 Year | 20.85% | 18.22% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
1 Year | 15.38% | 16.57% |
3 Year | 19.84% | 22.47% |
5 Year | 17.49% | 22.56% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 15.30% | 18.75% |
Sharp | 0.98% | 0.70% |
Beta | 0.77% | 0.93% |
Alpha | 2.46% | -2.25% |
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 | 10.74 | 9.14 |
Small Cap | 75.89 | 87.49 |
Mid Cap | 8.72 | 3.37 |
Large Cap | 4.65 | - |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 10.19 | 9.14 |
Industrials | 22.54 | 15.01 |
Consumer Cyclical | 19.02 | 31.93 |
Consumer Defensive | 2.9 | 7.33 |
Financial Services | 11.35 | 6.44 |
Communication Services | 1.79 | 0.78 |
Healthcare | 12.29 | 8.95 |
Basic Materials | 7.07 | 17.05 |
Utilities | 0 | 0.18 |
Technology | 12.85 | 3.19 |
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