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HSBC Small Cap Fund vs DSP Small Cap Fund compare

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tortoise-icon DSP Small Cap Fund - Regular - Growth

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tortoise-icon HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
Fund DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹17005 Cr ₹16536 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 Jun 2007 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI BSE 250 SmallCap TRI
Turn Over 18% 15%
Expense Ratio 1.71 1.67
Manager Vinit Sambre Venugopal Manghat
ISIN Code INF740K01797 INF917K01QC7
Exits Load 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 HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
1 Month 4.68% 5.42%
6 Month 24.22% 21.22%
1 Year -2.64% -7.48%
3 Year 20.16% 20.11%
5 Year 26.51% 29.58%

SIP Return Analysis

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
6 Month 5.54% 3.74%
1 Year 13.13% 5.14%
3 Year 18.7% 15.77%
5 Year 20.38% 20.76%

Rolling Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
1 Year 16.77% 16.64%
3 Year 22.64% 22.95%
5 Year 22.41% 16.64%

Risk Management

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
Standard Deviation 18.69% 18.19%
Sharp 0.73% 0.68%
Beta 0.93% 0.91%
Alpha -0.99% -1.90%

Fund Managers

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
Name Vinit Sambre Venugopal Manghat
Total AUM ₹31142 Cr ₹41442 Cr
Funds Managed 3 7
DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth

Market Cap

Scheme Name

DSP Small Cap Fund - Regular - Growth

HSBC Small Cap Fund Regular Growth

Others 9.44 3.42
Small Cap 87.18 72.11
Mid Cap 3.38 22.31
Large Cap - 2.16

Sector Allocation

Scheme Name

DSP Small Cap Fund - Regular - Growth

HSBC Small Cap Fund Regular Growth

Others 9.44 3.42
Financial Services 6.29 16.18
Consumer Defensive 7.55 4.31
Consumer Cyclical 31.05 15.6
Basic Materials 17.43 11.06
Utilities 0.13 -
Healthcare 8.68 7.18
Industrials 15.29 28.92
Technology 3.38 8.65
Communication Services 0.75 -
Real Estate - 3.79
Energy - 0.9

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