HSBC Small Cap Fund vs DSP Small Cap Fund compare
DSP Small Cap Fund - Regular - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
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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