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) | ₹16496 Cr | ₹16041 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 | 3.49% | 0.89% |
| 6 Month | 10.25% | 4.9% |
| 1 Year | 4.54% | -3.21% |
| 3 Year | 20.7% | 19.56% |
| 5 Year | 25.59% | 28.32% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.52% | -1.58% |
| 1 Year | 13.25% | 4.53% |
| 3 Year | 16.22% | 12.21% |
| 5 Year | 18.44% | 17.86% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.18% | 15.57% |
| 3 Year | 21.69% | 22.55% |
| 5 Year | 22.12% | 16.94% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.73% | 18.19% |
| Sharp | 0.73% | 0.73% |
| Beta | 0.92% | 0.90% |
| Alpha | -1.46% | -1.74% |
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 | 9.14 | 4.62 |
| Small Cap | 87.49 | 72.7 |
| Mid Cap | 3.37 | 20.58 |
| Large Cap | - | 2.09 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 9.14 | 3.9 |
| Financial Services | 6.44 | 15.29 |
| Consumer Defensive | 7.33 | 4.6 |
| Consumer Cyclical | 31.93 | 16.07 |
| Basic Materials | 17.05 | 10.54 |
| Healthcare | 8.95 | 8.27 |
| Utilities | 0.18 | - |
| Industrials | 15.01 | 27.42 |
| Technology | 3.19 | 9.37 |
| Communication Services | 0.78 | - |
| Real Estate | - | 3.67 |
| Energy | - | 0.87 |
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