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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) | ₹14996 Cr | ₹15453 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 | 6.45% | 7.94% |
| 6 Month | -5.89% | -7.75% |
| 1 Year | 8.18% | 3.47% |
| 3 Year | 19.91% | 23.11% |
| 5 Year | 33.4% | 36.12% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -5.54% | -5.79% |
| 1 Year | -17.48% | -20.41% |
| 3 Year | 12.49% | 12.87% |
| 5 Year | 18.61% | 21.26% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 18.05% | 19.2% |
| 3 Year | 22.85% | 23.02% |
| 5 Year | 21.75% | 15.83% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 18.367% | 18.203% |
| Sharp | 0.526% | 0.572% |
| Beta | 0.891% | 0.882% |
| Alpha | -1.492% | -0.639% |
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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 | 6.01 | 3.74 |
| Small Cap | 90.88 | 72.68 |
| Mid Cap | 3.1 | 21 |
| Large Cap | - | 2.59 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.01 | 6.47 |
| Financial Services | 4.12 | 14.59 |
| Consumer Defensive | 7.68 | 3.38 |
| Consumer Cyclical | 32 | 16.29 |
| Basic Materials | 20.51 | 10.53 |
| Utilities | 0.17 | - |
| Healthcare | 8.42 | 4.47 |
| Industrials | 16.34 | 27.7 |
| Technology | 3.82 | 9.98 |
| Communication Services | 0.92 | - |
| Real Estate | - | 5.2 |
| Energy | - | 1.4 |
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