HSBC Small Cap Fund vs DSP Small Cap Fund compare

HSBC Small Cap Fund vs DSP Small Cap Fund compare

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DSP Small Cap Fund - Regular - Growth

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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)	₹17010 Cr	₹16203 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	-3.35%	-5.31%
6 Month	-2%	-6.3%
1 Year	-6%	-16.01%
3 Year	18.99%	16.81%
5 Year	22.21%	24.15%

SIP Return Analysis

Scheme Name	DSP Small Cap Fund - Regular - Growth	HSBC Small Cap Fund Regular Growth
6 Month	-1.3%	-4.1%
1 Year	9.93%	0.13%
3 Year	13.87%	9.07%
5 Year	16.89%	15.62%

Rolling Lumpsum Returns

Scheme Name	DSP Small Cap Fund - Regular - Growth	HSBC Small Cap Fund Regular Growth
1 Year	15.01%	15.36%
3 Year	21.65%	22.44%
5 Year	22.15%	17.02%

Risk Management

Scheme Name	DSP Small Cap Fund - Regular - Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	15.87%	18.31%
Sharp	0.77%	0.66%
Beta	0.89%	0.90%
Alpha	0.56%	-0.89%

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	8.2	4.94
Small Cap	88.13	74.91
Mid Cap	3.67	18.14
Large Cap	-	2.01

Sector Allocation

Scheme Name	DSP Small Cap Fund - Regular - Growth	HSBC Small Cap Fund Regular Growth
Others	7.22	2.15
Financial Services	7.03	20.3
Consumer Defensive	7.31	4.24
Consumer Cyclical	31.76	17.14
Basic Materials	17.31	7.05
Healthcare	9.56	9.46
Utilities	0.15	-
Industrials	15.33	23.58
Technology	3.62	10.63
Communication Services	0.71	-
Real Estate	-	4.6
Energy	-	0.86

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