Sundaram Small Cap Fund Regular Plan vs DSP Small Cap Fund compare

Sundaram Small Cap Fund Regular Plan vs DSP Small Cap Fund compare

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DSP Small Cap Fund - Regular - Growth

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Sundaram Small Cap Fund Regular Plan - 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	Sundaram Small Cap Fund Regular Plan - Growth
Fund	DSP Small Cap Fund - Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹17010 Cr	₹3450 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Jun 2007	15 Feb 2005
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	NIFTY Smallcap 250 TRI
Turn Over	18%	22%
Expense Ratio	1.71	1.97
Manager	Vinit Sambre	Rohit Seksaria
ISIN Code	INF740K01797	INF903J01470
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	Sundaram 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	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	-1.5%	-3.03%
6 Month	0.54%	1.84%
1 Year	-4.49%	-3.01%
3 Year	19.33%	19.09%
5 Year	22.49%	22.52%

SIP Return Analysis

Scheme Name	DSP Small Cap Fund - Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-1.3%	-0.73%
1 Year	9.93%	10.98%
3 Year	13.87%	13.87%
5 Year	16.89%	16.95%

Rolling Lumpsum Returns

Scheme Name	DSP Small Cap Fund - Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	14.88%	14.27%
3 Year	21.56%	18.58%
5 Year	22.19%	15.81%

Risk Management

Scheme Name	DSP Small Cap Fund - Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	15.87%	14.09%
Sharp	0.77%	0.88%
Beta	0.89%	0.77%
Alpha	0.56%	2.04%

Fund Managers

Scheme Name	DSP Small Cap Fund - Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Name	Vinit Sambre	Rohit Seksaria
Total AUM	₹31142 Cr	₹0 Cr
Funds Managed	3	15
	DSP Small Cap Fund - Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name	DSP Small Cap Fund - Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	8.2	7.97
Small Cap	88.13	83.24
Mid Cap	3.67	2.29
Large Cap	-	6.5

Sector Allocation

Scheme Name	DSP Small Cap Fund - Regular - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	7.22	4.94
Financial Services	7.03	19.4
Consumer Defensive	7.31	2.57
Consumer Cyclical	31.76	20.39
Basic Materials	17.31	8.75
Healthcare	9.56	12.01
Utilities	0.15	1.03
Industrials	15.33	18.92
Technology	3.62	4.57
Communication Services	0.71	5.1
Real Estate	-	2.33

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