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Sundaram Small Cap Fund Regular Plan vs DSP Small Cap Fund compare
DSP Small Cap Fund - Regular - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹17005 Cr | ₹3282 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 | 4.19% | 4.83% |
| 6 Month | 23.83% | 24.17% |
| 1 Year | -3.21% | -2.57% |
| 3 Year | 20% | 20.3% |
| 5 Year | 26.37% | 26.99% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.54% | 5.06% |
| 1 Year | 13.13% | 13.21% |
| 3 Year | 18.7% | 18.18% |
| 5 Year | 20.38% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.77% | 15.05% |
| 3 Year | 22.64% | 18.08% |
| 5 Year | 22.41% | 15.62% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.69% | 14.09% |
| Sharp | 0.73% | 0.84% |
| Beta | 0.93% | 0.77% |
| Alpha | -0.99% | 0.54% |
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 | 8.57 | 7.93 |
| Small Cap | 87.96 | 85.57 |
| Mid Cap | 3.47 | 0.97 |
| Large Cap | - | 5.53 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.57 | 5.89 |
| Financial Services | 6.65 | 19.02 |
| Consumer Defensive | 7.53 | 3.24 |
| Consumer Cyclical | 30.18 | 20.38 |
| Basic Materials | 18.46 | 8.13 |
| Utilities | 0.14 | 1.15 |
| Healthcare | 8.88 | 11.84 |
| Industrials | 15.44 | 19.06 |
| Technology | 3.39 | 3.41 |
| Communication Services | 0.76 | 5.23 |
| Real Estate | - | 2.66 |
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