Tata Small Cap Fund vs DSP Small Cap Fund compare

Link copied to clipboard!

Tata Small Cap Fund Regular Growth

Invest Now

DSP Small Cap Fund - Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth
Fund	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹11792 Cr	₹16868 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	12 Nov 2018	14 Jun 2007
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	4.59%	18%
Expense Ratio	1.7	1.71
Manager	Chandraprakash Padiyar	Vinit Sambre
ISIN Code	INF277K015O2	INF740K01797
Exits Load	Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth
1 Month	-6.57%	-1.71%
6 Month	-7.14%	-1.29%
1 Year	-15.45%	-4.31%
3 Year	14.64%	18.57%
5 Year	23.76%	23.01%

Scheme Name	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth
6 Month	-7.96%	-0.78%
1 Year	-8.9%	9.84%
3 Year	7%	13.99%
5 Year	14.45%	17.08%

Scheme Name	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth
1 Year	21.92%	15.01%
3 Year	28.24%	21.65%
5 Year	29.97%	22.15%

Scheme Name	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth
Standard Deviation	16.07%	15.87%
Sharp	0.80%	0.77%
Beta	0.76%	0.89%
Alpha	0.09%	0.56%

Scheme Name	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth
Name	Chandraprakash Padiyar	Vinit Sambre
Total AUM	₹15627 Cr	₹31142 Cr
Funds Managed	3	3
	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth

Scheme Name	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth
Others	18.19	7.14
Small Cap	74.45	89.09
Mid Cap	7.36	3.71

Scheme Name	Tata Small Cap Fund Regular Growth	DSP Small Cap Fund - Regular - Growth
Others	12.98	7.14
Industrials	25.91	-
Healthcare	5.46	-
Basic Materials	18.09	-
Consumer Cyclical	17.84	-
Financial Services	5.66	-
Technology	6.66	-
Utilities	1.2	-
Real Estate	4.44	-
Consumer Defensive	1.77	-
Capital Markets	-	2.58
Insurance	-	1.91
Food Products	-	2.87
Consumer Durables	-	13.66
Auto Components	-	11.04
Chemicals & Petrochemicals	-	9.12
Banks	-	1.13
Pharmaceuticals & Biotechnology	-	7.56
Gas	-	0.15
Industrial Products	-	15.77
Industrial Manufacturing	-	1.08
Textiles & Apparels	-	2.4
IT - Services	-	2.59
Construction	-	2.9
Fertilizers & Agrochemicals	-	2.7
Agricultural Food & other Products	-	4.44
Leisure Services	-	0.96
Electrical Equipment	-	1.85
Healthcare Services	-	2
Retailing	-	0.98
Finance	-	1.39
Commercial Services & Supplies	-	3.1
Paper, Forest & Jute Products	-	0.62