Tata Small Cap Fund vs DSP Small Cap Fund compare
Tata Small Cap Fund Regular Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹11576 Cr | ₹17005 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 |
Trailing Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
1 Month | -3.85% | -3.09% |
6 Month | 12.97% | 17% |
1 Year | -4.77% | -2.21% |
3 Year | 22.97% | 21.42% |
5 Year | 29.76% | 27.28% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
6 Month | 3.14% | 4.71% |
1 Year | -1.48% | 3.5% |
3 Year | 16.31% | 16.94% |
5 Year | 21.35% | 19.75% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
1 Year | 25.17% | 16.77% |
3 Year | 28.72% | 22.64% |
5 Year | 31.28% | 22.41% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 15.98% | 18.52% |
Sharp | 1.09% | 0.83% |
Beta | 0.77% | 0.92% |
Alpha | 2.78% | -2.09% |
Fund Managers
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 |
Market Cap
Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 12.11 | 8.57 |
Small Cap | 81.63 | 87.96 |
Mid Cap | 6.26 | 3.47 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 9.62 | 8.57 |
Healthcare | 9.72 | 8.88 |
Basic Materials | 19.78 | 18.46 |
Consumer Cyclical | 18.21 | 30.18 |
Financial Services | 4.82 | 6.65 |
Technology | 4.63 | 3.39 |
Utilities | 0.92 | 0.14 |
Real Estate | 4.11 | - |
Industrials | 25.55 | 15.44 |
Consumer Defensive | 2.62 | 7.53 |
Communication Services | - | 0.76 |
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