- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | Average | Very High |
| Asset Size (Cr) | ₹11637 Cr | ₹16496 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 | -2.53% | 0.58% |
| 6 Month | 7.19% | 13.96% |
| 1 Year | -12.26% | -2.71% |
| 3 Year | 18.49% | 19.53% |
| 5 Year | 28.28% | 25.74% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -3.24% | -0.53% |
| 1 Year | -0.09% | 9.69% |
| 3 Year | 11.79% | 15.23% |
| 5 Year | 17.56% | 17.88% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 23.4% | 16.57% |
| 3 Year | 28.5% | 22.47% |
| 5 Year | 30.65% | 22.56% |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.07% | 18.73% |
| Sharp | 0.80% | 0.73% |
| Beta | 0.76% | 0.92% |
| Alpha | 0.09% | -1.46% |
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 | 17.27 | 9.14 |
| Small Cap | 76.22 | 87.49 |
| Mid Cap | 6.51 | 3.37 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 11.94 | 9.14 |
| Industrials | 24.95 | 15.01 |
| Healthcare | 7.47 | 8.95 |
| Basic Materials | 19.12 | 17.05 |
| Consumer Cyclical | 17.32 | 31.93 |
| Financial Services | 4.77 | 6.44 |
| Technology | 6.74 | 3.19 |
| Utilities | 1.19 | 0.18 |
| Real Estate | 4.7 | - |
| Consumer Defensive | 1.79 | 7.33 |
| Communication Services | - | 0.78 |
Top Comparisons
Nippon India Silver ETF FOF-Regular Plan- Growth Option
3Y Returns32.39%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns32.34%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns18.25%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns38.83%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns10.02%
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns7.07%
Franklin India Dividend Yield Fund - Growth Plan
3Y Returns17.46%
UTI-Dividend Yield Fund.-Growth
3Y Returns19.81%
