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) | ₹10529 Cr | ₹16305 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 | 3.52% | 3.45% |
6 Month | -4.3% | -1.29% |
1 Year | 2.43% | 6.95% |
3 Year | 27.39% | 26.12% |
5 Year | 33.48% | 32.28% |
SIP Return Analysis
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
6 Month | 11.65% | 16.48% |
1 Year | 6.11% | 17.31% |
3 Year | 21.17% | 23.37% |
5 Year | 24.82% | 24.09% |
Rolling Lumpsum Returns
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
1 Year | 26.47% | 17.28% |
3 Year | 29.12% | 22.43% |
5 Year | 29.64% | 22.15% |
Risk Management
Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 16.37% | 19.32% |
Sharp | 1.05% | 0.82% |
Beta | 0.76% | 0.93% |
Alpha | 2.45% | -2.14% |
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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 | 10.04 | 7.3 |
Small Cap | 82.33 | 88.79 |
Mid Cap | 7.63 | 3.91 |
Sector Allocation
Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 9.96 | 7.3 |
Healthcare | 9.5 | 8.92 |
Basic Materials | 19.19 | 18.49 |
Consumer Cyclical | 16.26 | 31.09 |
Financial Services | 8.31 | 5.53 |
Technology | 4.34 | 3.62 |
Utilities | 0.96 | 0.14 |
Real Estate | 3.44 | - |
Industrials | 24.46 | 16.08 |
Consumer Defensive | 3.58 | 8 |
Communication Services | - | 0.84 |
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