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Tata Small Cap Fund vs DSP Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund Regular Growth

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tortoise-icon DSP Small Cap Fund - Regular - Growth

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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 Very High Very High
Asset Size (Cr) ₹8883 Cr ₹14996 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 6.96% 11.23%
6 Month -7.87% -3.8%
1 Year 5.05% 10.14%
3 Year 26.95% 25.29%
5 Year 34.5% 33.56%

SIP Return Analysis

Scheme Name Tata Small Cap Fund Regular Growth DSP Small Cap Fund - Regular - Growth
6 Month 9.63% 14.41%
1 Year 3.38% 13.23%
3 Year 20.71% 22.22%
5 Year 24.62% 23.57%

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 15.861% 18.367%
Sharp 0.793% 0.526%
Beta 0.736% 0.891%
Alpha 3.356% -1.492%

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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 7.03 6.01
Small Cap 84.22 90.88
Mid Cap 8.75 3.1

Sector Allocation

Scheme Name

Tata Small Cap Fund Regular Growth

DSP Small Cap Fund - Regular - Growth

Others 8.25 6.01
Healthcare 10.59 8.42
Basic Materials 18.16 20.51
Consumer Cyclical 15.97 32
Financial Services 8.32 4.12
Technology 5.85 3.82
Real Estate 3.86 -
Industrials 24.35 16.34
Consumer Defensive 3.84 7.68
Utilities 0.82 0.17
Communication Services - 0.92

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