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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) | ₹11416 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 | 2.81% | 3.82% |
| 6 Month | 16.98% | 23.38% |
| 1 Year | -7.15% | -3.41% |
| 3 Year | 19.59% | 19.05% |
| 5 Year | 28.77% | 26.5% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 3.41% | 5.54% |
| 1 Year | 5.72% | 13.13% |
| 3 Year | 17.07% | 18.7% |
| 5 Year | 21.35% | 20.38% |
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 | 16.01% | 18.69% |
| Sharp | 0.86% | 0.73% |
| Beta | 0.77% | 0.93% |
| Alpha | 1.63% | -0.99% |
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 | 15.25 | 8.57 |
| Small Cap | 78.14 | 87.96 |
| Mid Cap | 6.61 | 3.47 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 12.45 | 8.57 |
| Healthcare | 8.98 | 8.88 |
| Basic Materials | 19.39 | 18.46 |
| Consumer Cyclical | 18.03 | 30.18 |
| Financial Services | 4.73 | 6.65 |
| Technology | 4.08 | 3.39 |
| Utilities | 1.05 | 0.14 |
| Real Estate | 4.17 | - |
| Industrials | 24.88 | 15.44 |
| Consumer Defensive | 2.24 | 7.53 |
| Communication Services | - | 0.76 |
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