DSP Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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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 HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
Fund HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹33504 Cr ₹16147 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Apr 2008 14 Jun 2007
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index BSE 250 SmallCap Index
Turn Over 10.02% 18%
Expense Ratio 1.57 1.72
Manager Dhruv Muchhal Vinit Sambre
ISIN Code INF179KA1RZ8 INF740K01797
Exits Load HDFC Small Cap Fund - 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 HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
1 Month -5.85% -6.18%
6 Month -2.17% 0.6%
1 Year 10.12% 15.32%
3 Year 19.43% 17.62%
5 Year 26.3% 26.61%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
6 Month - -
1 Year 4.03% 8.84%
3 Year 24.36% 23.59%
5 Year 29.12% 27.59%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
1 Year 17.25% 17.87%
3 Year 19.58% 23.2%
5 Year 16.73% 21.34%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
Standard Deviation 15.17% 15.87%
Sharp 1.2% 0.86%
Beta 0.8% 0.84%
Alpha 4% 1.62%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth
Name Dhruv Muchhal Vinit Sambre
Total AUM ₹520687 Cr ₹31142 Cr
Fund Manage 40 3
HDFC Small Cap Fund - Growth Option DSP Small Cap Fund - Regular - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

DSP Small Cap Fund - Regular - Growth

Others 6.79 5.63
Small Cap 81.19 91.15
Large Cap 3.89 -
Mid Cap 8.13 3.22

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

DSP Small Cap Fund - Regular - Growth

Others 6.79 5.63
Commercial Services & Supplies 10.2 3.15
Transport Services 7.22 -
Banks 8.48 0.59
Entertainment 2.23 -
Consumer Durables 6.43 16.02
Healthcare Services 7.32 2.85
Fertilizers & Agrochemicals 3.13 5.42
Ferrous Metals 2.16 -
Construction 7.06 3.86
Power 0.43 -
Chemicals & Petrochemicals 1.8 8.29
Industrial Products 4.99 14.85
Leisure Services 1.56 1.28
IT - Services 0.19 2.44
Beverages 0.73 -
Auto Components 7.57 9.19
Media 0.57 -
Agricultural, Commercial & Construction Vehicles 0.27 -
IT - Software 4 -
Industrial Manufacturing 1.49 1.15
Pharmaceuticals & Biotechnology 4.06 5.85
Electrical Equipment 3 2.77
Retailing 2.02 2.31
Transport Infrastructure 0.52 -
Personal Products 1.31 -
Other Utilities 0.79 -
Finance 0.72 1.06
Capital Markets 1.21 2.42
Textiles & Apparels 1.75 2.93
Food Products - 2.67
Gas - 0.2
Agricultural Food & other Products - 4.68
Paper, Forest & Jute Products - 0.39

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