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DSP Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
DSP Small Cap Fund - Regular - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹14996 Cr | ₹3168 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Jun 2007 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 18% | 22% |
| Expense Ratio | 1.71 | 1.97 |
| Manager | Vinit Sambre | Rohit Seksaria |
| ISIN Code | INF740K01797 | INF903J01470 |
| Exits Load | 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.41% | 4.52% |
| 6 Month | -17.92% | -16.6% |
| 1 Year | 0.33% | -1.71% |
| 3 Year | 12.57% | 14.27% |
| 5 Year | 32.15% | 31.69% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -8.44% | -6.35% |
| 1 Year | -19.17% | -16.51% |
| 3 Year | 12.46% | 13.63% |
| 5 Year | 19.18% | 19.75% |
Rolling Lumpsum Returns
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.05% | 16.78% |
| 3 Year | 22.85% | 18.05% |
| 5 Year | 21.75% | 15.38% |
Risk Management
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.367% | 14.09% |
| Sharp | 0.526% | 0.52% |
| Beta | 0.891% | 0.77% |
| Alpha | -1.492% | 0.22% |
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Fund Managers
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Vinit Sambre | Rohit Seksaria |
| Total AUM | ₹31142 Cr | ₹0 Cr |
| Funds Managed | 3 | 15 |
| DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.01 | 8.14 |
| Small Cap | 90.88 | 83.41 |
| Mid Cap | 3.1 | 2.94 |
| Large Cap | - | 5.51 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.01 | 8.9 |
| Financial Services | 4.12 | 17.68 |
| Consumer Defensive | 7.68 | 4.93 |
| Consumer Cyclical | 32 | 18.36 |
| Basic Materials | 20.51 | 9.08 |
| Utilities | 0.17 | 1.22 |
| Healthcare | 8.42 | 9.08 |
| Industrials | 16.34 | 19.46 |
| Technology | 3.82 | 4.4 |
| Communication Services | 0.92 | 3.59 |
| Real Estate | - | 3.3 |
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