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 | -5.59% | -6.03% |
6 Month | -19.65% | -19.27% |
1 Year | 3.34% | -1.84% |
3 Year | 14.61% | 15.32% |
5 Year | 25.57% | 24.26% |
SIP Return Analysis
Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -14.68% | -14.55% |
1 Year | -24.17% | -25.45% |
3 Year | 11.27% | 11.21% |
5 Year | 19.59% | 19.31% |
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% | 0.55% |
Beta | 0.891% | 0.77% |
Alpha | -1.492% | 0.62% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 6.01445 | 7.11337 |
Small Cap | 90.88395 | 83.36161 |
Mid Cap | 3.10161 | 4.29297 |
Large Cap | - | 5.23203 |
Sector Allocation
Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.01445 | 7.56983 |
Financial Services | 4.12331 | 17.69601 |
Consumer Defensive | 7.68295 | 4.75805 |
Consumer Cyclical | 32.00318 | 17.04771 |
Basic Materials | 20.51181 | 10.09702 |
Utilities | 0.16962 | 1.45675 |
Healthcare | 8.42031 | 8.69596 |
Industrials | 16.33982 | 20.92862 |
Technology | 3.81702 | 4.98467 |
Communication Services | 0.91754 | 3.39667 |
Energy | - | 0 |
Real Estate | - | 3.36869 |
Top Comparisons
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns6.27%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns7.25%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns6.49%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns5.91%
Kotak Savings Fund -Growth
3Y Returns6.35%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.5%
HDFC Money Market Fund - Growth Option
3Y Returns6.76%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.42%