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DSP Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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tortoise-icon DSP Small Cap Fund - Regular - Growth

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

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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
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

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