DSP Small Cap Fund vs Tata Small Cap Fund compare

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tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

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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 Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Fund Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹9464 Cr ₹16147 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 Index
Turn Over 4.59% 18%
Expense Ratio 1.7 1.72
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 Plan-Growth DSP Small Cap Fund - Regular - Growth
1 Month -7.01% -6.18%
6 Month 0.79% 0.6%
1 Year 21.89% 15.32%
3 Year 20.87% 17.62%
5 Year 28.37% 26.61%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
6 Month - -
1 Year 11.13% 8.84%
3 Year 26.78% 23.59%
5 Year 30.74% 27.59%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
1 Year 27.86% 17.87%
3 Year 30.27% 23.2%
5 Year 27.96% 21.34%

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Standard Deviation 13.28% 15.87%
Sharp 1.35% 0.86%
Beta 0.67% 0.84%
Alpha 5.5% 1.62%

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Fund Managers

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Name Chandraprakash Padiyar Vinit Sambre
Total AUM ₹15627 Cr ₹31142 Cr
Fund Manage 3 3
Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

DSP Small Cap Fund - Regular - Growth

Others 7.66 5.63
Small Cap 84.36 91.15
Mid Cap 7.98 3.22

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

DSP Small Cap Fund - Regular - Growth

Others 7.66 5.63
Pharmaceuticals & Biotechnology 5.08 5.85
Industrial Products 16.54 14.85
Leisure Services 3.28 1.28
Healthcare Services 4.07 2.85
Banks 4.78 0.59
Capital Markets 4.13 2.42
IT - Software 2.22 -
Power 0.1 -
Consumer Durables 4.02 16.02
IT - Hardware 1.77 -
Transport Services 2.04 -
Household Products 0.75 -
Agricultural Food & other Products 1.76 4.68
Auto Components 4.17 9.19
Diversified 3.31 -
Realty 4.93 -
Chemicals & Petrochemicals 9.99 8.29
Retailing 1.02 2.31
Transport Infrastructure 2.26 -
Fertilizers & Agrochemicals 1 5.42
Other Construction Materials 0.59 -
Commercial Services & Supplies 5.86 3.15
Industrial Manufacturing 2.04 1.15
Textiles & Apparels 2.34 2.93
Ferrous Metals 1.36 -
Beverages 2.93 -
Food Products - 2.67
Gas - 0.2
IT - Services - 2.44
Construction - 3.86
Electrical Equipment - 2.77
Finance - 1.06
Paper, Forest & Jute Products - 0.39

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