HSBC Small Cap Fund vs DSP Small Cap Fund compare

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tortoise-icon DSP Small Cap Fund - Regular - Growth

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tortoise-icon HSBC 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 DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund - Regular Growth
Fund DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15246 Cr ₹16396 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 15 Jun 2007 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index BSE 250 SmallCap Index
Turn Over 18% 15%
Expense Ratio 1.74 1.7
Manager Vinit Sambre Venugopal Manghat
ISIN Code INF740K01797 INF917K01QC7
Exits Load Exit load of 1% if redeemed less than 12 months/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund - Regular Growth
1 Month -6.94% -6.87%
6 Month 10.61% 8.31%
1 Year 24.32% 26.94%
3 Year 19.68% 22.95%
5 Year 29.42% 29.86%

SIP Return Analysis

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 27.01% 24.84%
3 Year 28.68% 31.19%
5 Year 31.09% 34.49%

Rolling Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund - Regular Growth
1 Year 17.87% 18.47%
3 Year 23.2% 22.98%
5 Year 21.34% 14.99%

Risk Management

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund - Regular Growth
Standard Deviation 15.87% 14.69%
Sharp 0.97% 1.4%
Beta 0.84% 0.8%
Alpha 1.74% 7.09%

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Fund Managers

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund - Regular Growth
Name Vinit Sambre Venugopal Manghat
Total AUM ₹31142 Cr ₹41442 Cr
Fund Manage 3 7
DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund - Regular Growth

Market Cap

Scheme Name

DSP Small Cap Fund - Regular - Growth

HSBC Small Cap Fund - Regular Growth

Others 7.79 3.91
Small Cap 86.42 72.94
Mid Cap 5.79 20.12
Large Cap - 3.03

Sector Allocation

Scheme Name

DSP Small Cap Fund - Regular - Growth

HSBC Small Cap Fund - Regular Growth

Others 6.85 2.51
Financial 5.67 7.98
Consumer Staples 8.01 5.57
Materials 9.82 9.17
Textiles 2.78 3.7
Energy 0.42 -
Consumer Discretionary 8.67 2.17
Chemicals 10.53 1.41
Healthcare 8.62 5.3
Capital Goods 11.92 17.67
Technology 3.7 5.93
Metals & Mining 7.28 8.71
Services 7.17 10.12
Automobile 5.71 3.89
Diversified 0.95 3.4
Construction 1.9 12.47

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