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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) ₹14996 Cr ₹15453 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 Jun 2007 12 May 2014
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI BSE 250 SmallCap TRI
Turn Over 18% 15%
Expense Ratio 1.71 1.67
Manager Vinit Sambre Venugopal Manghat
ISIN Code INF740K01797 INF917K01QC7
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 HSBC 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 HSBC Small Cap Fund Regular Growth
1 Month -5.59% -7.09%
6 Month -19.65% -21.98%
1 Year 3.34% -0.38%
3 Year 14.61% 16.4%
5 Year 25.57% 27.45%

SIP Return Analysis

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
6 Month -14.68% -17.59%
1 Year -24.17% -30.92%
3 Year 11.27% 10.81%
5 Year 19.59% 21.73%

Rolling Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
1 Year 18.05% 19.2%
3 Year 22.85% 23.02%
5 Year 21.75% 15.83%

Risk Management

Scheme Name DSP Small Cap Fund - Regular - Growth HSBC Small Cap Fund Regular Growth
Standard Deviation 18.367% 18.203%
Sharp 0.526% 0.572%
Beta 0.891% 0.882%
Alpha -1.492% -0.639%

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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 6.01445 3.73606
Small Cap 90.88395 72.67612
Mid Cap 3.10161 20.99523
Large Cap - 2.59256

Sector Allocation

Scheme Name

DSP Small Cap Fund - Regular - Growth

HSBC Small Cap Fund Regular Growth

Others 6.01445 6.46878
Financial Services 4.12331 14.58974
Consumer Defensive 7.68295 3.37769
Consumer Cyclical 32.00318 16.28569
Basic Materials 20.51181 10.53352
Utilities 0.16962 -
Healthcare 8.42031 4.46622
Industrials 16.33982 27.70149
Technology 3.81702 9.97862
Communication Services 0.91754 -
Real Estate - 5.20222
Energy - 1.396

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