HSBC Small Cap Fund vs DSP Small Cap Fund compare
DSP Small Cap Fund - Regular - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
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% |
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 | 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 |
Top Comparisons
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns6.55%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns6.05%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.2%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns6.33%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.43%
HSBC Short Duration Fund - Regular Growth
3Y Returns5.89%
Franklin India Feeder - Templeton European Opportunities Fund - Growth
3Y Returns7.78%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns15.92%