Sundaram Small Cap Fund Regular Plan vs DSP Small Cap Fund compare
DSP Small Cap Fund - Regular - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
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 | -10.42% | -9.75% |
6 Month | -16.13% | -15.09% |
1 Year | 2.5% | -1.58% |
3 Year | 16.96% | 16.4% |
5 Year | 23.6% | 21.46% |
SIP Return Analysis
Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -13.96% | -16.91% |
3 Year | 14.59% | 14.11% |
5 Year | 22.19% | 21.53% |
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 | 17.57% | 14.09% |
Sharp | 0.627% | 0.68% |
Beta | 0.901% | 0.74% |
Alpha | -1.881% | 1.72% |
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 | 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 | 5.63 | 4.61 |
Small Cap | 91.15 | 85.31 |
Mid Cap | 3.22 | 6.85 |
Large Cap | - | 3.23 |
Sector Allocation
Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.63 | 4.61 |
Capital Markets | 2.42 | 7.76 |
Food Products | 2.67 | - |
Consumer Durables | 16.02 | 8.18 |
Chemicals & Petrochemicals | 8.29 | 3.04 |
Banks | 0.59 | 7.91 |
Healthcare Services | 2.85 | 3.54 |
Gas | 0.2 | 1.7 |
Fertilizers & Agrochemicals | 5.42 | 1.69 |
Pharmaceuticals & Biotechnology | 5.85 | 4.78 |
Industrial Products | 14.85 | 10.56 |
Industrial Manufacturing | 1.15 | 0.86 |
Textiles & Apparels | 2.93 | 0.83 |
IT - Services | 2.44 | 4.96 |
Construction | 3.86 | 4.26 |
Agricultural Food & other Products | 4.68 | 0.94 |
Leisure Services | 1.28 | 3.37 |
Auto Components | 9.19 | 5.11 |
Electrical Equipment | 2.77 | 2.09 |
Retailing | 2.31 | - |
Finance | 1.06 | 5.47 |
Commercial Services & Supplies | 3.15 | - |
Paper, Forest & Jute Products | 0.39 | - |
Realty | - | 3.42 |
Petroleum Products | - | 0.95 |
IT - Software | - | 4.07 |
Personal Products | - | 2.27 |
Automobiles | - | 0.83 |
Entertainment | - | 1.4 |
Cement & Cement Products | - | 1.67 |
Other Consumer Services | - | 1.06 |
Insurance | - | 0.59 |
Transport Services | - | 0.28 |
Beverages | - | 1.8 |
Top Comparisons
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
3Y Returns15.41%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns15%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns17.46%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns19.83%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns6.92%
HDFC Corporate Bond Fund - Growth Option
3Y Returns6.5%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns6.22%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns5.93%