Sundaram Small Cap Fund Regular Plan vs DSP Small Cap Fund compare

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tortoise-icon DSP Small Cap Fund - Regular - Growth

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tortoise-icon Sundaram Small Cap Fund Regular Plan - 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 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 Very High
Asset Size (Cr) ₹15246 Cr ₹3333 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 15 Jun 2007 10 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over 18% 22%
Expense Ratio 1.74 1.93
Manager Vinit Sambre Rohit Seksaria
ISIN Code INF740K01797 INF903J01470
Exits Load Exit load of 1% if redeemed less than 12 months/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month 3.04% 7.3%
6 Month 24.73% 29.14%
1 Year 35.24% 40.58%
3 Year 25.14% 23.72%
5 Year 32.58% 30.45%

SIP Return Analysis

Scheme Name DSP Small Cap Fund - Regular - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 13.63% 16.31%
3 Year 43.03% 48.22%
5 Year 107.79% 111.75%

Rolling Lumpsum Returns

Scheme Name DSP Small Cap Fund - Regular - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 32.74% 32.21%
3 Year 82.38% 81.53%
5 Year 120.7% 119.87%

Risk Management

Scheme Name DSP Small Cap Fund - Regular - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 15.87% 14.09%
Sharp 1.03% 1.14%
Beta 0.87% 0.75%
Alpha 1.7% 1.35%

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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 7.79 6.79
Small Cap 86.42 76.79
Mid Cap 5.79 8.71
Large Cap - 7.72

Sector Allocation

Scheme Name

DSP Small Cap Fund - Regular - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 6.85 2.48
Financial 5.67 24.44
Consumer Staples 8.01 6.04
Materials 9.82 4.69
Textiles 2.78 1.12
Energy 0.42 1.2
Consumer Discretionary 8.67 5.01
Chemicals 10.53 2.36
Healthcare 8.62 8.1
Capital Goods 11.92 10.59
Technology 3.7 8.31
Metals & Mining 7.28 2.72
Services 7.17 11.54
Automobile 5.71 3.14
Diversified 0.95 -
Construction 1.9 6.33
Unclassified - 1.94

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