- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | Very High |
| 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 | 6.48% | 6.86% |
| 6 Month | -17.17% | -17.75% |
| 1 Year | 5.8% | 0.66% |
| 3 Year | 14.86% | 14.96% |
| 5 Year | 34.2% | 33.73% |
SIP Return Analysis
| Scheme Name | DSP Small Cap Fund - Regular - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -10.79% | -11.08% |
| 1 Year | -16.38% | -18.51% |
| 3 Year | 14.41% | 14.02% |
| 5 Year | 20.92% | 20.59% |
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 | 18.367% | 14.09% |
| Sharp | 0.526% | 0.55% |
| Beta | 0.891% | 0.77% |
| Alpha | -1.492% | 0.62% |
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 |
| Funds Managed | 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 | 6.01 | 7.11 |
| Small Cap | 90.88 | 83.36 |
| Mid Cap | 3.1 | 4.29 |
| Large Cap | - | 5.23 |
Sector Allocation
| Scheme Name |
DSP Small Cap Fund - Regular - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.01 | 7.57 |
| Financial Services | 4.12 | 17.7 |
| Consumer Defensive | 7.68 | 4.76 |
| Consumer Cyclical | 32 | 17.05 |
| Basic Materials | 20.51 | 10.1 |
| Utilities | 0.17 | 1.46 |
| Healthcare | 8.42 | 8.7 |
| Industrials | 16.34 | 20.93 |
| Technology | 3.82 | 4.98 |
| Communication Services | 0.92 | 3.4 |
| Energy | - | 0 |
| Real Estate | - | 3.37 |
Top Comparisons
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.24%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.06%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns9.97%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns12.06%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.57%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns6.95%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.6%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns6.86%
