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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 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%

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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 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

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