Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Small Cap Fund vs DSP Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Tata Small Cap Fund-Regular Plan-Growth

Invest Now

tortoise-icon DSP Small Cap Fund - Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Fund Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹8883 Cr ₹14996 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Nov 2018 14 Jun 2007
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI BSE 250 SmallCap TRI
Turn Over 4.59% 18%
Expense Ratio 1.7 1.71
Manager Chandraprakash Padiyar Vinit Sambre
ISIN Code INF277K015O2 INF740K01797
Exits Load Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
1 Month -9.95% -10.42%
6 Month -14.83% -16.13%
1 Year 6.46% 2.5%
3 Year 20.36% 16.96%
5 Year 26.26% 23.6%

SIP Return Analysis

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
6 Month - -
1 Year -13.46% -13.96%
3 Year 17.38% 14.59%
5 Year 25.18% 22.19%

Rolling Lumpsum Returns

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
1 Year 28.19% 18.05%
3 Year 29.82% 22.85%
5 Year 28.63% 21.75%

Risk Management

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Standard Deviation 15.464% 17.57%
Sharp 0.858% 0.627%
Beta 0.755% 0.901%
Alpha 2.46% -1.881%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth
Name Chandraprakash Padiyar Vinit Sambre
Total AUM ₹15627 Cr ₹31142 Cr
Fund Manage 3 3
Tata Small Cap Fund-Regular Plan-Growth DSP Small Cap Fund - Regular - Growth

Market Cap

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

DSP Small Cap Fund - Regular - Growth

Others 7.66 5.63
Small Cap 84.36 91.15
Mid Cap 7.98 3.22

Sector Allocation

Scheme Name

Tata Small Cap Fund-Regular Plan-Growth

DSP Small Cap Fund - Regular - Growth

Others 7.66 5.63
Pharmaceuticals & Biotechnology 5.08 5.85
Industrial Products 16.54 14.85
Leisure Services 3.28 1.28
Healthcare Services 4.07 2.85
Banks 4.78 0.59
Capital Markets 4.13 2.42
IT - Software 2.22 -
Power 0.1 -
Consumer Durables 4.02 16.02
IT - Hardware 1.77 -
Transport Services 2.04 -
Household Products 0.75 -
Agricultural Food & other Products 1.76 4.68
Auto Components 4.17 9.19
Diversified 3.31 -
Realty 4.93 -
Chemicals & Petrochemicals 9.99 8.29
Retailing 1.02 2.31
Transport Infrastructure 2.26 -
Fertilizers & Agrochemicals 1 5.42
Other Construction Materials 0.59 -
Commercial Services & Supplies 5.86 3.15
Industrial Manufacturing 2.04 1.15
Textiles & Apparels 2.34 2.93
Ferrous Metals 1.36 -
Beverages 2.93 -
Food Products - 2.67
Gas - 0.2
IT - Services - 2.44
Construction - 3.86
Electrical Equipment - 2.77
Finance - 1.06
Paper, Forest & Jute Products - 0.39

Top Comparisons

Bandhan Retirement Fund - Regular (G) Bandhan Retirement Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

3Y Returns10.62%

Compare Now

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns5.93%

VS

LIC MF Banking & PSU Fund-Regular Plan-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth

3Y Returns5.93%

Compare Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns17.45%

VS

Axis Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth

3Y Returns14.49%

Compare Now

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns5.68%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns4.28%

Compare Now
Add to Cart Successfully