Tata Small Cap Fund vs DSP Small Cap Fund compare

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	Very High
Asset Size (Cr)	₹9464 Cr	₹16147 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 Index
Turn Over	4.59%	18%
Expense Ratio	1.7	1.72
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

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	DSP Small Cap Fund - Regular - Growth
1 Month	2.57%	5.38%
6 Month	10.88%	11.14%
1 Year	32.97%	26.44%
3 Year	25.42%	22.07%
5 Year	32.3%	30.93%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	DSP Small Cap Fund - Regular - Growth
6 Month	-	-
1 Year	29.4%	25.4%
3 Year	32.7%	29.04%
5 Year	34.47%	31.2%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	DSP Small Cap Fund - Regular - Growth
1 Year	27.86%	17.87%
3 Year	30.27%	23.2%
5 Year	27.96%	21.34%

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	DSP Small Cap Fund - Regular - Growth
Standard Deviation	13.28%	15.87%
Sharp	1.35%	0.95%
Beta	0.67%	0.85%
Alpha	5.5%	1.25%

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

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

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