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Tata Small Cap Fund vs DSP Small Cap Fund compare
Tata Small Cap Fund Regular Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| 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 Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | 1.42% | 1.16% |
| 6 Month | -14.32% | -12.62% |
| 1 Year | 8.47% | 6.29% |
| 3 Year | 20.63% | 14.73% |
| 5 Year | 35.15% | 32.85% |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -5.43% | -5.67% |
| 1 Year | -13.81% | -14.33% |
| 3 Year | 17.11% | 14.56% |
| 5 Year | 23.75% | 20.49% |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular 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 Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 15.861% | 18.367% |
| Sharp | 0.793% | 0.526% |
| Beta | 0.736% | 0.891% |
| Alpha | 3.356% | -1.492% |
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Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Vinit Sambre |
| Total AUM | ₹15627 Cr | ₹31142 Cr |
| Funds Managed | 3 | 3 |
| Tata Small Cap Fund Regular Growth | DSP Small Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 7.03 | 6.01 |
| Small Cap | 84.22 | 90.88 |
| Mid Cap | 8.75 | 3.1 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 8.25 | 6.01 |
| Healthcare | 10.59 | 8.42 |
| Basic Materials | 18.16 | 20.51 |
| Consumer Cyclical | 15.97 | 32 |
| Financial Services | 8.32 | 4.12 |
| Technology | 5.85 | 3.82 |
| Real Estate | 3.86 | - |
| Industrials | 24.35 | 16.34 |
| Consumer Defensive | 3.84 | 7.68 |
| Utilities | 0.82 | 0.17 |
| Communication Services | - | 0.92 |
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