MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

Different categories detected. You're comparing funds from different categories (Equity Scheme - Small Cap Fund, Equity Schemes - Small Cap Fund). They have different risk-return characteristics, so a direct comparison of returns can be misleading. Use with care.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

small capDirect
DSP Small Cap Fund - Direct Plan - Growth
3Y ago₹1.65 L
5Y ago₹2.45 L
small capDirect
Invesco India Smallcap Fund - Direct Plan - Growth
3Y ago₹1.88 L
5Y ago₹2.57 L

Normalised price over time

Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.

Normalized: value at the start of the selected range = ₹100

Every metric, side-by-side

marks the winner per row.

MetricDSP Small Cap Fund - Direct Pla…Invesco India Smallcap Fund - D…
Fund houseDSP Mutual FundInvesco Mutual Fund
CategoryEquity Scheme - Small Cap FundEquity Schemes - Small Cap Fund
PlanDirectDirect
Latest NAV₹259.553₹54.76
Assets managed (AUM)——
1M return6.17%1.92%
6M return20.71%23.78%
1Y return19.79%19.04%
3Y CAGR18.28%23.51%
5Y CAGR19.58%20.81%
Since inception CAGR21.73%24.08%
Bumpiness · 3Y (annualised σ)16.9917.96
Worst drop ever-49.06%-37.66%
Sharpe · 3Y (rf=6%)0.660.87