DSP Small Cap Fund vs Quant Small Cap Fund
Over the last 3 years, Quant Small Cap Fund returned 16.9% a year against 16.4% for DSP Small Cap Fund (Direct plans). Quant Small Cap Fund was the more consistent: ahead of its index in 87% of rolling 3-year periods, against 21%. In falling months, DSP Small Cap Fund fell less: 84% of the index's fall, against 91%. They hold 10 stocks in common; the portfolio overlap is 7%. Data as of 12 Nov 2026.
| DSP Small Cap Fund | Quant Small Cap Fund | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Fund house | DSP Mutual Fund | quant Mutual Fund |
| Benchmark | Nifty Smallcap 250 TRI | Nifty Smallcap 250 TRI |
| Age | 13.9 years | 13.8 years |
| AUM on 30 Oct 2026 | ₹20,249 cr | ₹34,489 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 0.83% | 0.96% |
| 1Y return | 14.0% | 11.2% |
| 3Y return (a year) | 16.4% | 16.9% |
| 5Y return (a year) | 16.0% | 17.2% |
| 3Y vs index | +3.4% | +4.0% |
| Rating score, rank | 44 · #13 of 25 | 53 · #12 of 25 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.70% | 1.65% |
| 1Y return | 13.0% | 10.2% |
| 3Y return (a year) | 15.4% | 15.9% |
| 5Y return (a year) | 15.0% | 16.0% |
| 3Y vs index | +2.4% | +2.9% |
| Rating score, rank | 45 · #13 of 25 | 50 · #12 of 25 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 21% | 87% |
| Deepest fall, 3Y | -24.1% | -24.4% |
| Volatility, 3Y | 18.1% | 18.1% |
| Max fall, 5Y | -24.1% | -25.2% |
| Down capture, 3Y | 84 | 91 |
| Stocks held | 85 | 103 |
| Top 10 holdings | 28% | 36% |
| Large / mid / small caps | 0 / 7 / 80% | 12 / 9 / 67% |
| Largest sector | Auto Components | Finance |
Common questions
DSP Small Cap Fund or Quant Small Cap Fund: which is better?
On our track-record ratings (Direct plans), DSP Small Cap Fund is rated B and Quant Small Cap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
DSP Small Cap Fund or Quant Small Cap Fund: which has done better?
Over the last 3 years, Quant Small Cap Fund returned 16.9% a year against 16.4% for DSP Small Cap Fund (Direct plans).
How much do DSP Small Cap Fund and Quant Small Cap Fund overlap?
They hold 10 stocks in common; the portfolio overlap is 7%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated small cap funds this month · All small cap funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
Send us your CAS and get a written report: which of your funds to keep, which to exit and when, where new SIPs should go, and what each change costs in tax.