HDFC Small Cap Fund vs Nippon India Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

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Chart Comparison

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

Overview

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
Fund HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹33504 Cr ₹56452 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 03 Apr 2008 16 Sep 2010
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over 10.02% 23%
Expense Ratio 1.57 1.47
Manager Dhruv Muchhal Tejas Sheth
ISIN Code INF179KA1RZ8 INF204K01HZ0
Exits Load HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month -4.79% 4.18%
6 Month 7.13% 4.26%
1 Year 23.93% 28.57%
3 Year 21.78% 27.85%
5 Year 28.45% 35.74%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month - -
1 Year - 21.44%
3 Year - 33.74%
5 Year - 37.32%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 17.25% 18.15%
3 Year 19.58% 28.18%
5 Year 16.73% 22.05%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation 15.17% 14.53%
Sharp 1.2% 1.36%
Beta 0.8% 0.79%
Alpha 4% 7.17%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
Name Dhruv Muchhal Tejas Sheth
Total AUM ₹520687 Cr ₹89953 Cr
Fund Manage 40 3
HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 6.79 5.23
Small Cap 81.19 70
Large Cap 3.89 11.94
Mid Cap 8.13 12.83

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 6.79 5.23
Commercial Services & Supplies 10.2 0.94
Transport Services 7.22 0.49
Banks 8.48 5.79
Entertainment 2.23 0.51
Consumer Durables 6.43 7.21
Healthcare Services 7.32 2.27
Fertilizers & Agrochemicals 3.13 1.79
Ferrous Metals 2.16 0.16
Construction 7.06 3.26
Power 0.43 1.84
Chemicals & Petrochemicals 1.8 3.55
Industrial Products 4.99 9.04
Leisure Services 1.56 1.54
IT - Services 0.19 2.62
Beverages 0.73 1.23
Auto Components 7.57 6.15
Media 0.57 0.08
Agricultural, Commercial & Construction Vehicles 0.27 0.4
IT - Software 4 2.46
Industrial Manufacturing 1.49 2.63
Pharmaceuticals & Biotechnology 4.06 4.89
Electrical Equipment 3 7.25
Retailing 2.02 1.32
Transport Infrastructure 0.52 -
Personal Products 1.31 1.15
Other Utilities 0.79 0.82
Finance 0.72 2.98
Capital Markets 1.21 4.66
Textiles & Apparels 1.75 2.62
Telecom - Equipment & Accessories - 1.27
Diversified FMCG - 0.41
Realty - 0.58
Paper, Forest & Jute Products - 1.08
Aerospace & Defense - 1.69
Cement & Cement Products - 1.24
IT - Hardware - 0.06
Agricultural Food & other Products - 1.89
Other Consumer Services - 1.15
Petroleum Products - 0.27
Diversified Metals - 0.86
Food Products - 1.4
Household Products - 1.13
Telecom - Services - 0.69
Diversified - 0.11
Consumable Fuels - 0.56
Automobiles - 0.15
Insurance - 0.58

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