HSBC Small Cap Fund vs Nippon India Small Cap Fund compare
Nippon India Small Cap Fund - Growth Plan - Growth Option
HSBC Small Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
Fund | Nippon India Small Cap Fund - Growth Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹57010 Cr | ₹15453 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Sep 2010 | 12 May 2014 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | 23% | 15% |
Expense Ratio | 1.45 | 1.67 |
Manager | Tejas Sheth | Venugopal Manghat |
ISIN Code | INF204K01HY3 | INF917K01QC7 |
Exits Load | Nippon India Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
1 Month | -10.05% | -11.48% |
6 Month | -17.58% | -17.18% |
1 Year | 3% | -0.27% |
3 Year | 21.81% | 18.37% |
5 Year | 28.42% | 25.13% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -18.58% | -20.98% |
3 Year | 17.64% | 14.29% |
5 Year | 27.06% | 24.07% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
1 Year | 18.53% | 19.2% |
3 Year | 27.97% | 23.02% |
5 Year | 22.28% | 15.83% |
Risk Management
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.53% | 16.675% |
Sharp | 0.93% | 0.756% |
Beta | 0.8% | 0.854% |
Alpha | 5.77% | 0.383% |
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Fund Managers
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
Name | Tejas Sheth | Venugopal Manghat |
Total AUM | ₹89953 Cr | ₹41442 Cr |
Fund Manage | 3 | 7 |
Nippon India Small Cap Fund - Growth Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Growth Option |
HSBC Small Cap Fund - Regular Growth |
---|---|---|
Others | 5.23 | 1.17 |
Small Cap | 70 | 73.18 |
Large Cap | 11.94 | 3.08 |
Mid Cap | 12.83 | 22.57 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Growth Option |
HSBC Small Cap Fund - Regular Growth |
---|---|---|
Others | 5.23 | 1.17 |
IT - Services | 2.62 | - |
Telecom - Equipment & Accessories | 1.27 | - |
Consumer Durables | 7.21 | 7.83 |
Industrial Products | 9.04 | 15.58 |
Textiles & Apparels | 2.62 | 4.99 |
Electrical Equipment | 7.25 | 4.47 |
Diversified FMCG | 0.41 | - |
Pharmaceuticals & Biotechnology | 4.89 | 6.21 |
Banks | 5.79 | 3.02 |
Realty | 0.58 | 5.29 |
Chemicals & Petrochemicals | 3.55 | 1.75 |
IT - Software | 2.46 | 3.85 |
Leisure Services | 1.54 | 1.9 |
Paper, Forest & Jute Products | 1.08 | 2.38 |
Industrial Manufacturing | 2.63 | 3.01 |
Aerospace & Defense | 1.69 | - |
Transport Services | 0.49 | - |
Cement & Cement Products | 1.24 | - |
Fertilizers & Agrochemicals | 1.79 | 2.59 |
Capital Markets | 4.66 | 9.27 |
Construction | 3.26 | 8.11 |
Power | 1.84 | - |
Media | 0.08 | - |
IT - Hardware | 0.06 | - |
Healthcare Services | 2.27 | 0.36 |
Agricultural Food & other Products | 1.89 | 1.58 |
Finance | 2.98 | 4.13 |
Other Consumer Services | 1.15 | 0.23 |
Petroleum Products | 0.27 | - |
Entertainment | 0.51 | - |
Diversified Metals | 0.86 | - |
Retailing | 1.32 | 2.24 |
Food Products | 1.4 | - |
Auto Components | 6.15 | 5.47 |
Commercial Services & Supplies | 0.94 | 1.67 |
Household Products | 1.13 | 0.32 |
Telecom - Services | 0.69 | - |
Diversified | 0.11 | - |
Consumable Fuels | 0.56 | - |
Personal Products | 1.15 | - |
Beverages | 1.23 | 1.08 |
Automobiles | 0.15 | - |
Other Utilities | 0.82 | - |
Insurance | 0.58 | - |
Agricultural, Commercial & Construction Vehicles | 0.4 | - |
Ferrous Metals | 0.16 | - |
Gas | - | 1.5 |
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