HSBC Small Cap Fund vs Nippon India Small Cap Fund compare
Nippon India Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
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 Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | 7.43% | 8.47% |
6 Month | -17.72% | -19.48% |
1 Year | 6.1% | 4.35% |
3 Year | 20.68% | 17.13% |
5 Year | 40.67% | 36.84% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -11.4% | -13.84% |
1 Year | -20.33% | -23.33% |
3 Year | 17.84% | 14.38% |
5 Year | 26.44% | 23.45% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund Regular Growth | 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 Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.53% | 18.203% |
Sharp | 0.8% | 0.572% |
Beta | 0.83% | 0.882% |
Alpha | 4.77% | -0.639% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | Tejas Sheth | Venugopal Manghat |
Total AUM | ₹89953 Cr | ₹41442 Cr |
Funds Managed | 3 | 7 |
Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Nippon India Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 5.07 | 3.74 |
Large Cap | 11.55 | 2.59 |
Small Cap | 68.53 | 72.68 |
Mid Cap | 14.85 | 21 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 5.54 | 6.47 |
Energy | 1.82 | 1.4 |
Technology | 8.82 | 9.98 |
Consumer Cyclical | 13.25 | 16.29 |
Communication Services | 1.89 | - |
Basic Materials | 12.3 | 10.53 |
Industrials | 23.73 | 27.7 |
Consumer Defensive | 8.8 | 3.38 |
Healthcare | 7.92 | 4.47 |
Financial Services | 13.39 | 14.59 |
Real Estate | 0.61 | 5.2 |
Utilities | 1.94 | - |
Top Comparisons
ICICI Prudential Value Discovery Fund - Growth
3Y Returns19.98%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns16.49%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.01%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.01%
PGIM India Liquid Fund - Growth
3Y Returns6.69%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns6.77%
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns6.39%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns6.56%