- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 3.06% | 2.1% |
| 6 Month | -12.69% | -15.54% |
| 1 Year | 6.74% | 3.97% |
| 3 Year | 21.04% | 17.75% |
| 5 Year | 39.2% | 35.56% |
SIP Return Analysis
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.14% | -7.47% |
| 1 Year | -14.6% | -20% |
| 3 Year | 19.13% | 14.61% |
| 5 Year | 26.59% | 23% |
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 | 0.76% | 0.572% |
| Beta | 0.82% | 0.882% |
| Alpha | 4.31% | -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 | 6.04 | 3.74 |
| Large Cap | 12.04 | 2.59 |
| Small Cap | 67.13 | 72.68 |
| Mid Cap | 14.79 | 21 |
Sector Allocation
| Scheme Name |
Nippon India Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.45 | 6.47 |
| Energy | 2.03 | 1.4 |
| Technology | 8.65 | 9.98 |
| Consumer Cyclical | 13.91 | 16.29 |
| Basic Materials | 12.14 | 10.53 |
| Communication Services | 1.54 | - |
| Industrials | 22.17 | 27.7 |
| Consumer Defensive | 8.89 | 3.38 |
| Healthcare | 8.16 | 4.47 |
| Financial Services | 13.54 | 14.59 |
| Real Estate | 0.54 | 5.2 |
| Utilities | 1.98 | - |
Top Comparisons
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.67%
Nippon India Arbitrage Fund - Growth Plan - Growth Option
3Y Returns6.58%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns6.51%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.66%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns6.82%
Kotak Banking and PSU Debt - Growth
3Y Returns7.16%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns19.8%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns12.24%
