Nippon India Small Cap Fund vs Axis Small Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Axis Small Cap Fund - Regular Plan - Growth
Fund Nippon India Small Cap Fund - Growth Plan - Bonus Option Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹56452 Cr ₹22263 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 16 Sep 2010 05 Nov 2013
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 23% 5%
Expense Ratio 1.47 1.62
Manager Tejas Sheth Shreyash Devalkar
ISIN Code INF204K01HZ0 INF846K01K01
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1% for investments beyond 10% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Axis Small Cap Fund - Regular Plan - Growth
1 Month -2.99% -4.1%
6 Month 14.51% 15.67%
1 Year 46.04% 36.52%
3 Year 29.78% 21.49%
5 Year 35.69% 27.23%

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 21.73% 15.95%
3 Year 64.56% 43.23%
5 Year 156.91% 102.17%

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Axis Small Cap Fund - Regular Plan - Growth
1 Year 18.18% 18.47%
3 Year 28.35% 20.42%
5 Year 22.06% 19.27%

Risk Management

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.53% 11.78%
Sharp 1.48% 1.28%
Beta 0.79% 0.63%
Alpha 7.31% 3.75%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Axis Small Cap Fund - Regular Plan - Growth
Name Tejas Sheth Shreyash Devalkar
Total AUM ₹89953 Cr ₹166770 Cr
Fund Manage 3 14
Nippon India Small Cap Fund - Growth Plan - Bonus Option Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Axis Small Cap Fund - Regular Plan - Growth

Others 4.71 11.16
Small Cap 55.11 71.87
Large Cap 11.02 3.67
Mid Cap 11.64 13.3

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Axis Small Cap Fund - Regular Plan - Growth

Others 4.38 6.21
Communication 2.38 -
Construction 2.38 10.8
Financial 9.5 15.4
Healthcare 5.49 10.76
Chemicals 5.31 7.09
Services 6.49 6.9
Consumer Discretionary 3.29 5.78
Consumer Staples 6.62 4.34
Automobile 3.73 5.92
Capital Goods 18.16 10.42
Materials 3.25 2.69
Metals & Mining 3.1 5.67
Technology 2.34 6.4
Textiles 2.69 0.18
Diversified 1.6 0.75
Energy 1.25 0.58
Insurance 0.52 0.11

Top Comparisons

BANDHAN LIQUID Fund - Regular Plan - Growth BANDHAN LIQUID Fund - Regular Plan - Growth

3Y Returns5.92%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.2%

Compare Now

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns5.33%

VS

Tata Treasury Advantage Fund - Regular Plan - Growth Option Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns5.93%

Compare Now

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns6.51%

VS

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns5.92%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns6.01%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns4.87%

Compare Now
Request call back
Add to Cart Successfully