Nippon India Small Cap Fund vs HDFC 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) ₹31526 Cr ₹56452 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 02 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 1.58 1.47
Manager Dhruv Muchhal Tejas Sheth
ISIN Code INF179KA1RZ8 INF204K01HZ0
Exits Load Exit load of 1% if redeemed within 1 year/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 2.23% 4.73%
6 Month 16.9% 34.05%
1 Year 37.8% 46.47%
3 Year 27.36% 30.88%
5 Year 30.29% 38.15%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month - -
1 Year 15.03% 21.73%
3 Year 52.08% 64.56%
5 Year 122.38% 156.91%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 33.72% 39.97%
3 Year 90.05% 110.9%
5 Year 129.98% 170.17%

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% 1.55%
Beta 0.8% 0.78%
Alpha 4% 7.37%

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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 7.71 4.71
Small Cap 79.7 55.11
Large Cap 4.04 11.02
Mid Cap 8.55 11.64

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 7.63 4.38
Auto Components 7.79 -
Transport Services 7.53 -
Banks 8.31 -
Entertainment 2.26 -
Finance 1.41 -
Consumer Durables 5.69 -
Healthcare Services 6.12 -
Fertilizers & Agrochemicals 2.88 -
Ferrous Metals 2.79 -
Power 0.49 -
Chemicals & Petrochemicals 1.61 -
Commercial Services & Supplies 8.7 -
Industrial Products 5.9 -
Leisure Services 1.61 -
IT - Services 0.66 -
Beverages 0.88 -
Construction 8.01 2.38
Media 0.62 -
Agricultural, Commercial & Construction Vehicles 0.31 -
IT - Software 4.02 -
Pharmaceuticals & Biotechnology 3.45 -
Electrical Equipment 3.38 -
Retailing 2.28 -
Transport Infrastructure 0.64 -
Industrial Manufacturing 0.29 -
Personal Products 1.53 -
Other Utilities 0.76 -
Capital Markets 0.65 -
Textiles & Apparels 1.8 -
Communication - 2.38
Financial - 9.5
Healthcare - 5.49
Chemicals - 5.31
Services - 6.49
Consumer Discretionary - 3.29
Consumer Staples - 6.62
Automobile - 3.73
Capital Goods - 18.16
Materials - 3.25
Metals & Mining - 3.1
Technology - 2.34
Textiles - 2.69
Diversified - 1.6
Energy - 1.25
Insurance - 0.52

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