Nippon India Small Cap Fund vs HDFC Small Cap Fund compare

HDFC Small Cap Fund - Growth Option

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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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)	₹33504 Cr	₹56452 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	03 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	1.57	1.47
Manager	Dhruv Muchhal	Tejas Sheth
ISIN Code	INF179KA1RZ8	INF204K01HZ0
Exits Load	HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Exit load of 1% if redeemed within 1 year./365

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month	-4.79%	3.61%
6 Month	7.13%	3.63%
1 Year	23.93%	31.1%
3 Year	21.78%	29.29%
5 Year	28.45%	35.8%

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month	-	-
1 Year	-	21.44%
3 Year	-	33.74%
5 Year	-	37.32%

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year	17.25%	18.15%
3 Year	19.58%	28.18%
5 Year	16.73%	22.05%

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%	1.36%
Beta	0.8%	0.79%
Alpha	4%	7.17%

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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

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	6.79	5.23
Small Cap	81.19	70
Large Cap	3.89	11.94
Mid Cap	8.13	12.83

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	6.79	5.23
Commercial Services & Supplies	10.2	0.94
Transport Services	7.22	0.49
Banks	8.48	5.79
Entertainment	2.23	0.51
Consumer Durables	6.43	7.21
Healthcare Services	7.32	2.27
Fertilizers & Agrochemicals	3.13	1.79
Ferrous Metals	2.16	0.16
Construction	7.06	3.26
Power	0.43	1.84
Chemicals & Petrochemicals	1.8	3.55
Industrial Products	4.99	9.04
Leisure Services	1.56	1.54
IT - Services	0.19	2.62
Beverages	0.73	1.23
Auto Components	7.57	6.15
Media	0.57	0.08
Agricultural, Commercial & Construction Vehicles	0.27	0.4
IT - Software	4	2.46
Industrial Manufacturing	1.49	2.63
Pharmaceuticals & Biotechnology	4.06	4.89
Electrical Equipment	3	7.25
Retailing	2.02	1.32
Transport Infrastructure	0.52	-
Personal Products	1.31	1.15
Other Utilities	0.79	0.82
Finance	0.72	2.98
Capital Markets	1.21	4.66
Textiles & Apparels	1.75	2.62
Telecom - Equipment & Accessories	-	1.27
Diversified FMCG	-	0.41
Realty	-	0.58
Paper, Forest & Jute Products	-	1.08
Aerospace & Defense	-	1.69
Cement & Cement Products	-	1.24
IT - Hardware	-	0.06
Agricultural Food & other Products	-	1.89
Other Consumer Services	-	1.15
Petroleum Products	-	0.27
Diversified Metals	-	0.86
Food Products	-	1.4
Household Products	-	1.13
Telecom - Services	-	0.69
Diversified	-	0.11
Consumable Fuels	-	0.56
Automobiles	-	0.15
Insurance	-	0.58