Nippon India Small Cap Fund vs HDFC Small Cap Fund compare

Link copied to clipboard!

tortoise-icon HDFC Small Cap Fund - Growth Option

Invest Now

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

Invest Now

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 Average
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

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month -5.85% 2.96%
6 Month -2.17% 3.2%
1 Year 10.12% 27.45%
3 Year 19.43% 27.3%
5 Year 26.3% 35.6%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month - -
1 Year 4.03% 21.44%
3 Year 24.36% 33.74%
5 Year 29.12% 37.32%

Rolling Lumpsum Returns

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%

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

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 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 6.79 5.23
Small Cap 81.19 70
Large Cap 3.89 11.94
Mid Cap 8.13 12.83

Sector Allocation

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

Top Comparisons

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.25%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.33%

Compare Now

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns16.78%

VS

Bandhan Small Cap Fund - Regular Plan - Growth Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns24.68%

Compare Now

ICICI Prudential Value Discovery Fund - Growth ICICI Prudential Value Discovery Fund - Growth

3Y Returns20.07%

VS

Tata Equity PE Fund Regular Plan -(Growth Option) Tata Equity PE Fund Regular Plan -(Growth Option)

3Y Returns18.52%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns6.39%

VS

UTI Dynamic Bond Fund - Regular Plan - Growth Option UTI Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns8.43%

Compare Now
Request call back
Add to Cart Successfully