Sundaram Small Cap Fund Regular Plan vs Nippon India Small Cap Fund compare

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

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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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 Sundaram Small Cap Fund Regular Plan - Growth
Fund Nippon India Small Cap Fund - Growth Plan - Bonus Option Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹56452 Cr ₹3450 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 16 Sep 2010 15 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 23% 22%
Expense Ratio 1.47 1.93
Manager Tejas Sheth Rohit Seksaria
ISIN Code INF204K01HZ0 INF903J01470
Exits Load Exit load of 1% if redeemed within 1 year./365 Sundaram 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 - Growth Plan - Bonus Option Sundaram Small Cap Fund Regular Plan - Growth
1 Month 4.18% 3.92%
6 Month 4.26% 5.35%
1 Year 28.57% 20.07%
3 Year 27.85% 20.53%
5 Year 35.74% 28.37%

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 21.44% 17.28%
3 Year 33.74% 27.61%
5 Year 37.32% 29.87%

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Sundaram Small Cap Fund Regular Plan - Growth
1 Year 18.15% 16.53%
3 Year 28.18% 17.99%
5 Year 22.05% 15.23%

Risk Management

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 14.53% 14.09%
Sharp 1.36% 0.97%
Beta 0.79% 0.75%
Alpha 7.17% 1.4%

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Fund Managers

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Sundaram Small Cap Fund Regular Plan - Growth
Name Tejas Sheth Rohit Seksaria
Total AUM ₹89953 Cr ₹0 Cr
Fund Manage 3 15
Nippon India Small Cap Fund - Growth Plan - Bonus Option Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 5.23 4.61
Small Cap 70 85.31
Large Cap 11.94 3.23
Mid Cap 12.83 6.85

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 5.23 4.61
IT - Services 2.62 4.96
Telecom - Equipment & Accessories 1.27 -
Consumer Durables 7.21 8.18
Industrial Products 9.04 10.56
Textiles & Apparels 2.62 0.83
Electrical Equipment 7.25 2.09
Diversified FMCG 0.41 -
Pharmaceuticals & Biotechnology 4.89 4.78
Banks 5.79 7.91
Realty 0.58 3.42
Chemicals & Petrochemicals 3.55 3.04
IT - Software 2.46 4.07
Leisure Services 1.54 3.37
Paper, Forest & Jute Products 1.08 -
Industrial Manufacturing 2.63 0.86
Aerospace & Defense 1.69 -
Transport Services 0.49 0.28
Cement & Cement Products 1.24 1.67
Fertilizers & Agrochemicals 1.79 1.69
Capital Markets 4.66 7.76
Construction 3.26 4.26
Power 1.84 -
Media 0.08 -
IT - Hardware 0.06 -
Healthcare Services 2.27 3.54
Agricultural Food & other Products 1.89 0.94
Finance 2.98 5.47
Other Consumer Services 1.15 1.06
Petroleum Products 0.27 0.95
Entertainment 0.51 1.4
Diversified Metals 0.86 -
Retailing 1.32 -
Food Products 1.4 -
Auto Components 6.15 5.11
Commercial Services & Supplies 0.94 -
Household Products 1.13 -
Telecom - Services 0.69 -
Diversified 0.11 -
Consumable Fuels 0.56 -
Personal Products 1.15 2.27
Beverages 1.23 1.8
Automobiles 0.15 0.83
Other Utilities 0.82 -
Insurance 0.58 0.59
Agricultural, Commercial & Construction Vehicles 0.4 -
Ferrous Metals 0.16 -
Gas - 1.7

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