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 ₹3333 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 16 Sep 2010 10 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 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Sundaram Small Cap Fund Regular Plan - Growth
1 Month -7.27% -8.27%
6 Month 6.3% 6.18%
1 Year 30.93% 21.82%
3 Year 25.61% 17.73%
5 Year 34.28% 26.71%

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 27.3% 22.27%
3 Year 34.66% 28.41%
5 Year 37.76% 30.37%

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 1.42% 1%
Beta 0.78% 0.75%
Alpha 8.09% 1.64%

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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 4.71 6.79
Small Cap 55.11 76.79
Large Cap 11.02 7.72
Mid Cap 11.64 8.71

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 4.38 2.48
Communication 2.38 -
Construction 2.38 6.33
Financial 9.5 24.44
Healthcare 5.49 8.1
Chemicals 5.31 2.36
Services 6.49 11.54
Consumer Discretionary 3.29 5.01
Consumer Staples 6.62 6.04
Automobile 3.73 3.14
Capital Goods 18.16 10.59
Materials 3.25 4.69
Metals & Mining 3.1 2.72
Technology 2.34 8.31
Textiles 2.69 1.12
Diversified 1.6 -
Energy 1.25 1.2
Insurance 0.52 -
Unclassified - 1.94

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