Sundaram Small Cap Fund Regular Plan vs Nippon India Small Cap Fund compare
Nippon India Small Cap Fund - Growth Plan - Bonus Option
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| 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 |
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.29% | 8.67% |
| 6 Month | 27.12% | 20.83% |
| 1 Year | 44.67% | 39.62% |
| 3 Year | 31.49% | 23.91% |
| 5 Year | 38.59% | 30.62% |
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.73% | 16.31% |
| 3 Year | 64.56% | 48.22% |
| 5 Year | 156.91% | 111.75% |
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 39.97% | 32.21% |
| 3 Year | 110.9% | 81.53% |
| 5 Year | 170.17% | 119.87% |
| 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 | 1.59% | 1.12% |
| Beta | 0.77% | 0.74% |
| Alpha | 8.95% | 2.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| 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 |
| Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.38 | 2.48 |
| Capital Goods | 18.16 | 10.59 |
| Financial | 9.5 | 24.44 |
| Automobile | 3.73 | 3.14 |
| Diversified | 1.6 | - |
| Chemicals | 5.31 | 2.36 |
| Construction | 2.38 | 6.33 |
| Services | 6.49 | 11.54 |
| Energy | 1.25 | 1.2 |
| Communication | 2.38 | - |
| Metals & Mining | 3.1 | 2.72 |
| Healthcare | 5.49 | 8.1 |
| Consumer Staples | 6.62 | 6.04 |
| Textiles | 2.69 | 1.12 |
| Technology | 2.34 | 8.31 |
| Materials | 3.25 | 4.69 |
| Consumer Discretionary | 3.29 | 5.01 |
| Insurance | 0.52 | - |
| Unclassified | - | 1.94 |
Top Comparisons
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns25.15%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns13.4%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns22.98%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns14.86%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns19.99%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns21.03%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.87%
Axis Short Term Fund - Regular Plan - Growth Option
3Y Returns5.6%