Tata Small Cap Fund vs Nippon India Small Cap Fund compare
Nippon India Small Cap Fund - Growth Plan - Bonus Option
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
---|---|---|
Fund | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹56452 Cr | ₹8883 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Sep 2010 | 12 Nov 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 23% | 4.59% |
Expense Ratio | 1.47 | 1.7 |
Manager | Tejas Sheth | Chandraprakash Padiyar |
ISIN Code | INF204K01HZ0 | INF277K015O2 |
Exits Load | Exit load of 1% if redeemed within 1 year./365 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Month | 2.96% | -2.83% |
6 Month | 3.2% | -18.56% |
1 Year | 27.45% | 9.41% |
3 Year | 27.3% | 20.69% |
5 Year | 35.6% | 28.23% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | - | -14.19% |
1 Year | 21.44% | -21.54% |
3 Year | 33.74% | 14.84% |
5 Year | 37.32% | 23.26% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
---|---|---|
1 Year | 18.15% | 28.19% |
3 Year | 28.18% | 29.82% |
5 Year | 22.05% | 28.63% |
Risk Management
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.53% | 15.861% |
Sharp | 1.36% | 0.793% |
Beta | 0.79% | 0.736% |
Alpha | 7.17% | 3.356% |
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Fund Managers
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
---|---|---|
Name | Tejas Sheth | Chandraprakash Padiyar |
Total AUM | ₹89953 Cr | ₹15627 Cr |
Fund Manage | 3 | 3 |
Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 5.23 | 4.71606 |
Small Cap | 70 | 87.43648 |
Large Cap | 11.94 | - |
Mid Cap | 12.83 | 7.84743 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 5.23 | 6.17308 |
IT - Services | 2.62 | - |
Telecom - Equipment & Accessories | 1.27 | - |
Consumer Durables | 7.21 | - |
Industrial Products | 9.04 | - |
Textiles & Apparels | 2.62 | - |
Electrical Equipment | 7.25 | - |
Diversified FMCG | 0.41 | - |
Pharmaceuticals & Biotechnology | 4.89 | - |
Banks | 5.79 | - |
Realty | 0.58 | - |
Chemicals & Petrochemicals | 3.55 | - |
IT - Software | 2.46 | - |
Leisure Services | 1.54 | - |
Paper, Forest & Jute Products | 1.08 | - |
Industrial Manufacturing | 2.63 | - |
Aerospace & Defense | 1.69 | - |
Transport Services | 0.49 | - |
Cement & Cement Products | 1.24 | - |
Fertilizers & Agrochemicals | 1.79 | - |
Capital Markets | 4.66 | - |
Construction | 3.26 | - |
Power | 1.84 | - |
Media | 0.08 | - |
IT - Hardware | 0.06 | - |
Healthcare Services | 2.27 | - |
Agricultural Food & other Products | 1.89 | - |
Finance | 2.98 | - |
Other Consumer Services | 1.15 | - |
Petroleum Products | 0.27 | - |
Entertainment | 0.51 | - |
Diversified Metals | 0.86 | - |
Retailing | 1.32 | - |
Food Products | 1.4 | - |
Auto Components | 6.15 | - |
Commercial Services & Supplies | 0.94 | - |
Household Products | 1.13 | - |
Telecom - Services | 0.69 | - |
Diversified | 0.11 | - |
Consumable Fuels | 0.56 | - |
Personal Products | 1.15 | - |
Beverages | 1.23 | - |
Automobiles | 0.15 | - |
Other Utilities | 0.82 | - |
Insurance | 0.58 | - |
Agricultural, Commercial & Construction Vehicles | 0.4 | - |
Ferrous Metals | 0.16 | - |
Healthcare | - | 10.90484 |
Basic Materials | - | 18.67055 |
Consumer Cyclical | - | 17.14654 |
Financial Services | - | 8.57292 |
Technology | - | 5.36707 |
Real Estate | - | 4.36032 |
Industrials | - | 24.31027 |
Consumer Defensive | - | 3.64561 |
Utilities | - | 0.84877 |
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