Axis Small Cap Fund vs Nippon India Small Cap Fund compare
Nippon India Small Cap Fund - Growth Plan - Bonus Option
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
Fund | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹56452 Cr | ₹23139 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 16 Sep 2010 | 29 Nov 2013 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 23% | 5% |
Expense Ratio | 1.47 | 1.61 |
Manager | Tejas Sheth | Shreyash Devalkar |
ISIN Code | INF204K01HZ0 | INF846K01K01 |
Exits Load | Exit load of 1% if redeemed within 1 year./365 | Axis 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 | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | 2.96% | 6.15% |
6 Month | 3.2% | -3.34% |
1 Year | 27.45% | 8.15% |
3 Year | 27.3% | 23.97% |
5 Year | 35.6% | 31.16% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | - | 10.15% |
1 Year | 21.44% | 9.99% |
3 Year | 33.74% | 20.29% |
5 Year | 37.32% | 22.31% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 18.15% | 18.22% |
3 Year | 28.18% | 19.38% |
5 Year | 22.05% | 19.81% |
Risk Management
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.53% | 11.78% |
Sharp | 1.36% | 1.04% |
Beta | 0.79% | 0.69% |
Alpha | 7.17% | 1.72% |
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Fund Managers
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
Name | Tejas Sheth | Shreyash Devalkar |
Total AUM | ₹89953 Cr | ₹166770 Cr |
Funds Managed | 3 | 14 |
Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 5.23 | 13.25 |
Small Cap | 70 | 66.54 |
Large Cap | 11.94 | 3.96 |
Mid Cap | 12.83 | 16.2 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 5.23 | 13.25 |
IT - Services | 2.62 | 1.43 |
Telecom - Equipment & Accessories | 1.27 | - |
Consumer Durables | 7.21 | 6.02 |
Industrial Products | 9.04 | 5.84 |
Textiles & Apparels | 2.62 | 0.67 |
Electrical Equipment | 7.25 | 1.56 |
Diversified FMCG | 0.41 | - |
Pharmaceuticals & Biotechnology | 4.89 | 4.24 |
Banks | 5.79 | 4.44 |
Realty | 0.58 | 4.66 |
Chemicals & Petrochemicals | 3.55 | 7.42 |
IT - Software | 2.46 | 3.11 |
Leisure Services | 1.54 | 1.68 |
Paper, Forest & Jute Products | 1.08 | 0.19 |
Industrial Manufacturing | 2.63 | 2.59 |
Aerospace & Defense | 1.69 | 1.6 |
Transport Services | 0.49 | 0.19 |
Cement & Cement Products | 1.24 | 1.84 |
Fertilizers & Agrochemicals | 1.79 | - |
Capital Markets | 4.66 | 5.79 |
Construction | 3.26 | 2.55 |
Power | 1.84 | - |
Media | 0.08 | - |
IT - Hardware | 0.06 | - |
Healthcare Services | 2.27 | 7.08 |
Agricultural Food & other Products | 1.89 | 2.75 |
Finance | 2.98 | 7.7 |
Other Consumer Services | 1.15 | - |
Petroleum Products | 0.27 | - |
Entertainment | 0.51 | - |
Diversified Metals | 0.86 | - |
Retailing | 1.32 | 0.62 |
Food Products | 1.4 | 1.29 |
Auto Components | 6.15 | 5.57 |
Commercial Services & Supplies | 0.94 | 0.54 |
Household Products | 1.13 | 1.31 |
Telecom - Services | 0.69 | - |
Diversified | 0.11 | - |
Consumable Fuels | 0.56 | - |
Personal Products | 1.15 | - |
Beverages | 1.23 | 0.58 |
Automobiles | 0.15 | - |
Other Utilities | 0.82 | - |
Insurance | 0.58 | 0.48 |
Agricultural, Commercial & Construction Vehicles | 0.4 | 0.14 |
Ferrous Metals | 0.16 | - |
Gas | - | 0.53 |
Non - Ferrous Metals | - | 0.38 |
Financial Technology (Fintech) | - | 1.67 |
Cigarettes & Tobacco Products | - | 0.24 |
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