HDFC Small Cap Fund vs Nippon India Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Nippon India Small Cap Fund - Growth Plan - Bonus Option
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹36828 Cr | ₹66136 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 16 Sep 2010 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 10.02% | 23% |
| Expense Ratio | 1.57 | 1.47 |
| Manager | Dhruv Muchhal | Tejas Sheth |
| ISIN Code | INF179KA1RZ8 | INF204K01HZ0 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Exit load of 1% if redeemed within 1 year./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
|---|---|---|
| 1 Month | 2.54% | - |
| 6 Month | 16.2% | - |
| 1 Year | 7.87% | - |
| 3 Year | 23.16% | - |
| 5 Year | 30.28% | - |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
|---|---|---|
| 6 Month | 1.77% | - |
| 1 Year | 15.41% | - |
| 3 Year | 17.53% | - |
| 5 Year | 21.22% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
|---|---|---|
| 1 Year | 15.38% | - |
| 3 Year | 19.84% | - |
| 5 Year | 17.49% | - |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
|---|---|---|
| Standard Deviation | 15.30% | 16.46% |
| Sharp | 0.98% | 0.92% |
| Beta | 0.77% | 0.83% |
| Alpha | 2.46% | 1.46% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
|---|---|---|
| Name | Dhruv Muchhal | Tejas Sheth |
| Total AUM | ₹520687 Cr | ₹89953 Cr |
| Funds Managed | 40 | 3 |
| HDFC Small Cap Fund Regular Growth | Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
|---|---|---|
| Others | 10.74 | 5.23 |
| Small Cap | 75.89 | 70 |
| Mid Cap | 8.72 | 12.83 |
| Large Cap | 4.65 | 11.94 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
|---|---|---|
| Others | 10.19 | 5.23 |
| Industrials | 22.54 | - |
| Consumer Cyclical | 19.02 | - |
| Consumer Defensive | 2.9 | - |
| Financial Services | 11.35 | - |
| Communication Services | 1.79 | - |
| Healthcare | 12.29 | - |
| Basic Materials | 7.07 | - |
| Utilities | 0 | - |
| Technology | 12.85 | - |
| 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 |
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