HDFC Small Cap Fund vs Nippon India Small Cap Fund compare

HDFC Small Cap Fund - Growth Option

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Overview

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Fund	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹31526 Cr	₹56452 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	02 Apr 2008	16 Sep 2010
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap Index	NIFTY Smallcap 250 TRI
Turn Over	10.02%	23%
Expense Ratio	1.58	1.47
Manager	Dhruv Muchhal	Tejas Sheth
ISIN Code	INF179KA1RZ8	INF204K01HZ0
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load of 1% if redeemed within 1 year./365

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month	2.23%	5.29%
6 Month	16.9%	27.12%
1 Year	37.8%	44.67%
3 Year	27.36%	31.49%
5 Year	30.29%	38.59%

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month	-	-
1 Year	15.03%	21.73%
3 Year	52.08%	64.56%
5 Year	122.38%	156.91%

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year	33.72%	39.97%
3 Year	90.05%	110.9%
5 Year	129.98%	170.17%

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation	15.17%	14.53%
Sharp	1.2%	1.59%
Beta	0.8%	0.77%
Alpha	4%	8.95%

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Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Name	Dhruv Muchhal	Tejas Sheth
Total AUM	₹520687 Cr	₹89953 Cr
Fund Manage	40	3
	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	7.71	4.71
Small Cap	79.7	55.11
Large Cap	4.04	11.02
Mid Cap	8.55	11.64

Scheme Name	HDFC Small Cap Fund - Growth Option	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	7.63	4.38
Commercial Services & Supplies	8.7	-
Banks	8.31	-
IT - Software	4.02	-
Transport Services	7.53	-
Healthcare Services	6.12	-
Construction	8.01	2.38
Pharmaceuticals & Biotechnology	3.45	-
Ferrous Metals	2.79	-
Consumer Durables	5.69	-
Entertainment	2.26	-
Auto Components	7.79	-
Electrical Equipment	3.38	-
Industrial Products	5.9	-
Chemicals & Petrochemicals	1.61	-
Textiles & Apparels	1.8	-
Fertilizers & Agrochemicals	2.88	-
Leisure Services	1.61	-
Retailing	2.28	-
Beverages	0.88	-
Personal Products	1.53	-
Other Utilities	0.76	-
IT - Services	0.66	-
Capital Markets	0.65	-
Transport Infrastructure	0.64	-
Finance	1.41	-
Media	0.62	-
Power	0.49	-
Agricultural, Commercial & Construction Vehicles	0.31	-
Industrial Manufacturing	0.29	-
Capital Goods	-	18.16
Financial	-	9.5
Automobile	-	3.73
Diversified	-	1.6
Chemicals	-	5.31
Services	-	6.49
Energy	-	1.25
Communication	-	2.38
Metals & Mining	-	3.1
Healthcare	-	5.49
Consumer Staples	-	6.62
Textiles	-	2.69
Technology	-	2.34
Materials	-	3.25
Consumer Discretionary	-	3.29
Insurance	-	0.52