HSBC Small Cap Fund vs Nippon India Small Cap Fund compare

HSBC Small Cap Fund vs Nippon India Small Cap Fund compare

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Nippon India Small Cap Fund Regular Growth

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HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Fund	Nippon India Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹66136 Cr	₹16041 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	16 Sep 2010	12 May 2014
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	23%	15%
Expense Ratio	1.41	1.67
Manager	Tejas Sheth	Venugopal Manghat
ISIN Code	INF204K01HY3	INF917K01QC7
Exits Load	Nippon India Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC 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 Regular Growth	HSBC Small Cap Fund Regular Growth
1 Month	3.25%	2.07%
6 Month	10.85%	10.57%
1 Year	-3.12%	-6.81%
3 Year	22.87%	19.66%
5 Year	32.78%	29.88%

SIP Return Analysis

Scheme Name	Nippon India Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
6 Month	-0.68%	-1.53%
1 Year	6.06%	2.16%
3 Year	15.13%	11.77%
5 Year	21.01%	17.93%

Rolling Lumpsum Returns

Scheme Name	Nippon India Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
1 Year	16.7%	15.99%
3 Year	27.46%	22.74%
5 Year	23.03%	16.77%

Risk Management

Scheme Name	Nippon India Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	14.53%	18.17%
Sharp	0.96%	0.69%
Beta	0.82%	0.91%
Alpha	2.07%	-2.37%

Fund Managers

Scheme Name	Nippon India Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Name	Tejas Sheth	Venugopal Manghat
Total AUM	₹89953 Cr	₹41442 Cr
Funds Managed	3	7
	Nippon India Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth

Market Cap

Scheme Name	Nippon India Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	8.72	4.62
Large Cap	11.94	2.09
Small Cap	66.09	72.7
Mid Cap	13.25	20.58

Sector Allocation

Scheme Name	Nippon India Small Cap Fund Regular Growth	HSBC Small Cap Fund Regular Growth
Others	5.05	3.9
Energy	1.51	0.87
Technology	7.7	9.37
Consumer Cyclical	15.14	16.07
Communication Services	1.42	-
Basic Materials	12.07	10.54
Industrials	20.82	27.42
Consumer Defensive	9.3	4.6
Healthcare	8.98	8.27
Financial Services	14.81	15.29
Real Estate	0.53	3.67
Utilities	2.67	-

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