HSBC Small Cap Fund vs Nippon India Small Cap Fund compare
Nippon India Small Cap Fund Regular Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
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) | ₹57010 Cr | ₹15453 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 | 1.45 | 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 | 6% | 7.72% |
6 Month | -7.24% | -10.3% |
1 Year | 0.81% | -1.27% |
3 Year | 29.69% | 25.97% |
5 Year | 38.67% | 35.83% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 10.27% | 10.77% |
1 Year | 4% | 2.9% |
3 Year | 22.35% | 19.77% |
5 Year | 27.09% | 24.59% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.49% | 17.65% |
3 Year | 27.54% | 22.67% |
5 Year | 22.53% | 16.47% |
Risk Management
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.53% | 18.203% |
Sharp | 1.17% | 0.572% |
Beta | 0.81% | 0.882% |
Alpha | 4.23% | -0.639% |
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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 | 5.37 | 3.74 |
Large Cap | 12.64 | 2.59 |
Small Cap | 67.76 | 72.68 |
Mid Cap | 14.23 | 21 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 5.37 | 6.47 |
Petroleum Products | 1.2 | - |
IT - Services | 2.3 | - |
Auto Components | 5.51 | - |
Telecom - Equipment & Accessories | 0.7 | - |
Consumer Durables | 8.07 | - |
Retailing | 1.86 | - |
Industrial Products | 6.12 | - |
Textiles & Apparels | 2.27 | - |
Diversified FMCG | 0.74 | - |
Pharmaceuticals & Biotechnology | 5.4 | - |
Banks | 6.7 | - |
Realty | 0.83 | - |
Chemicals & Petrochemicals | 5.02 | - |
IT - Software | 1.77 | - |
Leisure Services | 2.17 | - |
Paper, Forest & Jute Products | 0.83 | - |
Industrial Manufacturing | 1.87 | - |
Aerospace & Defense | 1.97 | - |
Electrical Equipment | 6.04 | - |
Cement & Cement Products | 1.15 | - |
Fertilizers & Agrochemicals | 2.24 | - |
Capital Markets | 4.65 | - |
Construction | 2.9 | - |
Power | 1.9 | - |
Media | 0.07 | - |
IT - Hardware | 0.03 | - |
Healthcare Services | 2.85 | - |
Agricultural Food & other Products | 2.85 | - |
Finance | 2.62 | - |
Transport Services | 1.14 | - |
Other Consumer Services | 1.04 | - |
Entertainment | 0.32 | - |
Diversified Metals | 0.82 | - |
Commercial Services & Supplies | 0.9 | - |
Household Products | 0.96 | - |
Diversified | 0.09 | - |
Consumable Fuels | 0.73 | - |
Personal Products | 1.35 | - |
Beverages | 1.2 | - |
Automobiles | 0.11 | - |
Other Utilities | 0.62 | - |
Telecom - Services | 0.22 | - |
Agricultural, Commercial & Construction Vehicles | 0.33 | - |
Food Products | 1.31 | - |
Insurance | 0.74 | - |
Ferrous Metals | 0.12 | - |
Financial Services | - | 14.59 |
Consumer Cyclical | - | 16.29 |
Healthcare | - | 4.47 |
Industrials | - | 27.7 |
Technology | - | 9.98 |
Basic Materials | - | 10.53 |
Real Estate | - | 5.2 |
Consumer Defensive | - | 3.38 |
Energy | - | 1.4 |
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