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 | 6.23% | 7.55% |
6 Month | -8.32% | -10.92% |
1 Year | 5.32% | 2.56% |
3 Year | 27.4% | 23.5% |
5 Year | 39.73% | 36.59% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -3.94% | -5.79% |
1 Year | -17.02% | -20.41% |
3 Year | 16.5% | 12.87% |
5 Year | 24.42% | 21.26% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 18.53% | 19.2% |
3 Year | 27.97% | 23.02% |
5 Year | 22.28% | 15.83% |
Risk Management
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.53% | 18.203% |
Sharp | 0.86% | 0.572% |
Beta | 0.82% | 0.882% |
Alpha | 4.2% | -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 | 5.21 | 3.74 |
Large Cap | 12.01 | 2.59 |
Small Cap | 67.99 | 72.68 |
Mid Cap | 14.79 | 21 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 5.21 | 6.47 |
Petroleum Products | 1.17 | - |
IT - Services | 2.53 | - |
Auto Components | 5.6 | - |
Cement & Cement Products | 1.25 | - |
IT - Software | 1.86 | - |
Telecom - Equipment & Accessories | 0.79 | - |
Consumer Durables | 7.83 | - |
Retailing | 1.8 | - |
Industrial Products | 7.63 | - |
Textiles & Apparels | 2.2 | - |
Diversified FMCG | 0.57 | - |
Pharmaceuticals & Biotechnology | 5.4 | - |
Banks | 6.59 | - |
Realty | 0.81 | - |
Chemicals & Petrochemicals | 4.02 | - |
Leisure Services | 2.25 | - |
Paper, Forest & Jute Products | 0.86 | - |
Industrial Manufacturing | 1.92 | - |
Aerospace & Defense | 1.72 | - |
Electrical Equipment | 5.97 | - |
Fertilizers & Agrochemicals | 2.06 | - |
Capital Markets | 4.37 | - |
Construction | 2.98 | - |
Transport Services | 1 | - |
Power | 2 | - |
Media | 0.08 | - |
IT - Hardware | 0.03 | - |
Healthcare Services | 2.77 | - |
Agricultural Food & other Products | 2.86 | - |
Finance | 2.59 | - |
Other Consumer Services | 1.16 | - |
Entertainment | 0.32 | - |
Diversified Metals | 0.95 | - |
Commercial Services & Supplies | 1.02 | - |
Household Products | 0.93 | - |
Diversified | 0.09 | - |
Consumable Fuels | 0.79 | - |
Personal Products | 1.32 | - |
Beverages | 1.25 | - |
Automobiles | 0.1 | - |
Other Utilities | 0.6 | - |
Telecom - Services | 0.23 | - |
Agricultural, Commercial & Construction Vehicles | 0.38 | - |
Food Products | 1.3 | - |
Insurance | 0.71 | - |
Ferrous Metals | 0.13 | - |
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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