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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) | ₹64821 Cr | ₹16536 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 | 2.79% | 3.58% |
| 6 Month | 18.78% | 18.41% |
| 1 Year | -6.14% | -8.57% |
| 3 Year | 21.91% | 18.55% |
| 5 Year | 32.92% | 30.55% |
SIP Return Analysis
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.24% | 3.74% |
| 1 Year | 9.22% | 5.14% |
| 3 Year | 19.01% | 15.77% |
| 5 Year | 23.79% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 17.07% | 16.64% |
| 3 Year | 27.67% | 22.95% |
| 5 Year | 22.75% | 16.64% |
Risk Management
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.53% | 18.19% |
| Sharp | 0.98% | 0.68% |
| Beta | 0.81% | 0.91% |
| Alpha | 2.88% | -1.90% |
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 | 5.87 | 3.42 |
| Large Cap | 11.46 | 2.16 |
| Small Cap | 69.2 | 72.11 |
| Mid Cap | 13.46 | 22.31 |
Sector Allocation
| Scheme Name |
Nippon India Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.32 | 3.42 |
| Energy | 1.53 | 0.9 |
| Technology | 7.18 | 8.65 |
| Consumer Cyclical | 14.43 | 15.6 |
| Communication Services | 1.43 | - |
| Basic Materials | 13.05 | 11.06 |
| Industrials | 22.6 | 28.92 |
| Financial Services | 15.03 | 16.18 |
| Consumer Defensive | 8.53 | 4.31 |
| Healthcare | 8.85 | 7.18 |
| Real Estate | 0.59 | 3.79 |
| Utilities | 2.47 | - |
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