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HSBC Small Cap Fund vs Nippon India Small Cap Fund compare

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tortoise-icon Nippon India Small Cap Fund Regular Growth

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tortoise-icon 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) ₹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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