Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Small Cap Fund vs Nippon India Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Small Cap Fund Regular Growth

Invest Now

tortoise-icon HSBC Small Cap Fund Regular Growth

Invest Now

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) ₹66602 Cr ₹16909 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 -1.66% -1.82%
6 Month 9.4% 7.74%
1 Year -5.31% -5.74%
3 Year 25.97% 22.78%
5 Year 36.55% 34.14%

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth
6 Month 9.2% 9.89%
1 Year 7.53% 5.85%
3 Year 21.71% 18.96%
5 Year 26.2% 23.54%

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% 18.19%
Sharp 1.36% 1.06%
Beta 0.82% 0.90%
Alpha 3.27% -1.28%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 5.24 3.42
Large Cap 11.76 2.16
Small Cap 69.72 72.11
Mid Cap 13.28 22.31

Sector Allocation

Scheme Name

Nippon India Small Cap Fund Regular Growth

HSBC Small Cap Fund Regular Growth

Others 4.05 3.42
Energy 1.77 0.9
Technology 7.37 8.65
Consumer Cyclical 14.65 15.6
Communication Services 1.45 -
Basic Materials 12.82 11.06
Industrials 23.43 28.92
Financial Services 14.84 16.18
Consumer Defensive 8.11 4.31
Healthcare 8.57 7.18
Real Estate 0.69 3.79
Utilities 2.24 -

Top Comparisons

Nippon India Innovation Fund - Regular (G) Nippon India Innovation Fund - Regular (G)

3Y Returns0%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns23.84%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns17.5%

VS

DSP Aggressive Hybrid Fund- Regular Plan - Growth DSP Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns16.54%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns17.92%

VS

Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option

3Y Returns13.74%

Compare Now

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.34%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns6.38%

Compare Now
Add to Cart Successfully