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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) | ₹68572 Cr | ₹16203 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 | -4.23% | -4.76% |
| 6 Month | -2.64% | -6.18% |
| 1 Year | -9.02% | -16.04% |
| 3 Year | 19.85% | 16.77% |
| 5 Year | 27.11% | 24.17% |
SIP Return Analysis
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.53% | -4.1% |
| 1 Year | 5.22% | 0.13% |
| 3 Year | 12.95% | 9.07% |
| 5 Year | 19.04% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.94% | 15.24% |
| 3 Year | 26.98% | 22.35% |
| 5 Year | 23.34% | 17.1% |
Risk Management
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.53% | 18.31% |
| Sharp | 0.91% | 0.66% |
| Beta | 0.81% | 0.90% |
| Alpha | 2.54% | -0.89% |
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 | 10.23 | 4.94 |
| Large Cap | 12.8 | 2.01 |
| Small Cap | 64.56 | 74.91 |
| Mid Cap | 12.41 | 18.14 |
Sector Allocation
| Scheme Name |
Nippon India Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 4.15 | 2.15 |
| Energy | 1.83 | 0.86 |
| Technology | 7.25 | 10.63 |
| Consumer Cyclical | 15.33 | 17.14 |
| Communication Services | 1.23 | - |
| Basic Materials | 11.01 | 7.05 |
| Industrials | 20.06 | 23.58 |
| Consumer Defensive | 10.83 | 4.24 |
| Healthcare | 8.81 | 9.46 |
| Financial Services | 16.18 | 20.3 |
| Real Estate | 0.95 | 4.6 |
| Utilities | 2.37 | - |
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