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) | ₹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% |
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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 | 5.24 | 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 | - |
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