Nippon India Small Cap Fund vs Axis Small Cap Fund compare
Nippon India Small Cap Fund - Growth Plan - Bonus Option
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
Fund | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹66136 Cr | ₹25975 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 16 Sep 2010 | 29 Nov 2013 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 23% | 5% |
Expense Ratio | 1.47 | 1.61 |
Manager | Tejas Sheth | Shreyash Devalkar |
ISIN Code | INF204K01HZ0 | INF846K01K01 |
Exits Load | Exit load of 1% if redeemed within 1 year./365 | Axis 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 - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | - | -1.88% |
6 Month | - | 9.4% |
1 Year | - | -1.36% |
3 Year | - | 18.71% |
5 Year | - | 25.79% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | - | 0.14% |
1 Year | - | 8.73% |
3 Year | - | 15.85% |
5 Year | - | 18.49% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | - | 17.27% |
3 Year | - | 19.6% |
5 Year | - | 20.16% |
Risk Management
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.46% | 11.78% |
Sharp | 0.92% | 0.85% |
Beta | 0.83% | 0.7% |
Alpha | 1.46% | 0.23% |
Fund Managers
Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
---|---|---|
Name | Tejas Sheth | Shreyash Devalkar |
Total AUM | ₹89953 Cr | ₹166770 Cr |
Funds Managed | 3 | 14 |
Nippon India Small Cap Fund - Growth Plan - Bonus Option | Axis Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 5.23 | 14.56 |
Small Cap | 70 | 68.95 |
Large Cap | 11.94 | 3.37 |
Mid Cap | 12.83 | 13.12 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 5.23 | 10.82 |
IT - Services | 2.62 | - |
Telecom - Equipment & Accessories | 1.27 | - |
Consumer Durables | 7.21 | - |
Industrial Products | 9.04 | - |
Textiles & Apparels | 2.62 | - |
Electrical Equipment | 7.25 | - |
Diversified FMCG | 0.41 | - |
Pharmaceuticals & Biotechnology | 4.89 | - |
Banks | 5.79 | - |
Realty | 0.58 | - |
Chemicals & Petrochemicals | 3.55 | - |
IT - Software | 2.46 | - |
Leisure Services | 1.54 | - |
Paper, Forest & Jute Products | 1.08 | - |
Industrial Manufacturing | 2.63 | - |
Aerospace & Defense | 1.69 | - |
Transport Services | 0.49 | - |
Cement & Cement Products | 1.24 | - |
Fertilizers & Agrochemicals | 1.79 | - |
Capital Markets | 4.66 | - |
Construction | 3.26 | - |
Power | 1.84 | - |
Media | 0.08 | - |
IT - Hardware | 0.06 | - |
Healthcare Services | 2.27 | - |
Agricultural Food & other Products | 1.89 | - |
Finance | 2.98 | - |
Other Consumer Services | 1.15 | - |
Petroleum Products | 0.27 | - |
Entertainment | 0.51 | - |
Diversified Metals | 0.86 | - |
Retailing | 1.32 | - |
Food Products | 1.4 | - |
Auto Components | 6.15 | - |
Commercial Services & Supplies | 0.94 | - |
Household Products | 1.13 | - |
Telecom - Services | 0.69 | - |
Diversified | 0.11 | - |
Consumable Fuels | 0.56 | - |
Personal Products | 1.15 | - |
Beverages | 1.23 | - |
Automobiles | 0.15 | - |
Other Utilities | 0.82 | - |
Insurance | 0.58 | - |
Agricultural, Commercial & Construction Vehicles | 0.4 | - |
Ferrous Metals | 0.16 | - |
Utilities | - | 0.58 |
Financial Services | - | 17.03 |
Consumer Cyclical | - | 11.15 |
Communication Services | - | 0.91 |
Technology | - | 8.99 |
Healthcare | - | 13.47 |
Industrials | - | 16.2 |
Basic Materials | - | 11.37 |
Consumer Defensive | - | 5.22 |
Real Estate | - | 4.25 |
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