Nippon India Small Cap Fund vs HDFC Small Cap Fund compare

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HDFC Small Cap Fund Regular Growth

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Fund	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹36828 Cr	₹66136 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	03 Apr 2008	16 Sep 2010
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	NIFTY Smallcap 250 TRI
Turn Over	10.02%	23%
Expense Ratio	1.57	1.47
Manager	Dhruv Muchhal	Tejas Sheth
ISIN Code	INF179KA1RZ8	INF204K01HZ0
Exits Load	HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Exit load of 1% if redeemed within 1 year./365

Scheme Name	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month	2.61%	-
6 Month	17.02%	-
1 Year	2.98%	-
3 Year	23.07%	-
5 Year	30.67%	-

Scheme Name	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month	0.79%	-
1 Year	13.28%	-
3 Year	15.93%	-
5 Year	20.1%	-

Scheme Name	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year	15.38%	-
3 Year	19.84%	-
5 Year	17.49%	-

Scheme Name	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation	15.31%	16.48%
Sharp	1.02%	0.95%
Beta	0.76%	0.82%
Alpha	2.98%	1.92%

Scheme Name	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Name	Dhruv Muchhal	Tejas Sheth
Total AUM	₹520687 Cr	₹89953 Cr
Funds Managed	40	3
	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option

Scheme Name	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	10.74	5.23
Small Cap	75.89	70
Mid Cap	8.72	12.83
Large Cap	4.65	11.94

Scheme Name	HDFC Small Cap Fund Regular Growth	Nippon India Small Cap Fund - Growth Plan - Bonus Option
Others	10.19	5.23
Industrials	22.54	-
Consumer Cyclical	19.02	-
Consumer Defensive	2.9	-
Financial Services	11.35	-
Communication Services	1.79	-
Healthcare	12.29	-
Basic Materials	7.07	-
Utilities	0	-
Technology	12.85	-
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