Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Small Cap Fund vs HDFC Small Cap Fund compare

Link copied to clipboard!

tortoise-icon HDFC Small Cap Fund Regular Growth

Invest Now

tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

Invest Now

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) ₹38020 Cr ₹68572 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 03 Apr 2008 16 Sep 2010
Category Small Cap Small Cap
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

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Month -0.75% -
6 Month -1.12% -
1 Year -1.2% -
3 Year 20.13% -
5 Year 24.59% -

SIP Return Analysis

Scheme Name HDFC Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month -1.52% -
1 Year 10.02% -
3 Year 12.55% -
5 Year 17.69% -

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 14.77% -
3 Year 20% -
5 Year 17.7% -

Risk Management

Scheme Name HDFC Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation 15.17% 16.59%
Sharp 0.94% 0.86%
Beta 0.75% 0.82%
Alpha 2.88% 2.30%

Fund Managers

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

Market Cap

Scheme Name

HDFC Small Cap Fund Regular Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 11.69 5.23
Small Cap 73.73 70
Mid Cap 8.91 12.83
Large Cap 5.67 11.94

Sector Allocation

Scheme Name

HDFC Small Cap Fund Regular Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 11.01 5.23
Industrials 20.79 -
Consumer Cyclical 18.73 -
Consumer Defensive 3.66 -
Financial Services 12.58 -
Communication Services 1.63 -
Healthcare 11.87 -
Basic Materials 6.86 -
Technology 12.89 -
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

Top Comparisons

PGIM India Arbitrage Fund - Regular Plan - Growth PGIM India Arbitrage Fund - Regular Plan - Growth

3Y Returns6.53%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns7.13%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns7.6%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns7.04%

Compare Now

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns15.58%

VS

Mirae Asset Large Cap Fund - Growth Plan Mirae Asset Large Cap Fund - Growth Plan

3Y Returns13.74%

Compare Now

HDFC Overnight Fund - Growth Option HDFC Overnight Fund - Growth Option

3Y Returns6.26%

VS

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns6.3%

Compare Now
Year 2026
Begin 2026 with Ultimate Confidence
This new year, get your premium personalized investment portfolio worth Rs ₹799 Now FREE
Sun Rays Image
Use Code: MYSIPNY26
Add to Cart Successfully