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) ₹36353 Cr ₹65922 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 -1.68% 2.96%
6 Month 22.41% 3.2%
1 Year -0.95% 27.45%
3 Year 22.93% 27.3%
5 Year 28.82% 35.6%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
6 Month 5.66% -
1 Year 11.28% 21.44%
3 Year 18.17% 33.74%
5 Year 22.27% 37.32%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
1 Year 15.84% 18.15%
3 Year 19.76% 28.18%
5 Year 17.3% 22.05%

Risk Management

Scheme Name HDFC Small Cap Fund Regular Growth Nippon India Small Cap Fund - Growth Plan - Bonus Option
Standard Deviation 15.41% 16.32%
Sharp 1.16% 1.10%
Beta 0.78% 0.83%
Alpha 3.15% 2.27%

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 9.49 5.23
Small Cap 78.55 70
Mid Cap 8.23 12.83
Large Cap 3.74 11.94

Sector Allocation

Scheme Name

HDFC Small Cap Fund Regular Growth

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Others 8.93 5.23
Industrials 23.59 -
Consumer Cyclical 18.21 -
Consumer Defensive 2.24 -
Financial Services 11.31 -
Communication Services 1.75 -
Healthcare 12.61 -
Basic Materials 7.92 -
Utilities 0.36 -
Technology 13.07 -
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

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.7%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.42%

Compare Now

SBI Equity Hybrid Fund - Regular Plan -Growth SBI Equity Hybrid Fund - Regular Plan -Growth

3Y Returns12.7%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns15.28%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns19.35%

VS

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns16.06%

Compare Now

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns24.39%

VS

Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)

3Y Returns0%

Compare Now
Add to Cart Successfully