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Nippon India Small Cap Fund vs HSBC 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) | ₹66136 Cr | ₹16041 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 | 0.12% | -0.64% |
| 6 Month | 9.52% | 8.43% |
| 1 Year | -5.46% | -9% |
| 3 Year | 21.86% | 18.67% |
| 5 Year | 31.8% | 28.8% |
SIP Return Analysis
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | - | -1.51% |
| 1 Year | 7.88% | 2.9% |
| 3 Year | 15.46% | 11.89% |
| 5 Year | 20.91% | 17.64% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 16.7% | 15.99% |
| 3 Year | 27.46% | 22.74% |
| 5 Year | 23.03% | 16.77% |
Risk Management
| Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.53% | 18.19% |
| Sharp | 0.96% | 0.73% |
| Beta | 0.82% | 0.90% |
| Alpha | 2.07% | -1.74% |
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 | 8.72 | 4.62 |
| Large Cap | 11.94 | 2.09 |
| Small Cap | 66.09 | 72.7 |
| Mid Cap | 13.25 | 20.58 |
Sector Allocation
| Scheme Name |
Nippon India Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.05 | 3.9 |
| Energy | 1.51 | 0.87 |
| Technology | 7.7 | 9.37 |
| Consumer Cyclical | 15.14 | 16.07 |
| Communication Services | 1.42 | - |
| Basic Materials | 12.07 | 10.54 |
| Industrials | 20.82 | 27.42 |
| Consumer Defensive | 9.3 | 4.6 |
| Healthcare | 8.98 | 8.27 |
| Financial Services | 14.81 | 15.29 |
| Real Estate | 0.53 | 3.67 |
| Utilities | 2.67 | - |
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