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) | ₹57010 Cr | ₹15453 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 | 1.45 | 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 | 4.39% | 2.57% |
6 Month | -9.6% | -12.55% |
1 Year | 1.83% | -1.39% |
3 Year | 21.76% | 18.19% |
5 Year | 38.2% | 34.99% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -1.73% | -4.76% |
1 Year | -12.45% | -17.7% |
3 Year | 19.64% | 15.15% |
5 Year | 26.59% | 22.97% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 18.53% | 19.2% |
3 Year | 27.97% | 23.02% |
5 Year | 22.28% | 15.83% |
Risk Management
Scheme Name | Nippon India Small Cap Fund Regular Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.53% | 18.203% |
Sharp | 0.76% | 0.572% |
Beta | 0.82% | 0.882% |
Alpha | 4.31% | -0.639% |
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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 | 6.04 | 3.74 |
Large Cap | 12.04 | 2.59 |
Small Cap | 67.13 | 72.68 |
Mid Cap | 14.79 | 21 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund Regular Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 6.45 | 6.47 |
Energy | 2.03 | 1.4 |
Technology | 8.65 | 9.98 |
Consumer Cyclical | 13.91 | 16.29 |
Basic Materials | 12.14 | 10.53 |
Communication Services | 1.54 | - |
Industrials | 22.17 | 27.7 |
Consumer Defensive | 8.89 | 3.38 |
Healthcare | 8.16 | 4.47 |
Financial Services | 13.54 | 14.59 |
Real Estate | 0.54 | 5.2 |
Utilities | 1.98 | - |
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