Nippon India Small Cap Fund vs Tata Small Cap Fund compare
Nippon India Small Cap Fund - Growth Plan - Bonus Option
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹66136 Cr | ₹11637 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 16 Sep 2010 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 23% | 4.59% |
| Expense Ratio | 1.47 | 1.7 |
| Manager | Tejas Sheth | Chandraprakash Padiyar |
| ISIN Code | INF204K01HZ0 | INF277K015O2 |
| Exits Load | Exit load of 1% if redeemed within 1 year./365 | Tata Small Cap Fund - Regular Plan - 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 - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | - | -2.99% |
| 6 Month | - | 5.08% |
| 1 Year | - | -6.65% |
| 3 Year | - | 19.92% |
| 5 Year | - | 29.05% |
SIP Return Analysis
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | - | -3.01% |
| 1 Year | - | -0.6% |
| 3 Year | - | 13.23% |
| 5 Year | - | 18.93% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | - | 23.4% |
| 3 Year | - | 28.5% |
| 5 Year | - | 30.65% |
Risk Management
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.46% | 16.04% |
| Sharp | 0.92% | 0.82% |
| Beta | 0.83% | 0.78% |
| Alpha | 1.46% | 0.42% |
Fund Managers
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Tejas Sheth | Chandraprakash Padiyar |
| Total AUM | ₹89953 Cr | ₹15627 Cr |
| Funds Managed | 3 | 3 |
| Nippon India Small Cap Fund - Growth Plan - Bonus Option | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.23 | 17.27 |
| Small Cap | 70 | 76.22 |
| Large Cap | 11.94 | - |
| Mid Cap | 12.83 | 6.51 |
Sector Allocation
| Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.23 | 11.94 |
| 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 | - |
| Industrials | - | 24.95 |
| Healthcare | - | 7.47 |
| Basic Materials | - | 19.12 |
| Consumer Cyclical | - | 17.32 |
| Financial Services | - | 4.77 |
| Technology | - | 6.74 |
| Utilities | - | 1.19 |
| Real Estate | - | 4.7 |
| Consumer Defensive | - | 1.79 |
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