Quant Small Cap Fund vs Nippon India Small Cap Fund compare
Nippon India Small Cap Fund Regular Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Fund | Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹65922 Cr | ₹25183 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 16 Sep 2010 | 30 Oct 1996 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 23% | % |
Expense Ratio | 1.41 | 1.6 |
Manager | Tejas Sheth | Sanjeev Sharma |
ISIN Code | INF204K01HY3 | INF966L01AA0 |
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 | Quant 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 | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Month | 2.79% | 2.56% |
6 Month | 18.78% | 15.18% |
1 Year | -6.14% | -9.69% |
3 Year | 21.91% | 23.1% |
5 Year | 32.92% | 34.63% |
SIP Return Analysis
Scheme Name | Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 4.24% | 2.89% |
1 Year | 9.22% | 5.97% |
3 Year | 19.01% | 17.33% |
5 Year | 23.79% | 23.26% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 17.07% | 10.28% |
3 Year | 27.67% | 10.43% |
5 Year | 22.75% | 10.27% |
Risk Management
Scheme Name | Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.53% | 18.497% |
Sharp | 0.98% | 0.792% |
Beta | 0.81% | 0.929% |
Alpha | 2.88% | 1.342% |
Fund Managers
Scheme Name | Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Name | Tejas Sheth | Sanjeev Sharma |
Total AUM | ₹89953 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Nippon India Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 5.87 | 8.54 |
Large Cap | 11.46 | 22.76 |
Small Cap | 69.2 | 67.91 |
Mid Cap | 13.46 | 0.8 |
Sector Allocation
Scheme Name |
Nippon India Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 4.32 | 3.95 |
Energy | 1.53 | 16.22 |
Technology | 7.18 | 2.66 |
Consumer Cyclical | 14.43 | 13.37 |
Communication Services | 1.43 | 3.05 |
Basic Materials | 13.05 | 9.18 |
Industrials | 22.6 | 6.88 |
Financial Services | 15.03 | 19.4 |
Consumer Defensive | 8.53 | 4.9 |
Healthcare | 8.85 | 14.44 |
Real Estate | 0.59 | 2.92 |
Utilities | 2.47 | 3.05 |
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