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) | ₹68287 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 | -4.99% | -7.37% |
| 6 Month | -6.55% | -8.54% |
| 1 Year | 3.93% | 0.59% |
| 3 Year | 20.71% | 18.38% |
| 5 Year | 25.74% | 26.66% |
SIP Return Analysis
| Scheme Name | Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -8.38% | -10.25% |
| 1 Year | -11.04% | -14.66% |
| 3 Year | 6.25% | 4.3% |
| 5 Year | 15.27% | 14.15% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.81% | 9.75% |
| 3 Year | 26.84% | 10.59% |
| 5 Year | 23.58% | 10.7% |
Risk Management
| Scheme Name | Nippon India Small Cap Fund Regular Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.53% | 18.63% |
| Sharp | 0.92% | 0.83% |
| Beta | 0.81% | 0.84% |
| Alpha | 2.3% | 1.24% |
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 | 13.16 | 15.67 |
| Large Cap | 13.65 | 21.18 |
| Small Cap | 61.67 | 62.21 |
| Mid Cap | 11.52 | 0.94 |
Sector Allocation
| Scheme Name |
Nippon India Small Cap Fund Regular Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.85 | 6.04 |
| Energy | 1.86 | 15.06 |
| Technology | 6.96 | 2.98 |
| Consumer Cyclical | 14.25 | 12.73 |
| Communication Services | 1.26 | 3.81 |
| Basic Materials | 10.68 | 7.61 |
| Industrials | 19.8 | 6.72 |
| Consumer Defensive | 11.36 | 4.28 |
| Healthcare | 9.29 | 13.54 |
| Financial Services | 16.77 | 20.01 |
| Real Estate | 0.92 | 2.47 |
| Utilities | 3 | 4.75 |
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