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Compare Mutual Funds
Comparing Nippon India Small Cap Fund vs HDFC Small Cap FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - equity, small cap
- equity, small cap
- Fund Age
- 12 yrs 7 m
- 12 yrs 7 m
- Fund Size
- ₹58,029 Cr
- ₹34,032 Cr
- 3 months
- 11.95%
- 17.14%
- 6 months
- 9.43%
- 13.16%
- 1 year
- -4.02%
- 2.78%
- 3 year
- 26.55%
- 26.59%
- 5 year
- 37.23%
- 34.19%
- Standard Deviation
- 16.63
- 16.01
- Sharpe
- 1.37
- 1.38
- Beta
- 0.85
- 0.82
- Sortino
- 1.82
- 1.98
- Alpha
- 3.91
- 3.96
- Top 3 sectors
- Capital Goods (18.150000000000006%)
- Financial (11.480000000000004%)
- Services (10.960000000000003%)
- Services (23.28%)
- Financial (12.48%)
- Healthcare (12.19%)
- Top 5 holdings
- HDFC Bank Ltd. (2.05%)
- Multi Commodity Exchange Of India Ltd. (1.94%)
- Kirloskar Brothers Ltd. (1.29%)
- Tube Investments Of India Ltd. (1.21%)
- State Bank of India (1.17%)
- Firstsource Solutions Ltd. (5.7%)
- Aster DM Healthcare Ltd. (4.06%)
- eClerx Services Ltd. (3.69%)
- Bank Of Baroda (3.26%)
- Eris Lifesciences Ltd. (2.84%)
- Equity%
- 94.63022506%
- 93.38%
- Debt%
- 0.03%
- 0.0%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.65%
- 0.73%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- NIFTY Smallcap 250 TRI
- BSE 250 SmallCap TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Samir Rachh
- Amar Kalkundrikar
- Chirag Setalvad
