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Compare Sundaram Small Cap Fund vs Nippon India Small Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.95 | 1.42 |
NAV | ₹249.73 | ₹163.97 |
Fund Started | 03 Jan 2005 | 26 Aug 2010 |
Fund Size | ₹3058.33 Cr | ₹58028.59 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.95
1.42
NAV
₹249.73
₹163.97
Fund Started
03 Jan 2005
26 Aug 2010
Fund Size
₹3058.33 Cr
₹58028.59 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 7.01% | 3.21% |
3 Year | 23.74% | 27.59% |
5 Year | 35.95% | 41.07% |
1 Year
7.01%
3.21%
3 Year
23.74%
27.59%
5 Year
35.95%
41.07%
Holding Analysis
Equity | 92.90% | 94.63% |
Cash | 6.45% | 5.34% |
Equity
92.90%
94.63%
Cash
6.45%
5.34%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Aster DM Healthcare Ltd. | 3.13% |
PNB Housing Finance Ltd. | 2.76% |
Affle 3I Ltd. | 2.75% |
Safari Industries (India) Ltd. | 2.69% |
Ujjivan Small Finance Bank Ltd. | 2.62% |
Cholamandalam Financial Holdings Ltd. | 2.26% |
KSB Ltd. | 2.24% |
Balrampur Chini Mills Ltd. | 2.13% |
E.I.D. - Parry (India) Ltd. | 2.12% |
Craftsman Automation Ltd. | 2.12% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 2.21% |
Multi Commodity Exchange Of India Ltd. | 1.95% |
Dixon Technologies (India) Ltd. | 1.33% |
Kirloskar Brothers Ltd. | 1.32% |
Tube Investments Of India Ltd. | 1.25% |
State Bank of India | 1.24% |
Karur Vysya Bank Ltd. | 1.19% |
Bharat Heavy Electricals Ltd. | 1.08% |
Emami Ltd. | 1.07% |
NLC India Ltd. | 1.07% |
Fund Manager
Name | Rohit Seksaria | Akshay Sharma |
Start Date | 01 Jan 2022 | 01 Dec 2022 |
Name
Rohit Seksaria
Akshay Sharma
Start Date
01 Jan 2022
01 Dec 2022
About Fund
Description | The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks. | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies. |
Launch Date | 03 Jan 2005 | 26 Aug 2010 |
Description
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.
Launch Date
03 Jan 2005
26 Aug 2010