Nippon India Small Cap Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
17.52%
Dekho, aapke paas do small cap funds hain, Fund A aur Fund B. Ye donkaa category ek hi hai, lekin unkaa performance aur riskometer alag-alag hai. Aaj hum aapko batayenge ki aapko kis fund mein invest karna chahiye. Chaliye, aate hain fund ki jaankari aur dekhte hain ki kis fund mein aapko invest karna chahiye.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | Axis Mutual Fund |
| Category | Small Cap | Small Cap |
| NAV (₹) | 194.77 | 124.14 |
| AUM (₹ Cr) | 7.27 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 0.64% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 17.03 |
| Sharpe Ratio | 0.76 | 0.65 |
| 1 Year Return (%) | 5.69% | 4.52% |
| 3 Year Return (%) | 20.63% | 17.52% |
| 5 Year Return (%) | 21.91% | 18.04% |
| Since Launch (%) | 23.95% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Samir Rachh (9.4 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (1.89%), Multi Commodity Exchange Of India Ltd. (1.76%), Bharat Heavy Electricals Ltd. (1.67%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 32% | 12% |
🤖 AI Verdict – Which is Better?
Haan, yeh sach hai ki Fund A aur Fund B dono hi small cap funds hain, lekin yeh aapko kis fund mein invest karna chahiye, yeh decide karna aapko hai. Lekin hum aapko batayenge ki Fund A aapke liye behtar fund hai, kyonki iska 3Y return 20.63% hai, jo ki Fund B se adhik hai. Aapko iska expense ratio bhi dekhna chahiye, jo ki 0.64% hai, jo ki Fund B se kam hai. Isliye, Fund A aapke liye behtar fund hai.
Why consider Nippon India Small Cap Fund?
- Expense ratio: 0.64%
- 3Y return: 20.63%
- AUM: 7.27 Lac Cr
- Sharpe Ratio: 0.76
Why consider Axis Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
Sach ye hai ki SIP (Systematic Investment Plan) ke liye aapko consistent return aur stability ki zaroorat hai. Fund A aur Fund B dono hi small cap funds hain, lekin Fund A ka 3Y return Fund B se adhik hai, aur iska expense ratio bhi kam hai. Isliye, Fund A aapke liye aadharshila hone wala fund hai, jiske liye aap SIP kar sakte hain.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio aur expense ratio sabhi factors hain, jo ki aapko fund ki risk aur cost ko decide karna hai. Fund A aur Fund B dono hi high risk fund hain, lekin Fund A ka riskometer Fund B se kam hai, aur iska Sharpe ratio bhi adhik hai. Isliye, Fund A aapke liye behtar fund hai, jiske liye aapka paisa sahi tarah se invest ho raha hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration dikhane mein koi bhi fund aapke liye behtar hai, lekin Fund A aur Fund B dono hi small cap funds hain. Fund A ka asset allocation 97.17% hai, jo ki Fund B se adhik hai. Isliye, Fund A aapke liye behtar fund hai, jiske liye aapka paisa sahi tarah se invest ho raha hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Sach ye hai ki Fund A ka 5Y return 21.91% hai, jo ki Fund B se adhik hai. Isliye, Fund A aapke liye behtar fund hai.
Q2: Is the higher risk fund worth it?
Riskometer aur Sharpe ratio dono hi factors hain, jo ki aapko fund ki risk ko decide karta hai. Fund A ka riskometer Fund B se kam hai, aur iska Sharpe ratio bhi adhik hai. Isliye, Fund A aapke liye behtar fund hai.
Q3: Which fund is more cost-effective?
Sach ye hai ki Fund A ka expense ratio 0.64% hai, jo ki Fund B se kam hai. Isliye, Fund A aapke liye behtar fund hai, jiske liye aapka paisa sahi tarah se invest ho raha hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price