Nippon India Small Cap Fund vs ICICI Prudential Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
20.63%
3Y Return
15.42%
Aapke paas do chote fund hain - Nippon India Small Cap Fund aur ICICI Prudential Small Cap Fund. Yeh dono fund small cap category mein aate hain. Aaj hum dekhein ki yeh do fund kis tarah se compare karte hain aur kis fund mein long-term wealth creation ke liye aapko invest karna chahiye.
| Parameter | ANippon India Small Cap Fund - Direct Plan - Growth | BICICI Prudential Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Nippon India | ICICI Prudential |
| Category | Small Cap | Small Cap |
| NAV (₹) | 194.77 | 96.92 |
| AUM (₹ Cr) | 7.27 Lac Cr | 2.27 Lac Cr |
| Expense Ratio (%) | 0.64% | 0.82% |
| Riskometer | Very High | Very High |
| Volatility | 18.66 | 17.48 |
| Sharpe Ratio | 0.76 | 0.51 |
| 1 Year Return (%) | 5.69% | 1.68% |
| 3 Year Return (%) | 20.63% | 15.42% |
| 5 Year Return (%) | 21.91% | 17.22% |
| Since Launch (%) | 23.95% | 16.62% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 January 2013 | 3 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Amber Singhania; Kinjal Desai; Samir Rachh (9.4 years yrs) | Harsh Upadhyaya; Sharmila D'Silva (4.2 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%) | Aarti Drugs Ltd. (3.2%), Hatsun Agro Product Ltd. (2.9%), National Aluminium Company Ltd. (2.7%) |
| Asset Allocation | Equity: 97.17% | CD: 0.21% | Equity: 91.00% | Cash & Equivalents: 9.00% |
| Portfolio Turnover | 32% | 21% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, hum 3Y return, expense ratio, aur risk par dhyan dein. Fund A ne 20.63% ka return diya hai, lekin Fund B ne 15.42% ka return diya hai. Expense ratio ke hisab se bhi Fund A adhik cost-effective hai. Lekin, riskometer and volatility ka hisab bhi karein. Fund A ka riskometer aur volatility Fund B se adhik hai. Haan, Fund A ka Sharpe ratio bhi adhik hai. Dekho, Fund A long-term wealth creation ke 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 ICICI Prudential Small Cap Fund?
- Expense ratio: 0.82%
- 3Y return: 15.42%
- AUM: 2.27 Lac Cr
- Sharpe Ratio: 0.51
📈 SIP Suitability
Ek monthly SIP ke liye, hum consistency aur return stability par dhyan dein. Fund A ne 1Y, 3Y, aur 5Y mein adhik return diya hai. Lekin, Fund B ka AUM kam hai, jisse investment ki consistency adhik ho sakti hai. Haan, Fund B ka asset allocation bhi adhik stable hai. Dekho, Fund A monthly SIP ke liye behtar fund hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke hisab se, hum dekhein ki fund mein risk-adjusted return kya hai. Fund A ka riskometer aur volatility Fund B se adhik hai, lekin Sharpe ratio Fund A ka adhik hai. Expense ratio ke hisab se bhi Fund A adhik cost-effective hai. Haan, Fund B ka volatility Fund A se kam hai. Dekho, Fund A mein risk-adjusted return adhik hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke hisab se, hum dekhein ki fund mein portfolio diversification kya hai. Fund A ka asset allocation Fund B ke mukabla 97.17% se adhik hai, lekin top holdings concentration Fund B ke mukabala kam hai. Haan, Fund B ka asset allocation Fund A se kam hai, lekin top holdings concentration Fund A ke mukabala adhik hai. Dekho, Fund A mein portfolio diversification adhik hai.
SIP Calculator – Compare Growth Potential
Nippon India Small Cap Fund
₹1991813.86
@20.6% annual return (3Y)
ICICI Prudential Small Cap Fund
₹1429907.82
@15.4% 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?
Answer based on 5Y/3Y returns. Fund A ne 21.91% ka return diya hai, jiske mukabla Fund B ne 17.22% ka return diya hai. Haan, Fund A long-term wealth creation ke liye behtar fund hai.
Q2: Is the higher risk fund worth it?
Answer comparing volatility and Sharpe ratio. Fund A ka riskometer aur volatility Fund B se adhik hai, lekin Sharpe ratio Fund A ka adhik hai. Haan, Fund A mein risk-adjusted return adhik hai.
Q3: Which fund is more cost-effective?
Answer comparing expense ratio and exit load (if provided). Fund A ka expense ratio Fund B ke mukabla 0.64% se kam hai. Haan, Fund A adhik cost-effective 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