⚖ Nippon India Small Cap Fund vs Quant Small Cap Fund
Abundance Financial Services · ARN-251838
FUND
Nippon India Small Cap Fund
Nippon India Mutual Fund
Quant Small Cap Fund
quant Mutual Fund
📊 Returns Across All Time Horizons
1 Month
-1.7%↑ best
-1.9%
3 Months
-4.2%
-2.5%↑ best
6 Months
+1.4%
+6.3%↑ best
1 Year
+2.3%
+7.1%↑ best
3 Years
+12.8%
+16.0%↑ best
5 Years
+16.4%↑ best
+15.9%
7 Years
+24.2%
+31.6%↑ best
10 Years
+18.9%
+19.3%↑ best
Inception
+19.5%↑ best
+14.2%
📉 Risk Metrics
Volatility
17.9%
19.0%
Max Drawdown
-23.4%
-23.9%
Return/Risk
0.72
0.84
🏅 Category Peer-Rank
Rank by 3Y Return
#12 of 24
#6 of 24
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹1,02,290
+₹2,290
→
3Y
₹1,43,449
+₹43,449
→
5Y
₹2,13,864
+₹1,13,864
1Y
₹1,07,100
+₹7,100
→
3Y
₹1,56,090
+₹56,090
→
5Y
₹2,09,401
+₹1,09,401
📊 Portfolio Overlap & Structure
Portfolio Overlap
6.9%
overlap
6.9%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
13.8%
13.5%
Mid Cap Equity
12.8%
7.0%
Small Cap Equity
64.1%
68.9%
Debt / Cash / Other
9.3%
10.5%
🏢 Top Sectors per Fund
Top Sector Allocation
24.1%
16.0%
14.7%
13.5%
9.1%
17.4%
16.4%
12.8%
12.1%
10.0%
Overall Leader: Quant Small Cap Fund
Quant Small Cap Fund by quant Mutual Fund ranks highest across the metrics compared — weighted toward long-term consistency (5Y/7Y/10Y and Return/Risk count most, 1M/3M count least), averaged only over the periods each fund actually has data for so a newer fund isn't penalized for not existing that long.
Important Disclosure:This comparison is for informational and educational purposes only and does not constitute investment advice. Data sourced from AMFI (mutual funds) and SEBI-regulated SIF disclosures. Past performance is not indicative of future returns. Abundance Financial Services. Atin Kumar Agrawal · ARN-251838 · AMFI Registered Mutual Fund & SIF Distributor.