⚖ Nippon India Small Cap Fund vs SBI SMALL CAP FUND
Abundance Financial Services · ARN-251838
FUND
Nippon India Small Cap Fund
Nippon India Mutual Fund
SBI SMALL CAP FUND
SBI Mutual Fund
📊 Returns Across All Time Horizons
1 Month
-0.5%
-0.4%↑ best
3 Months
+2.9%
+6.0%↑ best
6 Months
+21.9%
+22.5%↑ best
1 Year
+7.4%↑ best
+5.8%
3 Years
+14.8%↑ best
+11.0%
5 Years
+17.9%↑ best
+13.4%
7 Years
+25.8%↑ best
+20.4%
10 Years
+20.0%↑ best
+17.8%
Inception
+20.0%
+23.0%↑ best
📉 Risk Metrics
Volatility
17.6%
15.5%
Max Drawdown
-23.4%
-22.1%
Return/Risk
0.84
0.71
🏅 Category Peer-Rank
Rank by 3Y Return
#14 of 23
#21 of 23
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹1,07,370
+₹7,370
→
3Y
₹1,51,256
+₹51,256
→
5Y
₹2,27,905
+₹1,27,905
1Y
₹1,05,810
+₹5,810
→
3Y
₹1,36,800
+₹36,800
→
5Y
₹1,87,776
+₹87,776
📊 Portfolio Overlap & Structure
Portfolio Overlap
10.2%
overlap
10.2%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
13.7%
1.0%
Mid Cap Equity
12.8%
3.1%
Small Cap Equity
64.2%
82.7%
Debt / Cash / Other
9.3%
13.1%
🏢 Top Sectors per Fund
Top Sector Allocation
23.6%
16.4%
15.0%
13.2%
9.3%
25.6%
17.3%
14.8%
13.0%
6.5%
Overall Leader: Nippon India Small Cap Fund
Nippon India Small Cap Fund by Nippon India 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.