⚖ 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
-1.7%
-0.5%↑ best
3 Months
-4.2%
-2.7%↑ best
6 Months
+1.4%
+4.1%↑ best
1 Year
+2.3%↑ best
+1.1%
3 Years
+12.8%↑ best
+10.3%
5 Years
+16.4%↑ best
+11.1%
7 Years
+24.2%↑ best
+18.4%
10 Years
+18.9%↑ best
+16.4%
Inception
+19.5%
+22.3%↑ best
📉 Risk Metrics
Volatility
17.9%
15.9%
Max Drawdown
-23.4%
-22.1%
Return/Risk
0.72
0.65
🏅 Category Peer-Rank
Rank by 3Y Return
#12 of 24
#18 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
₹1,01,150
+₹1,150
→
3Y
₹1,34,265
+₹34,265
→
5Y
₹1,69,266
+₹69,266
📊 Portfolio Overlap & Structure
Portfolio Analysis
Loading portfolio structure & sector analysis…
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.