HDFC vs Nippon India small cap mutual fund: Which scheme delivered better returns over 3, 5 and 10 years? Check latest AUM, NAV, expense ratio & others – Mutual Funds

HDFC vs Nippon India small cap mutual fund: Which scheme delivered better returns over 3, 5 and 10 years? Check latest AUM, NAV, expense ratio & others - Mutual Funds


HDFC vs Nippon India small cap mutual fund: HDFC and Nippon India are currently among the largest small cap mutual funds in India by assets under management (AUM), with corpus sizes exceeding Rs 38,000 crore and Rs 74,000 crore, respectively.

The HDFC Small Cap Fund is a popular, open-ended equity mutual fund that invests primarily in small cap companies. Managed by HDFC Asset Management Company, it aims for long-term capital appreciation by building a diversified portfolio of emerging businesses with strong growth potential.

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The Nippon India Small Cap Fund is one of India’s largest and oldest small cap mutual funds, according to a report by Value Research. The scheme aims for long-term capital appreciation by investing predominantly in the equity of small cap companies. It has an AUM of over Rs 74,000 crore.

Based on AMFI-category data, HDFC small cap fund and Nippon India small cap fund are currently the two largest small cap mutual funds in India by AUM, managing approximately Rs 38,000 crore and Rs 74,000 crore, respectively. Let’s learn about the funds.

HDFC Small Cap Fund Overview

Investment Objective: To generate long-term wealth by investing predominantly (at least 65% of its assets) in small-cap stocks.

Fund Size (AUM): Rs 38,809 Crores (As on 31-May-2026)

Fund Managers: Chirag Setalvad and Amar Kalkundrikar

HDFC small cap fund details

HDFC small cap fund: Top Holdings (%)

HDFC small cap fund: Top 5 sector exposure (%)

Nippon India Small Cap Fund Overview

Fund House: Nippon India Mutual Fund

Benchmark: NIFTY Smallcap 250 TRI

Risk Level: Very High (according to Value Research) – ideal for 7+ year investment horizons

Fund Managers: Samir Rachh and Amber Singhania

Nippon India small cap fund details

Nippon India small cap fund: Top Holdings (%)

Nippon India small cap fund: Top 5 sector exposure (%)

(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)



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