Nippon India Small Cap Fund vs SBI Small Cap Fund – June 2025 Review

Investing in small cap funds allows investors to gain exposure to companies with smaller market capitalisations without directly buying individual stocks. Among the many options, Nippon India Small Cap Fund and SBI Small Cap Fund are two notable funds.

By examining key parameters like Net Asset Value (NAV), expense ratio, returns, and fund size, this review helps investors understand how each fund is structured and how they may fit different investment strategies and risk preferences.

Nippon India Small Cap Fund vs SBI Small Cap Fund

Note: All figures and details in the table are as of Apr 30, 2025. based on information available on the respective fund’s website.

Nippon India Small Cap Fund: CAGR Performance

Nippon India Small Cap Fund focuses on high-growth potential small-cap companies and follows a diversified investment approach.

Note: The table above reflects CAGR (%) data as of 30th April 2025, based on information available on the respective fund’s website.

SBI Small Cap Fund: CAGR Performance

The SBI Small Cap Fund seeks long-term capital growth by investing in a well-diversified portfolio of small-cap companies. Below is the compounded annual growth rate (CAGR) performance as of April 30, 2025:

Note: The table above reflects CAGR (%) data as of 30th April 2025, based on information available on the respective fund’s website.

Nippon India Small Cap Fund vs SBI Small Cap FundKey Risk Metrics Comparison

The table below compares the key risk metrics of both small-cap funds, helping investors assess volatility, market sensitivity, and risk-adjusted returns.

Note: The table above reflects CAGR (%) data as of 30th April 2025, based on information available on the respective fund’s website.

Read More: Axis Gold ETF vs Kotak Gold ETF: Expense Ratio, NAV, Fund Size and More.

Key Takeaways

When comparing the Nippon India Small Cap Fund and SBI Small Cap Fund, investors should consider factors like NAV, expense ratio, AUM, and long-term performance.

• Nippon India offers slightly higher long-term returns and a lower expense ratio (Direct Plan) but has greater volatility.
• SBI Small Cap Fund has lower risk metrics and more conservative management, with inflow restrictions in place to protect existing investors.

Conclusion

Both Nippon India Small Cap Fund and SBI Small Cap Fund offer compelling opportunities for investors aiming to tap into the growth potential of India’s small-cap segment. While their strategies and risk profiles differ, each fund has demonstrated strong long-term potential within its framework. Investors should align their choice with their own financial goals, risk appetite, and investment horizon, before making any investment decision.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.