Nippon India Small Cap Fund vs Quant Small Cap Fund vs SBI SMALL CAP FUND
Historical evidence, compared over compatible measurement windows. This is not a personalised recommendation or a prediction.
| Measure | Nippon India Small Cap Fund | Quant Small Cap Fund | SBI SMALL CAP FUND |
|---|---|---|---|
| 1Y CAGR | 8.8% | 14.2% | 5.9% |
| 1Y vs own benchmark | +3.7 pp | +9.1 pp | +0.8 pp |
| 3Y CAGR | 15.3% | 18.3% | 11.6% |
| 3Y vs own benchmark | +1.3 pp | +4.4 pp | -2.3 pp |
| 5Y CAGR | 17.8% | 18.6% | 12.8% |
| 5Y vs own benchmark | +4.6 pp | +5.3 pp | -0.5 pp |
| Annualised volatility | 17.9% | 19.2% | 15.1% |
| Maximum drawdown | -48.6% | -46.7% | -40.3% |
| Sharpe ratio | 0.68 | 0.89 | 0.56 |
Not comparable means dates or definitions do not support this comparison. Not available means a metric is missing. Benchmark differences use each fund’s own stated benchmark; different benchmarks represent different exposures. Available-history risk is not a uniform three-year ranking.
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Small-cap fund rankings can change sharply when market leadership changes. Nippon India Small Cap Fund, SBI Small Cap Fund and Quant Small Cap Fund may show very different results depending on the period selected.
This page compares matching research snapshots rather than declaring a permanent winner. It is designed to help readers separate return, downside risk and consistency before opening the complete fund reports.
Why can small-cap fund results diverge so much?
Small-cap portfolios can differ in concentration, liquidity exposure, turnover and investment style. Those differences can amplify both gains and drawdowns across market cycles.
Should the highest-return fund be preferred?
Not on return alone. Check whether the return was accompanied by higher volatility, a deeper drawdown or weaker benchmark consistency, and whether that risk fits the investor time horizon.
How much small-cap exposure is appropriate?
That is a portfolio-level suitability decision, not a fund-ranking decision. It depends on goals, risk capacity, time horizon, existing equity exposure and the ability to tolerate prolonged underperformance.