Nippon India Small Cap Fund vs Quant Small Cap Fund
Over the last 3 years, Quant Small Cap Fund returned 17.4% a year against 13.9% for Nippon India Small Cap Fund (Direct plans). Nippon India Small Cap Fund costs less (0.69% a year, Direct). They hold 25 stocks in common; the portfolio overlap is 7%. Data as of 5 Nov 2026.
| Nippon India Small Cap Fund | Quant Small Cap Fund | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Fund house | Nippon India Mutual Fund | quant Mutual Fund |
| Benchmark (TRI) | Nifty Smallcap 250 | Nifty Smallcap 250 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹80,841 cr | ₹35,054 cr |
| Direct plan | ||
| Rating | A | A |
| Expense ratio | 0.69% | 0.96% |
| 1Y return | 4.1% | 9.8% |
| 3Y return (a year) | 13.9% | 17.4% |
| 5Y return (a year) | 17.5% | 17.4% |
| 3Y vs index | +0.5% | +4.0% |
| Regular plan | ||
| Rating | A | A |
| Expense ratio | 1.41% | 1.65% |
| 1Y return | 3.4% | 8.9% |
| 3Y return (a year) | 13.0% | 16.4% |
| 5Y return (a year) | 16.6% | 16.2% |
| 3Y vs index | -0.4% | +3.0% |
| Risk and portfolio | ||
| Volatility, 3Y | 17.6% | 18.2% |
| Max fall, 5Y | -24.2% | -25.2% |
| Down capture, 3Y | 79 | 91 |
| Stocks held | 256 | 103 |
| Top 10 holdings | 15% | 36% |
Common questions
Nippon India Small Cap Fund or Quant Small Cap Fund: which has done better?
Over the last 3 years, Quant Small Cap Fund returned 17.4% a year against 13.9% for Nippon India Small Cap Fund (Direct plans).
How much do Nippon India Small Cap Fund and Quant Small Cap Fund overlap?
They hold 25 stocks in common; the portfolio overlap is 7%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.