-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 32.8% | 44.4% | 22.8% | 26% | ||||
Category Average | 25% | 34.8% | 14.6% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
Tube Investments | Auto Ancillaries | Equity | 2.92% |
HDFC Bank | Banks | Equity | 2.02% |
CreditAcc. Gram. | Finance | Equity | 1.66% |
KPIT Technologi. | IT - Software | Equity | 1.49% |
Tejas Networks | Telecomm Equipment & Infra Services | Equity | 1.37% |
Apar Inds. | Capital Goods - Electrical Equipment | Equity | 1.36% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 1.23% |
Zydus Wellness | FMCG | Equity | 1.22% |
Volt.Transform. | Capital Goods - Electrical Equipment | Equity | 1.17% |
Timken India | Bearings | Equity | 1.16% |
Hind.Aeronautics | Capital Goods-Non Electrical Equipment | Equity | 1.15% |
Carborundum Uni. | Capital Goods-Non Electrical Equipment | Equity | 1.15% |
Karur Vysya Bank | Banks | Equity | 1.14% |
Elantas Beck | Chemicals | Equity | 1.13% |
Bajaj Electrical | Consumer Durables | Equity | 1.12% |
ION Exchange | Capital Goods-Non Electrical Equipment | Equity | 1.1% |
B H E L | Capital Goods - Electrical Equipment | Equity | 1.1% |
Balrampur Chini | Sugar | Equity | 1.09% |
St Bk of India | Banks | Equity | 1.06% |
Cyient | IT - Software | Equity | 1.05% |
CIE Automotive | Castings, Forgings & Fastners | Equity | 1.03% |
Fusion Microfin. | Finance | Equity | 1.02% |
Ajanta Pharma | Pharmaceuticals | Equity | 1.01% |
Interglobe Aviat | Air Transport Service | Equity | 1% |
Bank of Baroda | Banks | Equity | 1% |
NIIT Learning | IT - Software | Equity | 0.99% |
Kirl. Brothers | Capital Goods-Non Electrical Equipment | Equity | 0.96% |
Birla Corpn. | Cement | Equity | 0.95% |
Jyothy Labs | FMCG | Equity | 0.95% |
Radico Khaitan | Alcoholic Beverages | Equity | 0.94% |
P & G Health Ltd | Pharmaceuticals | Equity | 0.93% |
Navin Fluo.Intl. | Chemicals | Equity | 0.93% |
Finolex Cables | Cables | Equity | 0.93% |
Fine Organic | Chemicals | Equity | 0.92% |
Multi Comm. Exc. | Miscellaneous | Equity | 0.89% |
Poonawalla Fin | Finance | Equity | 0.89% |
TD Power Systems | Capital Goods - Electrical Equipment | Equity | 0.85% |
Vardhman Textile | Textiles | Equity | 0.83% |
eClerx Services | IT - Software | Equity | 0.82% |
Affle India | IT - Software | Equity | 0.81% |
K P R Mill Ltd | Readymade Garments/ Apparells | Equity | 0.8% |
Zensar Tech. | IT - Software | Equity | 0.79% |
H.G. Infra Engg. | Construction | Equity | 0.78% |
Kirl.Pneumatic | Capital Goods-Non Electrical Equipment | Equity | 0.78% |
Tata Consumer | Plantation & Plantation Products | Equity | 0.77% |
Raymond | Textiles | Equity | 0.77% |
Rites | Infrastructure Developers & Operators | Equity | 0.76% |
Linde India | Chemicals | Equity | 0.76% |
Rategain Travel | IT - Software | Equity | 0.76% |
Reliance Industr | Refineries | Equity | 0.74% |
Sapphire Foods | Quick Service Restaurant | Equity | 0.73% |
C D S L | Miscellaneous | Equity | 0.72% |
Kotak Mah. Bank | Banks | Equity | 0.69% |
Orient Electric | Consumer Durables | Equity | 0.69% |
Genus Power | Consumer Durables | Equity | 0.69% |
Bayer Crop Sci. | Agro Chemicals | Equity | 0.69% |
Century Textiles | Paper | Equity | 0.68% |
Praj Industries | Capital Goods-Non Electrical Equipment | Equity | 0.67% |
Dixon Technolog. | Consumer Durables | Equity | 0.66% |
Avalon Tech | Consumer Durables | Equity | 0.66% |
JTEKT India | Auto Ancillaries | Equity | 0.64% |
Gland Pharma | Pharmaceuticals | Equity | 0.64% |
Gokaldas Exports | Readymade Garments/ Apparells | Equity | 0.64% |
ISGEC Heavy | Infrastructure Developers & Operators | Equity | 0.63% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 0.61% |
Vindhya Telelink | Infrastructure Developers & Operators | Equity | 0.61% |
Pfizer | Pharmaceuticals | Equity | 0.6% |
Kalpataru Proj. | Capital Goods - Electrical Equipment | Equity | 0.59% |
Deepak Nitrite | Chemicals | Equity | 0.58% |
Paradeep Phospha | Fertilizers | Equity | 0.55% |
Harsha Engg Intl | Auto Ancillaries | Equity | 0.55% |
Honda India | Capital Goods - Electrical Equipment | Equity | 0.54% |
NLC India | Power Generation & Distribution | Equity | 0.54% |
Astrazeneca Phar | Pharmaceuticals | Equity | 0.52% |
Blue Star | Consumer Durables | Equity | 0.5% |
MTAR Technologie | Engineering | Equity | 0.5% |
SIS | Miscellaneous | Equity | 0.5% |
RBL Bank | Banks | Equity | 0.48% |
West Coast Paper | Paper | Equity | 0.47% |
UTI AMC | Finance | Equity | 0.47% |
Indian Hotels Co | Hotels & Restaurants | Equity | 0.47% |
Kirloskar Oil | Capital Goods-Non Electrical Equipment | Equity | 0.47% |
Tata Steel Long | Steel | Equity | 0.46% |
Esab India | Capital Goods-Non Electrical Equipment | Equity | 0.46% |
Aditya Bir. Fas. | Retail | Equity | 0.45% |
FDC | Pharmaceuticals | Equity | 0.44% |
Rallis India | Agro Chemicals | Equity | 0.43% |
Automotive Axles | Auto Ancillaries | Equity | 0.43% |
Bajaj Consumer | FMCG | Equity | 0.42% |
PNB Housing | Finance | Equity | 0.41% |
eMudhra | IT - Software | Equity | 0.4% |
Ambuja Cements | Cement | Equity | 0.4% |
Sanofi India | Pharmaceuticals | Equity | 0.4% |
Data Pattern | Electronics | Equity | 0.39% |
VST Till. Tract. | Automobile | Equity | 0.38% |
Just Dial | E-Commerce/App based Aggregator | Equity | 0.36% |
HDFC Life Insur. | Insurance | Equity | 0.36% |
Chambal Fert. | Fertilizers | Equity | 0.35% |
Fineotex Chem | Chemicals | Equity | 0.35% |
CARE Ratings | Credit Rating Agencies | Equity | 0.35% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 0.34% |
J B Chem & Pharm | Pharmaceuticals | Equity | 0.34% |
Sundaram Fin.Hol | Finance | Equity | 0.34% |
Honeywell Auto | Electronics | Equity | 0.33% |
PNC Infratech | Construction | Equity | 0.33% |
Landmark Cars | Trading | Equity | 0.32% |
Godrej Agrovet | Miscellaneous | Equity | 0.32% |
V I P Inds. | Plastic products | Equity | 0.31% |
Greenlam Industr | Miscellaneous | Equity | 0.31% |
Venus Pipes | Steel | Equity | 0.31% |
Thyrocare Tech. | Healthcare | Equity | 0.31% |
Vesuvius India | Refractories | Equity | 0.31% |
Equitas Sma. Fin | Banks | Equity | 0.31% |
TTK Prestige | Consumer Durables | Equity | 0.3% |
PVR Inox | Entertainment | Equity | 0.3% |
Divgi Torq | Auto Ancillaries | Equity | 0.3% |
KFin Technolog. | Miscellaneous | Equity | 0.3% |
Asahi India Glas | Glass & Glass Products | Equity | 0.29% |
RHI Magnesita | Refractories | Equity | 0.28% |
Krishna Institu. | Healthcare | Equity | 0.28% |
L G Balakrishnan | Auto Ancillaries | Equity | 0.28% |
Shriram Finance | Finance | Equity | 0.27% |
Texmaco Rail | Capital Goods-Non Electrical Equipment | Equity | 0.27% |
Zomato Ltd | E-Commerce/App based Aggregator | Equity | 0.27% |
NIIT | Computer Education | Equity | 0.27% |
Sandhar Tech | Auto Ancillaries | Equity | 0.26% |
Can Fin Homes | Finance | Equity | 0.26% |
Brigade Enterpr. | Realty | Equity | 0.26% |
La Opala RG | Glass & Glass Products | Equity | 0.26% |
Astra Microwave | Telecomm Equipment & Infra Services | Equity | 0.25% |
Indoco Remedies | Pharmaceuticals | Equity | 0.25% |
Castrol India | Chemicals | Equity | 0.25% |
Rainbow Child. | Healthcare | Equity | 0.24% |
Styrenix Perfor. | Petrochemicals | Equity | 0.24% |
Jubilant Ingrev. | Chemicals | Equity | 0.24% |
Triven.Engg.Ind. | Sugar | Equity | 0.24% |
K E C Intl. | Capital Goods - Electrical Equipment | Equity | 0.24% |
Sonata Software | IT - Software | Equity | 0.24% |
Polyplex Corpn | Packaging | Equity | 0.23% |
Kirl. Ferrous | Steel | Equity | 0.23% |
G R Infraproject | Realty | Equity | 0.23% |
Orient Cement | Cement | Equity | 0.23% |
Birlasoft Ltd | IT - Software | Equity | 0.22% |
Nazara Technolo. | IT - Software | Equity | 0.21% |
Archean Chemical | Chemicals | Equity | 0.21% |
Persistent Sys | IT - Software | Equity | 0.21% |
Coal India | Mining & Mineral products | Equity | 0.2% |
Tata Coffee | Plantation & Plantation Products | Equity | 0.19% |
Kaynes Tech | Consumer Durables | Equity | 0.19% |
Tracxn Technolo. | IT - Software | Equity | 0.19% |
JK Lakshmi Cem. | Cement | Equity | 0.19% |
Angel One | Stock/ Commodity Brokers | Equity | 0.18% |
Astec Lifescienc | Agro Chemicals | Equity | 0.17% |
ICICI Pru Life | Insurance | Equity | 0.17% |
CCL Products | Plantation & Plantation Products | Equity | 0.17% |
Tatva Chintan | Chemicals | Equity | 0.16% |
Intellect Design | IT - Software | Equity | 0.16% |
KEI Industries | Cables | Equity | 0.16% |
Lux Industries | Textiles | Equity | 0.15% |
JM Financial | Finance | Equity | 0.15% |
Mishra Dhatu Nig | Steel | Equity | 0.15% |
Ashoka Buildcon | Infrastructure Developers & Operators | Equity | 0.14% |
Pokarna | Miscellaneous | Equity | 0.14% |
Cyient DLM | Electronics | Equity | 0.13% |
Mahindra Logis. | Logistics | Equity | 0.13% |
Rolex Rings | Auto Ancillaries | Equity | 0.13% |
H P C L | Refineries | Equity | 0.13% |
Subros | Auto Ancillaries | Equity | 0.12% |
Supriya Lifesci. | Pharmaceuticals | Equity | 0.12% |
Techno Elec.Engg | Infrastructure Developers & Operators | Equity | 0.11% |
Hero Motocorp | Automobile | Equity | 0.11% |
Paras Defence | Engineering | Equity | 0.11% |
Gabriel India | Auto Ancillaries | Equity | 0.1% |
Blue Dart Expres | Logistics | Equity | 0.1% |
Uniparts India | Auto Ancillaries | Equity | 0.09% |
Tarsons Products | Miscellaneous | Equity | 0.09% |
Emami | FMCG | Equity | 0.09% |
Orient Paper | Paper | Equity | 0.08% |
Jio Financial | Finance | Equity | 0.08% |
Axis Bank | Banks | Equity | 0.07% |
Capacit'e Infra. | Realty | Equity | 0.07% |
Electrost.Cast. | Castings, Forgings & Fastners | Equity | 0.07% |
Netweb Technolog | IT - Software | Equity | 0.07% |
Senco Gold | Diamond, Gems and Jewellery | Equity | 0.07% |
Apex Frozen Food | Miscellaneous | Equity | 0.06% |
Westlife Food | Quick Service Restaurant | Equity | 0.06% |
Lemon Tree Hotel | Hotels & Restaurants | Equity | 0.05% |
Laurus Labs | Pharmaceuticals | Equity | 0.05% |
Yatharth Hospit. | Healthcare | Equity | 0.04% |
Shriram Properti | Construction | Equity | 0.04% |
Campus Activewe. | Leather | Equity | 0.03% |
Gateway Distri | Logistics | Equity | 0.03% |
Century Plyboard | Miscellaneous | Equity | 0.03% |
Sectors | Asset |
---|---|
Industrial Products | 10.02% |
Banks | 6.77% |
Auto Components | 6.5% |
Electrical Equipments | 6.07% |
Construction | 5.97% |
Pharmaceuticals & Biotech | 5.64% |
Finance | 5.08% |
Consumer Durables | 4.42% |
Chemicals & Petrochemical | 4.39% |
IT-Software | 3.87% |
Textiles & Apparels | 3.19% |
Capital Markets | 2.91% |
Aerospace & Defense | 2.55% |
Agricultural Food & other | 2.46% |
Debt | 2.3% |
IT-Services | 2.26% |
Industrial Manufacturing | 2.22% |
Fertilisers & Agrochemica | 2.19% |
Cement & Cement Products | 1.77% |
Food Products | 1.6% |
Commercial Services & Sup | 1.51% |
Telecom Equipment & Acces | 1.37% |
Leisure Services | 1.31% |
Transport Services | 1.26% |
Paper, Forest & Jute Prod | 1.23% |
Petroleum Products | 1.12% |
Retailing | 1.08% |
Miscellaneous | 1.03% |
Household Products | 0.95% |
Beverages | 0.94% |
Healthcare Services | 0.83% |
Telecom-Services | 0.61% |
Power | 0.54% |
Insurance | 0.53% |
Cash & Others | 0.52% |
Entertainment | 0.51% |
Personal Products | 0.51% |
Automobiles | 0.43% |
Agricultural, Commercial | 0.38% |
Realty | 0.3% |
Other Consumer Services | 0.27% |
Ferrous Metals | 0.23% |
Consumable Fuels | 0.2% |
Healthcare Equipment & Su | 0.09% |
IT-Hardware | 0.07% |
Advance Ratio
Exit Load
Exit Load | 1% if redeemed or switchd out on or efore completion of 1 months from the date of allotment of units. NIl if redeemed or switched out after the completion of 1 Months from the date of allotment of units. |
---|
Fund Objective
Nippon India Small Cap Fund is a professionally managed equity mutual fund scheme launched by Nippon India Mutual Fund on June 30, 1995. The Fund is managed by experienced fund managers Samir Rachh and Dhrumil Shah, who employ a well-structured investment approach to achieve the Fund’s objectives.
By investing primarily in the stock and equity-related securities of small-cap firms, View More
Pros and Cons of Nippon India Small Cap Fund
Pros | Cons |
---|---|
Nippon India Small Cap Fund has consistently outperformed its peers, with higher annualised returns over the past 1 year, 3 years, 5 years, and 10 years. | With a higher AUM, the fund may face challenges in generating higher returns in the future as it may become difficult for the fund managers to find new profitable investment opportunities. |
The fund has a substantial asset base of 23701Cr, which reflects the investor’s trust in the fund’s performance and management. | |
The fund has a higher alpha of 8.64, indicating that it has outperformed its benchmark index, the NIFTY Smallcap 250 Total Return Index, in the last 3 years. | |
The expense ratio of the fund at 0.86% is lower compared to other funds in the same category, which means that the fund has been able to keep the cost of management low for the investors. |
How to invest in Nippon India Small Cap Fund?
Investing in Nippon India Small Cap Fund is now a simple and convenient process. Through our online platform, the investment process is fast, efficient, and paperless.
What is the expense ratio of Nippon India Small Cap Fund?
The expense ratio of Nippon India Small Cap Fund, or any other mutual fund, refers to the annual charges that must be paid to the mutual fund company for managing the investments in that fund. It’s worth noting that the expense ratio can change over time, and it’s important for investors to review the expense ratio before making any investment decisions.
Who should invest in Nippon India Small Cap Fund?
Investors who are seeking long-term capital growth with a moderate to high-risk tolerance may benefit from investing in Nippon India Small Cap Fund. With an ET Money Rank of #4 out of 16 and a consistency rating of 5, this fund has demonstrated above-average returns with exceptional consistency.
This suggests that it could be a solid addition to an investment portfolio that is well-diversified. It is worth noting that all investments carry risk, and past performance does not guarantee future results.
Therefore, it is important for investors to carefully evaluate their investment objectives, risk tolerance, and overall financial situation before making any investment decisions.
What are the benefits of investing in the Nippon India Small Cap Fund?
Investing in Nippon India Small Cap Fund can provide several benefits to investors. First, the fund prefers to invest its money into mid-cap equities, which are shares of firms between the small- and large-cap categories. With this strategy, investors may have access to a wide variety of firms with market caps between those of big and small caps.
Secondly, the fund seeks to be moderately risky. When compared to large-cap equities, mid-cap firms provide more profitability, which might facilitate growth in an upward market. Investors seeking a middle ground between return and risk should consider them.
Third, there is the opportunity for growth when purchasing mid-cap equities. They are more resilient than smaller firms owing to their larger capital size, and their stocks have excellent growth rates while being squeezed.
Fourthly, compared to small-cap equities, mid-cap stocks trade at a higher volume of transactions. Increasing capitalisation, market penetration, and credibility all contribute to increased trading activity. Because of this, they are easier to get funding from
Fund Managers
Samir Rachh
Mr Samir Rachh joined Nippon India MF in October 2007 as Senior Investment Analyst. His total experience spans over 29 years. His current role is Fund Manager – Equity Investments. Before joining NIMF, Mr Rachh worked with Emkay Global Financial Services Ltd. as Portfolio Manager, Hinduja Finance Ltd. as Portfolio Manager, Anvicon Research Associates as Managing Partner, and Capital Market Magazine as Assistant Editor. He manages the Nippon India Small Cap Fund.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y Returns
-
Quant Small Cap Fund – Direct Growth
- Equity .
- Small Cap .
-
- 6,779
-
36.9%Fund Size - 6,779
-
49.1%Fund Size - 6,779
-
29%Fund Size - 6,779
-
HDFC Small Cap Fund – Direct Growth
- Equity .
- Small Cap .
-
- 18,999
-
36.9%Fund Size - 18,999
-
41.2%Fund Size - 18,999
-
18.7%Fund Size - 18,999
-
Franklin India Smaller Companies Fund – Direct Growth
- Equity .
- Small Cap .
-
- 9,103
-
33.6%Fund Size - 9,103
-
40.1%Fund Size - 9,103
-
16.7%Fund Size - 9,103
-
ICICI Pru Smallcap Fund – Direct Growth
- Equity .
- Small Cap .
-
- 6,510
-
23.5%Fund Size - 6,510
-
39.7%Fund Size - 6,510
-
21.5%Fund Size - 6,510
-
Kotak Small Cap Fund – Direct Growth
- Equity .
- Small Cap .
-
- 11,597
-
17.7%Fund Size - 11,597
-
39.2%Fund Size - 11,597
-
22.4%Fund Size - 11,597
AMC Contact Details
More Funds from Nippon India Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y Returns
-
Nippon India Fixed Horizon – XXXIX – Sr.4 Growth
- Debt .
- Fixed Maturity Plans .
-
- 160
-
11.2%Fund Size - 160
-
14.5%Fund Size - 160
-
14%Fund Size - 160
-
Nippon India Fixed Horizon – XXXIX – Sr.6 Growth
- Debt .
- Fixed Maturity Plans .
-
- 140
-
11.2%Fund Size - 140
-
14.5%Fund Size - 140
-
14%Fund Size - 140
-
Nippon India Fixed Horizon – XXXIX – Sr.15 Growth
- Debt .
- Fixed Maturity Plans .
-
- 453
-
11.2%Fund Size - 453
-
14.5%Fund Size - 453
-
14%Fund Size - 453
-
Nippon India Fixed Horizon – XXXIX – Sr.2 Growth
- Debt .
- Fixed Maturity Plans .
-
- 173
-
11.2%Fund Size - 173
-
14.5%Fund Size - 173
-
14%Fund Size - 173
-
Nippon India Fixed Horizon – XXXX – Sr.7 Growth
- Debt .
- Fixed Maturity Plans .
-
- 143
-
11.2%Fund Size - 143
-
14.5%Fund Size - 143
-
14%Fund Size - 143
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y Returns
-
IDBI India Top 100 Equity Fund – Direct Growth
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
Canara Robeco Bluechip Equity Fund – Direct Growth
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
Nippon India Large Cap Fund – Direct Growth
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
Baroda BNP Paribas Large Cap Fund – Direct Growth
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
L&T India Large Cap Fund – Direct Growth
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Nippon India Small Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Nippon India Small Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Nippon India Small Cap Fund – Direct Growth ?
How to redeem Nippon India Small Cap Fund – Direct Growth holding ?
What is the minimum sip amount of Nippon India Small Cap Fund – Direct Growth?
What are the top sectors Nippon India Small Cap Fund – Direct Growth has invested in?
- Industrial Products - 10.02%
- Banks - 6.77%
- Auto Components - 6.5%
- Electrical Equipments - 6.07%
- Construction - 5.97%
Can I make investments in both the SIP and Lump Sum schemes of Nippon India Small Cap Fund – Direct Growth?
How much returns have Nippon India Small Cap Fund – Direct Growth generated ?
What is the expense ratio of Nippon India Small Cap Fund – Direct Growth ?
What is the AUM of Nippon India Small Cap Fund – Direct Growth?
What are the top stock holdings of Nippon India Small Cap Fund – Direct Growth?
- Tube Investments - 2.92%
- HDFC Bank - 2.02%
- CreditAcc. Gram. - 1.66%
- KPIT Technologi. - 1.49%
- Tejas Networks - 1.37%
How can I redeem my investments in Nippon India Small Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Nippon India Small Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.