-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 57.2% | 35.9% | 30.3% | 26.9% | ||||
Category Average | 67.6% | 30.4% | 23.6% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
Tube Investments | Auto Ancillaries | Equity | 2.39% |
HDFC Bank | Banks | Equity | 1.95% |
Volt.Transform. | Capital Goods - Electrical Equipment | Equity | 1.83% |
Apar Inds. | Capital Goods - Electrical Equipment | Equity | 1.65% |
Multi Comm. Exc. | Financial Services | Equity | 1.36% |
B H E L | Capital Goods - Electrical Equipment | Equity | 1.35% |
St Bk of India | Banks | Equity | 1.33% |
Karur Vysya Bank | Banks | Equity | 1.27% |
Interglobe Aviat | Air Transport Service | Equity | 1.26% |
NIIT Learning | IT - Software | Equity | 1.26% |
Hind.Aeronautics | Aerospace & Defence | Equity | 1.26% |
NLC India | Power Generation & Distribution | Equity | 1.24% |
Elantas Beck | Chemicals | Equity | 1.19% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 1.18% |
KPIT Technologi. | IT - Software | Equity | 1.17% |
Cyient | IT - Software | Equity | 1.08% |
Jio Financial | Finance | Equity | 1.08% |
Kirl. Brothers | Capital Goods-Non Electrical Equipment | Equity | 1.05% |
Inox Wind | Capital Goods - Electrical Equipment | Equity | 1.01% |
Aster DM Health. | Healthcare | Equity | 0.94% |
Jyothy Labs | FMCG | Equity | 0.93% |
Carborundum Uni. | Capital Goods-Non Electrical Equipment | Equity | 0.91% |
Dixon Technolog. | Consumer Durables | Equity | 0.9% |
Pfizer | Pharmaceuticals | Equity | 0.89% |
Ajanta Pharma | Pharmaceuticals | Equity | 0.89% |
Rategain Travel | IT - Software | Equity | 0.88% |
eClerx Services | IT - Software | Equity | 0.85% |
Radico Khaitan | Alcoholic Beverages | Equity | 0.84% |
Birla Corpn. | Cement | Equity | 0.83% |
Tata Consumer | Plantation & Plantation Products | Equity | 0.83% |
Tejas Networks | Telecomm Equipment & Infra Services | Equity | 0.83% |
eMudhra | IT - Software | Equity | 0.82% |
Linde India | Chemicals | Equity | 0.8% |
Kalpataru Proj. | Capital Goods - Electrical Equipment | Equity | 0.8% |
ION Exchange | Capital Goods-Non Electrical Equipment | Equity | 0.79% |
K P R Mill Ltd | Readymade Garments/ Apparells | Equity | 0.78% |
Century Textiles | Paper | Equity | 0.77% |
Astrazeneca Phar | Pharmaceuticals | Equity | 0.76% |
Vardhman Textile | Textiles | Equity | 0.75% |
C D S L | Miscellaneous | Equity | 0.75% |
Bank of Baroda | Banks | Equity | 0.75% |
Balrampur Chini | Sugar | Equity | 0.74% |
TD Power Systems | Capital Goods - Electrical Equipment | Equity | 0.73% |
Coal India | Mining & Mineral products | Equity | 0.72% |
Zydus Wellness | FMCG | Equity | 0.72% |
Timken India | Bearings | Equity | 0.71% |
CIE Automotive | Castings, Forgings & Fastners | Equity | 0.7% |
Kirloskar Oil | Capital Goods-Non Electrical Equipment | Equity | 0.68% |
P & G Health Ltd | Pharmaceuticals | Equity | 0.68% |
Gland Pharma | Pharmaceuticals | Equity | 0.68% |
Rites | Infrastructure Developers & Operators | Equity | 0.67% |
CreditAcc. Gram. | Finance | Equity | 0.66% |
Fine Organic | Chemicals | Equity | 0.66% |
Finolex Cables | Cables | Equity | 0.66% |
Genus Power | Consumer Durables | Equity | 0.65% |
Kirl.Pneumatic | Capital Goods-Non Electrical Equipment | Equity | 0.64% |
Praj Industries | Capital Goods-Non Electrical Equipment | Equity | 0.63% |
Gokaldas Exports | Readymade Garments/ Apparells | Equity | 0.63% |
Sapphire Foods | Quick Service Restaurant | Equity | 0.63% |
Bajaj Electrical | Consumer Durables | Equity | 0.61% |
Bayer Crop Sci. | Agro Chemicals | Equity | 0.61% |
Affle India | IT - Software | Equity | 0.59% |
ISGEC Heavy | Infrastructure Developers & Operators | Equity | 0.58% |
Emami | FMCG | Equity | 0.57% |
PVR Inox | Entertainment | Equity | 0.57% |
H.G. Infra Engg. | Infrastructure Developers & Operators | Equity | 0.56% |
Blue Star | Consumer Durables | Equity | 0.56% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 0.55% |
JTEKT India | Auto Ancillaries | Equity | 0.55% |
HDFC Life Insur. | Insurance | Equity | 0.54% |
Indian Hotels Co | Hotels & Restaurants | Equity | 0.53% |
Voltas | Consumer Durables | Equity | 0.5% |
Fusion Microfin. | Finance | Equity | 0.49% |
Vindhya Telelink | Infrastructure Developers & Operators | Equity | 0.48% |
Krishna Institu. | Healthcare | Equity | 0.46% |
Deepak Nitrite | Chemicals | Equity | 0.46% |
Birlasoft Ltd | IT - Software | Equity | 0.45% |
KFin Technolog. | Financial Services | Equity | 0.45% |
Zomato Ltd | E-Commerce/App based Aggregator | Equity | 0.44% |
West Coast Paper | Paper | Equity | 0.43% |
Paradeep Phospha | Fertilizers | Equity | 0.43% |
Honda India | Capital Goods - Electrical Equipment | Equity | 0.43% |
Orient Electric | Consumer Durables | Equity | 0.42% |
Avalon Tech | Consumer Durables | Equity | 0.41% |
Sundaram Fin.Hol | Finance | Equity | 0.41% |
Blue Dart Expres | Logistics | Equity | 0.41% |
Metropolis Healt | Healthcare | Equity | 0.41% |
Texmaco Rail | Capital Goods-Non Electrical Equipment | Equity | 0.41% |
UTI AMC | Finance | Equity | 0.4% |
Raymond | Textiles | Equity | 0.4% |
FDC | Pharmaceuticals | Equity | 0.4% |
Apollo Tyres | Tyres | Equity | 0.39% |
CARE Ratings | Credit Rating Agencies | Equity | 0.39% |
VST Till. Tract. | Automobile | Equity | 0.39% |
RBL Bank | Banks | Equity | 0.38% |
Esab India | Capital Goods-Non Electrical Equipment | Equity | 0.38% |
Sanofi India | Pharmaceuticals | Equity | 0.38% |
Lemon Tree Hotel | Hotels & Restaurants | Equity | 0.37% |
Ambuja Cements | Cement | Equity | 0.36% |
Harsha Engg Intl | Auto Ancillaries | Equity | 0.36% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 0.36% |
Aditya Bir. Fas. | Retail | Equity | 0.35% |
J B Chem & Pharm | Pharmaceuticals | Equity | 0.34% |
G R Infraproject | Infrastructure Developers & Operators | Equity | 0.34% |
Bajaj Consumer | FMCG | Equity | 0.33% |
Bajaj Finance | Finance | Equity | 0.33% |
Zensar Tech. | IT - Software | Equity | 0.33% |
Union Bank (I) | Banks | Equity | 0.33% |
Galaxy Surfact. | Chemicals | Equity | 0.33% |
Fineotex Chem | Chemicals | Equity | 0.33% |
Angel One | Stock/ Commodity Brokers | Equity | 0.33% |
Castrol India | Chemicals | Equity | 0.32% |
PNC Infratech | Infrastructure Developers & Operators | Equity | 0.31% |
Asahi India Glas | Glass & Glass Products | Equity | 0.31% |
Astra Microwave | Aerospace & Defence | Equity | 0.31% |
Brigade Enterpr. | Realty | Equity | 0.31% |
MTAR Technologie | Aerospace & Defence | Equity | 0.3% |
Chambal Fert. | Fertilizers | Equity | 0.3% |
Kaynes Tech | Consumer Durables | Equity | 0.29% |
Sandhar Tech | Auto Ancillaries | Equity | 0.29% |
Automotive Axles | Auto Ancillaries | Equity | 0.29% |
Just Dial | E-Commerce/App based Aggregator | Equity | 0.29% |
Bharat Dynamics | Aerospace & Defence | Equity | 0.29% |
Data Pattern | Aerospace & Defence | Equity | 0.27% |
Rallis India | Agro Chemicals | Equity | 0.27% |
Hitachi Energy | Capital Goods - Electrical Equipment | Equity | 0.27% |
Can Fin Homes | Finance | Equity | 0.27% |
PNB Housing | Finance | Equity | 0.26% |
NIIT | Computer Education | Equity | 0.26% |
Persistent Sys | IT - Software | Equity | 0.26% |
SIS | Miscellaneous | Equity | 0.26% |
K E C Intl. | Capital Goods - Electrical Equipment | Equity | 0.26% |
Lumax Auto Tech. | Auto Ancillaries | Equity | 0.26% |
Lak. Mach. Works | Engineering | Equity | 0.26% |
Venus Pipes | Steel | Equity | 0.25% |
L G Balakrishnan | Auto Ancillaries | Equity | 0.25% |
Orient Cement | Cement | Equity | 0.25% |
Sheela Foam | Consumer Durables | Equity | 0.24% |
Godrej Agrovet | Miscellaneous | Equity | 0.24% |
Sonata Software | IT - Software | Equity | 0.24% |
RHI Magnesita | Refractories | Equity | 0.24% |
Landmark Cars | Trading | Equity | 0.24% |
Greenlam Industr | Plywood Boards/Laminates | Equity | 0.24% |
Thyrocare Tech. | Healthcare | Equity | 0.23% |
Rainbow Child. | Healthcare | Equity | 0.22% |
Styrenix Perfor. | Petrochemicals | Equity | 0.22% |
Equitas Sma. Fin | Banks | Equity | 0.22% |
Doms Industries | Printing & Stationery | Equity | 0.22% |
Honeywell Auto | Electronics | Equity | 0.22% |
SEAMEC Ltd | Shipping | Equity | 0.22% |
Jindal Saw | Steel | Equity | 0.21% |
Vesuvius India | Refractories | Equity | 0.21% |
Aditya AMC | Finance | Equity | 0.21% |
Apeejay Surrend. | Hotels & Restaurants | Equity | 0.2% |
TTK Prestige | Consumer Durables | Equity | 0.2% |
Archean Chemical | Chemicals | Equity | 0.2% |
JK Lakshmi Cem. | Cement | Equity | 0.2% |
Page Industries | Readymade Garments/ Apparells | Equity | 0.2% |
Indoco Remedies | Pharmaceuticals | Equity | 0.2% |
JK Tyre & Indust | Tyres | Equity | 0.2% |
Triven.Engg.Ind. | Sugar | Equity | 0.19% |
Aarti Industries | Chemicals | Equity | 0.19% |
Indian Bank | Banks | Equity | 0.19% |
Divgi Torq | Auto Ancillaries | Equity | 0.19% |
Kirl. Ferrous | Steel | Equity | 0.18% |
Cyient DLM | Electronics | Equity | 0.17% |
Gujarat Fluoroch | Chemicals | Equity | 0.17% |
Nazara Technolo. | IT - Software | Equity | 0.15% |
V I P Inds. | Plastic products | Equity | 0.15% |
Bajel Projects | Infrastructure Developers & Operators | Equity | 0.14% |
Tatva Chintan | Chemicals | Equity | 0.14% |
Capital Small | Banks | Equity | 0.14% |
Rishabh Instrum. | Capital Goods - Electrical Equipment | Equity | 0.13% |
R K Swamy | Miscellaneous | Equity | 0.13% |
ICICI Pru Life | Insurance | Equity | 0.13% |
Mishra Dhatu Nig | Aerospace & Defence | Equity | 0.13% |
Azad Engineering | Engineering | Equity | 0.12% |
Century Plyboard | Plywood Boards/Laminates | Equity | 0.12% |
CCL Products | Plantation & Plantation Products | Equity | 0.12% |
PG Electroplast | Consumer Durables | Equity | 0.12% |
JM Financial | Finance | Equity | 0.11% |
La Opala RG | Glass & Glass Products | Equity | 0.11% |
Nestle India | FMCG | Equity | 0.11% |
Polyplex Corpn | Packaging | Equity | 0.11% |
Subros | Auto Ancillaries | Equity | 0.11% |
Astec Lifescienc | Agro Chemicals | Equity | 0.11% |
Netweb Technolog | IT - Software | Equity | 0.1% |
Glaxosmi. Pharma | Pharmaceuticals | Equity | 0.1% |
Westlife Food | Quick Service Restaurant | Equity | 0.09% |
Inox India | Packaging | Equity | 0.09% |
Gabriel India | Auto Ancillaries | Equity | 0.09% |
Eicher Motors | Automobile | Equity | 0.09% |
Rolex Rings | Castings, Forgings & Fastners | Equity | 0.08% |
Aeroflex | Steel | Equity | 0.08% |
Paras Defence | Aerospace & Defence | Equity | 0.07% |
Pokarna | Miscellaneous | Equity | 0.07% |
Credo Brands | Retail | Equity | 0.06% |
INDIA SHELTE FIN | Finance | Equity | 0.05% |
Happy Forgings | Castings, Forgings & Fastners | Equity | 0.03% |
Sectors | Asset |
---|---|
Electrical Equipments | 8.15% |
Industrial Products | 7.98% |
Auto Components | 6.21% |
Banks | 6.19% |
Pharmaceuticals & Biotech | 5.92% |
Construction | 5.02% |
Debt | 4.38% |
Consumer Durables | 4.26% |
Finance | 4.15% |
Capital Markets | 4% |
IT-Software | 3.54% |
Chemicals & Petrochemical | 3.4% |
Textiles & Apparels | 2.8% |
Aerospace & Defense | 2.75% |
Industrial Manufacturing | 2.42% |
IT-Services | 2.4% |
Agricultural Food & other | 1.97% |
Cement & Cement Products | 1.81% |
Fertilisers & Agrochemica | 1.8% |
Leisure Services | 1.78% |
Healthcare Services | 1.78% |
Transport Services | 1.73% |
Other Consumer Services | 1.59% |
Retailing | 1.19% |
Commercial Services & Sup | 1.18% |
Household Products | 1.18% |
Food Products | 1.12% |
Paper, Forest & Jute Prod | 1.11% |
Telecom Equipment & Acces | 0.93% |
Personal Products | 0.9% |
Power | 0.86% |
Beverages | 0.76% |
Entertainment | 0.76% |
Consumable Fuels | 0.72% |
Ferrous Metals | 0.61% |
Insurance | 0.61% |
Telecom-Services | 0.52% |
Agricultural, Commercial | 0.39% |
Petroleum Products | 0.36% |
Realty | 0.33% |
Automobiles | 0.32% |
IT-Hardware | 0.1% |
Cash & Others | -0.01% |
Advance Ratio
Exit Load
Exit Load | 1% if redeemed or switchd out on or efore completion of 1 Year from the date of allotment of units. NIl if redeemed or switched out after the completion of 1 Year 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. |
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 .
-
- 17,348
-
71.1%Fund Size - 17,348
-
41.3%Fund Size - 17,348
-
37.8%Fund Size - 17,348
-
Franklin India Smaller Companies Fund – Direct Growth
- Equity .
- Small Cap .
-
- 11,539
-
58.9%Fund Size - 11,539
-
33.9%Fund Size - 11,539
-
24%Fund Size - 11,539
-
HDFC Small Cap Fund – Direct Growth
- Equity .
- Small Cap .
-
- 27,574
-
52.2%Fund Size - 27,574
-
32.7%Fund Size - 27,574
-
23.6%Fund Size - 27,574
-
ICICI Pru Smallcap Fund – Direct Growth
- Equity .
- Small Cap .
-
- 7,172
-
45.1%Fund Size - 7,172
-
30.5%Fund Size - 7,172
-
26.7%Fund Size - 7,172
-
Sundaram Small Cap Fund – Direct Growth
- Equity .
- Small Cap .
-
- 2,958
-
52.7%Fund Size - 2,958
-
29.2%Fund Size - 2,958
-
23.2%Fund Size - 2,958
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
-
Baroda BNP Paribas Large Cap Fund – Direct Growth
- Equity .
- Large Cap .
-
- 1,863
-
39.3%Fund Size - 1,863
-
20.4%Fund Size - 1,863
-
18.8%Fund Size - 1,863
-
Canara Robeco Bluechip Equity Fund – Direct Growth
- Equity .
- Large Cap .
-
- 12,577
-
31.1%Fund Size - 12,577
-
17.1%Fund Size - 12,577
-
18.2%Fund Size - 12,577
-
ICICI Pru Bluechip Fund – Direct Growth
- Equity .
- Large Cap .
-
- 53,505
-
38.7%Fund Size - 53,505
-
22.1%Fund Size - 53,505
-
18%Fund Size - 53,505
-
Nippon India Large Cap Fund – Direct Growth
- Equity .
- Large Cap .
-
- 24,378
-
43.3%Fund Size - 24,378
-
26.3%Fund Size - 24,378
-
17.9%Fund Size - 24,378
-
JM Large Cap Fund – Direct Growth
- Equity .
- Large Cap .
-
- 118
-
43.9%Fund Size - 118
-
21.2%Fund Size - 118
-
17.6%Fund Size - 118
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?
- Electrical Equipments - 8.15%
- Industrial Products - 7.98%
- Auto Components - 6.21%
- Banks - 6.19%
- Pharmaceuticals & Biotech - 5.92%
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 - 2.39%
- HDFC Bank - 1.95%
- Volt.Transform. - 1.83%
- Apar Inds. - 1.65%
- Multi Comm. Exc. - 1.36%
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.
Is there any lock in period for Nippon India Small Cap Fund - Direct Growth?
No, there is no lock in period for Nippon India Small Cap Fund – Direct Growth.