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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 39.6% | 42.3% | 28.2% | 26.6% | ||||
Category Average | 38.4% | 34.1% | 22.1% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
Tube Investments | Auto Ancillaries | Equity | 2.76% |
HDFC Bank | Banks | Equity | 1.92% |
KPIT Technologi. | IT - Software | Equity | 1.55% |
Apar Inds. | Capital Goods - Electrical Equipment | Equity | 1.55% |
CreditAcc. Gram. | Finance | Equity | 1.45% |
Tejas Networks | Telecomm Equipment & Infra Services | Equity | 1.32% |
Elantas Beck | Chemicals | Equity | 1.29% |
Karur Vysya Bank | Banks | Equity | 1.22% |
NIIT Learning | IT - Software | Equity | 1.18% |
B H E L | Capital Goods - Electrical Equipment | Equity | 1.18% |
Multi Comm. Exc. | Miscellaneous | Equity | 1.16% |
Volt.Transform. | Capital Goods - Electrical Equipment | Equity | 1.12% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 1.12% |
Interglobe Aviat | Air Transport Service | Equity | 1.06% |
Kirl. Brothers | Capital Goods-Non Electrical Equipment | Equity | 1.06% |
Cyient | IT - Software | Equity | 1.05% |
Balrampur Chini | Sugar | Equity | 1.03% |
ION Exchange | Capital Goods-Non Electrical Equipment | Equity | 1.02% |
Pfizer | Pharmaceuticals | Equity | 1% |
Hind.Aeronautics | Capital Goods-Non Electrical Equipment | Equity | 0.98% |
Jyothy Labs | FMCG | Equity | 0.96% |
Ajanta Pharma | Pharmaceuticals | Equity | 0.95% |
Rategain Travel | IT - Software | Equity | 0.94% |
Jio Financial | Finance | Equity | 0.94% |
Carborundum Uni. | Capital Goods-Non Electrical Equipment | Equity | 0.94% |
K P R Mill Ltd | Readymade Garments/ Apparells | Equity | 0.93% |
Gokaldas Exports | Readymade Garments/ Apparells | Equity | 0.92% |
Zydus Wellness | FMCG | Equity | 0.91% |
Birla Corpn. | Cement | Equity | 0.91% |
St Bk of India | Banks | Equity | 0.89% |
Timken India | Bearings | Equity | 0.88% |
CIE Automotive | Castings, Forgings & Fastners | Equity | 0.86% |
eClerx Services | IT - Software | Equity | 0.86% |
Genus Power | Consumer Durables | Equity | 0.85% |
Linde India | Chemicals | Equity | 0.84% |
Fusion Microfin. | Finance | Equity | 0.84% |
Bajaj Electrical | Consumer Durables | Equity | 0.84% |
Fine Organic | Chemicals | Equity | 0.83% |
P & G Health Ltd | Pharmaceuticals | Equity | 0.82% |
C D S L | Miscellaneous | Equity | 0.79% |
Praj Industries | Capital Goods-Non Electrical Equipment | Equity | 0.77% |
Astrazeneca Phar | Pharmaceuticals | Equity | 0.77% |
Vardhman Textile | Textiles | Equity | 0.77% |
Dixon Technolog. | Consumer Durables | Equity | 0.75% |
Tata Consumer | Plantation & Plantation Products | Equity | 0.75% |
TD Power Systems | Capital Goods - Electrical Equipment | Equity | 0.73% |
Affle India | IT - Software | Equity | 0.73% |
Radico Khaitan | Alcoholic Beverages | Equity | 0.73% |
Finolex Cables | Cables | Equity | 0.72% |
Gland Pharma | Pharmaceuticals | Equity | 0.7% |
Bayer Crop Sci. | Agro Chemicals | Equity | 0.7% |
Navin Fluo.Intl. | Chemicals | Equity | 0.69% |
Rites | Infrastructure Developers & Operators | Equity | 0.68% |
Bank of Baroda | Banks | Equity | 0.68% |
H.G. Infra Engg. | Construction | Equity | 0.68% |
West Coast Paper | Paper | Equity | 0.66% |
Blue Star | Consumer Durables | Equity | 0.66% |
Honda India | Capital Goods - Electrical Equipment | Equity | 0.65% |
Vindhya Telelink | Infrastructure Developers & Operators | Equity | 0.65% |
Sapphire Foods | Quick Service Restaurant | Equity | 0.64% |
Century Textiles | Paper | Equity | 0.63% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 0.62% |
Kirl.Pneumatic | Capital Goods-Non Electrical Equipment | Equity | 0.62% |
Kalpataru Proj. | Capital Goods - Electrical Equipment | Equity | 0.6% |
Zensar Tech. | IT - Software | Equity | 0.59% |
NLC India | Power Generation & Distribution | Equity | 0.58% |
Orient Electric | Consumer Durables | Equity | 0.58% |
Blue Dart Expres | Logistics | Equity | 0.54% |
JTEKT India | Auto Ancillaries | Equity | 0.53% |
ISGEC Heavy | Infrastructure Developers & Operators | Equity | 0.53% |
Deepak Nitrite | Chemicals | Equity | 0.53% |
MTAR Technologie | Engineering | Equity | 0.53% |
Inox Wind | Capital Goods - Electrical Equipment | Equity | 0.52% |
Kirloskar Oil | Capital Goods-Non Electrical Equipment | Equity | 0.52% |
Esab India | Capital Goods-Non Electrical Equipment | Equity | 0.51% |
Raymond | Textiles | Equity | 0.5% |
Avalon Tech | Consumer Durables | Equity | 0.5% |
Paradeep Phospha | Fertilizers | Equity | 0.48% |
UTI AMC | Finance | Equity | 0.46% |
Aditya Bir. Fas. | Retail | Equity | 0.45% |
PNB Housing | Finance | Equity | 0.44% |
Tata Steel Long | Steel | Equity | 0.44% |
Poonawalla Fin | Finance | Equity | 0.43% |
RBL Bank | Banks | Equity | 0.43% |
Harsha Engg Intl | Auto Ancillaries | Equity | 0.43% |
Automotive Axles | Auto Ancillaries | Equity | 0.42% |
Indian Hotels Co | Hotels & Restaurants | Equity | 0.42% |
Bajaj Consumer | FMCG | Equity | 0.42% |
FDC | Pharmaceuticals | Equity | 0.41% |
Birlasoft Ltd | IT - Software | Equity | 0.41% |
Metropolis Healt | Healthcare | Equity | 0.41% |
KFin Technolog. | Miscellaneous | Equity | 0.41% |
VST Till. Tract. | Automobile | Equity | 0.4% |
CARE Ratings | Credit Rating Agencies | Equity | 0.4% |
Sanofi India | Pharmaceuticals | Equity | 0.4% |
Apollo Hospitals | Healthcare | Equity | 0.39% |
NIIT | Computer Education | Equity | 0.38% |
eMudhra | IT - Software | Equity | 0.38% |
G R Infraproject | Infrastructure Developers & Operators | Equity | 0.36% |
PVR Inox | Entertainment | Equity | 0.36% |
J B Chem & Pharm | Pharmaceuticals | Equity | 0.35% |
Chambal Fert. | Fertilizers | Equity | 0.34% |
Sheela Foam | Miscellaneous | Equity | 0.34% |
Data Pattern | Electronics | Equity | 0.33% |
SIS | Miscellaneous | Equity | 0.33% |
Lemon Tree Hotel | Hotels & Restaurants | Equity | 0.32% |
Fineotex Chem | Chemicals | Equity | 0.32% |
Divgi Torq | Auto Ancillaries | Equity | 0.32% |
Just Dial | E-Commerce/App based Aggregator | Equity | 0.32% |
Voltas | Consumer Durables | Equity | 0.32% |
Sundaram Fin.Hol | Finance | Equity | 0.32% |
HDFC Life Insur. | Insurance | Equity | 0.31% |
Orient Cement | Cement | Equity | 0.31% |
Zomato Ltd | E-Commerce/App based Aggregator | Equity | 0.31% |
Ambuja Cements | Cement | Equity | 0.31% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 0.3% |
PNC Infratech | Construction | Equity | 0.29% |
PG Electroplast | Consumer Durables | Equity | 0.29% |
Astra Microwave | Telecomm Equipment & Infra Services | Equity | 0.29% |
Rallis India | Agro Chemicals | Equity | 0.29% |
Landmark Cars | Trading | Equity | 0.29% |
TTK Prestige | Consumer Durables | Equity | 0.29% |
Texmaco Rail | Capital Goods-Non Electrical Equipment | Equity | 0.28% |
Greenlam Industr | Miscellaneous | Equity | 0.28% |
Godrej Agrovet | Miscellaneous | Equity | 0.28% |
Equitas Sma. Fin | Banks | Equity | 0.28% |
Vesuvius India | Refractories | Equity | 0.27% |
RHI Magnesita | Refractories | Equity | 0.27% |
Angel One | Stock/ Commodity Brokers | Equity | 0.27% |
Castrol India | Chemicals | Equity | 0.27% |
Asahi India Glas | Glass & Glass Products | Equity | 0.27% |
Triven.Engg.Ind. | Sugar | Equity | 0.27% |
Thyrocare Tech. | Healthcare | Equity | 0.26% |
Styrenix Perfor. | Petrochemicals | Equity | 0.26% |
Honeywell Auto | Electronics | Equity | 0.26% |
L G Balakrishnan | Auto Ancillaries | Equity | 0.25% |
Krishna Institu. | Healthcare | Equity | 0.25% |
Coal India | Mining & Mineral products | Equity | 0.25% |
Shriram Finance | Finance | Equity | 0.25% |
Brigade Enterpr. | Realty | Equity | 0.25% |
Persistent Sys | IT - Software | Equity | 0.25% |
Can Fin Homes | Finance | Equity | 0.24% |
Tatva Chintan | Chemicals | Equity | 0.24% |
Sonata Software | IT - Software | Equity | 0.24% |
Sandhar Tech | Auto Ancillaries | Equity | 0.24% |
Indoco Remedies | Pharmaceuticals | Equity | 0.23% |
Kaynes Tech | Consumer Durables | Equity | 0.23% |
Nazara Technolo. | IT - Software | Equity | 0.23% |
Emami | FMCG | Equity | 0.22% |
Venus Pipes | Steel | Equity | 0.22% |
K E C Intl. | Capital Goods - Electrical Equipment | Equity | 0.22% |
Rainbow Child. | Healthcare | Equity | 0.22% |
La Opala RG | Glass & Glass Products | Equity | 0.21% |
Archean Chemical | Chemicals | Equity | 0.21% |
JK Lakshmi Cem. | Cement | Equity | 0.2% |
Kirl. Ferrous | Steel | Equity | 0.19% |
Lak. Mach. Works | Engineering | Equity | 0.19% |
Tata Coffee | Plantation & Plantation Products | Equity | 0.19% |
Polyplex Corpn | Packaging | Equity | 0.18% |
Rishabh Instrum. | Capital Goods - Electrical Equipment | Equity | 0.17% |
Pokarna | Miscellaneous | Equity | 0.17% |
Mishra Dhatu Nig | Steel | Equity | 0.16% |
Cyient DLM | Electronics | Equity | 0.15% |
Astec Lifescienc | Agro Chemicals | Equity | 0.15% |
V I P Inds. | Plastic products | Equity | 0.15% |
CCL Products | Plantation & Plantation Products | Equity | 0.14% |
JM Financial | Finance | Equity | 0.14% |
ICICI Pru Life | Insurance | Equity | 0.14% |
Gabriel India | Auto Ancillaries | Equity | 0.14% |
Jubilant Ingrev. | Chemicals | Equity | 0.13% |
Tracxn Technolo. | IT - Software | Equity | 0.13% |
KEI Industries | Cables | Equity | 0.12% |
Hitachi Energy | Capital Goods - Electrical Equipment | Equity | 0.12% |
Century Plyboard | Miscellaneous | Equity | 0.12% |
Rolex Rings | Auto Ancillaries | Equity | 0.12% |
Ashoka Buildcon | Infrastructure Developers & Operators | Equity | 0.11% |
Honasa Consumer | Trading | Equity | 0.11% |
Techno Elec.Engg | Infrastructure Developers & Operators | Equity | 0.11% |
Glaxosmi. Pharma | Pharmaceuticals | Equity | 0.1% |
Paras Defence | Engineering | Equity | 0.1% |
Hero Motocorp | Automobile | Equity | 0.1% |
Subros | Auto Ancillaries | Equity | 0.1% |
Blue Jet Health | Pharmaceuticals | Equity | 0.09% |
Aeroflex | Steel | Equity | 0.08% |
Concord Biotech | Pharmaceuticals | Equity | 0.08% |
Union Bank (I) | Banks | Equity | 0.07% |
Tarsons Products | Miscellaneous | Equity | 0.07% |
Bajel Projects | Infrastructure Developers & Operators | Equity | 0.07% |
Netweb Technolog | IT - Software | Equity | 0.05% |
Westlife Food | Quick Service Restaurant | Equity | 0.05% |
Laurus Labs | Pharmaceuticals | Equity | 0.05% |
Yatharth Hospit. | Healthcare | Equity | 0.03% |
Jupiter Life Lin | Healthcare | Equity | 0.03% |
Bharat Dynamics | Capital Goods-Non Electrical Equipment | Equity | 0.02% |
Sectors | Asset |
---|---|
Industrial Products | 9.77% |
Electrical Equipments | 7.15% |
Auto Components | 6.02% |
Banks | 5.82% |
Construction | 5.71% |
Finance | 5.63% |
Consumer Durables | 4.46% |
IT-Software | 4.1% |
Textiles & Apparels | 3.5% |
Capital Markets | 2.88% |
Aerospace & Defense | 2.57% |
Industrial Manufacturing | 2.53% |
Debt | 2.33% |
IT-Services | 2.29% |
Cement & Cement Products | 1.65% |
Other Consumer Services | 1.43% |
Leisure Services | 1.37% |
Food Products | 1.32% |
Transport Services | 1.2% |
Retailing | 1.1% |
Healthcare Services | 1.07% |
Household Products | 1% |
Petroleum Products | 0.8% |
Beverages | 0.77% |
Personal Products | 0.71% |
Telecom-Services | 0.62% |
Entertainment | 0.58% |
Power | 0.57% |
Insurance | 0.48% |
Automobiles | 0.39% |
Realty | 0.24% |
Ferrous Metals | 0.2% |
Consumable Fuels | 0.19% |
Miscellaneous | 0.09% |
IT-Hardware | 0.06% |
Cash & Others | -0.06% |
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. |
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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
- 1Y
- 3Y Returns
- 5Y
-
Quant Small Cap Fund – Direct Growth- Equity .
- Small Cap .
-
- 9,520
-
39.6%Fund Size - 9,520
-
46.7%Fund Size - 9,520
-
32.2%Fund Size - 9,520
-
HDFC Small Cap Fund – Direct Growth- Equity .
- Small Cap .
-
- 23,183
-
39.5%Fund Size - 23,183
-
38.8%Fund Size - 23,183
-
22.7%Fund Size - 23,183
-
Franklin India Smaller Companies Fund – Direct Growth- Equity .
- Small Cap .
-
- 9,683
-
43.7%Fund Size - 9,683
-
37.5%Fund Size - 9,683
-
23.2%Fund Size - 9,683
-
ICICI Pru Smallcap Fund – Direct Growth- Equity .
- Small Cap .
-
- 6,002
-
30.3%Fund Size - 6,002
-
35.7%Fund Size - 6,002
-
26.9%Fund Size - 6,002
-
Sundaram Small Cap Fund – Direct Growth- Equity .
- Small Cap .
-
- 2,626
-
37.6%Fund Size - 2,626
-
34.4%Fund Size - 2,626
-
22.9%Fund Size - 2,626
AMC Contact Details
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 - 9.77%
- Electrical Equipments - 7.15%
- Auto Components - 6.02%
- Banks - 5.82%
- Construction - 5.71%
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 - 2.76%
- HDFC Bank - 1.92%
- KPIT Technologi. - 1.55%
- Apar Inds. - 1.55%
- CreditAcc. Gram. - 1.45%
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.