Nippon India Small Cap Fund

Name: Nippon India Small Cap Fund – Direct Growth
Brand: Nippon India Mutual Fund

Equity · Small Cap

· ★★★★

NAV 115.9 as on 08 Jun 23

-0.63 (-0.5%) Last Change

48.7% 3Y CAGR returns

100

Min SIP

5,000

Min Lumpsum

0.82 %

Expense Ratio

★★★★

Rating

26,293

Fund Size (in Cr)

10 Years

Fund Age

Mutual Fund SIP Calculator

Monthly Investment

Max: ₹1,00,000

Investment Period

Yrs

Max: 5 yrs

Invested Amount

--
Wealth Gained

--
Expected Amount

--

Invest Now

Scheme Performance

	1Y	1Y	3Y	3Y	5Y	5Y	Max	Max
Trailing Returns	33.6%	48.7%	20.8%	25.4%
Category Average	19.7%	38.5%	11.7%	-

Scheme Allocation

By Holding

By Sector

By Asset

Tube Investments

3.25%

KPIT Technologi.

1.76%

CreditAcc. Gram.

1.62%

NIIT

1.55%

HDFC Bank

1.51%

Others

90.31%

Advance Ratio

0.91

Alpha

5.23

0.85

Beta

0.67

Sharpe

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

the Fund’s primary objective is to achieve long-term growth in its capital value. By purchasing debt and money-market securities, the Fund hopes to achieve its secondary goal of achieving stable returns on its investments.

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 Name
Fund Size
1Y
3Y Returns
5Y

Quant Small Cap Fund
- Equity
- Small Cap
4,091
30.9%

Fund Size - 4,091
63.9%

Fund Size - 4,091
26.7%

Fund Size - 4,091

ICICI Pru Smallcap Fund
- Equity
- Small Cap
5,036
23.1%

Fund Size - 5,036
45.5%

Fund Size - 5,036
19.2%

Fund Size - 5,036

HDFC Small Cap Fund
- Equity
- Small Cap
15,857
37.1%

Fund Size - 15,857
44.1%

Fund Size - 15,857
16%

Fund Size - 15,857

Kotak Small Cap Fund
- Equity
- Small Cap
9,230
17.8%

Fund Size - 9,230
44%

Fund Size - 9,230
19.6%

Fund Size - 9,230

Franklin India Smaller Companies Fund
- Equity
- Small Cap
7,592
32.6%

Fund Size - 7,592
41.3%

Fund Size - 7,592
13.8%

Fund Size - 7,592

View all schemes

AMC Contact Details

Nippon India Mutual Fund

AUM:

2,81,439 Cr

Address:

4th Floor, Tower A, Peninsula Busines -s Park, Ganapatrao Kadam Marg Lower Parel (W), Mumbai - 400013.

Contact:

022-68087000/1860260111

Email ID:

customercare@nipponindiaim.in

Frequently Asked Questions

How to invest in Nippon India Small Cap Fund ?

You can invest in Nippon India Small Cap Fund in a quick and simple process. Follow the below steps;

Login to your 5paisa account, Go to the Mutual Funds section.
Search for Nippon India Small Cap Fund 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 ?

The NAV of Nippon India Small Cap Fund is ₹115.9 as of 08 June 2023.

How to redeem Nippon India Small Cap Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Nippon India Small Cap Fund?

The minimum SIP amount of Nippon India Small Cap Fund is ₹100

What are the top sectors Nippon India Small Cap Fund has invested in??

The top sectors Nippon India Small Cap Fund has invested in are

Tube Investments - 3.25%
KPIT Technologi. - 1.76%
CreditAcc. Gram. - 1.62%
NIIT - 1.55%
HDFC Bank - 1.51%

How much returns have Nippon India Small Cap Fund generated ?

The Nippon India Small Cap Fund has delivered 25.4% since inception

What is the expense ratio of Nippon India Small Cap Fund ?

The expense ratio of Nippon India Small Cap Fund is 0.82 % as of 08 June 2023.

What is the AUM of Nippon India Small Cap Fund?

The AUM of Nippon India Small Cap Fund is ₹2,81,439 Cr as of 08 June 2023

What are the top stock holdings of Nippon India Small Cap Fund?

The top stock holdings of Nippon India Small Cap Fund are

Tube Investments - 3.25%
KPIT Technologi. - 1.76%
CreditAcc. Gram. - 1.62%
NIIT - 1.55%
HDFC Bank - 1.51%