-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 41.3% | 41.6% | 29.4% | 26.8% | ||||
Category Average | 38.6% | 33.4% | 23.4% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
Tube Investments | Auto Ancillaries | Equity | 2.68% |
HDFC Bank | Banks | Equity | 1.84% |
KPIT Technologi. | IT - Software | Equity | 1.74% |
Apar Inds. | Capital Goods - Electrical Equipment | Equity | 1.52% |
B H E L | Capital Goods - Electrical Equipment | Equity | 1.51% |
Multi Comm. Exc. | Miscellaneous | Equity | 1.44% |
CreditAcc. Gram. | Finance | Equity | 1.4% |
Karur Vysya Bank | Banks | Equity | 1.2% |
Elantas Beck | Chemicals | Equity | 1.17% |
Volt.Transform. | Capital Goods - Electrical Equipment | Equity | 1.17% |
Cyient | IT - Software | Equity | 1.17% |
Hind.Aeronautics | Capital Goods-Non Electrical Equipment | Equity | 1.16% |
Tejas Networks | Telecomm Equipment & Infra Services | Equity | 1.12% |
NIIT Learning | IT - Software | Equity | 1.09% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 1.08% |
Balrampur Chini | Sugar | Equity | 1.07% |
eClerx Services | IT - Software | Equity | 1.07% |
Interglobe Aviat | Air Transport Service | Equity | 1.07% |
Kirl. Brothers | Capital Goods-Non Electrical Equipment | Equity | 1.05% |
Jyothy Labs | FMCG | Equity | 1.04% |
ION Exchange | Capital Goods-Non Electrical Equipment | Equity | 1.02% |
Gokaldas Exports | Readymade Garments/ Apparells | Equity | 0.98% |
Ajanta Pharma | Pharmaceuticals | Equity | 0.97% |
Carborundum Uni. | Capital Goods-Non Electrical Equipment | Equity | 0.95% |
Pfizer | Pharmaceuticals | Equity | 0.94% |
C D S L | Miscellaneous | Equity | 0.93% |
Rategain Travel | IT - Software | Equity | 0.9% |
K P R Mill Ltd | Readymade Garments/ Apparells | Equity | 0.9% |
Jio Financial | Finance | Equity | 0.89% |
Birla Corpn. | Cement | Equity | 0.88% |
Praj Industries | Capital Goods-Non Electrical Equipment | Equity | 0.85% |
Zydus Wellness | FMCG | Equity | 0.84% |
Radico Khaitan | Alcoholic Beverages | Equity | 0.82% |
Timken India | Bearings | Equity | 0.81% |
CIE Automotive | Castings, Forgings & Fastners | Equity | 0.81% |
St Bk of India | Banks | Equity | 0.81% |
Vardhman Textile | Textiles | Equity | 0.77% |
TD Power Systems | Capital Goods - Electrical Equipment | Equity | 0.76% |
P & G Health Ltd | Pharmaceuticals | Equity | 0.75% |
Bajaj Electrical | Consumer Durables | Equity | 0.74% |
Dixon Technolog. | Consumer Durables | Equity | 0.74% |
Linde India | Chemicals | Equity | 0.73% |
Gland Pharma | Pharmaceuticals | Equity | 0.73% |
Astrazeneca Phar | Pharmaceuticals | Equity | 0.73% |
Fusion Microfin. | Finance | Equity | 0.73% |
Fine Organic | Chemicals | Equity | 0.73% |
Finolex Cables | Cables | Equity | 0.71% |
Tata Consumer | Plantation & Plantation Products | Equity | 0.71% |
Affle India | IT - Software | Equity | 0.7% |
Bayer Crop Sci. | Agro Chemicals | Equity | 0.7% |
Genus Power | Consumer Durables | Equity | 0.69% |
Blue Star | Consumer Durables | Equity | 0.68% |
Navin Fluo.Intl. | Chemicals | Equity | 0.68% |
NLC India | Power Generation & Distribution | Equity | 0.67% |
ISGEC Heavy | Infrastructure Developers & Operators | Equity | 0.67% |
Century Textiles | Paper | Equity | 0.67% |
Rites | Infrastructure Developers & Operators | Equity | 0.65% |
Bank of Baroda | Banks | Equity | 0.62% |
Sapphire Foods | Quick Service Restaurant | Equity | 0.62% |
Inox Wind | Capital Goods - Electrical Equipment | Equity | 0.61% |
Zensar Tech. | IT - Software | Equity | 0.59% |
H.G. Infra Engg. | Construction | Equity | 0.59% |
Kirl.Pneumatic | Capital Goods-Non Electrical Equipment | Equity | 0.58% |
Vindhya Telelink | Infrastructure Developers & Operators | Equity | 0.56% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 0.55% |
Kalpataru Proj. | Capital Goods - Electrical Equipment | Equity | 0.55% |
Deepak Nitrite | Chemicals | Equity | 0.54% |
West Coast Paper | Paper | Equity | 0.53% |
Blue Dart Expres | Logistics | Equity | 0.53% |
Orient Electric | Consumer Durables | Equity | 0.53% |
Kirloskar Oil | Capital Goods-Non Electrical Equipment | Equity | 0.52% |
Honda India | Capital Goods - Electrical Equipment | Equity | 0.5% |
JTEKT India | Auto Ancillaries | Equity | 0.49% |
Esab India | Capital Goods-Non Electrical Equipment | Equity | 0.47% |
Paradeep Phospha | Fertilizers | Equity | 0.47% |
Avalon Tech | Consumer Durables | Equity | 0.46% |
Poonawalla Fin | Finance | Equity | 0.46% |
UTI AMC | Finance | Equity | 0.46% |
Metropolis Healt | Healthcare | Equity | 0.45% |
MTAR Technologie | Engineering | Equity | 0.44% |
Tata Steel | Steel | Equity | 0.44% |
Aditya Bir. Fas. | Retail | Equity | 0.44% |
KFin Technolog. | Miscellaneous | Equity | 0.43% |
Birlasoft Ltd | IT - Software | Equity | 0.43% |
VST Till. Tract. | Automobile | Equity | 0.42% |
Emami | FMCG | Equity | 0.42% |
PNB Housing | Finance | Equity | 0.42% |
Indian Hotels Co | Hotels & Restaurants | Equity | 0.42% |
RBL Bank | Banks | Equity | 0.42% |
Harsha Engg Intl | Auto Ancillaries | Equity | 0.41% |
FDC | Pharmaceuticals | Equity | 0.41% |
Apollo Hospitals | Healthcare | Equity | 0.4% |
Texmaco Rail | Capital Goods-Non Electrical Equipment | Equity | 0.4% |
Sanofi India | Pharmaceuticals | Equity | 0.39% |
Automotive Axles | Auto Ancillaries | Equity | 0.38% |
Raymond | Textiles | Equity | 0.37% |
Orient Cement | Cement | Equity | 0.37% |
CARE Ratings | Credit Rating Agencies | Equity | 0.37% |
Bajaj Consumer | FMCG | Equity | 0.36% |
Sundaram Fin.Hol | Finance | Equity | 0.36% |
Fineotex Chem | Chemicals | Equity | 0.36% |
Bajaj Finance | Finance | Equity | 0.35% |
PVR Inox | Entertainment | Equity | 0.35% |
SIS | Miscellaneous | Equity | 0.35% |
eMudhra | IT - Software | Equity | 0.35% |
Chambal Fert. | Fertilizers | Equity | 0.34% |
J B Chem & Pharm | Pharmaceuticals | Equity | 0.33% |
Astra Microwave | Telecomm Equipment & Infra Services | Equity | 0.33% |
Sheela Foam | Miscellaneous | Equity | 0.33% |
PG Electroplast | Consumer Durables | Equity | 0.32% |
Data Pattern | Electronics | Equity | 0.32% |
HDFC Life Insur. | Insurance | Equity | 0.32% |
Zomato Ltd | E-Commerce/App based Aggregator | Equity | 0.32% |
Greenlam Industr | Miscellaneous | Equity | 0.31% |
NIIT | Computer Education | Equity | 0.31% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 0.31% |
Lemon Tree Hotel | Hotels & Restaurants | Equity | 0.31% |
G R Infraproject | Infrastructure Developers & Operators | Equity | 0.3% |
Brigade Enterpr. | Realty | Equity | 0.3% |
Sandhar Tech | Auto Ancillaries | Equity | 0.3% |
Angel One | Stock/ Commodity Brokers | Equity | 0.3% |
Divgi Torq | Auto Ancillaries | Equity | 0.29% |
Ambuja Cements | Cement | Equity | 0.29% |
Landmark Cars | Trading | Equity | 0.29% |
Voltas | Consumer Durables | Equity | 0.29% |
Just Dial | E-Commerce/App based Aggregator | Equity | 0.29% |
Rallis India | Agro Chemicals | Equity | 0.28% |
RHI Magnesita | Refractories | Equity | 0.28% |
Godrej Agrovet | Miscellaneous | Equity | 0.27% |
PNC Infratech | Construction | Equity | 0.27% |
Vesuvius India | Refractories | Equity | 0.27% |
Triven.Engg.Ind. | Sugar | Equity | 0.26% |
Sonata Software | IT - Software | Equity | 0.26% |
L G Balakrishnan | Auto Ancillaries | Equity | 0.26% |
Equitas Sma. Fin | Banks | Equity | 0.25% |
Castrol India | Chemicals | Equity | 0.25% |
TTK Prestige | Consumer Durables | Equity | 0.25% |
Coal India | Mining & Mineral products | Equity | 0.25% |
Styrenix Perfor. | Petrochemicals | Equity | 0.25% |
Asahi India Glas | Glass & Glass Products | Equity | 0.25% |
Shriram Finance | Finance | Equity | 0.24% |
Thyrocare Tech. | Healthcare | Equity | 0.24% |
Indoco Remedies | Pharmaceuticals | Equity | 0.24% |
Krishna Institu. | Healthcare | Equity | 0.24% |
Honeywell Auto | Electronics | Equity | 0.24% |
Persistent Sys | IT - Software | Equity | 0.23% |
Can Fin Homes | Finance | Equity | 0.23% |
Tatva Chintan | Chemicals | Equity | 0.22% |
Kaynes Tech | Consumer Durables | Equity | 0.22% |
JK Lakshmi Cem. | Cement | Equity | 0.21% |
Nazara Technolo. | IT - Software | Equity | 0.2% |
Kirl. Ferrous | Steel | Equity | 0.2% |
Rainbow Child. | Healthcare | Equity | 0.2% |
Archean Chemical | Chemicals | Equity | 0.2% |
Gujarat Fluoroch | Chemicals | Equity | 0.2% |
Venus Pipes | Steel | Equity | 0.19% |
K E C Intl. | Capital Goods - Electrical Equipment | Equity | 0.18% |
Tata Coffee | Plantation & Plantation Products | Equity | 0.18% |
Lak. Mach. Works | Engineering | Equity | 0.18% |
La Opala RG | Glass & Glass Products | Equity | 0.17% |
Rishabh Instrum. | Capital Goods - Electrical Equipment | Equity | 0.17% |
Polyplex Corpn | Packaging | Equity | 0.17% |
Gabriel India | Auto Ancillaries | Equity | 0.16% |
Pokarna | Miscellaneous | Equity | 0.16% |
Tracxn Technolo. | IT - Software | Equity | 0.16% |
Tata Technolog. | IT - Software | Equity | 0.15% |
CCL Products | Plantation & Plantation Products | Equity | 0.15% |
Cyient DLM | Electronics | Equity | 0.14% |
Indian Renewable | Finance | Equity | 0.14% |
Techno Elec.Engg | Infrastructure Developers & Operators | Equity | 0.14% |
ICICI Pru Life | Insurance | Equity | 0.14% |
Mishra Dhatu Nig | Steel | Equity | 0.14% |
Astec Lifescienc | Agro Chemicals | Equity | 0.14% |
V I P Inds. | Plastic products | Equity | 0.14% |
JM Financial | Finance | Equity | 0.13% |
KEI Industries | Cables | Equity | 0.13% |
Honasa Consumer | Trading | Equity | 0.13% |
Hitachi Energy | Capital Goods - Electrical Equipment | Equity | 0.12% |
Bharat Dynamics | Capital Goods-Non Electrical Equipment | Equity | 0.12% |
Century Plyboard | Miscellaneous | Equity | 0.11% |
Rolex Rings | Auto Ancillaries | Equity | 0.11% |
Ashoka Buildcon | Infrastructure Developers & Operators | Equity | 0.11% |
Hero Motocorp | Automobile | Equity | 0.11% |
Glaxosmi. Pharma | Pharmaceuticals | Equity | 0.11% |
Subros | Auto Ancillaries | Equity | 0.1% |
Paras Defence | Engineering | Equity | 0.09% |
Blue Jet Health | Pharmaceuticals | Equity | 0.09% |
Concord Biotech | Pharmaceuticals | Equity | 0.08% |
Aeroflex | Steel | Equity | 0.08% |
Union Bank (I) | Banks | Equity | 0.07% |
Westlife Food | Quick Service Restaurant | Equity | 0.06% |
Netweb Technolog | IT - Software | Equity | 0.06% |
Bajel Projects | Infrastructure Developers & Operators | Equity | 0.06% |
Tarsons Products | Miscellaneous | Equity | 0.06% |
Laurus Labs | Pharmaceuticals | Equity | 0.04% |
Yatharth Hospit. | Healthcare | Equity | 0.03% |
Jupiter Life Lin | Healthcare | Equity | 0.03% |
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. |
---|
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
-
41.1%Fund Size - 9,520
-
45.2%Fund Size - 9,520
-
33.9%Fund Size - 9,520
-
HDFC Small Cap Fund – Direct Growth- Equity .
- Small Cap .
-
- 23,183
-
40.3%Fund Size - 23,183
-
37.6%Fund Size - 23,183
-
23.5%Fund Size - 23,183
-
Franklin India Smaller Companies Fund – Direct Growth- Equity .
- Small Cap .
-
- 9,683
-
45.2%Fund Size - 9,683
-
36.9%Fund Size - 9,683
-
23.8%Fund Size - 9,683
-
ICICI Pru Smallcap Fund – Direct Growth- Equity .
- Small Cap .
-
- 6,002
-
32.7%Fund Size - 6,002
-
34.8%Fund Size - 6,002
-
28%Fund Size - 6,002
-
Sundaram Small Cap Fund – Direct Growth- Equity .
- Small Cap .
-
- 2,626
-
39.1%Fund Size - 2,626
-
33.7%Fund Size - 2,626
-
23.8%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 - 2.68%
- HDFC Bank - 1.84%
- KPIT Technologi. - 1.74%
- Apar Inds. - 1.52%
- B H E L - 1.51%
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.