Nippon india small cap fund

We use cookies and other tracking technologies to provide services in line with the preferences you reveal while browsing the Website to show personalize content and targeted ads, analyze site traffic, and understand where our audience is coming from in order to improve your browsing experience on our Website. By continuing to browse this Website, you consent to the use of these cookies. If you wish to object such processing, please read the instructions described in our Interested in blogging for timesofindia.com? We will be happy to have you on board as a blogger, if you have the knack for writing. Just drop in a mail at Please note: • TOI will have complete discretion to select bloggers • TOI's decision in this regard will be final • There's no remuneration for blogging • TOI reserves the right to edit all blogs In the last few years, the small cap mutual funds category has been buzzing. Investors have been lapping up these funds like never before, given the near astronomical returns on investment. In fact, mutual fund advisors have been asking their clients to invest in small cap funds. The reason is that the valuations have become very attractive lately. By definition, small cap funds invest a minimum of 65% of their assets under management in equities of small cap companies. Taken as a category, small cap funds have offered an average return of 19% over the last 10 years. But take a deep dive, and the performance of select small cap funds is far better. The topper in...

• Name • Value (Cr) • Holding % • Chemical Manufacturing • 2155.00 • 7.49% • Regional Banks • 1854.00 • 6.44% • Electronic Instr. & Controls • 1829.00 • 6.36% • Software & Programming • 1777.00 • 6.17% • Misc. Capital Goods • 1581.00 • 5.49% • Consumer Financial Services • 1359.00 • 4.72% • Construction Services • 1317.00 • 4.57% • Misc. Fabricated Products • 1288.00 • 4.47% • Biotechnology & Drugs • 1104.00 • 3.84% • Food Processing • 946.00 • 3.29% • Fund Name • Nippon India Small Cap Fund - Growth41.61% • Axis Small Cap Fund Regular Growth30.43% • HDFC Small Cap Fund Growth47.39% • SBI Small Cap Fund Regular Plan Growth28.32% • DSP Small Cap Fund Regular Plan Growth30.74% • Fund Name • Nippon India Small Cap Fund - Growth48.43% • Axis Small Cap Fund Regular Growth38.25% • HDFC Small Cap Fund Growth44.98% • SBI Small Cap Fund Regular Plan Growth37.84% • DSP Small Cap Fund Regular Plan Growth40.14% • Fund Name • Nippon India Small Cap Fund - Growth19.83% • Axis Small Cap Fund Regular Growth21.41% • HDFC Small Cap Fund Growth15.24% • SBI Small Cap Fund Regular Plan Growth17.84% • DSP Small Cap Fund Regular Plan Growth16.09% • Fund Name • Nippon India Small Cap Fund - Growth107.16 • Axis Small Cap Fund Regular Growth71.63 • HDFC Small Cap Fund Growth92.87 • SBI Small Cap Fund Regular Plan Growth122.28 • DSP Small Cap Fund Regular Plan Growth128.24 The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equit...

Small-cap mutual funds primarily invest their fund corpus in stocks of companies with a market capitalisation of less than Rs.5,000 crore. They are a sub-category of equity mutual funds, and thus their performance is impacted by market fluctuations. That said, the best small-cap mutual fund s have the potential to generate substantial returns in the long term. Fund Name Category Risk 1Y Returns Rating Fund Size(in Cr) Equity Very High 44.4% 5 ₹4,688 Equity Very High 32.1% 5 ₹13,183 Equity Very High 42.9% 4 ₹28,779 Equity Very High 32.0% 4 ₹5,466 Equity Very High 27.2% 4 ₹5,986 Equity Very High 26.9% 4 ₹9,883 Equity Very High 42.0% 4 ₹4,458 Equity Very High 34.8% 4 ₹490 Equity Very High 35.8% 4 ₹1,756 Equity Very High 29.7% 4 ₹17,572 Equity Very High 36.1% 3 ₹9,531 Equity Very High 48.8% 3 ₹17,333 Equity Very High 44.3% 3 ₹8,067 Equity Very High 30.8% 3 ₹155 Equity Very High 30.1% 3 ₹820 Here are some features of small-cap mutual funds: Asset allocation: According to the Securities and Exchange Board of India (SEBI) rules, small-cap funds must allocate at least 65% of their investment corpus to small-cap stocks. Risk-reward ratio: The top small-cap mutual funds are associated with higher risk levels compared to mid-cap and large-cap funds over the short and medium term. Nevertheless, they can generate substantial returns and even outperform other equity-oriented funds over the long term. Taxability Short-term capital gains tax: If the holding period of the units sold is les...

This product is suitable for investors who are seeking*: • Long term capital growth • Investment in equity and equity related securities and portfolio replicating the composition of the Nifty Smallcap 250 Index, subject to tracking errors *Investors should consult their financial advisers if in doubt about whether the product is suitable for them • Investment Objective: The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Smallcap 250 Index before expenses, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved. ​ NAV as on May 31, 2023: `19.3788 Performance of Nippon India Nifty Smallcap 250 Index Fund as on 31/05/2023 Particulars 1 Year CAGR % 3 Year CAGR % 5 Year CAGR % Since Inception% Nippon India Nifty Smallcap 250 Index Fund 13.91 NA NA 28.70 B:Nifty Smallcap 250 TRI 15.39 NA NA 31.06 AB:Nifty 50 TRI 12.94 NA NA 20.35 Value of `10000 Invested Nippon India Nifty Smallcap 250 Index Fund 11,391 NA NA 19,379 B:Nifty Smallcap 250 TRI 11,539 NA NA 20,322 AB:Nifty 50 TRI 11,294 NA NA 16,251 Inception Date: Oct 16, 2020 Fund Manager: Mehul Dama (Since Oct 2020) PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Mehul Dama Scheme Name/s CAGR % 1 Year Return 3 Years Return 5 Years Return Scheme Benchmark Scheme Benchmark Scheme Benchmark Top 3 Nippon India ETF Nifty PSU Bank ...

Nippon India Nifty Smallcap 250 Index Fund Regular - Growth is a Small Cap Index mutual fund scheme from • • Nippon India Nifty Smallcap 250 Index Fund Regular - Growth returns of last 1-year are 30.59%. Since launch, it has delivered 30.70% average annual returns. The fund has doubled the money invested in it every 3 yrs. • • The fund has the majority of its money invested in Financial, Services, Capital Goods, Healthcare, Technology sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category. • • The fund's top 5 holdings are in KPIT Engineering Ltd., IDFC Ltd., Carborundum Universal Ltd., Indian Energy Exchange Ltd., Elgi Equipments Ltd.. ..... • KPIT Engineering Ltd. 1.75% • IDFC Ltd. 1.37% • Carborundum Universal Ltd. 1.29% • Indian Energy Exchange Ltd. 1.2% • Elgi Equipments Ltd. 1.2% • Kei Industries Ltd. 1.16% • Cyient Limited 1.1% • Redington Ltd. 1.07% • Jindal Stainless Ltd. 1.05% • RBL Bank Ltd. 1% • Exide Industries Ltd. 0.99% • Suzlon Energy Ltd. 0.98% • Equitas Small Finance Bank Ltd. 0.98% • Sonata Software Ltd. 0.98% • PVR Inox Ltd. 0.98% • Radico Khaitan Ltd. 0.94% • Glenmark Pharmaceuticals Ltd. 0.93% • City Union Bank Ltd. 0.93% • Central Depository Services (India) Ltd. 0.9% • Gujarat State Petronet Ltd. 0.9% • Indiamart Intermesh Ltd. 0.89% • Karur Vysya Bank Ltd. 0.86% • Blue Star Ltd. 0.85% • IIFL Finance Ltd. 0.83% • Computer Age Management Services Ltd. 0.8% • Tube Investments Of India Ltd. 0.79% • BS...

Nippon India Small Cap Fund is among the star performers in the small-cap category. This has resulted in massive growth in its AUM. Is it still investment-worthy? Here’s the answer. With an AUM of about 24,000 crore (as of February 2023), Nippon India Small Cap Fund is the biggest fund in its category. Its massive size has so far not been an impediment to its performance and with annualised returns of 23.87% since inception (as on March 29, 2023), it is also among the best performers in the category. So does this mean you should invest in it? Let’s look at the funds’ long-term performance and investment strategy to help you decide. Return Comparison: Fund vs Category and Benchmark 1. Trailing returns of the fund Data for direct plan, growth option and as on March 28, 2022 As seen in the chart above, Nippon India Small Cap Fund has outperformed its benchmark and the category across time frames. If you had invested Rs 10,000 in it 10 years ago, you would be sitting on Rs 1,03,860 today – a staggering annualised return of 26.37%. In contrast, the same investment in the Nifty Smallcap 250 TRI and the category average would have generated Rs 42,560 and Rs 62,697, respectively. That’s a trailing return of 15.58% and 20.15%, respectively. These returns, however, are point-to-point returns and may not accurately represent the 2. Rolling returns of the fund Comparing the Average Seven-Year Rolling Returns Schemes Max Min Average Standard Deviation Nippon India Small Cap Fund 26.98 ...

Small-cap mutual funds primarily invest their fund corpus in stocks of companies with a market capitalisation of less than Rs.5,000 crore. They are a sub-category of equity mutual funds, and thus their performance is impacted by market fluctuations. That said, the best small-cap mutual fund s have the potential to generate substantial returns in the long term. Fund Name Category Risk 1Y Returns Rating Fund Size(in Cr) Equity Very High 44.4% 5 ₹4,688 Equity Very High 32.1% 5 ₹13,183 Equity Very High 42.9% 4 ₹28,779 Equity Very High 32.0% 4 ₹5,466 Equity Very High 27.2% 4 ₹5,986 Equity Very High 26.9% 4 ₹9,883 Equity Very High 42.0% 4 ₹4,458 Equity Very High 34.8% 4 ₹490 Equity Very High 35.8% 4 ₹1,756 Equity Very High 29.7% 4 ₹17,572 Equity Very High 36.1% 3 ₹9,531 Equity Very High 48.8% 3 ₹17,333 Equity Very High 44.3% 3 ₹8,067 Equity Very High 30.8% 3 ₹155 Equity Very High 30.1% 3 ₹820 Here are some features of small-cap mutual funds: Asset allocation: According to the Securities and Exchange Board of India (SEBI) rules, small-cap funds must allocate at least 65% of their investment corpus to small-cap stocks. Risk-reward ratio: The top small-cap mutual funds are associated with higher risk levels compared to mid-cap and large-cap funds over the short and medium term. Nevertheless, they can generate substantial returns and even outperform other equity-oriented funds over the long term. Taxability Short-term capital gains tax: If the holding period of the units sold is les...

We use cookies and other tracking technologies to provide services in line with the preferences you reveal while browsing the Website to show personalize content and targeted ads, analyze site traffic, and understand where our audience is coming from in order to improve your browsing experience on our Website. By continuing to browse this Website, you consent to the use of these cookies. If you wish to object such processing, please read the instructions described in our Interested in blogging for timesofindia.com? We will be happy to have you on board as a blogger, if you have the knack for writing. Just drop in a mail at Please note: • TOI will have complete discretion to select bloggers • TOI's decision in this regard will be final • There's no remuneration for blogging • TOI reserves the right to edit all blogs In the last few years, the small cap mutual funds category has been buzzing. Investors have been lapping up these funds like never before, given the near astronomical returns on investment. In fact, mutual fund advisors have been asking their clients to invest in small cap funds. The reason is that the valuations have become very attractive lately. By definition, small cap funds invest a minimum of 65% of their assets under management in equities of small cap companies. Taken as a category, small cap funds have offered an average return of 19% over the last 10 years. But take a deep dive, and the performance of select small cap funds is far better. The topper in...

This product is suitable for investors who are seeking*: • Long term capital growth • Investment in equity and equity related securities and portfolio replicating the composition of the Nifty Smallcap 250 Index, subject to tracking errors *Investors should consult their financial advisers if in doubt about whether the product is suitable for them • Investment Objective: The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Smallcap 250 Index before expenses, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved. ​ NAV as on May 31, 2023: `19.3788 Performance of Nippon India Nifty Smallcap 250 Index Fund as on 31/05/2023 Particulars 1 Year CAGR % 3 Year CAGR % 5 Year CAGR % Since Inception% Nippon India Nifty Smallcap 250 Index Fund 13.91 NA NA 28.70 B:Nifty Smallcap 250 TRI 15.39 NA NA 31.06 AB:Nifty 50 TRI 12.94 NA NA 20.35 Value of `10000 Invested Nippon India Nifty Smallcap 250 Index Fund 11,391 NA NA 19,379 B:Nifty Smallcap 250 TRI 11,539 NA NA 20,322 AB:Nifty 50 TRI 11,294 NA NA 16,251 Inception Date: Oct 16, 2020 Fund Manager: Mehul Dama (Since Oct 2020) PERFORMANCE OF OTHER OPEN ENDED SCHEMES MANAGED BY FUND MANAGER: Mehul Dama Scheme Name/s CAGR % 1 Year Return 3 Years Return 5 Years Return Scheme Benchmark Scheme Benchmark Scheme Benchmark Top 3 Nippon India ETF Nifty PSU Bank ...

Nippon India Nifty Smallcap 250 Index Fund Regular - Growth is a Small Cap Index mutual fund scheme from • • Nippon India Nifty Smallcap 250 Index Fund Regular - Growth returns of last 1-year are 30.59%. Since launch, it has delivered 30.70% average annual returns. The fund has doubled the money invested in it every 3 yrs. • • The fund has the majority of its money invested in Financial, Services, Capital Goods, Healthcare, Technology sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category. • • The fund's top 5 holdings are in KPIT Engineering Ltd., IDFC Ltd., Carborundum Universal Ltd., Indian Energy Exchange Ltd., Elgi Equipments Ltd.. ..... • KPIT Engineering Ltd. 1.75% • IDFC Ltd. 1.37% • Carborundum Universal Ltd. 1.29% • Indian Energy Exchange Ltd. 1.2% • Elgi Equipments Ltd. 1.2% • Kei Industries Ltd. 1.16% • Cyient Limited 1.1% • Redington Ltd. 1.07% • Jindal Stainless Ltd. 1.05% • RBL Bank Ltd. 1% • Exide Industries Ltd. 0.99% • Suzlon Energy Ltd. 0.98% • Equitas Small Finance Bank Ltd. 0.98% • Sonata Software Ltd. 0.98% • PVR Inox Ltd. 0.98% • Radico Khaitan Ltd. 0.94% • Glenmark Pharmaceuticals Ltd. 0.93% • City Union Bank Ltd. 0.93% • Central Depository Services (India) Ltd. 0.9% • Gujarat State Petronet Ltd. 0.9% • Indiamart Intermesh Ltd. 0.89% • Karur Vysya Bank Ltd. 0.86% • Blue Star Ltd. 0.85% • IIFL Finance Ltd. 0.83% • Computer Age Management Services Ltd. 0.8% • Tube Investments Of India Ltd. 0.79% • BS...