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  • Nippon India Nifty Smallcap 250 Index Fund (Growth)
Nippon Mutual Fund

Nippon India Nifty Smallcap 250 Index Fund (Growth)

EquitySmall Cap

29.2915

NAV (Mar 01)

37.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

29.2915

NAV (Mar 1)

Fund Returns

Last 1Y
66.4%
Last 3Y
28.6%
Last 5Y
NA
Last 10Y
NA
Since Inception
37.3%
6 Month CAGR
24.9%

Scheme Information

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

Expense Ratio
0.88
Launched (4y ago)
Oct 16, 2020
AUM in Crores
1054.184
ISIN
INF204KB12W7
Lock-in
No Lock-in
Benchmark
Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
18.3
Standard Deviation (5yr)
0
Beta (3yr)
1
Beta (5yr)
0
Sharpe Ratio (3yr)
1.425
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Himanshu Mange

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Nippon India Nifty Smallcap 250 Index Fund (Growth)70%15,47,002 8,14,39028.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-01

Top Stock Holdings

net current assets

4.8%
4.8%

suzlon energy ltd

3.1%
3.1%

triparty repo

2.8%
2.8%

bse ltd

2.1%
2.1%

kei industries ltd

1.2%
1.2%
See all holdings

Allocation by Sector

industrials

23.4%
23.4%

financial services

21.1%
21.1%

basic materials

12.9%
12.9%

consumer cyclical

11.7%
11.7%

healthcare

10.1%
10.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 16,033 cr

₹ 13,846 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 337,169 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 105 equity,425 debt and 71 hybrid funds.amc-img
022-33031000
customer_care@reliancemutual.com
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.8%

5.3%

6.7%

5.3%

5.7%

5.3%

6.7%

5.3%

5.7%

Nippon India Nifty Smallcap 250 Index Fund (G) Review

Nippon India Nifty Smallcap 250 Index Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 37.3% over a period of 3 years. The fund is managed by Nippon Life India Asset Management Ltd. The fund manager’s name is Himanshu Mange.

Nav of Nippon India Nifty Smallcap 250 Index Fund (G) as of 3/1/2024 is ₹29.29 with the total AUM as of 3/2/2024 is ₹1054.184. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Nifty Smallcap 250 Index Fund (G) was launched on Oct 16, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for Nippon India Nifty Smallcap 250 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Nippon India Nifty Smallcap 250 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Smallcap 250 TR INR.

Nippon India Nifty Smallcap 250 Index Fund (G) is rated as a 0 fund in Equity and delivered 66.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Nifty Smallcap 250 Index Fund (G).

Frequently Asked Questions

What is Nippon India Nifty Smallcap 250 Index Fund (G)?

Nippon India Nifty Smallcap 250 Index Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Nippon India Nifty Smallcap 250 Index Fund (G)?

You can invest in Nippon India Nifty Smallcap 250 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Nippon India Nifty Smallcap 250 Index Fund (G)?

The minimum sip amount for Nippon India Nifty Smallcap 250 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Nippon India Nifty Smallcap 250 Index Fund (G) good to invest in?

As per Scripbox experts, Nippon India Nifty Smallcap 250 Index Fund (G) is a Not Reviewed Yet fund. You can investNippon India Nifty Smallcap 250 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Nippon India Nifty Smallcap 250 Index Fund (G)?

The expense ratio of the Nippon India Nifty Smallcap 250 Index Fund (G) is 0.88% for regular plan.