- Mutual Funds
- Nippon India Mutual Fund
- Nippon India Small Cap Fund (G)
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 179.0014
NAV (Oct 21)
Fund Returns
Last 1Y | 45.2% |
Last 3Y | 27.9% |
Last 5Y | 37% |
Last 10Y | 23.6% |
Since Inception | 22.8% |
6 Month CAGR | 23.8% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.
Expense Ratio | 1.42% |
Launched 14Y ago | 2010-09-16 |
AUM in Crores | 62259.6 |
ISIN | INF204K01HY3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.6 |
Beta | 0.8 |
Sharpe Ratio | 1.6 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Small Cap Fund (G) | 19,82,214 | 12,49,602 | 37% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
3.95%HDFC Bank Ltd.
1.78%Kirloskar Brothers Ltd.
1.77%Tube Investments Of India Ltd.
1.71%Voltamp Transformers Ltd.
1.5%Allocation by Sector
Capital Goods
21.16%Financial
11.22%Services
8.83%Consumer Staples
7.91%Healthcare
7.35%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Nippon India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6% | 6.9% | ||
7.2% | 8.9% | ||
15.5% | 20.9% | ||
19.1% | 13.6% | ||
16.3% | 8.4% |
Nippon India Small Cap Fund (G) Review
Nippon India Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 22.8% over 14 years. The fund has grown over a period of 14 years. The fund is managed by Nippon India Mutual Fund. The fund managers are Samir Rachh, Tejas Sheth.
Nav of Nippon India Small Cap Fund (G) as of 10/21/2024 is ₹179.00 with the total AUM as of 10/22/2024 is ₹62259.56. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Small Cap Fund (G) was launched on 2010-09-16. The category risk of the fund is Average.
The minimum SIP amount for Nippon India Small Cap 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 Small Cap 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 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 45.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Small Cap Fund (G).
Frequently Asked Questions
What is Nippon India Small Cap Fund (G)?
How to invest in Nippon India Small Cap Fund (G)?
You can invest in Nippon India Small Cap 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 Small Cap Fund (G)?
The minimum sip amount for Nippon India Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Small Cap Fund (G) good to invest in?
According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Nippon India Small Cap Fund (G)?
The expense ratio of the Nippon India Small Cap Fund (G) is 1.42% for regular plan.
What is the NAV of Nippon India Small Cap Fund (G)?
Today's Nippon India Small Cap Fund (G) NAV is ₹179.00.