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Nippon India Small Cap Fund (Growth)

Equity

Small Cap

Top Ranked

₹ 43.45

NAV (SEP 18)

Scripbox Opinion

Top Ranked

These are the top-ranked funds within small cap mutual funds.

However, Scripbox does not recommend investing in small cap mutual funds.

These funds invest in the smallest companies listed on the exchanges. 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.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

10 Years

The fund has sufficient history for analysis and the track record is good

Relative Size

9,285 Cr

Category leader in size

Category View

Neutral

The category has a neutral investment outlook

Consistency Of Performance

Consistently Good

The fund has performed well consistently over a period of time

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  • Historical growth rate of 12.00% per annum
  • Recommended Duration > 5 years
  • No Lock-in
  • Expert investing only
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Historical NAV

43.45

NAV (SEP 18)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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Scheme Information

Investment Objective

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Low

Moderately Low

Moderate

Moderately High

High

Moderately High risk

2.13%

Expense Ratio

16th Sep, 2010

Launched (10y ago)

₹ 9,285

AUM in Crores

INF204K01HY3

No Lock-in

S&P BSE Smallcap TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Kinjal Desai

Fund Manager

Samir Rachh

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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 20th September 2020

Top Stock Holdings

Deepak Nitrite Ltd

5%

Navin Fluorine International Ltd

4%

Creditaccess Grameen Ltd Ordinary Shares

3%

Tube Investments Of India Ltd Ordinary Shares

3%

Affle India Ltd

3%
See all holdings
allocation by market cap

Allocation by Sector

Basic Materials

24%

Industrials

20%

Financial Services

14%

Consumer Defensive

13%

Consumer Cyclical

10%
See all sectors

Comparison with Equity Funds

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have

  • Indicative returns of 12.00% annually
  • Recommended Duration > 5 years
  • No Lock-in
  • Expert investing only
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Top Ranked

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Category View

We check if the sub-category of the fund is recommended by us

calender

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better

Equity Funds

Debt Funds

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About Nippon India Small Cap Fund (Growth)

About Nippon India Small Cap Fund (Growth)

Nippon India Small Cap Fund (Growth) is a Small Cap Equity fund and has delivered an annualised return of 15.81% over a period of 10 years. The fund was previously known as Reliance Small Cap Gr. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Samir Rachh.

Nippon India Small Cap Fund (Growth) Investment Objective

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. However, there is no assurance that the objective of the scheme will be realized.

Nippon India Small Cap Fund (Growth) NAV, AUM and Risk

The fund was launched on 2010-09-16. The NAV of the fund as of 2020-09-18 is ₹ 43.45. The total AUM of the fund as of 2020-09-18 is ₹ 9,285 Cr. The category risk of the fund is Moderately High risk

The fund charges 2.13 % as expense ratio.

Nippon India Small Cap Fund (Growth) Holdings

The fund’s highest allocation is towards equity and has invested 96.1% in this asset class. The top three holdings of the fund are deepak nitrite ltd, navin fluorine international ltd and creditaccess grameen ltd ordinary shares.

Nippon India Small Cap Fund (Growth) SIP

The minimum SIP(Systematic Investment Plan) amount for this 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.

Nippon India Small Cap Fund (Growth) Investment volatility and Horizon

This fund 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 S&P BSE Smallcap TR INR.