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.
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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.
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.
Nippon Life India Asset Management Ltd manages assets worth 215,397 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid funds.
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?
Recommended
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Nippon India Small Cap Fund (G)
About Nippon India Small Cap Fund (G)
Nippon India Small Cap Fund (G) is a small cap equity fund and has delivered an annualised return of 20.7% over a period of 11 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 (G) 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 (G) NAV,AUM,Risk
The Nippon India Small Cap Fund (G) fund was launched on Sep 16, 2010. The NAV (Net Asset Value) of this small cap equity as of 2021-07-30 is ₹ 77.2383. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 15353.120. The category risk of the Nippon India Small Cap Fund (G) fund is Very High Risk.
The fund charges 1.98 % as expense ratio.
Nippon India Small Cap Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 97.9% in this asset class. The top three holdings of the fund are deepak nitrite ltd,navin fluorine international ltd and tube investments of india ltd ordinary shares
Nippon India Small Cap Fund (G) 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 (G) 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 IISL Nifty Smallcap 250 TR INR
Nippon India Small Cap Fund (G) Review
Nippon India Small Cap Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Small Cap Fund (G) has a score of 5 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
