• Mutual Funds
  • Nippon Mutual Fund
  • Nippon India Small Cap Fund (Growth)

Formerly Reliance Small Cap Gr

Nippon Mutual Fund

Nippon India Small Cap Fund (Growth)

EquitySmall Cap

Top Ranked

78.0653

NAV (May 19)

16.2%
5 Year CAGR
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 fundLearn how we rate funds ->

Track Record

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

19,769 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Want the focused equity funds that are right for your long term equity investment needs?

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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

78.0653

NAV (May 19)

Fund Returns

Last 1Y

18.9%

Last 3Y

26.7%

Last 5Y

16.2%

Last 10Y

24.6%

Since Inception

19.3%

6 Month CAGR

-7.6%

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.

Expense Ratio

1.84

Launched (12y ago)

Sep 16, 2010

AUM in Crores

19768.277

ISIN

INF204K01HY3

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Samir Rachh

Fund Manager

Kinjal Desai

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-05-19

Top Stock Holdings

tube investments of india ltd ordinary shares

3.1%
3.1%

niit ltd

2.9%
2.9%

triparty repo

2.6%
2.6%

creditaccess grameen ltd ordinary shares

2.3%
2.3%

kpit technologies ltd

2.2%
2.2%
See all holdings
allocation by market cap

Allocation by Sector

industrials

20.6%
20.6%

basic materials

17.2%
17.2%

consumer cyclical

15.7%
15.7%

financial services

12.8%
12.8%

consumer defensive

11.4%
11.4%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 243,421 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 99 equity,369 debt and 34 hybrid funds.

amc-img

  • 022-33031000
  • customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.6%

    15.2%

    4.4%

    6.9%

    4.2%

    6.7%

    15.2%

    17.1%

    4.2%

    5.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 19.3% 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.

    Nav of Nippon India Small Cap Fund (G) as of 5/19/2022 is ₹78.07 with the total AUM as of 5/20/2022 is ₹19768.277. 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 Sep 16, 2010. The category risk of the fund is Very High Risk.

    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 IISL Nifty Smallcap 250 TR INR.

    Nippon India Small Cap Fund (G) is rated as a 4 fund in Equity and delivered 18.9% 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)?

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

    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?

    As per Scripbox experts, Nippon India Small Cap Fund (G) is a Top Ranked fund. You can investNippon India Small Cap 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 Small Cap Fund (G)?

    The expense ratio of the Nippon India Small Cap Fund (G) is 1.84% for regular plan.