- Mutual Funds
- Nippon Mutual Fund
- Nippon India Small Cap Fund (Growth)
Formerly Reliance Small Cap Gr
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 105.1626
NAV (Jun 8)
Fund Returns
Last 1Y | 32.3% |
Last 3Y | 46.7% |
Last 5Y | 19.5% |
Last 10Y | 27.2% |
Since Inception | 20.3% |
6 Month CAGR | 9.8% |
Scheme Information
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 | 1.63 |
Launched (13y ago) | Sep 16, 2010 |
AUM in Crores | 28778.872 |
ISIN | INF204K01HY3 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Smallcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.9 |
Standard Deviation (5yr) | 24.5 |
Beta (3yr) | 0.85 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 2.108 |
Sharpe Ratio (5yr) | 0.617 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Small Cap Fund (Growth) | 12,00,325 | 4,67,713 | 19.5% | |
| 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
triparty repo
3.6%tube investments of india ltd ordinary shares
3.3%kpit technologies ltd
1.8%creditaccess grameen ltd ordinary shares
1.6%niit ltd
1.5%Allocation by Sector
industrials
27.6%consumer cyclical
15.5%financial services
14.2%basic materials
13.2%technology
8.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,589 cr | ||
₹ 10,512 cr | ||
₹ 15,218 cr | ||
₹ 9,279 cr | ||
₹ 8,072 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.3% | 6.8% | ||
4.3% | 6.6% | ||
4.3% | 5.6% | ||
4.3% | 6.6% | ||
4.3% | 5.6% |
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 20.3% over a period of 12 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 Akshay Sharma, Kinjal Desai, Samir Rachh, Tejas Sheth.
Nav of Nippon India Small Cap Fund (G) as of 6/8/2023 is ₹105.16 with the total AUM as of 6/9/2023 is ₹28778.872. 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 32.3% 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?
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 1.63% for regular plan.