- 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.
Nippon India Small Cap Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment13,08,504
Wealth Gained20,41,116
Total Corpus Created (₹)
With CAGR of 38.02 % in 5 yearsHistorical NAV
₹ 148.1561
NAV (Apr 11)
Fund Returns
Last 1Y | 0.2% |
Last 3Y | 18.3% |
Last 5Y | 38% |
Last 10Y | 19.3% |
Since Inception | 20.3% |
6 Month CAGR | -18.1% |
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 | 1.48 % |
Launched 14Y ago | 2010-09-16 |
AUM in Crores | 55490.7 |
ISIN | INF204K01HY3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 17.2 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Small Cap Fund (G) | 20,41,116 | 13,08,504 | 38% | |
| 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
17.56%Financial
11.33%Services
10.45%Consumer Staples
8.85%Healthcare
8.14%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
About the AMC
Nippon India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.5% | 6.9% | ||
8.9% | 8.9% | ||
18.3% | 20.3% | ||
16% | 12.5% | ||
6.2% | 5.1% |
Nippon India Small Cap Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment13,08,504
Wealth Gained20,41,116
Total Corpus Created (₹)
With CAGR of 38.02 % in 5 yearsNippon 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 20.31% 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 4/11/2025 is ₹148.16 with the total AUM as of 4/14/2025 is ₹55490.73. 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 Very High.
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 0.15% 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
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