Formerly Nippon India Small Cap DP
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 Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 80.8724
NAV (Mar 27)
Last 1Y | 57.4% |
Last 3Y | 35.7% |
Last 5Y | 29.4% |
Last 10Y | 27.1% |
Since Inception | 21.8% |
6 Month CAGR | 14% |
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 | 1.52 |
Launched (14y ago) | Sep 16, 2010 |
AUM in Crores | 46044.135 |
ISIN | INF204K01IA1 |
Lock-in | No Lock-in |
Benchmark | Nifty Smallcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.9 |
Standard Deviation (5yr) | 23.2 |
Beta (3yr) | 0.71 |
Beta (5yr) | 0.87 |
Sharpe Ratio (3yr) | 2.22 |
Sharpe Ratio (5yr) | 1.179 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Nippon India Small Cap Fund (PIDCW-A) | 15,82,964 | 8,50,352 | 29.4% | |
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.
triparty repo
4.4%tube investments of india ltd ordinary shares
2.2%voltamp transformers ltd
1.7%hdfc bank ltd
1.6%multi commodity exchange of india ltd
1.5%industrials
31%financial services
14%consumer cyclical
11.7%basic materials
10.4%technology
8.9%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,147 cr | ||
₹ 16,756 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Nippon Life India Asset Management Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.4% | 6.8% | ||
5.4% | 6.7% | ||
5.4% | 5.7% | ||
5.4% | 6.7% | ||
5.4% | 5.7% |
Nippon India Small Cap Fund (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 21.8% over a period of 13 years. The fund was previously known as Nippon India Small Cap DP. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Kinjal Desai, Samir Rachh, Tejas Sheth.
Nav of Nippon India Small Cap Fund (PIDCW-A) as of 3/27/2024 is ₹80.87 with the total AUM as of 3/28/2024 is ₹46044.135. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Small Cap Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 TR INR.
Nippon India Small Cap Fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 57.4% 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 (PIDCW-A).
What is Nippon India Small Cap Fund (PIDCW-A)?
How to invest in Nippon India Small Cap Fund (PIDCW-A)?
You can invest in Nippon India Small Cap Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Nippon India Small Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Small Cap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Small Cap Fund (PIDCW-A) is a Top Ranked fund. You can investNippon India Small Cap Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Nippon India Small Cap Fund (PIDCW-A) is 1.52% for regular plan.