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  • Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly Nippon India Small Cap DP

Nippon Mutual Fund

Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A)

EquitySmall Cap

Top Ranked

58.3319

NAV (Oct 26)

20.7%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

17,283 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

58.3319

NAV (Oct 26)

Fund Returns

Last 1Y
96.8%
Last 3Y
29.9%
Last 5Y
20.7%
Last 10Y
24.8%
Since Inception
20.8%
6 Month CAGR
35.2%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
1.82
Launched (11y ago)
Sep 16, 2010
AUM in Crores
17282.213
ISIN
INF204K01IA1
Lock-in
No Lock-in
Benchmark
IISL Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Kinjal Desai

Fund Manager

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Samir Rachh

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Nippon Life India Asset Management Ltd

Nippon Life India Asset Management Ltd manages assets worth 239,926 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.

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  • tel-amc-about
    022-33031000
  • mail-amc-about
    customer_care@reliancemutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    5%

    7%

    recommended-badge

    28.6%

    22.8%

    top-ranked-badge

    4.3%

    6.7%

    top-ranked-badge

    27.2%

    22.5%

    top-ranked-badge

    3.4%

    5.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Diversified

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    3. 7200+Customers are millionaires
    We thrive on trust.

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    Investing has helped me dream bigger for my life
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    About Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 20.8% over a period of 11 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

    Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Sep 16, 2010. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-10-26 is ₹58.33. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹17282.213. The category risk of the Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 1.82 % as expense ratio.

    Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.5% in this asset class. The top three holdings of the fund are , deepak nitrite ltd , tube investments of india ltd ordinary shares , birla corp ltd , bajaj electricals ltd , navin fluorine international ltd , niit ltd , balrampur chini mills ltd , orient electric ltd ordinary shares , kpit technologies ltd , carborundum universal ltd , cyient ltd , tejas networks ltd , radico khaitan ltd , dixon technologies (india) ltd , central depository services (india) ltd , eclerx services ltd , persistent systems ltd , honeywell automation india ltd , affle india ltd , poonawalla fincorp ltd , triparty repo , creditaccess grameen ltd ordinary shares , zydus wellness ltd , polyplex corp ltd , indian energy exchange ltd , h.g. infra engineering ltd ordinary shares , sterlite technologies ltd , tata steel long products ltd , k.p.r. mill ltd , lux industries ltd , timken india ltd , rallis india ltd , fine organic industries ltd ordinary shares , bharat electronics ltd , kirloskar brothers ltd , larsen & toubro ltd , fdc ltd , bharti airtel ltd , chambal fertilisers & chemicals ltd , tata consumer products ltd , elantas beck india ltd , sis ltd ordinary shares , kirloskar pneumatic co ltd , bayer cropscience ltd , ion exchange (india) ltd , isgec heavy engineering ltd , jyothy labs ltd , birlasoft ltd , state bank of india , sun pharmaceuticals industries ltd , indoco remedies ltd , galaxy surfactants ltd , zensar technologies ltd , adani ports & special economic zone ltd , century textiles & industries ltd , vindhya telelinks ltd , west coast paper mills ltd , mahindra cie automotive ltd , mahindra logistics ltd , finolex cables ltd , bajaj consumer care ltd , stove kraft ltd ordinary shares , multi commodity exchange of india ltd , honda india power products ltd , kalpataru power transmission ltd , linde india ltd , jindal steel & power ltd , vst tillers tractors ltd , hdfc life insurance company limited , j.b. chemicals & pharmaceuticals ltd , genus power infrastructures ltd , vip industries ltd , mtar technologies ltd , can fin homes ltd , intellect design arena ltd , automotive axles ltd , fineotex chemical ltd , apar industries ltd , voltamp transformers ltd , ineos styrolution india ltd , vardhman textiles ltd , axis bank ltd , united spirits ltd , pnc infratech ltd , sundaram finance holdings ltd , raymond ltd , hindustan aeronautics ltd ordinary shares , tata coffee ltd , sandhar technologies ltd ordinary shares , astrazeneca pharma india ltd , pokarna ltd , grindwell norton ltd , orient cement ltd , indian railway catering and tourism corp ltd , td power systems ltd , brigade enterprises ltd , jtekt india ltd , karur vysya bank ltd , ashoka buildcon ltd , triveni engineering & industries ltd , procter & gamble health ltd , l.g.balakrishnan & bros ltd , shilpa medicare ltd , bank of baroda , oracle financial services software ltd , railtel corporation of india ltd , kec international ltd , apex frozen foods ltd , asahi india glass ltd , srikalahasthi pipes ltd , sbi life insurance company limited , ajanta pharma ltd , navkar corp ltd , ptc india ltd , granules india ltd , krsnaa diagnostics ltd , subros ltd , valiant organics ltd , orient paper & industries ltd , shyam metalics and energy ltd , nuvoco vista corp ltd , capacit'e infraprojects ltd , garden reach shipbuilders & engineers ltd , cash margin - derivatives , indian hotels co ltd , texmaco rail & engineering ltd , aster dm healthcare ltd ordinary shares , kei industries ltd , vijaya diagnostic centre ltd , avanti feeds ltd , equitas small finance bank ltd ordinary shares , net current assets , bharat dynamics ltd ordinary shares , seya industries ltd , rolex rings ltd , paras defence and space technologies ltd

    Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A) Review

    Nippon India Small Cap Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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 Inc Dist cum Cap Wdrl (PIDCW-A) 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.

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