Nippon India Small Cap Fund
Small Cap Fund
Launch Date: 26 Aug 2010
Suitable for
Investment Period
7+ year investments
High risk investors
Comfortable with significant ups and downs in investment values.
Review
Delivers strong overall results with solid recent and long-term performance.
Nippon India Small Cap Fund
Small Cap Fund
Fund Health
Returns 📈
Typically 21-24% if held 7+ years
Risk ⚠️
Risk of less than FD returns -
Medium
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 7Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Nippon India Small Cap Fund | 23% | 19% | 12% | Good |
Quant Small Cap Fund | 24% | 19% | 33% | Average |
Hsbc Small Cap Fund | 19% | 16% | 16% | Average |
Nifty Smallcap 250 Benchmark | 15% | 21% | 26% | — |
Small Cap Fund Category Average | 20% | 18% | 16% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Strong
Strong overall performance across all metrics
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Track Record
Recent Performance
+50%
+30%
+10%
-10%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Jun '15
Feb '16
Nov '16
Mar '20
Jun '22
Index
Fund
During big market falls, your fund falls less than the market.
Recovery time after falls
20 months
Fund
|
24 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|2 mth
Slowest recovery
57 mth|65 mth
Details
AUM
₹19559 Cr
Expense Ratio
0.64%
Exit Load
1% if redeemed or switched out on or before completion of 1 Year from the date of allotment of units. Nil, thereafter
Minimum Amount
N/A
Fund Manager
Samir Rachh
Fund House
Nippon Life India Asset Management Limited
Launch Date
26 Aug 2010
Age
15 years
Category
Small Cap Fund
Benchmark
NIFTY SMALLCAP 250 TRI
FAQs
Is Nippon India Small Cap Fund a good mutual fund?
Nippon India Small Cap Fund is a Strong fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 23%
•
Risk of earning less than FD returns has been Medium
•
Performance consistency has been Good
Compared with other funds in the Small Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 7+ years.
Should I invest in Nippon India Small Cap Fund?
If you're looking for a Small Cap Fund fund, Nippon India Small Cap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
Is Nippon India Small Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Nippon India Small Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 12% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Nippon India Small Cap Fund?
Yes.
Like all equity mutual funds, Nippon India Small Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 7+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Nippon India Small Cap Fund?
Historically, investors holding Nippon India Small Cap Fund for 7+ years experienced:
•
Typical returns around 23% p.a.
•
Best represented by recent returns of 22% p.a.
•
Worst historical outcome of 18% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Nippon India Small Cap Fund?
Nippon India Small Cap Fund has a Medium risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 12%
•
Average fall during major market declines: 23%
•
Average recovery time: 20 months
How does Nippon India Small Cap Fund perform during market crashes?
During major market declines, Nippon India Small Cap Fund has historically fallen around 23% compared with 28% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Nippon India Small Cap Fund take to recover after a fall?
Historically, Nippon India Small Cap Fund has taken around 20 months to recover from major market declines.
The benchmark recovered in approximately 24 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Nippon India Small Cap Fund?
Nippon India Small Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 7+ years
•
Are comfortable with High risk
•
Want exposure to Small Cap Fund funds
Who should avoid Nippon India Small Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 7+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Nippon India Small Cap Fund suitable for SIP investing?
Nippon India Small Cap Fund can be suitable for SIP investors with a horizon of at least 7+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Nippon India Small Cap Fund earns less than a fixed deposit?
Historically, investors holding Nippon India Small Cap Fund for 3 years earned less than FD returns in approximately 12% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Nippon India Small Cap Fund?
Nippon India Small Cap Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 52%
•
Bottom performer: 1%
Is the extra return from Nippon India Small Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Nippon India Small Cap Fund delivered Good risk-adjusted returns compared with similar funds.
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