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.
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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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
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