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Nippon India Small Cap Fund Regular Growth

Small Capvery high Risk

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METRICS

Nippon India Small Cap Fund Regular Growth

Basic Overview

Current NAV

₹ 159.25

Benchmark

NIFTY Smallcap 250 TRI

Fund Size (AUM)

₹68287 Cr

Expense Ratio

1.41%

Launch Date

16 Sep 2010

SIP Returns

1 Year Return

5.08%

3 Year Return

10.71%

5 Year Return

17.65%

Since Inception

23.58%

Trailing Returns

1 Month Return

-3.24%

3 Month Return

-6.58%

1 Year Return

2.21%

3 Year Return

21.16%

5 Year Return

26.03%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

2.3

Beta

0.81

Sharpe Ratio

0.92

Standard Deviation

14.53

Investment & Taxes

Min SIP Amount

₹ 500

Min Lumpsum

₹ 5,000

Exit Load

Nippon India Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Lock In

No Lock-in

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Nippon India Small Cap Fund Regular Growth3 /100

Outstanding protection during market downturns.

Nippon India Small Cap Fund Regular Growth3 /100

Outstanding protection during market downturns.

Worst CaseMax loss in a single year (Since Inception)

Nippon India Small Cap Fund Regular Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Nippon India Small Cap Fund Regular Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns : 7.02% (p.a.)

SBI Medium to Long Duration Fund-Regular Plan-Growth

3Y Returns : 6.92% (p.a.)

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns : 6.53% (p.a.)

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