Nippon India Mutual Fund offers a Small Cap mutual fund scheme called Nippon India Small Cap Fund Direct-Growth. This fund was established on January 1, 2013, making it 11 years old. Nippon India Small Cap Fund Direct-Growth has assets under management (AUM) of ₹56,469 Crores, making it a medium-sized fund in its category.
The majority of the fund’s assets are allocated to the consumer staples, healthcare, financial services and capital goods industries. Compared to other funds in the category, it has less exposure to the capital goods and financial sectors.
Nippon India Small Cap Fund Performance
The growth returns over the last year for Nippon India Small Cap Fund Direct are 56.03%. It has produced returns an average of 28.28% annually since its start. Every two years, the fund doubles the amount invested in it.
The Nippon India Small Cap Fund Direct-Growth scheme outperforms other funds in its category in terms of consistent return delivery. It has a strong capacity to limit losses in a declining market.
Nippon India Small Cap Fund Returns
| Period | Nippon India Small Cap Fund | Category average |
|---|---|---|
| 1 month | 1.75% | 1.49% |
| 3 months | 15.42% | 13.73% |
| 6 months | 24.25% | 19.6% |
| 1 year | 55.93% | 48.66% |
| 3 years | 32.56% | 25.64% |
| 5 years | 39.74% | 35.3% |
Nippon India Small Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 1.98% |
|
Tube Investments Of India Ltd.
|
Automobile | Equity | 1.89% |
|
Kirloskar Brothers Ltd.
|
Capital Goods | Equity | 1.65% |
|
Voltamp Transformers Ltd.
|
Capital Goods | Equity | 1.55% |
|
Apar Industries Ltd.
|
Diversified | Equity | 1.45% |
Nippon India Small Cap Fund Suitability
If you invest for 7 ears or longer, you can expect profits that outperform both inflation and fixed income returns. This fund makes investments in small companies. These funds often see greater stock price declines than those that invest in larger corporations. There will thus be more severe ups and downs along the journey, even though you may anticipate bigger returns in the long run.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.