Nippon India Small Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl

Nippon India Small Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Samir Rachh, Kinjal Desai. The fund could potentially beat inflation in the long-run.

1. Nippon India Small Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl has ₹58029 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

Nippon India Small Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 25.37% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.48%, 27.78% and 41.48% respectively.

Nippon India Small Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Financial Services, Basic Materials, Consumer Defensive, Health, Tech, Energy, Utilities, Communication, Real Estate. Its top holdings are HDFC Bank Ltd, Multi Commodity Exchange of India Ltd, Dixon Technologies (India) Ltd, Kirloskar Brothers Ltd, Tube Investments of India Ltd Ordinary Shares

As it is a small-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Nippon India Small Cap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl has no lock in period.