HomeMutual FundsNippon India Small Cap Fund - Growth

Overview (as on 01 Mar 2021)

NAV

₹58.1094

1y returns

38.985%

Fund AUM

₹10,637 Cr

Expense Ratio

1.93%

Min SIP

₹100

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Nippon India Small Cap Fund - Growth
₹0
-Infinity% projected returns
DSP Small Cap Fund Growth
₹0
-Infinity% projected returns
Franklin India Smaller Companies Fund Growth
₹0
-Infinity% projected returns
HDFC Small Cap Fund Growth
₹0
-Infinity% projected returns
L&T Emerging Businesses Fund Regular Growth
₹0
-Infinity% projected returns
SBI Small Cap Fund Regular Plan Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (98.62%)
Debt & Cash (1.38%)
Sector Allocation
Industrials
22.94%
Basic Materials
21.22%
Consumer
12.41%
Defensive
11.93%
Financial Services
9.65%
Tech
9.18%
Health
5.36%
Communication
4.44%
Utilities
2.69%
Real Estate
0.18%
Size Breakup
Small Cap
58.67%
Mid Cap
34.73%
Large Cap
6.60%

Key Metrics

Beta 

0.91

Std deviation 

25.46%

Sharpe Ratio 

0.44

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"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."
Scheme Name
Nippon India Small Cap Fund - Growth
Scheme Document
Click Here
Exit Load

For 0 - 1 Months: 1%

After 1 Months : 0%

Plan Started
16 September, 2010
Fund Manager
Kinjal Desai
Fund House Details
Fund House
Nippon Life India Asset Management Ltd
Email
NA
Phone
+912230994699
Address
Reliance Capital Asset Management Ltd.,One India Bulls Centre - Tower One,,11th & 12th floor, Jupiter Mills Compound,,Elphinstone Road,

Peer Funds

HDFC Small Cap Fund Growth  

EquitySmall-CapRegularModerately High risk

1 yr returns

34.79%

AUM

₹9,069 Cr

Expense Ratio

2.08%

SBI Small Cap Fund Regular Plan Growth  

EquitySmall-CapRegularModerately High risk

1 yr returns

38.69%

AUM

₹6,594 Cr

Expense Ratio

2.01%

Franklin India Smaller Companies Fund Growth  

EquitySmall-CapRegularModerately High risk

1 yr returns

32.86%

AUM

₹5,952 Cr

Expense Ratio

1.87%

DSP Small Cap Fund Growth  

EquitySmall-CapRegularModerately High risk

1 yr returns

35.45%

AUM

₹5,812 Cr

Expense Ratio

1.91%

L&T Emerging Businesses Fund Regular Growth  

EquitySmall-CapRegularHigh Risk

1 yr returns

29.20%

AUM

₹5,349 Cr

Expense Ratio

1.99%

Nippon India Small Cap Fund - Growth

NAV

₹58.1094

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Kinjal Desai
Kinjal Desai

manager

Work Experience
"null"
Samir Rachh
Samir Rachh

leader

Qualifications
Bachelor of Commerce
Work Experience
"Over 11 years of experience September 2010 onwards Reliance Capital Asset Management Limited, Assisting Fund Manager of Reliance Long Term Equity Fund. October -2007 to August 2010 Reliance Capital Asset Management Ltd, Senior Analyst involved in research on Select Companies and tracking Few Industries. April 2004 to October 2007 Emkay Global Financial Services Ltd, Head of Research and Portfolio Manager, Heading Research Team and Generating Reports and Ideas, managing PMS Products. April 2003 to March 2004 IndusInd Bank Ltd, Investment Manager, Assisting in fund management and Generating investment ideas. October 1998 to March 2003 Hinduja Finance Ltd, Investment Manager Managing Portion of Companyxc2xbfs Investment Book and generating investment ideas"
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