nippon-india-small-cap-fund-direct-g

Nippon India Small Cap Fund - Direct (G)

  1. Equity
  2. High Risk-High Return
  • NAV as on Jul 04, 2025 ₹194.35
  • Total Returns 25.79% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
nippon-india-small-cap-fund-direct-g

Overview of Nippon India Small Cap Fund - Direct (G)

  • Fund House
    Nippon India Small Cap Fund
  • Fund Size
    ₹63,007 Cr
  • Expense Ratio
    0.65%
  • Benchmark
    Nifty Smallcap 250 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    1% if redeemed or switched out on or before completion of 1 Year from the date of allotment of units. Nil if redeemed or switched out after the completion of 1 Year from the date of allotment of units.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Nippon India Small Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Nippon India Small Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.97%
  • 17.52%
  • -1.35%
  • -0.45%
  • 31.27%
  • 39%

Category Average

  • 4.04%
  • 13.84%
  • -2.51%
  • 2.54%
  • 27.34%
  • 34.22%

Fund Asset Allocation

Top holdings

Top Sectors

  • Consumer Durables
    7.83%
  • Industrial Products
    7.73%
  • Banks
    6.59%
  • Electrical Equipments
    6.06%
  • Auto Components
    5.5%
  • Pharmaceuticals & Biotech
    5.4%

More about Nippon India Small Cap Fund - Direct (G)

Nippon India Small Cap Fund - Direct (G) is a mutual fund under the High Risk-High Return category, managed by Nippon India Mutual Fund. It was launched on 24 Feb 1995, and has been active for over 30 years. As of 31 Mar 2025 the fund manages assets worth ₹63,007 Crores. The expense ratio is 0.65%.

This fund generated returns of -0.45% in the last 1 year. Since its inception, it has provided an average annual return of 25.79%.

The fund's investments are mainly concentrated in sectors like Consumer Durables, Industrial Products, Banks, Electrical Equipments and Auto Components.

The top five holdings in this fund include prominent companies such as TREPS, HDFC Bank, Multi Comm. Exc., Kirl. Brothers and Tube Investments.

Fund Managers

  • Kinjal Desai
  • Samir Rachh

Investment Objective

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.

nippon-india-small-cap-fund-direct-g

Frequently Asked Questions about Nippon India Small Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Yes, these funds are high-risk as they invest in volatile markets or sectors with the potential for large price swings.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high tolerance for risk and are aiming for significant growth.

  3. How long should I stay invested in {{fund_type}}?

    Long-term investment, usually over five years, is recommended to ride out market volatility.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but frequent withdrawals may reduce your chances of benefiting from potential gains.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios are moderate to high, often between 1% and 2%, due to active management.

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