NIPPON INDIA SMALL CAP FUND (An Open-Ended Equity Scheme Predominantly Investing In Small Cap Stocks)
Current NAV
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1Y Return
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3Y Return
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5Y Return
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AUM
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Category
Small Cap
Top Holdings
Top stocks held by this fund as of May 2026 (Source: AMC monthly disclosure)
Bharat Heavy Electricals Limited
Electrical Equipment
HDFC Bank Limited
Banks
TD Power Systems Limited
Electrical Equipment
Multi Commodity Exchange of India Limited
Capital Markets
Apar Industries Limited
Electrical Equipment
NLC India Limited
Power
Karur Vysya Bank Limited
Banks
Zydus Wellness Limited
Food Products
Tube Investments of India Limited
Auto Components
Axis Bank Limited
Banks
Kirloskar Brothers Limited
Industrial Products
MTAR Technologies Limited
Electrical Equipment
Kirloskar Oil Engines Limited
Industrial Products
Sundram Fasteners Limited
Auto Components
Sai Life Sciences Limited
Pharmaceuticals & Biotechnology
Emami Limited
Personal Products
Whirlpool of India Limited
Consumer Durables
Kirloskar Pneumatic Company Limited
Industrial Products
Aster DM Healthcare Limited
Healthcare Services
Elantas Beck India Limited
Chemicals & Petrochemicals
📋 All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.
SIP in NIPPON INDIA SMALL CAP FUND (An Open-Ended Equity Scheme Predominantly Investing In Small Cap Stocks)
If you had invested ₹10,000/month via SIP:
1 Year SIP
₹127,200
Invested: ₹1,20,000
3 Year SIP
₹403,200
Invested: ₹3,60,000
5 Year SIP
₹744,000
Invested: ₹6,00,000
Invest in NIPPON INDIA SMALL CAP FUND (An Open-Ended Equity Scheme Predominantly Investing In Small Cap Stocks)
Start SIP from ₹500/month on these platforms
Portfolio Overlap
Funds that share the most stock holdings with NIPPON INDIA SMALL CAP FUND (An Open-Ended Equity Scheme Predominantly Investing In Small Cap Stocks).
View full overlap analysis →More Small Cap Funds
About Small Cap Funds
Small Cap mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the small cap profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.
When evaluating a Small Cap fund like NIPPON INDIA SMALL CAP FUND (An Open-Ended Equity Scheme Predominantly Investing In Small Cap Stocks), key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.
For long-term wealth creation, Small Cap funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.
Frequently Asked Questions
Is NIPPON INDIA SMALL CAP FUND (An Open-Ended Equity Scheme Predominantly Investing In Small Cap Stocks) good for SIP?
NIPPON INDIA SMALL CAP FUND (An Open-Ended Equity Scheme Predominantly Investing In Small Cap Stocks) is a Small Cap fund with moderate risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Small Cap funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.
What is the risk level of this fund?
NIPPON INDIA SMALL CAP FUND (An Open-Ended Equity Scheme Predominantly Investing In Small Cap Stocks) is categorized as moderate risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. This risk level indicates relatively stable returns with moderate portfolio fluctuation.
How to invest in this fund?
You can invest in NIPPON INDIA SMALL CAP FUND (An Open-Ended Equity Scheme Predominantly Investing In Small Cap Stocks) (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.
What are the tax implications?
For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.