Nippon India Small Cap Fund
🎯Investment Objective
“The fund attempts to generate relatively better risk adjusted returns by focusing on the smaller capitalization companies. Small cap stocks, for the purpose of the fund are defined as stocks whose market capitalization is below top 250 companies in terms of full market capitalization. Small cap companies are potential mid caps of tomorrow and offer twin advantage of high growth prospects & relatively lower valuation. The fund focuses on identifying good growth businesses with reasonable size, quality management and rational valuation. The investment approach adopts prudent risk management measures like margin of safety and diversification across sectors & stocks with a view to generate relatively better risk adjusted performance over a period of time.”
Source: Nippon India Small Cap Fund scheme information document
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity, it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation - The Single Most Important Investment Decision →
Sector Allocation
✅ Well-diversified, no sector dominates, with the top 3 at just 21.5%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings245 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | Multi Commodity Exchange of India Limited | Capital Markets | 2.9% | - | |
| 2 | Triparty Repo | Other / Non-Equity | 2.3% | - | |
| 3 | HDFC Bank Limited | Banks | 2.0% | - | |
| 4 | Karur Vysya Bank Limited | Banks | 1.5% | - | |
| 5 | Apar Industries Limited | Electrical Equipment | 1.4% | - | |
| 6 | State Bank of India | Banks | 1.4% | - | |
| 7 | TD Power Systems Limited | Electrical Equipment | 1.3% | - | |
| 8 | Axis Bank Limited | Banks | 1.2% | - | |
| 9 | Bharat Heavy Electricals Limited | Electrical Equipment | 1.2% | - | |
| 10 | Emami Limited | Personal Products | 1.1% | - |
Check Holdings Overlap
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Estimate future value based on Nippon India Small Cap Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (18.19% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| - | - | - | -1.4% | +18.19% | +20.9% |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 22.8%.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.