Since its inception on September 16, 2010, the scheme has given a 1653% absolute return and annualised 23.30% on investment. At this rate of return, an investment of Rs 1,00,000 made in 2010 would have turned Rs 17.5 lakh in nearly 14 years. If we look at its 10-year yield, the fund has grown by…
Nippon India Small Cap Fund – Direct Plan – Growth has been one of the best performing mutual fund schemes across categories in the equity segment.
Since its inception on September 16, 2010, the scheme has given a 1653% absolute return and annualised 23.30% on investment. At this rate of return, an investment of Rs 1,00,000 made in 2010 would have turned Rs 17.5 lakh in nearly 14 years. If we look at its 10-year yield, the fund has grown by 28% annually and 34% annually over the last 5 years. Its 3 years and 1 year performances are even better, having given 36% and 60% returns, respectively.
Nippon India Small Cap Fund – Direct Plan – Growth SIP performance
For those who opted for SIP investment, the fund has given a handsome return of 27.14% annually over the last 10 years, making an absolute return of 322.34%. At this rate, a Rs 10000 monthly SIP started with this fund would have earned over Rs 50 lakh to investors in 10 years.
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The fund has performed even better in the shorter time-frames like 5 years, 3 years and 1 year. Over the last 5 years, it has grown by 40.55% annually and 167% in absolute terms. The 3-year absolute return of the fund is 70%, or 38% annually. Its last one year return is 54%.
Nippon India Small Cap Fund – Direct Plan – Growth exposure to different equity segments
The fund has allocated its 95.54% investment to domestic equities. It has invested 6.53% of the total allocation in large cap stocks, 11.22% in midap stocks and 54.39% in smallcap stocks.
Nippon India Small Cap Fund – Direct Plan – Growth is suitable for those investors who enter with an investment timeframe of at least 3-4 years and are looking for very high returns. At the same time, these investors must have a high risk appetite because over half of its exposure is into smallcap stocks.
Fund’s Crisil ranking
Nippon India Small Cap Fund – Direct Plan – Growth’s rank was updated from 5 to 4 in the previous quarter.
Nippon India had launched the NFO on January 1, 2013 and the open-ended scheme is benchmarked against NIFTY Smallcap 250 TRI.
Nippon India Small Cap Fund – Direct Plan – Growth’s expense ratio is currently 0.68%.
