Nippon India Small Cap Fund is a mutual fund offered by Nippon India Mutual Fund. It falls under the category of Small Cap funds. This fund invests in stocks of companies that are ranked 251st onwards in terms of full market capitalization. They are designed to provide investors exposure to small-sized companies.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
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Nippon India Small Cap Fund is a Small Cap fund. This fund was launched on 16 September, 2013 and has been in operation for 10 years. The Assets Under Management (AUM) of Nippon India Small Cap Fund are ₹36,540 Crores as of 30th June 2023 and the current NAV is ₹138.54.
The returns of last 1 year are 36.94%. The Nippon India Small Cap Fund has consistently outperformed by delivering 26.73% average annual returns.
Highlights of Nippon India Small Cap Mutual Fund:
The minimum investment for Nippon India Small Cap Fund is ₹5000.
The majority of the fund’s money invested in Capital Goods, Financial, Chemicals, Services, Consumer Staples Sectors, etc.
The top 5 holdings of the fund are in TI Financial Holdings Ltd., HDFC Bank Ltd., Apar Industries Ltd., KPIT Engineering Ltd., Grameen Financial Services Pvt Ltd.
Nippon India Small Cap Fund is suitable for investors looking for long term wealth creation and aims to invest in equity and equity related instruments of small cap companies.
|Fund House||Nippon India Mutual Fund|
|Date of Incorporation||16 September 2010|
|Total AUM||₹36,539.55 Cr|
|Fund Benchmark||Nifty Small Cap 250 Total Return Index|
|NAV of the Fund||₹138.54|
|Returns since inception||26.71% p.a.|
|Risk Level||Very High|
|Investment Objective||The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.|
|Top Fund Managers||Mr. Tejas Sheth - Tenure: Feb 2023 - Present
Mr. Damir Rachn - Tenure: Jan 2017 - Present
Following is the performance of the fund over the years:
|As on 11th September 2023||1 Year||3 Years||5 Years||10 Years|
The top 10 holdings of the Nippon India Small Cap Fund as of September 11th, 2023 are:
|Tube Investments Of India Ltd.||2.59%|
|Apar Industries Ltd.||1.63%|
|KPIT Technologies Ltd.||1.53%|
|CreditAccess Grameen Ltd.||1.52%|
|Voltamp Transformers Ltd.||1.37%|
|B H E L||1.21%|
|Elantas Beck India Ltd.||1.21%|
|NIIT Learning Systems Ltd.||1.18%|
Equity sector allocation by weightage is the percentage of a portfolio that is invested in each of the major equity sectors. The equity sector allocation for Nippon India Small Cap Fund by weightage as of 31st July, 2023 are:
|Pharmaceuticals & Biotechnology||5.64%|
|Chemicals & Petrochemicals||4.40%|
|IT - Software||3.87%|
It can be seen that Nippon India Small Cap Fund maintains an equity holding of 97.18%.
|Expense Ratio||0.75% (Inclusive of GST)|
|Exit Load||1% (If redeemed within one month)|
|Stamp Duty||0.005% (from July 1st, 2020)|
For Nippon India Small Cap Fund, the taxation policy is as follows:
Returns from the fund are subject to taxation at a rate of 15% if redeemed within one year.
If the redemption is made after one year, Long Term Capital Gains (LTCG) tax of 10% is applicable on returns exceeding Rs 1 lakh in a financial year.
The fund's investment objective
The fund's track record
The fund's fees and charges
The fund's risk profile
The fund's portfolio composition
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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