Compare Mutual Funds
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| Field | Nippon India Small Cap Fund Growth Plan - Bonus Option Nippon India Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 6.7/10 · Average |
| Fund house | Nippon India Mutual Fund |
| Category | Equity Scheme - Small Cap Fund · small_cap |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| Morningstar | 5★ |
| Performance returns | |
| 1Y return | +6.85% |
| 3Y return (CAGR) | +22.13% |
| 5Y return (CAGR) | +23.90% |
| 10Y return (CAGR) | +21.80% |
| Benchmark | Nifty Smallcap 250 TR INR |
| Category avg 1Y | +5.79% |
| SIP returns | |
| SIP 1Y | +5.91% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 14.99% |
| Sharpe ratio (1Y) | 0.02 |
| Sharpe ratio (3Y) | 1.04 |
| Sortino ratio (1Y) | 0.02 |
| Max drawdown (1Y) | -15.95% |
| Category rank (1Y) | #2 of 9 |
| Quartile (1Y) | Q1 ★ |
| Costs | |
| Expense ratio | 0.66% |
| Exit load | 0 - 1 Years : 1.0 % |
| Portfolio | |
| NAV | ₹189.21 |
| Min SIP | ₹100 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |