Nippon India Mutual Fund
Nippon India Small Cap Fund Growth Plan Option6.2Q25
- NAV
- ₹194.54
- Expense
- 0.65%
- AUM
- ₹6764150.0 L Cr
- 1Y
- +6.8%
- 3Y
- +22.1%
- 5Y
- +23.9%
#3 of 9
Min SIP: ₹100Ideal: 7-10 years
DSP Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -0.33% | +9.68% | +10.23% | +3.86% | +15.02% | +22.24% | +21.32% | +17.52% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+10.91%
₹1.27 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
+15.02%
Rank #1 of 9
Category average (1Y)
+5.79%
Quartile Q1 ★ Top 25%
Beats 89% of small cap funds on 1Y return.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
No red flags detected
This fund scores reasonably across returns, risk, and costs. Always cross-check with your own goals before investing.
Estimated corpus
₹5.38 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 15.0% · Risk (std dev) 16.3%
Sweet spot
High return for the risk taken — well-managed risk-reward.
Sharpe ratio of 0.52 confirms fair risk-adjusted returns.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Nippon India Mutual Fund
Nippon India Small Cap Fund Growth Plan OptionNippon India Mutual Fund
Nippon India Small Cap Fund Growth Plan - Bonus Option💡 Ratings are not guarantees. Past performance does not predict future results.
Expense ratio: 0.79%
That is ₹790 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
💡 Index funds typically charge 0.10-0.20%. Compare with index funds →
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Small-cap companies (rank 251+) can deliver exceptional returns but can also fall 40-60% in bear markets.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
If the broader market falls 20%, this fund is expected to fall about 19.5%.
Based on 1Y max drawdown of -14.7% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.98× market. Average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
Choosing this Direct plan over a Regular plan saves about ₹8.08 L. Index fund would still beat it by ₹8.73 L thanks to its lower expense ratio.
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