MF
MFGenie.ai
Index Fund📊 NIFTY SMALLCAP 250 TRI

Nippon India Nifty Smallcap 250 Index Fund · Regular · Growth

Nippon India Mutual Fund

#137 of 243 (1Y)

NAV

₹33.3562

as of 17 Jun 2026

Expense Ratio

0.97%

AUM

₹2,654 Cr

Viewing Regular · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+1.38%
3Y
+17.78%
5Y
+15.43%
Since Inception
+23.68%

SIP returns (XIRR)

1Y
+10.09%
3Y
+8.78%
5Y
+14.05%
Since Inception
+15.99%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹34,000

Invested

₹50,232

Value today

13.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,173

Value today

22.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹3,40,000

Withdrawn

₹26,70,789

Corpus left

+₹20,10,789 net gain — withdrew ₹3,40,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹13,65,339

Value today

-28.3%

vs lumpsum

Direct lumpsum would have beaten STP by 28.3% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 03 Jun 2024

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,02,701

Value today

1.0×

Multiple

Staying invested through that crash turned ₹1L into ₹1,02,701 — a 1.0× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.30

Sharpe Ratio

Alpha

Beta

-0.28

Sortino

19.90%

Std Dev

-23.63%

Max Drawdown

Performance Comparison

Thinking about Nippon India Nifty Smallcap 250 Index Fund · Regular · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Fund Details

Fund HouseNippon India Mutual Fund
CategoryIndex Fund
BenchmarkNIFTY SMALLCAP 250 TRI
Launch Date16 Oct 2020
AMFI Code148518
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Nippon India Nifty Smallcap 250 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Nippon India Nifty Smallcap 250 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹2,654 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SMALLCAP 250 TRI. The current expense ratio is 0.97%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations