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Index Fundregulargrowth📊 NIFTY SMALLCAP 250 TRI

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Nippon India Mutual Fund

#128 of 242 (1Y)

₹32.4045

0.21 (-0.65%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹32.4045

0.21 (-0.65%)

29 May 2026

AMFI: 148518

Direct · Growth

₹₹33.6495

0.22 (-0.64%)

29 May 2026

AMFI: 148519

Regular · IDCW

₹₹32.4045

0.21 (-0.65%)

29 May 2026

AMFI: 148520

Direct · IDCW

₹₹33.6495

0.22 (-0.64%)

29 May 2026

AMFI: 148521

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-4.51%
1 Month+0.16%
3 Months+2.86%
6 Months-4.55%
1 Year-0.06%
3 Years (CAGR)+18.42%
5 Years (CAGR)+15.40%
10 Years (CAGR)
Since Inception (Oct 2020)+22.75%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-0.06%
3 Year SIP+5.96%
5 Year SIP+12.20%
Since Inception (Oct 2020)+14.27%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹33,500

Invested

₹50,794

Value today

14.9%

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

₹3,240

Value today

23.3%

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

₹3,35,000

Withdrawn

₹27,32,509

Corpus left

+₹20,67,509 net gain — withdrew ₹3,35,000 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

₹13,94,026

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

₹1,04,880

Value today

1.0×

Multiple

Staying invested through that crash turned ₹1L into ₹1,04,880 — a 1.0× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 5 years

Expense ratio drag on your actual returns

Direct plan

₹43,570

Regular plan

₹42,772

Direct earns ₹798 more on a ₹30K investment0.53% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseNippon India Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹2,654 Cr
Expense Ratio0.97%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY SMALLCAP 250 TRI
Launch Date16 Oct 2020
AMFI Code148518

Risk Metrics

Trailing 1 year, annualised

-0.43

Sharpe Ratio

Alpha

Beta

-0.40

Sortino

19.72%

Std Dev

-25.72%

Max Drawdown

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:NIFTY SMALLCAP 250 TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option 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 Plan - Growth Option 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