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Small Capregulargrowth📊 NIFTY SMALLCAP 250 TRI

Nippon India Small Cap Fund - Growth Plan - Growth Option

Nippon India Mutual Fund

#13 of 31 (1Y)

₹173.3141

1.80 (-1.03%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹173.3141

1.80 (-1.03%)

29 May 2026

AMFI: 113177

Direct · Growth

₹₹195.4582

2.02 (-1.02%)

29 May 2026

AMFI: 118778

Regular · IDCW

₹₹89.0895

0.92 (-1.03%)

29 May 2026

AMFI: 113179

Direct · IDCW

₹₹103.9495

1.08 (-1.02%)

29 May 2026

AMFI: 118775

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.59%
1 Month+1.36%
3 Months+6.05%
6 Months+2.71%
1 Year+5.83%
3 Years (CAGR)+20.03%
5 Years (CAGR)+21.22%
10 Years (CAGR)+21.17%
Since Inception (Sept 2010)+19.93%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+9.10%
3 Year SIP+10.07%
5 Year SIP+16.80%
Since Inception (Sept 2010)+21.78%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹94,000

Invested

₹6,43,343

Value today

22.1%

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

₹17,331

Value today

19.9%

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

₹9,40,000

Withdrawn

₹1,08,97,975

Corpus left

+₹1,08,37,975 net gain — withdrew ₹9,40,000 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

₹14,06,53,020

Value today

+1252.6%

vs lumpsum

STP beat direct lumpsum by 1252.6% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹6,43,343

Benchmark

₹3,75,626

+₹2,67,717 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

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

₹1,00,000

Invested

₹3,42,703

Value today

3.4×

Multiple

Staying invested through that crash turned ₹1L into ₹3,42,703 — a 3.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,54,801

Regular plan

₹1,68,283

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
CategorySmall Cap
Plan Typeregular
Optiongrowth
AUM₹66,129 Cr
Expense Ratio1.40%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY SMALLCAP 250 TRI ✓
Launch Date16 Sept 2010
AMFI Code113177

Risk Metrics

Trailing 1 year, annualised

-0.36

Sharpe Ratio

-0.02

Alpha

0.45

Beta

-0.34

Sortino

17.06%

Std Dev

-24.13%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

Multi Commodity Exchange of India Limited

INE745G01043

2.07%

HDFC Bank Limited

INE040A01034

1.89%

HDFC Bank Limited

INE040A01034

1.81%

Multi Commodity Exchange of India Limited

INE745G01043

1.76%

Bharat Heavy Electricals Limited

INE257A01026

1.67%

TD Power Systems Limited

INE419M01027

1.54%

Apar Industries Limited

INE372A01015

1.49%

Karur Vysya Bank Limited

INE036D01028

1.49%

Apar Industries Limited

INE372A01015

1.41%

TD Power Systems Limited

INE419M01027

1.34%

Karur Vysya Bank Limited

INE036D01028

1.29%

Bharat Heavy Electricals Limited

INE257A01026

1.29%

State Bank of India

INE062A01020

1.27%

Zydus Wellness Limited

INE768C01028

1.21%

Infosys Limited

INE009A01021

1.21%

State Bank of India

INE062A01020

1.18%

NLC India Limited

INE589A01014

1.18%

Zydus Wellness Limited

INE768C01028

1.18%

NLC India Limited

INE589A01014

1.17%

Axis Bank Limited

INE238A01034

1.12%

Kirloskar Brothers Limited

INE732A01036

1.08%

Emami Limited

INE548C01032

1.07%

Whirlpool of India Limited

INE716A01013

1.06%

Axis Bank Limited

INE238A01034

1.04%

Voltamp Transformers Limited

INE540H01012

1.04%

Aster DM Healthcare Limited

INE914M01019

1.03%

Emami Limited

INE548C01032

1.03%

Tube Investments of India Limited

INE974X01010

1.02%

Tube Investments of India Limited

INE974X01010

1.01%

Sundram Fasteners Limited

INE387A01021

1.00%

Kirloskar Brothers Limited

INE732A01036

0.98%

Sundram Fasteners Limited

INE387A01021

0.96%

Whirlpool of India Limited

INE716A01013

0.92%

Pfizer Limited

INE182A01018

0.92%

Sai Life Sciences Limited

INE570L01029

0.92%

Hindustan Unilever Limited

INE030A01027

0.91%

Voltamp Transformers Limited

INE540H01012

0.90%

Balrampur Chini Mills Limited

INE119A01028

0.90%

Elantas Beck India Limited

INE280B01018

0.88%

Elantas Beck India Limited

INE280B01018

0.88%

Kirloskar Oil Engines Limited

INE146L01010

0.87%

Radico Khaitan Limited

INE944F01028

0.86%

Sai Life Sciences Limited

INE570L01029

0.86%

Aster DM Healthcare Limited

INE914M01019

0.85%

Kirloskar Pneumatic Company Limited

INE811A01020

0.85%

MTAR Technologies Limited

INE864I01014

0.83%

AstraZeneca Pharma India Limited

INE203A01020

0.83%

Infosys Limited

INE009A01021

0.81%

Kirloskar Oil Engines Limited

INE146L01010

0.80%

Balrampur Chini Mills Limited

INE119A01028

0.80%

Performance Comparison

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Investment Objective

Nippon India Small Cap Fund - Growth Plan - Growth Option aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds offer higher growth potential but also carry higher volatility and risk compared to large-cap and mid-cap funds.

About This Fund

Nippon India Small Cap Fund - Growth Plan - Growth Option is a Small Cap mutual fund offered by Nippon India Mutual Fund. The fund has been operational for over 15 years. It manages assets worth ₹66,129 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SMALLCAP 250 TRI. The current expense ratio is 1.40%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
  • SIP investors who can benefit from rupee cost averaging during market fluctuations