Nippon India Small Cap Fund - Direct Plan - Growth Analysis
Fund Overview
The Nippon India Small Cap Fund (Direct Plan, Growth Option) is an open-ended equity scheme designed to generate long-term capital appreciation. It achieves this by primarily investing in equities and equity-related instruments of small-cap companies.
Launched on January 1, 2013, the fund is managed by the experienced team of Samir Rachh and Kinjal Desai. It has grown to become one of the largest players in the small-cap category.
Key Characteristics
- Investment Focus: Provides exposure to a diverse portfolio of small-cap stocks across various high-growth industries.
- Risk Profile: Due to its concentration in small-cap stocks, the fund has a Very High risk and volatility profile. It is suitable for investors with a high-risk tolerance and a long-term investment horizon (7+ years).
- Accessibility: Systematic Investment Plans (SIPs) can be started with as little as ₹100, allowing for disciplined, incremental investing.
- Direct Plan Advantage: The Direct Plan features a lower expense ratio, which enhances the potential for higher net returns over the long term.
Key Metrics Dashboard
Expense Ratio
0.64%
Direct Plan
Performance Summary
| Metric | Value |
|---|---|
| Latest NAV | ₹155.2156 |
| 1-Year CAGR | 26.38% |
| 3-Year CAGR | 15.30% |
| 5-Year CAGR | 26.49% |
Nippon India Small Cap Fund – Direct Growth and Peer Comparison
| Fund Name | AUM (₹ Cr) | 1Y CAGR | 3Y CAGR | 5Y CAGR | AUM Rating | 5Y Return Rating |
|---|---|---|---|---|---|---|
| Nippon India Small Cap Fund | ₹47,843 | 26.38% | 15.30% | 26.49% | ★★★★★ | ★★★★☆ |
| SBI Small Cap Fund | ₹34,327 | 22.75% | 16.92% | 24.10% | ★★★★☆ | ★★★☆☆ |
| HDFC Small Cap Fund | ₹25,189 | 19.88% | 14.02% | 21.85% | ★★★☆☆ | ★☆☆☆☆ |
| Kotak Small Cap Fund | ₹12,568 | 21.11% | 15.75% | 23.55% | ★★☆☆☆ | ★★☆☆☆ |
| Axis Small Cap Fund | ₹10,320 | 17.30% | 13.40% | 20.75% | ★☆☆☆☆ | ★☆☆☆☆ |
| Tata Small Cap Fund | ₹8,883 | 16.04% | 22.13% | 31.41% | ★☆☆☆☆ | ★★★★★ |
Key Takeaways
- Top Performer: Nippon India Small Cap Fund leads its peers in both 1-year and 5-year CAGR, showcasing strong performance.
- AUM Leadership: Its position as the fund with the highest AUM highlights significant investor confidence and widespread market acceptance.
- Risk-Reward Balance: While the high returns are attractive, they are accompanied by higher volatility, which is a characteristic of the small-cap segment.
Nippon India Small Cap Fund – Direct Growth = Historical NAV Chart (Jan 2021 - Jun 2025)
NAV High/Low by Month (2025)
| Date Range | High NAV (₹) | Low NAV (₹) |
|---|---|---|
| January 2025 | 197.4485 | 169.3445 |
| February 2025 | 177.7433 | 155.8372 |
| March 2025 | 171.767 | 154.9158 |
| April 2025 | 177.2153 | 160.1016 |
| May 2025 | 185.6339 | 169.8835 |
| June 2025 | 191.3794 | 186.0786 |
FAQs: Nippon India Small Cap Fund – Direct Growth
1. What is the investment objective of the Nippon India Small Cap Fund?
By primarily investing in equities and equity-related securities of small-cap companies, the main goal is to provide long-term capital appreciation.
2. Is this fund suitable for new investors?
Usually not. Small-cap stocks are more appropriate for seasoned investors with a high risk tolerance and a 7+ year investment horizon because of their significant volatility and risk.
3. What is the latest NAV of the fund?
The Nippon India Small Cap Fund – Direct Plan – Growth’s most recent NAV as of June 10, 2025, is ₹191.38.
4. What is the minimum SIP amount?
This fund is beginner-friendly in terms of entry point because you can establish a SIP (Systematic Investment Plan) with as little as ₹100 per month.
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