Nippon Small Cap Fund Direct Growth
One of India's top small-cap investment choices, the "Nippon Small Cap Fund Direct Growth" gives investors access to businesses with significant growth potential. This fund offers a great chance for long-term wealth growth through small cap fund NAV appreciation and SIP returns small cap investments because of its stellar track record and methodical investment technique.
Current NAV & Fund Overview
| Latest NAV Performance | |
|---|---|
| Current NAV | ₹188.63 (as of June 6, 2025) |
| Fund Size (AUM) | ₹59,650 Crores |
| Fund Managers | Samir Rachh & Dhrumil Shah |
| Risk Rating | Very High |
| Minimum SIP | ₹100 |
| Minimum Lumpsum | ₹100 |
NAV Update Frequency & Tracking
The "small cap fund NAV" of the "Nippon Small Cap Fund Direct Growth" is strong, reflecting the fund's steady performance. The fund's impressive AUM of about ₹60,000 crores shows how confident investors are.
- NAV is determined and released on a daily basis.
- Updates are accessible on all trade days by 8:00 PM.
- Major financial platforms offer real-time tracking.
Expense Ratio & Cost Structure
| Cost Component | Direct Plan | Regular Plan |
|---|---|---|
| Expense Ratio | 0.75% - 1.00% | 1.50% - 2.00% |
| Exit Load | 1% (if redeemed within 1 year) | 1% (if redeemed within 1 year) |
| Management Fee | 0.50% - 0.65% | 0.50% - 0.65% |
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"SIP Returns Small Cap" Analysis
Historical Performance Metrics:
- 1-Year Return: 15.2% - 18.5%
- 3-Year Return: 22.8% - 25.1%
- 5-Year Return: 18.4% - 21.2%
- Since Inception: 16.8% - 19.3%
| SIP vs Lumpsum Investment Comparison | ||
|---|---|---|
| Investment Type | 5-Year Returns | 10-Year Returns |
| Monthly SIP | 18.2% - 20.1% | 16.8% - 18.9% |
| Lumpsum | 19.5% - 22.3% | 17.2% - 19.8% |
When to Select Lumpsum vs. SIP
When to Use SIP
- Consistent revenue is accessible.
- Uncertainty in market timing.
- Long-term objectives (5+ years).
- Ideal for first-time investors.
When to Select Lumpsum
- A large corpus is available.
- Market prices are appealing (during dips).
- For seasoned investors.
- Specific, time-bound financial objectives.
Also Read: Nippon India Small Cap Fund Direct Growth Review
Online & Offline SIP Setup Process
Online SIP Setup Process
- Step 1: Platform Selection (Direct Fund House, Groww, Zerodha, etc.)
- Step 2: Documentation (PAN, Aadhaar, Bank Details, KYC)
- Step 3: Configuration (Set amount, date, and auto-debit)
Offline SIP Setup Techniques
- Visit the fund house branch.
- Submit physical application forms.
- Provide KYC documents, a cancelled check, and payment.
- Manual processing takes 5-7 days.
Sector Allocation & Performance
| Sector | Target Range | Actual Allocation |
|---|---|---|
| Manufacturing / Industrial | 25–30% | 28.2% |
| Healthcare / Pharma | 15–20% | ~7.6% |
| Technology | 12–18% | ~9.7% |
| Consumer Goods | 10–15% | ~21.4% |
| Financial Services | 8–12% | ~14.2% |
| Others (Materials, etc.) | – | Remaining |
| Parameter | Nippon Fund | Nifty SmallCap 250 |
|---|---|---|
| 1‑Year Return | +8.06% | +9.78% |
| 3‑Year CAGR | +29.03% | ≈ 26.24% |
| 5‑Year CAGR | +39.71% | ≈ 33.97% |
| Volatility | 18.5% | ≈ 21.4% |
Strategic Allocation & Outlook
| Portfolio Size | Recommended Allocation |
|---|---|
| ₹1-5 Lakhs | 15-25% |
| ₹5-20 Lakhs | 10-20% |
| ₹20+ Lakhs | 5-15% |
Outlook for Fund Performance (CAGR)
- Three-Year Outlook: 15-20%
- Five-Year Outlook: 16–22%
- 7+ Year Horizon: 18-24%
Conclusion
For investors looking to gain exposure to India's high-growth small-cap companies, the "Nippon Small Cap Fund Direct Growth" is a great option. The fund offers tempting "SIP returns small cap" potential for long-term wealth growth, as evidenced by its high historical performance and current "small cap fund NAV" of ₹188.63.
Important Takeaways:
- A capable team for managing funds.
- A track record of consistently outperforming.
- Low direct plan expense ratio.
- Options for flexible SIPs beginning at ₹100.
- Ideal for long-term objectives.
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