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Nippon India Nifty Smallcap 250 Index Fund(IDCW)
IDCW
EquityIndex Fund
Mid-size FundAssets Under Mgmt: ₹ 1,961 Cr
Very High RiskPrinciple investment will be at very high risk
35.202.01% (-0.72)
Price Chart
High
—
Low
—
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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EquityIndex Fund
Mid-size FundAssets Under Mgmt: ₹ 1,961 Cr
Very High RiskPrinciple investment will be at very high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.35 | 49.70 | 1.41 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 42.78 | 0.35 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Peers & Comparison
Comparing 3 mutual funds from
EquityIndex Fund
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Nippon India Nifty Smallcap 250 Index Fund(IDCW) | 31.63% | 24.41% | 35.12% |
| UTI Nifty 50 Index Fund(IDCW) | 12.54% | 13.45% | 13.05% |
| ICICI Pru Nifty 50 Index Fund(IDCW-Payout) | 12.48% | 13.41% | 13.71% |
| SBI Nifty Index Fund(IDCW-Payout) | 12.53% | 13.45% | 12.85% |
Price Comparison
Compare Nippon India Nifty Smallcap 250 Index Fund(IDCW) with any MF, ETF, stock or indexCompare Nippon India Nifty Smallcap 250 Index Fund(IDCW) with any MF, ETF, stock or index
Nippon India Nifty Smallcap 250 Index Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Pharmaceuticals
Pharmaceuticals as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Multi Commodity Exchange of India Ltd3M change : 0.23 %
Holdings
1.64 %
0.23 % - Central Depository Services (India) Ltd3M change : 0.15 %
Holdings
1.52 %
0.15 % - Crompton Greaves Consumer Electricals Ltd3M change : -0.27 %
Holdings
1.37 %
-0.27 %
AMC Profile
Nippon India Mutual Fund is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of Rs 2,79,431 Crores. NIMF has been established as a trust under the Indian Trusts Act, 1882 with Nippon Life Insurance Company as its Sponsor and Nippon Life India Trustee Ltd as its Trustee.
No.of Schemes
80
Total AUM
₹ 4,22,612.27 Cr.
Fund Manager Profile
Himanshu Mange
AUM: ₹12,917.38 Cr.
|
Exp: 4yrs
Qualification
C.A.
Past Experience
Data not available
Funds Managed (76)
Equity (64)
Nippon India Nifty Smallcap 250 Index Fund-Reg(IDCW)
30.85%
23.59%
0.94%
Nippon India Index Fund-Nifty 50 Plan(A-IDCW)
12.53%
11.90%
0.07%
Nippon India Index Fund-Nifty 50 Plan(H-IDCW)
12.52%
11.90%
0.07%
Nippon India Index Fund-Nifty 50 Plan(Q-IDCW)
12.53%
11.90%
0.07%
Nippon India Index Fund-BSE Sensex Plan(H-IDCW)
11.71%
11.46%
0.20%
Nippon India Index Fund-BSE Sensex Plan(Q-IDCW)
11.71%
11.46%
0.20%
Nippon India Index Fund-BSE Sensex Plan(A-IDCW)
11.71%
11.46%
0.20%
Nippon India Index Fund-BSE Sensex Plan(H-IDCW)
11.39%
10.89%
0.48%
Nippon India Index Fund-BSE Sensex Plan(A-IDCW)
11.39%
10.88%
0.48%
Nippon India Index Fund-BSE Sensex Plan(Q-IDCW)
11.40%
10.88%
0.48%
Nippon India Index Fund-Nifty 50 Plan(A-IDCW)
12.14%
11.24%
0.42%
Nippon India Index Fund-Nifty 50 Plan(H-IDCW)
12.13%
11.24%
0.42%
Nippon India Index Fund-Nifty 50 Plan(Q-IDCW)
12.13%
11.24%
0.42%
Nippon India Nifty Midcap 150 Index Fund(IDCW)
28.98%
24.63%
0.30%
Nippon India Nifty Midcap 150 Index Fund-Reg(IDCW)
28.34%
23.95%
0.80%
Nippon India Nifty 50 Value 20 Index Fund-Reg(IDCW)
20.70%
16.97%
0.76%
Nippon India Nifty 50 Value 20 Index Fund(IDCW)
21.29%
17.62%
0.25%
Nippon India Nifty Alpha Low Volatility 30 Index Fund(IDCW)
22.05%
—
0.35%
Nippon India Nifty Alpha Low Volatility 30 Index Fund(IDCW)
21.43%
—
0.87%
Nippon India Nifty Alpha Low Volatility 30 Index Fund(IDCW)
22.05%
—
0.35%
Nippon India Nifty Alpha Low Volatility 30 Index Fund(IDCW)
21.43%
—
0.87%
Nippon India Nifty 50 Value 20 Index Fund(IDCW)
21.29%
17.62%
0.25%
Nippon India Nifty 50 Value 20 Index Fund-Reg(IDCW)
20.70%
16.97%
0.76%
Nippon India Nifty Midcap 150 Index Fund(IDCW)
28.98%
24.63%
0.30%
Nippon India Nifty Midcap 150 Index Fund-Reg(IDCW)
28.34%
23.95%
0.80%
Nippon India Nifty Smallcap 250 Index Fund-Reg(IDCW)
30.85%
23.59%
0.94%
Nippon India Nifty Smallcap 250 Index Fund(IDCW)
31.63%
24.41%
0.35%
Nippon India Index Fund-BSE Sensex Plan(H-IDCW)
11.71%
11.46%
0.20%
Nippon India Index Fund-BSE Sensex Plan(A-IDCW)
11.71%
11.46%
0.20%
Nippon India Index Fund-Nifty 50 Plan(H-IDCW)
12.52%
11.90%
0.07%
Nippon India Index Fund-Nifty 50 Plan(Q-IDCW)
12.53%
11.90%
0.07%
Nippon India Index Fund-BSE Sensex Plan(Q-IDCW)
11.71%
11.46%
0.20%
Nippon India Index Fund-Nifty 50 Plan(A-IDCW)
12.53%
11.90%
0.07%
Nippon India Index Fund-BSE Sensex Plan(A-IDCW)
11.39%
10.88%
0.48%
Nippon India Index Fund-BSE Sensex Plan(H-IDCW)
11.39%
10.89%
0.48%
Nippon India Index Fund-Nifty 50 Plan(A-IDCW)
12.14%
11.24%
0.42%
Nippon India Index Fund-BSE Sensex Plan(Q-IDCW)
11.40%
10.88%
0.48%
Nippon India Index Fund-Nifty 50 Plan(H-IDCW)
12.13%
11.24%
0.42%
Nippon India Index Fund-Nifty 50 Plan(Q-IDCW)
12.13%
11.24%
0.42%
Nippon India Nifty IT Index Fund(IDCW)
—
—
0.25%
Nippon India Nifty IT Index Fund(IDCW)
—
—
0.25%
Nippon India Nifty IT Index Fund-Reg(IDCW)
—
—
0.88%
Nippon India Nifty IT Index Fund-Reg(IDCW)
—
—
0.88%
Nippon India Nifty Bank Index Fund(IDCW)
—
—
0.20%
Nippon India Nifty Bank Index Fund(IDCW)
—
—
0.20%
Nippon India Nifty Bank Index Fund-Reg(IDCW)
—
—
0.80%
Nippon India Nifty Bank Index Fund-Reg(IDCW)
—
—
0.80%
Nippon India Nifty 500 Equal Weight Index Fund-Reg(IDCW)
—
—
0.95%
Nippon India Nifty 500 Equal Weight Index Fund(IDCW)
—
—
0.35%
Nippon India Nifty 500 Equal Weight Index Fund-Reg(IDCW)
—
—
0.95%
Nippon India Nifty 500 Equal Weight Index Fund(IDCW)
—
—
0.35%
Nippon India Nifty 500 Momentum 50 Index Fund(IDCW)
—
—
0.25%
Nippon India Nifty 500 Momentum 50 Index Fund(IDCW)
—
—
0.25%
Nippon India Nifty 500 Momentum 50 Index Fund-Reg(IDCW)
—
—
0.93%
Nippon India Nifty 500 Momentum 50 Index Fund-Reg(IDCW)
—
—
0.93%
Nippon India Nifty Auto Index Fund(IDCW)
—
—
—
Nippon India Nifty Auto Index Fund(IDCW)
—
—
—
Nippon India Nifty Auto Index Fund-Reg(IDCW)
—
—
—
Nippon India Nifty Auto Index Fund-Reg(IDCW)
—
—
—
Nippon India Nifty Realty Index Fund(IDCW)
—
—
—
Nippon India Nifty Realty Index Fund-Reg(IDCW)
—
—
—
Nippon India Nifty Realty Index Fund-Reg(IDCW)
—
—
—
Nippon India Nifty Realty Index Fund(IDCW)
—
—
—
Nippon India Nifty Smallcap 250 Index Fund(IDCW)
31.63%
24.41%
0.35%
Manager Performance (0)
Equity: Index Fund
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%