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Nippon India Small Cap Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.68 | 51.15 | 1.64 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.24 | 53.15 | 1.70 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | Not allowed |
| BenchmarkBenchmark |
|---|
| Nifty Smallcap 250 - TRI |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Nippon India Small Cap Fund(IDCW) | 21.84% | 22.27% | 21.76% |
| HDFC Small Cap Fund(IDCW-Reinv) | 17.04% | 17.38% | 14.12% |
| SBI Small Cap Fund(IDCW-Payout) | 29.75% | 22.31% | 22.06% |
| Quant Small Cap Fund(IDCW) | 29.53% | 29.38% | 17.42% |
Price Comparison
Compare Nippon India Small Cap Fund(IDCW) with any MF, ETF, stock or index
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
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.15 %
Holdings
1.94 %
0.15 % - Multi Commodity Exchange of India Ltd3M change : 0.28 %
Holdings
1.86 %
0.28 % - Kirloskar Brothers Ltd3M change : 0.33 %
Holdings
1.65 %
0.33 %
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
₹ 4,22,940.37 Cr.
Fund Manager Profile
Samir Rachh
AUM: ₹61,646.36 Cr.
|
Exp: 16yrs
Qualification
B.Com
Past Experience
Mr. Samir Rachh is Assistant Fund Manager of Relaince Long term Equity Fund in Relaince asset Management Limited.
Manager Performance (0)
Tax Implications
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Investment frequency
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Opinions and Fund Reviews
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1 year ago•ET Money
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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%