Nippon India Small Cap Fund - Growth - Latest NAV ₹41.2432, Returns, Performance & Portfolio

Nippon India Small Cap Fund - Growth

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Start your investment

Min amount: ₹100

Investment mode is SIP (Monthly)

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.82 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years15.07%
5 Years9.11%
3 Years-0.17%
1 Year10.36%
6 Months33.82%
Fund Details
RiskModerately High risk
Fund TypeSmall-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Deepak Nitrite Ltd4.85%
Navin Fluorine International Ltd3.9%
Affle India Ltd2.91%
CreditAccess Grameen Ltd Ordinary Shares2.74%
Tube Investments of India Ltd Ordinary Shares2.46%
Dixon Technologies (India) Ltd2.13%
Indian Energy Exchange Ltd2.09%
Orient Electric Ltd Ordinary Shares2.08%
Tata Consumer Products Ltd2.08%
Fine Organic Industries Ltd Ordinary Shares1.99%

About Reliance Small Cap Fund

The primary objective of the scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. The Scheme is available under Growth and Dividend (both pay-out and reinvestment) plan. The top 3 underlying investments are, West Coast Paper Mills, VIP Industries and Deepak Nitrite. The upper limit through SIP investment is Rs 1 lakh and the Fund has closed subscriptions for lump sum investment since 26 March.

Pros & Cons of Reliance Small Cap Fund

Reliance Small Cap Fund has been amongst the top performers in the small-cap fund category giving annualized returns of 17.45% for 1 year, 21.62% for 3 years and 35.57% for 5-year periods, respectively. This fund has outperformed its benchmark in past seven years since its inception and has held onto a three or four-star rating without a pause.

Fund Information and Statistics of Reliance Small Cap Fund

i) Inception / Launch date

The Scheme is an open-ended equity scheme which was launched on 16 September 2010. The Scheme is benchmarked against S&P BSE Small Cap Index.

ii) Risk level

a. The riskometer of the Scheme is “Moderately High” and suitable for investors who are seeking: b. Long term capital growth; c. Investment in equity and equity related securities of small cap companies;

iii) Redemption

Redemption proceeds are generally dispatched within 10 business days from the date of receipt of request.

iv) Fund Manager

The Scheme is managed by Mr. Samir Rachh and Mr. Dhrumil Shah. Mr Rachh is managing the Scheme since January 2017. Mr Shah is managing the Scheme since February 2018. His qualification is C.A., B. Com and possesses over 11 years of experience in equity research and investments.

v) Entry / Exit load

a. Load structure of the Scheme is as follows: b. Entry Load-NIL c. Exit Load-1% if redeemed before 12 months; beyond 12 months - Nil

About Reliance Mutual Fund

Reliance Mutual Fund is part of Reliance Dhirubhai Ambani group and is one of the fastest growing mutual fund houses in India with average AUM of Rs. 2,44,843 crores (based on last quarter). Mr Sandeep Sikka is the CEO of the fund house.

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Frequently Asked Questions

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Start your investment

Min amount: ₹100

Investment mode is SIP (Monthly)

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.82 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns