Risk Level: Very High
Volatility: 18.66 | Sharpe Ratio: 0.76
Equity: 97.17% | CD: 0.21%
Aims to provide capital appreciation by investing in Small Cap securities
As of 25-May-2026
Overview not available.
Performance data not available.
Is fund ki top 5 holdings mein HDFC Bank Ltd. (1.89%), Multi Commodity Exchange Of India Ltd. (1.76%), Bharat Heavy Electricals Ltd. (1.67%), TD Power Systems Ltd. (1.54%), aur Apar Industries Ltd. (1.49%) shamil hain. In companies ka selection dikhaata hai ki fund manager kis tarah se portfolio ko diversify karte hain.
Sector allocation bhi kaafi important hai. Yeh fund mainly financial services, industrials, aur consumer services mein invest karta hai, jo growth prospects ke liye kaafi promising hai. Lagta hai yeh sectors aage bhi achhe returns de sakte hain, kyunki economy recovery ke raste par hai.
Ab baat karte hain risk level ki. Nippon India Small Cap Fund - Direct Plan - Growth ka risk level very high hai. Iska matlab hai ki yeh fund market volatility ke samay mein achha performance nahi kar sakta. Aapne socha hoga kyun? Toh chaliye samajhte hain, yeh fund un investors ke liye hai jo risk lene ko tayaar hain.
Is fund ka volatility bhi kaafi high hai. Lekin, agar aap long-term ke liye invest karte hain toh volatility ka impact kum ho sakta hai. Sharpe ratio kaafi important hai, lekin iska specific data nahi hai, par fund manager Amber Singhania, Kinjal Desai, aur Samir Rachh 9.4 saalon se yeh fund manage kar rahe hain.
Future ki baat karein toh, mujhe lagta hai ki Nippon India Small Cap Fund - Direct Plan - Growth ke paas growth ka acha potential hai. Lagta hai ki small cap stocks aane wale samay mein outperform kar sakte hain, agar economic growth achha rahe. Investors ko yeh bhi sochna chahiye ki market conditions kaise change ho sakte hain.
Ho sakta hai ki financial services aur industrial sectors mein aage aur growth dekhe. Lekin, koi bhi investment karne se pehle apni research zaroor karein. Is fund ka long-term potential kaafi promising hai, par investors ko cautious rehna chahiye.
Haan, agar aapko long-term growth chahiye, toh yeh fund SIP ke liye sahi hai.
Iska expense ratio 0.64% hai, jo kaafi competitive hai.
Is fund ka risk level very high hai, toh investors ko caution rakhna chahiye.
Agar aap risk lene ke liye tayaar hain aur long-term growth chahte hain, toh yeh fund consider kar sakte hain.
| Period | Fund Return (%) | Benchmark (Nifty Smallcap 250 TRI) (%) |
|---|---|---|
| 1 Year | 5.69% | — |
| 3 Years | 20.63% | — |
| 5 Years | 21.91% | — |
| Since Launch | 23.95% | — |
Based on fund's 3Y return of 20.6%
Total Invested
₹956245.48
Total Returns
+ ₹112981115.57
Maturity Value
₹113937361.05
*Projected returns are for illustration only. Past performance does not guarantee future returns.