Here’s the comprehensive information regarding Nippon India Small Cap Fund, including its performance since inception, portfolio composition, investment strategy, assets under management, expense ratios, and other key details.
On the other hand, investors opting for Systematic Investment Plans (SIPs) have given a return of 22 per cent CAGR and 20 per cent CAGR over the 15-year and 10-year periods, respectively.
Here’s the comprehensive information regarding Nippon India Small Cap Fund, including its performance since inception, portfolio composition, investment strategy, assets under management, expense ratios, and other key details.
Nippon India Small Cap Fund Details
Returns: Nippon India Small Cap Fund lumpsum performance
The Nippon India Small Cap Fund was launched on September 16, 2010. Since its inception, the fund has generated an annualised return of 19.75 per cent. Consequently, an initial investment of Rs 10,000 made at the time of the launch of the fund would have grown to a value of Rs 1,62,162 today.
In other words, an investment of Rs 1 lakh would have grown to over Rs 16 lakhs.
Nippon India Small Cap Fund Portfolio: Top Stock Holdings
Nippon India Small Cap Fund Portfolio: Top Sector Holdings
(Source: Fund Fact Sheet)
Nippon India Small Cap Fund: What is the fund’s investment strategy?
Nippon India Small Cap Fund primarily seeks to generate superior returns by investing in small-cap companies, while simultaneously striving to maintain a balanced risk profile. Small-cap companies are defined as those with a market capitalisation lower than that of the top 250 companies.
Small-cap companies hold the potential to evolve into mid-cap companies in the future; they possess significant prospects for rapid growth. This fund selects companies characterised by robust business growth, strong and trustworthy management, and attractive valuations.
When making investments, the fund adopts specific precautionary measures—such as maintaining a ‘margin of safety’ and practising diversification—to mitigate risk. The overarching objective of these strategies is to generate superior and balanced returns over time, while ensuring that risk remains under control.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money-related decisions.)
