Nippon India Small Cap Fund

Nippon Mutual Fund

By Rajendra Nov 2, 2022 Scheme Analysis

Investment Strategy

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Top 5 Holding

Tube Investment Poonawala Fincorp HDFC KPIT Tejas Network 3.92 1.81 1.77 1.75 1.73 Total 10.98

Investment Strategy

[{"selector":"#anim-ca67d106-3524-4ef8-af7e-7d2acd05345c","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-f76b0d03-51b4-4568-8aeb-4f1d6e89359b","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] • Small Cap space can potentially outperform over the long term especially during sustained uptrends.

Industrial Product

9.09 7.80 7.35 6.66 4.92

Investment Strategy

[{"selector":"#anim-48060243-67bc-4d6d-80b2-3d8d246c7b93","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-54e21d85-05aa-4702-a2cb-2abb60a9b24a","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] • Portfolio has optimal mix of Growth, Economic Revival, Value & Thematic plays.

Investment Strategy

[{"selector":"#anim-f9fb6eea-a128-46cd-90dc-ca2e037091cf","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-a3b58747-4724-4fbc-b974-5267e06af26f","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] • Strong in-house research a key differentiator to identify long term winner

Scheme Performance

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Exit Load

upto 1 year - 1% Scribbled Arrow As on 31 Oct. 2022 12,943 61,519 1,15,602 15.63% 38.74% 26.82% Monthly SIP of 1,000

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Nippon Mutual Fund

Nippon India Small Cap Fund

Category

Inception

Benchmark

AUM - 22,844 Cr

Fund Manager

Samir Rachh