Nippon Mutual Fund

Nippon India Small Cap Fund

By Rajendra

Nov 2, 2022

Scheme Analysis

Category 

Small Cap

Inception

Sep 16, 2010

Benchmark

Nift Smallcap 250

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AUM  - 22,844 Cr

Fund Manager

Samir Rachh

Thick Brush Stroke

Nippon India Small Cap Fund

The fund attempts to generate relatively better risk adjusted returns by focusing on the smaller capitalization companies.

Investment Strategy

Top 5 Holding

Tube Investment

Poonawala Fincorp

HDFC

KPIT

Tejas Network

3.92

1.81

1.77

1.75

1.73

Total  10.98

• Small Cap space can potentially outperform over the long term especially during sustained uptrends.

Investment Strategy

Industrial Product

Bank

Auto Components

Top 5 Sector

9.09

7.80

7.35

6.66

4.92

Construction

Chemical

• Portfolio has optimal mix of Growth, Economic Revival, Value & Thematic plays.

Investment Strategy

• Strong in-house research a key differentiator to identify long term winner

Investment Strategy

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Month- 1.00%

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As on 31 Oct. 2022

1 Year

3 Year

5 Year

Period

Returns

14.25%

33.87%

16.64%

Exit Load

upto 1 year - 1%

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As on 31 Oct. 2022

12,943

61,519

1,15,602

15.63%

38.74%

26.82%

Monthly SIP of 1,000