Nippon India Small Cap Fund

Nippon Mutual Fund

Nippon India Small Cap Fund

By Rajendra

Apr 9, 2023

Scheme Analysis

Category

Small Cap

Inception

Sep 16, 2010

Benchmark

Nifty Small cap 250

AUM - 23,910 Cr

Fund Manager

Samir Rachh

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

HDFC Bank

Larsen & Toubro

Bajaj Electrical

Balrampur Chini

3.79

1.81

1.40

1.39

Total - 9.79

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

Investment Strategy

Industrial Product

Bank

Auto Components

Top 5 Sector 9.65

7.54

6.99

6.26

5.86

Construction

Chemical

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

Investment Strategy

SIP Performance Exit Load upto 12 month - 1%

As on 31 Mar. 2023

1 Year

3 Year

5 Year

Period

Value

12,432

55,149

1,10,265

Returns

6.68%

29.67%

24.55%

Monthly SIP of 1,000

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

Investment Strategy

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 31 Mar. 2023

1 Year

3 Year

5 Year

Period

Returns

5.75%

50.40%

15.52%