Nippon India Small Cap Fund: The direct plan of Nippon India Small Cap Fund, a scheme of Nippon India Mutual Fund, is at the top in its category in terms of giving returns after its launch. This scheme was started on January 1, 2013. That means SIP data of 11 years is present in it. Whereas lump sum investment figures are available since launch. In 11 years, this fund has given 27.66 percent annualized returns to SIP investors. Whereas lump sum investors have been given 27.64 percent return. This is a higher return than any other fund since the launch of this scheme.
The asset under management i.e. AUM of Nippon India Smallcap Fund was Rs 61,646 crore as of November 30, 2024. Whereas the expense ratio of this fund is 0.68 percent. A lump sum investment of at least Rs 5000 can be made in this fund. Whereas SIP of at least Rs 100 is necessary.
Highest Return 2024: These 15 mutual fund schemes gave more than 50% returns in 1 year, leaving even the leading stocks behind in making profits.
lump sum of funds
The Direct Plan of Nippon India Smallcap Fund was launched on January 1, 2013. That means it will complete 12 years in the coming January. During this period, it has given returns at the rate of 27.64 percent per annum to lump sum investors. If someone had invested Rs 1 lakh in lump sum in the beginning of the fund, then the value of his money increased to Rs 18,70,000.
Lump sum return since launch: 27.64% per annum
Value of investment of Rs 1 lakh after launch: Rs 18,70,000
Lump sum return in 1 year: 34.28% per annum
Value of investment of Rs 1 lakh: Rs 1,34,280
Lump sum return in 3 years: 29.03% per annum
Value of investment of Rs 1 lakh: Rs 2,14,810
Lump sum return in 5 years: 35.55% per annum
Value of investment of Rs 1 lakh: Rs 4,58,380
Investment: You will get 10.75% annual interest on investment of 10 years, best opportunity to earn in Samman Capital NCD.
SIP performance of the fund
SIP data in Nippon India Smallcap Fund is available for the last 11 years. In 11 years, this fund has given 27.66 percent annualized return to SIP investors. If someone had made a monthly SIP of Rs 10,000 in this fund from the beginning, then the total value of his investment would have increased to Rs 67,86,130.
Annualized return of SIP in 11 years: 27.66%
Monthly SIP amount: Rs 10,000
Total investment in 11 years: Rs 13,20,000
Total value of SIP after 11 years: Rs 67,86,130
SIP Super Stars: Best 3 schemes for SIP in the name of children, in all you get Rs 1 crore by depositing Rs 5000 per month
Nippon India Small Cap Fund Portfolio: Top Holdings
MCX: 1.98%
HDFC Bank: 1.89%
Tube Investment: 1.84%
Apar Industries: 1.48%
Kirloskar Brothers: 1.42%
Elantas Beck India : 1.36%
Tejas Network: 1.27%
SBI: 1.22%
Voltas Transformers : 1.22%
Dixon Technologies: 1.18%
LIC’s superhit scheme, Rs 1 lakh converted into Rs 16 lakh, Rs 1.28 crore received by depositing Rs 5000 per month
Nippon India Small Cap Fund Portfolio : Top Sectors
Industrial Products: 9.04%
Electrical Equipment : 7.25%
Consumer Durables : 7.22%
Auto Components : 6.15%
Bank: 5.8%
Pharma: 4.9%
Capital Market: 4.66%
Chemicals: 3.55%
Construction: 3.25%
Finance: 2.98%
(Note: There is no guarantee whether the past returns in any equity fund will continue or not. It may or may not continue in the future. There is risk in the market, so seek expert advice before investing.)
