Nippon India Mutual Fund : If you are successful in finding a good scheme for investment, then your money grows rapidly year after year. By the way, there are many such mutual fund schemes in the market, which have proved to be a return machine for investors year after year since their launch. One of these is the smallcap fund category scheme Nippon India Small Cap Fund. It has been 11 years since the launch of this fund and since then it has given 28 percent annualized return. The specialty of this fund is that it has doubled, tripled or increased the investors’ money by 10 times year after year.
Income: How much fund should be deposited to earn 9000 rupees per month from post office, what are the rules of Monthly Income Scheme
3-year performance of the fund
Annualized return on lump sum investment in 3 years: 33.37%
Absolute return on lump sum investment in 3 years: 137.78%
Value of Rs 1 lakh investment in 3 years: Rs 2,37,782
Annualized return on SIP investment in 3 years: 43.1%
Absolute return on SIP investment in 3 years: 83%
Value of Rs 5000 SIP in 3 years: Rs 3,28,173
5-year performance of the fund
Annualized return on lump sum investment in 5 years: 39.45%
Absolute return on lump sum investment in 5 years: 428.24%
Value of Rs 1 lakh investment in 5 years: Rs 5,28,239
Annualized return on SIP investment in 5 years: 44%
Absolute return on SIP investment in 5 years: 189.43%
Value of Rs 5000 SIP in 5 years: Rs 8,68,286
SIP in LIC: LIC’s scheme did wonders, those who deposited only Rs 3500 per month got full 1 crore, solid returns since launch
10-year performance of the fund
Annualized return on lump sum investment in 10 years: 26.46%
Absolute return on lump sum investment in 10 years: 948.29%
Value of Rs 1 lakh investment in 10 years: Rs 10,48,294
Annualized return on SIP investment in 10 years: 28.56%
Absolute return on SIP investment in 10 years: 356.34%
Value of Rs 5000 SIP in 10 years: Rs 27,38,033
High returns since launch
Launch date: January 1, 2013
Return since launch: 28.38% p.a.
Benchmark : NIFTY Smallcap 250 TRI
Total Assets: Rs 56,469 crore (June 30, 2024)
Expense Ratio: 0.64% (June 30, 2024)
Minimum investment: Rs 5,000
Minimum additional investment: Rs 1,000
Minimum SIP: Rs 100
(Source: Value Research)
High Return: These 5 mutual funds outperformed all in 10 years, all of them made Rs 20000 SIP into Rs 1 crore in 10 years
It is clear from the data that this mutual fund coming in the smallcap category has proved to be a return machine since its launch. You can also do a monthly SIP of Rs 100 in this scheme. At the same time, a minimum of Rs 5000 is required for lump sum. As of June 30, 2024, the total assets of the scheme were Rs 56469 crore, while the expense ratio is less than 1 percent i.e. 0.64 percent.
Where does this scheme invest your money
Nippon India Smallcap Fund invests investors’ money primarily in financial, industrial, technology and consumer sectors. Its portfolio includes stocks like HDFC Bank, Tube Investments, Kirloskar Brothers, Apaar Industries, Tejas Network, BHEL, MCX, Elantas Beck India, SBI, Dixon Technologies.
SIP Top-Up: Keep topping up your SIP with the money from your salary increment, then you will see the magic in 10, 15 or 20 years
Best and worst years for schemes
The best year for Nippon India Smallcap Fund was between 23 March 2020 and 23 March 2021 and during this period the fund gave a return of 135.72 percent. The worst year was from 25 March 2019 to 24 March 2020 and during this period it gave a negative return of -35.65 percent. (Source: Value Research)
(Note: We have given information here based on the performance of a mutual fund scheme. This is not an investment advice. There are risks in the market, so consult a financial advisor before investing.)
