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Nippon India Small Cap Fund Idcw Direct Plan
NAV (Mar 27,2024)
Nippon India Small Cap Fund - IDCW - Direct Plan is a mutual fund scheme established on January 1, 2013. With an expense ratio of 0.67%, this fund focuses on investing in small-cap companies in India. The fund has a minimum investment requirement of INR 5000 and offers a lock period of 0 years. The fund's current assets under management (AUM) stand at INR 43,815.6. It has a price-to-earnings ratio of 43.21 and a price-to-book ratio of 6.81.
Nippon India Small Cap Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Nippon India Small Cap Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio43.21
- P/B Ratio6.81
- Alpha0.02
- Beta0.82
- Sharpe0.26
- Sortino0.38
Fund Overview
0.67%
0%
No Lock-in
₹ 43815.60 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Mar 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,244 (2.44%) | ₹ 11,531.36 (15.31%) | ₹ 15,979.23 (59.79%) | ₹ 24,969.85 (149.70%) | ₹ 36,918.02 (269.18%) |
₹ 30,000 | ₹ 30,732 (2.44%) | ₹ 34,594.08 (15.31%) | ₹ 47,937.69 (59.79%) | ₹ 74,909.55 (149.70%) | ₹ 1,10,754.06 (269.18%) |
₹ 50,000 | ₹ 51,220 (2.44%) | ₹ 57,656.8 (15.31%) | ₹ 79,896.15 (59.79%) | ₹ 1,24,849.25 (149.70%) | ₹ 1,84,590.1 (269.18%) |
₹ 80,000 | ₹ 81,952 (2.44%) | ₹ 92,250.88 (15.31%) | ₹ 1,27,833.84 (59.79%) | ₹ 1,99,758.8 (149.70%) | ₹ 2,95,344.16 (269.18%) |
₹ 1,00,000 | ₹ 1,02,440 (2.44%) | ₹ 1,15,313.6 (15.31%) | ₹ 1,59,792.3 (59.79%) | ₹ 2,49,698.5 (149.70%) | ₹ 3,69,180.2 (269.18%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Triparty Repo3.58%
- Tube Investments of India Limited2.64%
- HDFC Bank Limited1.89%
- KPIT Technologies Limited1.52%
- Apar Industries Limited1.49%
- Bharat Heavy Electricals Limited1.48%
- Multi Commodity Exchange of India Limited1.35%
- Voltamp Transformers Limited1.30%
- Cyient Limited1.30%
- Karur Vysya Bank Limited1.23%
- Elantas Beck India Limited1.19%
- CreditAccess Grameen Limited1.19%
- Larsen & Toubro Limited1.15%
- Tejas Networks Limited1.14%
- NIIT Learning Systems Limited1.14%
- InterGlobe Aviation Limited1.10%
- Jyothy Labs Limited1.05%
- Inox Wind Limited1.01%
- eClerx Services Limited0.97%
- Ajanta Pharma Limited0.95%
- Hindustan Aeronautics Limited0.95%
- NLC India Limited0.94%
- Rategain Travel Technologies Limited0.93%
- Pfizer Limited0.92%
- ION Exchange India Limited0.92%
- Kirloskar Brothers Limited0.88%
- Birla Corporation Limited0.88%
- Balrampur Chini Mills Limited0.87%
- State Bank of India0.86%
- Zydus Wellness Limited0.85%
- Jio Financial Services Limited0.85%
- Radico Khaitan Limited0.84%
- Timken India Limited0.84%
- Central Depository Services India Limited0.84%
- Carborundum Universal Limited0.83%
- Dixon Technologies India Limited0.82%
- K P R Mill Limited0.81%
- Fine Organic Industries Limited0.80%
- AstraZeneca Pharma India Limited0.80%
- Gokaldas Exports Limited0.77%
- Affle India Limited0.77%
- Tata Consumer Products Limited0.77%
- CIE Automotive India Limited0.75%
- Gland Pharma Limited0.75%
- Finolex Cables Limited0.74%
- Procter & Gamble Health Limited0.70%
- Fusion Micro Finance Limited0.70%
- Bajaj Electricals Limited0.69%
- Bank of Baroda0.69%
- Praj Industries Limited0.68%
- Vardhman Textiles Limited0.68%
- Genus Power Infrastructures Limited0.68%
- Linde India Limited0.68%
- Bayer Cropscience Limited0.67%
- TD Power Systems Limited0.67%
- ISGEC Heavy Engineering Limited0.66%
- Apollo Tyres Limited0.66%
- RITES Limited0.65%
- Zensar Technologies Limited0.63%
- Century Textiles & Industries Limited0.60%
- Sapphire Foods India Limited0.59%
- Grindwell Norton Limited0.58%
- PVR INOX Limited0.57%
- Kirloskar Pneumatic Company Limited0.57%
- Deepak Nitrite Limited0.57%
- West Coast Paper Mills Limited0.56%
- Kalpataru Projects International Limited0.55%
- H G Infra Engineering Limited0.55%
- Kirloskar Oil Engines Limited0.53%
- Jtekt India Limited0.52%
- Emami Limited0.52%
- Orient Electric Limited0.52%
- Blue Dart Express Limited0.51%
- Navin Fluorine International Limited0.50%
- Vindhya Telelinks Limited0.50%
- Avalon Technologies Limited0.48%
- RBL Bank Limited0.46%
- Birlasoft Limited0.46%
- Honda India Power Products Limited0.46%
- Voltas Limited0.46%
- Blue Star Limited0.46%
- Paradeep Phosphates Limited0.45%
- UTI Asset Management Company Limited0.45%
- Tata Steel Limited0.45%
- Texmaco Rail & Engineering Limited0.45%
- Esab India Limited0.44%
- Metropolis Healthcare Limited0.42%
- Bandhan Bank Limited0.41%
- The Indian Hotels Company Limited0.41%
- MTAR Technologies Limited0.41%
- Raymond Limited0.40%
- Aditya Birla Fashion and Retail Limited0.40%
- PNB Housing Finance Limited0.39%
- Apollo Hospitals Enterprise Limited0.39%
- FDC Limited0.39%
- Chambal Fertilizers & Chemicals Limited0.37%
- Harsha Engineers International Limited0.37%
- KFin Technologies Limited0.37%
- RHI Magnesita India Limited0.36%
- V S T Tillers Tractors Limited0.36%
- Sanofi India Limited0.36%
- Lemon Tree Hotels Limited0.36%
- CARE Ratings Limited0.35%
- JB Chemicals & Pharmaceuticals Limited0.35%
- Castrol India Limited0.34%
- Automotive Axles Limited0.34%
- Bajaj Finance Limited0.34%
- Orient Cement Limited0.34%
- Bajaj Consumer Care Limited0.33%
- Fineotex Chemical Limited0.33%
- Sheela Foam Limited0.33%
- Astra Microwave Products Limited0.32%
- Ambuja Cements Limited0.32%
- eMudhra Limited0.32%
- Angel One Limited0.31%
- Sundaram Finance Holdings Limited0.31%
- G R Infraprojects Limited0.31%
- Zomato Limited0.31%
- Brigade Enterprises Limited0.31%
- SIS Limited0.31%
- PG Electroplast Limited0.30%
- Bharat Dynamics Limited0.30%
- Just Dial Limited0.30%
- Sun Pharmaceutical Industries Limited0.30%
- NIIT Limited0.29%
- Landmark Cars Limited0.29%
- Godrej Agrovet Limited0.29%
- Rallis India Limited0.28%
- HDFC Life Insurance Company Limited0.28%
- Data Patterns India Limited0.28%
- Sandhar Technologies Limited0.27%
- Greenlam Industries Limited0.27%
- Equitas Small Finance Bank Limited0.27%
- Asahi India Glass Limited0.27%
- PNC Infratech Limited0.26%
- Sonata Software Limited0.26%
- Thyrocare Technologies Limited0.26%
- Divgi Torqtransfer Systems Limited0.26%
- Coal India Limited0.26%
- LG Balakrishnan & Bros Limited0.26%
- Persistent Systems Limited0.25%
- Lakshmi Machine Works Limited0.25%
- Indoco Remedies Limited0.25%
- Gujarat Fluorochemicals Limited0.24%
- Vesuvius India Limited0.24%
- Shriram Finance Limited0.23%
- Page Industries Limited0.23%
- Styrenix Performance Materials Limited0.23%
- Krishna Institute Of Medical Sciences Limited0.23%
- TTK Prestige Limited0.23%
- Honeywell Automation India Limited0.22%
- Tatva Chintan Pharma Chem Limited0.22%
- Triveni Engineering & Industries Limited0.22%
- JK Lakshmi Cement Limited0.22%
- Seamec Limited0.22%
- Kaynes Technology India Limited0.22%
- Can Fin Homes Limited0.21%
- Rainbow Childrens Medicare Limited0.21%
- Archean Chemical Industries Limited0.20%
- Nazara Technologies Limited0.20%
- JK Tyre & Industries Limited0.20%
- Kirloskar Ferrous Industries Limited0.19%
- Tata Coffee Limited0.19%
- Venus Pipes And Tubes Limited0.19%
- Rishabh Instruments Ltd0.18%
- KEC International Limited0.17%
- Indian Renewable Energy Development Agency Limited0.16%
- Indian Bank0.16%
- La Opala RG Limited0.16%
- Polyplex Corporation Limited0.16%
- Hitachi Energy India Limited0.15%
- JM Financial Limited0.15%
- Mishra Dhatu Nigam Limited0.14%
- Cyient Dlm Ltd0.14%
- Pokarna Limited0.13%
- CCL Products India Limited0.13%
- Century Plyboards India Limited0.13%
- Tracxn Technologies Limited0.13%
- VIP Industries Limited0.12%
- ICICI Prudential Life Insurance Company Limited0.12%
- Subros Limited0.12%
- Astec LifeSciences Limited0.12%
- GlaxoSmithKline Pharmaceuticals Limited0.12%
- Rolex Rings Limited0.11%
- Gabriel India Limited0.11%
- Credo Brands Marketing Limited0.11%
- Honasa Consumer Limited0.11%
- Tata Technologies Ltd0.10%
- Doms Industries Limited0.10%
- Bajel Projects Limited0.09%
- Paras Defence and Space Technologies Limited0.09%
- Concord Biotech Limited0.08%
- Aeroflex Industries Limited0.08%
- Netweb Technologies India Limited0.07%
- Union Bank of India0.07%
- Inox India Limited0.07%
- Azad Engineering Ltd0.06%
- Ashoka Buildcon Limited0.06%
- Tarsons Products Limited0.06%
- Westlife Foodworld Limited0.05%
- Laurus Labs Limited0.05%
- India Shelter Finance Corporation Limited0.04%
- Happy Forgings Limited0.04%
- Blue Jet Healthcare Ltd0.03%
- Cash Margin CCIL0.00%
- Net Current Assets-0.02%
- IT - Software6.92%
- Electric Equipment5.40%
- Chemicals4.29%
- Bank - Private4.26%
- Miscellaneous3.57%
- Cycles2.64%
- Finance - NBFC2.62%
- Textile2.50%
- BPO/ITeS2.06%
- Defence1.93%
- Bank - Public1.78%
- Consumer Food1.73%
- Auto Ancillary1.62%
- Diversified1.48%
- Abrasives1.41%
- Engineering1.31%
- IT - Hardware1.22%
- Finance - Others1.21%
- Airlines1.10%
- Tea/Coffee1.09%
- Sugar1.09%
- Bearings0.96%
- Air Conditioners0.92%
- Tyres & Allied0.86%
- Fertilizers0.83%
- Forgings0.79%
- Cable0.74%
- Finance - Housing0.65%
- Refractories0.60%
- Compressors / Pumps0.57%
- Courier Services0.51%
- Finance - Investment0.46%
- Railways Wagons0.45%
- Glass0.43%
- Insurance0.40%
- Textile - Weaving0.40%
- Retailing0.40%
- Automobiles-Tractors0.36%
- Ratings0.35%
- Lubricants0.34%
- e-Commerce0.31%
- Business Support0.30%
- IT - Education0.29%
- Mining & Minerals0.26%
- Textile - Machinery0.25%
- Trading0.22%
- Plastic Products0.22%
- Shipping0.22%
- Castings/Forgings0.19%
- Wood & Wood Products0.13%
- Restaurants0.05%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Invesco India Smallcap Fund - Regular Plan - Growth | EQUITY | Very High | 26.31% |
HSBC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.98% |
Union Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 21.64% |
HDFC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 21.02% |
UTI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 18.46% |
Aditya Birla Sun Life Small Cap Fund - Growth | EQUITY | Very High | 18.14% |
Franklin India Smaller Companies Fund - Growth | EQUITY | Very High | 16.45% |
SBI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 12.91% |
ICICI Prudential Smallcap Fund - Growth | EQUITY | Very High | 11.34% |
Axis Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 10.38% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bandhan Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 68.91% |
HDFC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 55.30% |
Franklin India Smaller Companies Fund - Growth | EQUITY | Very High | 54.12% |
LIC MF Small Cap Fund - Growth | EQUITY | Very High | 44.70% |
ICICI Prudential Smallcap Fund - Growth | EQUITY | Very High | 42.00% |
UTI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 41.02% |
Kotak Small Cap Fund - Growth | EQUITY | Very High | 38.92% |
Axis Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 38.56% |
SBI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 33.47% |
PGIM India Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.44% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HSBC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 39.34% |
HDFC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 37.36% |
LIC MF Small Cap Fund - Growth | EQUITY | Very High | 32.55% |
Franklin India Smaller Companies Fund - Growth | EQUITY | Very High | 30.08% |
UTI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 28.84% |
Bandhan Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 28.79% |
Kotak Small Cap Fund - Growth | EQUITY | Very High | 28.53% |
ICICI Prudential Smallcap Fund - Growth | EQUITY | Very High | 26.78% |
SBI Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.65% |
Axis Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.29% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 31.57% |
Kotak Small Cap Fund - Growth | EQUITY | Very High | 27.32% |
Union Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.71% |
Axis Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.46% |
HSBC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.09% |
ICICI Prudential Smallcap Fund - Growth | EQUITY | Very High | 24.72% |
HDFC Small Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.95% |
LIC MF Small Cap Fund - Growth | EQUITY | Very High | 23.31% |
Franklin India Smaller Companies Fund - Growth | EQUITY | Very High | 22.02% |
Aditya Birla Sun Life Small Cap Fund - Growth | EQUITY | Very High | 18.27% |
Fund Managers
Mr. Samir RachhAssistant Fund Manager
Mr. Samir Rachh is Assistant Fund Manager of Relaince Long term Equity Fund in Relaince asset Management Limited.
Mr. Tejas ShethCo-Fund Manager
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About Nippon India Small Cap Fund – IDCW – Direct Plan
The Nippon India Small Cap Fund – IDCW – Direct Plan is an investment product provided by one of India’s most well-known companies. The fund primarily invests in equities of small-cap businesses in order to boost their returns. The Nippon India Small Cap Fund – IDCW – Direct Plan enables investors to supplement their share market funds. Because any investment is susceptible to market risks, conducting thorough research before investing is critical.
Key Parameters
The minimum investment amount in the Nippon India Small Cap Fund – IDCW – Direct Plan is INR 5000, and additional investments can be made in multiples of INR 1. The expense percentage of the fund is 0.86%, which is the cost imposed on investors for fund management. There is no lock-in term, which means investors can redeem their investments before this time.
Taxation
Long-term capital gain tax will apply if sold one year after the purchase date. If your total long-term capital gain exceeds 1 lakh, the current tax rate is 10%. Any applicable cess/surcharge is not included. Short-term capital gain tax will apply if the property is sold within one year of the purchase date. The current rate of taxation is 15%. The 15% does not include any cess or surcharge.
Holdings
The Nippon India Small Cap Fund – IDCW – Direct Plan portfolio includes small-cap stocks from various industries, including auto components and equipment, private and public sector banks, software and consulting healthcare, financials, industrials, consumer products, and so on. The following are the fund’s top ten holdings:
- Tube Investments of India Limited
- HDFC Bank Limited
- KPIT Technologies Limited
- Bank of Baroda
- NIIT Limited
- Bajaj Electricals Limited
- Larsen and Toubro Limited
- Zydus Wellness Limited
- Balrampur Chini Mills Limited
- Fine Organic Industries Limited
Returns
When investing in Nippon India Small Cap Fund – IDCW – Direct Plan, it is also critical to understand the possible return. The returns help to decode the fund’s success over the last few years, allowing an investor to make a final investment decision. The Nippon India Small Cap Fund – IDCW – Direct Plan has produced an impressive CAGR return of 24.1% since its inception. The fund’s CAGR returns over the last 1, 3, and 5 years have been 9%, 54.5%, and 24.1%, respectively. These results show the fund’s capacity to generate significant long-term returns.
The investment objective of Nippon India Small Cap Fund – IDCW – Direct Plan
The primary investment goal of the Nippon India Small Cap Fund – IDCW – Direct Plan is to generate long-term capital appreciation by investing primarily in equity and equity-related instruments of small-cap companies, with a secondary goal of generating consistent returns by investing in debt and money market securities.
Minimum Investment and lock-in period
The Nippon India Small Cap Fund – IDCW – Direct Plan has a minimum investment amount of INR 5,000, and the minimum SIP is INR 100. The fund holds no lock-in period; this means the investors can withdraw their funds whenever they desire. The absence of a lock-in period makes Nippon India Small Cap Fund – IDCW – Direct Plan ideal for investors who do not wish to be bounded.
AMC Information
Nippon India Small Cap Fund – IDCW – Direct Plan is a small-cap equity mutual fund strategy. The scheme provides tax benefits, has a minimum investment amount of INR 5000, and has no lock-in term. The fund has produced impressive returns in the past, but it is important to remember that prior performance is not a reliable predictor of future returns. Before investing in this scheme, investors should consult their financial advisor, as with any other investment.
Frequently Asked Questions (FAQs)
How to invest in a Nippon India Small Cap Fund - IDCW - Direct Plan?
To invest in a Nippon India Small Cap Fund – IDCW – Direct Plan, visit the official Nippon India mutual funds website or go to the Urban Money platform.
What are your views about the Nippon India Small Cap Fund - IDCW - Direct Plan?
The primary investment goal of the Nippon India Small Cap Fund – IDCW – Direct Plan is to generate long-term capital appreciation.
Is Nippon India Small Cap Fund - IDCW - Direct Plan a risky investment?
The Nippon India Small Cap Fund – IDCW – Direct Plan is considered a high-risk investment.
How good is Nippon India Small Cap Fund - IDCW - Direct Plan for long-term investment?
The Nippon India Small Cap Fund – IDCW – Direct Plan has produced an impressive CAGR return of 24.1% since its inception.
Should we invest in the Nippon India Small Cap Fund - IDCW - Direct Plan in 2023?
Investors with high-risk appetites can invest in the Nippon India Small Cap Fund – IDCW – Direct Plan in 2023.
What are the top sectors Nippon India Small Cap Fund - IDCW - Direct Plan has invested in?
The top sectors building the Nippon India Small Cap Fund – IDCW – Direct Plan include auto components and equipment, private and public sector banks, software and consulting healthcare, financials, industrials, consumer products, etc.
How to redeem Nippon India Small Cap Fund - IDCW - Direct Plan?
One can redeem Nippon India Small Cap Fund – IDCW – Direct Plan through the NSE or BSE platform.
What is the NAV of Nippon India Small Cap Fund - IDCW - Direct Plan?
The NAV of Nippon India Small Cap Fund – IDCW – Direct Plan is INR 64.46.
What is the PE and PB ratio of Nippon India Small Cap Fund - IDCW - Direct Plan?
The PE and PB ratio of Nippon India Small Cap Fund – IDCW – Direct Plan are 21.23 and 2.78, respectively.
How much does Nippon India Small Cap Fund - IDCW - Direct Plan charge as an expense ratio?
The expense ratio of Nippon India Small Cap Fund – IDCW – Direct Plan is 0.86%.
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