Nippon India Small Cap Fund Idcw Direct Plan

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.