Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Nippon India Small Cap Bonus Bonus (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Triparty Repo
4.4%
HDFC Bank Ltd
2.1%
Multi Commodity Exchange of India Ltd
1.9%
Kirloskar Brothers Ltd
1.3%
Tube Investments of India Ltd Ordinary Shares
1.2%
State Bank of India
1.2%
Apar Industries Ltd
1.2%
Bharat Heavy Electricals Ltd
1.1%
Karur Vysya Bank Ltd
1.1%
Pfizer Ltd
1.1%
Top industry exposure
Industrials
23.9%
Consumer Cyclical
14.6%
Financial Services
14.0%
Basic Materials
12.7%
Consumer Defensive
8.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.