Nippon India Small Cap Bonus Bonus Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Nippon India Small Cap Bonus Bonus Growth Direct Plan

NAV
₹171.4359
-2.49%
(13 Mar)
AUM
67,642 Cr
TER
0.66%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.5%
+10.2%
+7.8%
+6.7%
+6.7%
+6.5%
3Y
+22.0%
+28.5%
+19.6%
+22.8%
+22.8%
+16.9%
5Y
+20.3%
+20.8%
+21.4%
+16.3%
+16.3%
+17.3%
ALL
+21.2%
+27.6%
+23.1%
+18.4%
+18.4%
+13.8%
VOL
19.0%
18.1%
17.3%
20.3%
20.3%
-
TER
0.4%
0.5%
0.7%
0.4%
0.4%
-
AUM
₹9,716 Cr
₹20,474 Cr
₹67,642 Cr
₹2,712 Cr
₹2,712 Cr
-
INFO
1.12
1.52
1.34
0.91
0.91
-
Past performance
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 28th Feb
Top holdings
Multi Commodity Exchange of India Ltd
2.9%
Triparty Repo
2.3%
HDFC Bank Ltd
2.0%
Karur Vysya Bank Ltd
1.5%
Apar Industries Ltd
1.5%
State Bank of India
1.4%
TD Power Systems Ltd
1.3%
Axis Bank Ltd
1.2%
Bharat Heavy Electricals Ltd
1.2%
Emami Ltd
1.1%
Top industry exposure
Industrials
22.2%
Financial Services
16.3%
Consumer Cyclical
14.3%
Basic Materials
11.0%
Consumer Defensive
10.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
14%
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.
Fund manager(s)
Samir Rachh
Kinjal Desai
Lokesh Maru
Divya Sharma

FAQs