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Nippon India Small Cap Fund Direct- Growth rating rating rating rating rating

PB Recommended Equity Small Cap


1 Yr return


3 Yrs CAGR returns


5 Yrs CAGR returns


NAV as on 14 Nov

₹ 40.86 by 0.02 ( 0.06%)

Expense ratio


Exit load


Fund Size (Cr)

₹ 8437.61

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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Top Holdings
Top 10 Sectors %
Chemicals 15.08
Engineering 13.86
Financial 12.89
FMCG 11.04
Services 8.28
Construction 7.81
Technology 4.75
Others 4.5
Automobile 4.14
Health Care 3.46
Top 10 Sectors %
Organic Chemicals 3.17
Others 2.54
Misc. 2.52
Electronic Equipts. 2.24
Banking 2.12
Auto Ancillaries 2.02
Food Processing 1.96
Organic Chemicals 1.85
Tea & Coffee 1.84
Fund house details
Fund House Reliance Mutual Fund
Fund Manager Dhrumil Shah
Fund Setup Date 01 Jan 2013
Address Reliance Centre, 7th Floor, South Wing Off Western Express Highway Santacruz (East)
Contact (022) 33031000 / 1800 300 11111
Email ID
More About This Fund

Nippon India Small Cap Fund

This is an open-ended Equity Mutual Fund Scheme, primarily investing in equity and equity related securities of small cap companies. This fund is a moderately high risk fund with average risk grade but above average return grade. The top 3 holdings under this fund are- Deepak Nitrite, Zydus Wellness and Navin Fluorine International.

The minimum investment amount under Nippon India Small Cap Fund is Rs.5,000. As for the Exit load, 1% will be charged in case of redemption or switching out on/before completion of 1 year (from allotment date of units).

Over a period of time, the fund has performed outrageously with higher returns than its benchmark. Its portfolio is managed by Mr.Samir Rachh, with more than 25 years of experience in fund management, whose precision has led to consistent returns.

To know about the best small cap funds to invest in 2019, Click Here

Investment Portfolio of this Fund

Nippon India Small Fund Cap has 117 number of stocks with more than 74% of its assets into Small-cap companies, 19.12% into Mid-Caps and 6% into Large caps. The major portion of the corpus (93.81%) is allocated in the equities of varied companies. However, the fund has invested 5.54% and 0.65% of the assets into cash & cash equivalents and debt securities respectively.

This fund has taken outsized exposure to Chemicals, Engineering, Financial and FMCG companies with combined weight of around 45% of total assets.

Who Should Invest in this Fund?

Since, it is an Equity Mutual fund, it is suitable for investors who are seeking a long-term investment plan and consistent growth. However, it is to be understood that the investments made into this fund will be under moderately high market risk.

Also Read: What are Equity Funds? How are Equity Funds classified?

What you gain by investing in Nippon India Small Cap fund?

The investors of Nippon India Small Cap Fund are advantaged by High return potential and attractive valuations which are involved in equity funds

What You Can Lose?

Being a small-cap fund, Nippon India suffers from high market risks. Thus, investors who do not have high-risk appetite may not think of investing in this fund. As far as investment horizon is concerned, the returns in this fund face erosions in times when market is facing downfalls which implies that one must make investments for a longer period of time to get favourable returns.

Taxation Policy

The short-term capital gains (capital gains earned on holding period up to 1 year) are taxed at 15% whereas long-term capital gains exceeding Rs.1 Lakh will be taxed at 10%

How to Invest in Nippon India Small Cap Fund?

To invest in this small-cap fund, one can:

  • Login or Sign Up to
  • From the menu bar, go to ‘Investment’ and click on ‘Mutual Funds
  • Now, go to ‘Direct Mutual Funds’
  • Select ‘Small-cap Funds’
  • Navigate to ‘Nippon India Small Cap Fund’ from the search bar
  • View and read all the fund related details carefully
  • Click on ‘Invest Now’
  • You can choose from Lump Sum or SIP

Related FAQs

Q. Is it good to invest in Nippon India Small Cap Fund?
A. As it is specified that Nippon India Small Cap is a fund with moderately high risk, the investors who are not willing to take any risk should not invest in this fund. However, if you are someone who is seeking to attain consistent and good returns, this is a considerable option. 

Q. What is the entry load for Nippon India Small Cap Fund?
A. No entry load is applicable for Nippon India Small Cap Fund.

Q. Does Nippon India Small Cap accept lump sum investments?
A. No, since  March 26 last year, Reliance Nippon Life Asset Management is not accepting lump sum investments in the Reliance Small Cap Fund. The reason being the overflow of investments into small cap funds. 

Q. Is there any lock-in period for investment in Nippon India Small Cap Fund?
A. There is no specified lock-in period. Investors are free to redeem the investment as per their requirement.

Q. What is the exit load for Nippon India Small Cap Fund?
A. 1% exit load is applied in case of redemption of units within 1 year of allotment.