FundLens
38
Index — Small CapAvoid

Nippon India Nifty Small Cap 250 Index

Nippon India · Direct–Growth · rank #12 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
9.7%
-0.0% vs index
3 Years
14.8%
-0.4% vs index
5 Years
15.4%
-0.3% vs index
Since launch
24.6%

Year-by-year performance

last entry = YTD
2021
+61.4%
2022
-3.5%
2023
+48.0%
2024
+26.2%
2025
-6.4%
2026
+11.0%

Why this score

Nippon India Nifty Small Cap 250 Index scores 38/100 — #12 of 18 Index — Small Cap fund (Avoid). It stands out for fund size and volatility — beating 97% of peers on fund size. The main drag is its 3y return (better than only 5% of peers).

Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.

3Y return14.81% · 5th percentile in category
Fund size3391.28 Cr · 97th percentile in category
Alpha-2.97 · 4th percentile in category
Sortino ratio0.57 · 32nd percentile in category
Sharpe ratio0.44 · 39th percentile in category
Volatility19.12 · 61st percentile in category

Top holdings

top 5 = 6.8% of portfolio
1.Sona BLW Precision Forgings Ltd1.6%
2.Karur Vysya Bank Ltd1.5%
3.Navin Fluorine International Ltd1.29%
4.Delhivery Ltd1.25%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ1.15%

250 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Small Cap funds