58
Small CapHold
Nippon India Small Cap
Nippon India · Direct–Growth · rank #11 of 36 by Smart Score
Data updated
Trailing returns
1 Year
10.9%
+2.3% vs index
3 Years
15.6%
+0.4% vs index
5 Years
19.6%
+4.1% vs index
Since launch
24.0%
Year-by-year performance
2021
+75.9%+14.6% vs index
2022
+7.5%+10.9% vs index
2023
+50.2%+1.9% vs index
2024
+27.1%+0.6% vs index
2025
-4.0%+1.6% vs index
2026
+11.4%+1.8% vs index
Why this score
Nippon India Small Cap scores 58/100 — #11 of 36 Small Cap fund (Hold). It stands out for 5y return and fund size — beating 80% of peers on 5y return. The main drag is its 3y return (better than only 40% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
5Y return19.63% · 80th percentile in category
Fund size78956.77 Cr · 99th percentile in category
Expense ratio0.70% · 76th percentile in category
3Y return15.56% · 40th percentile in category
Alpha-0.44 · 35th percentile in category
Volatility16.57 · 60th percentile in category
Top holdings
1.HDFC Bank Ltd1.89%
2.Bharat Heavy Electricals Ltd1.78%
3.Apar Industries Ltd1.53%
4.Karur Vysya Bank Ltd1.38%
5.TD Power Systems Ltd1.38%
251 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.