FundLens
64
Small CapBuy

Nippon India Small Cap

Nippon India · Direct–Growth · rank #8 of 36 by Smart Score

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
3.6%
+3.5% vs index
3 Years
17.8%
-0.2% vs index
5 Years
19.7%
+4.8% vs index
Since launch
24.0%

Year-by-year performance

last entry = YTD
2021
+75.9%
2022
+7.5%
2023
+50.2%
2024
+27.1%
2025
-4.0%
2026
+8.9%

Why this score

Nippon India Small Cap scores 64/100 — #8 of 36 Small Cap fund (Buy). It stands out for 5y return and fund size — beating 80% of peers on 5y return. The main drag is its volatility (better than only 38% of peers).

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

5Y return19.71% · 80th percentile in category
Fund size78407.03 Cr · 99th percentile in category
Expense ratio0.73% · 75th percentile in category
Sharpe ratio0.76 · 67th percentile in category
Volatility19.59 · 38th percentile in category
Sortino ratio0.91 · 62nd percentile in category

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