FundLens
37
Index — Small CapAvoid

Nippon India Nifty Small Cap 250 Index

Nippon India · Direct–Growth · rank #13 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
4.7%
-0.0% vs index
3 Years
14.1%
-0.4% vs index
5 Years
14.4%
-0.3% vs index
Since launch
24.3%

Year-by-year performance

last entry = YTD
2021
+61.4%
2022
-3.5%
2023
+48.0%
2024
+26.2%
2025
-6.4%
2026
+9.8%

Why this score

Nippon India Nifty Small Cap 250 Index scores 37/100 — #13 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 return14.08% · 5th percentile in category
Fund size3518.33 Cr · 97th percentile in category
Alpha-2.93 · 4th percentile in category
Sharpe ratio0.40 · 32nd percentile in category
Sortino ratio0.53 · 32nd percentile in category
Volatility19.05 · 61st percentile in category

Top holdings

top 5 = 7.5% of portfolio
1.Sona BLW Precision Forgings Ltd1.65%
2.Karur Vysya Bank Ltd1.49%
3.Ather Energy Ltd.1.49%
4.Navin Fluorine International Ltd1.45%
5.Welspun Corp Ltd1.42%

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

Other Index — Small Cap funds