58
Small CapHold
Nippon India Small Cap
Nippon India · Direct–Growth · rank #11 of 36 by Smart Score
Data updated
Trailing returns
1 Year
8.3%
+3.5% vs index
3 Years
15.4%
+0.9% vs index
5 Years
18.9%
+4.2% vs index
Since launch
23.9%
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
+11.9%+2.1% 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 76% 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 return18.85% · 76th percentile in category
Fund size82580.30 Cr · 99th percentile in category
Expense ratio0.69% · 79th percentile in category
3Y return15.41% · 40th percentile in category
Volatility16.49 · 63rd percentile in category
Alpha0.00 · 35th percentile in category
Top holdings
1.Bharat Heavy Electricals Ltd1.85%
2.TD Power Systems Ltd1.82%
3.Apar Industries Ltd1.73%
4.HDFC Bank Ltd1.71%
5.Karur Vysya Bank Ltd1.34%
254 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.