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Nippon India Nifty Smallcap 250 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
16 Oct 2020
4.1 years ago
Lock-in Period
No lock-in
NAV
as of 22 Nov 2024
₹33.65
+0.9795% (0.40)
AUM
₹1,874 Cr
Expense ratio
0.35%
Benchmark
Nifty Smallcap 250
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20%
Units held more than 1Y
12.5%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Industrials
Financial Services
Basic Materials
Healthcare
Consumer Cyclical
Fund House
Nippon
Inc: 08 Oct 1995 • Total AUM: ₹3,28,778 Cr • Rank #6Nippon India Mutual Fund, started in 1995, has Nippon Life Insurance Company as its sponsors. The fund house is headed by Sundeep Sikka as the CEO. As of 31 March 2024, it has an AUM of ₹472,440 Cr. Nippon India Mutual Fund boasts a presence in 265 locations (as of 30 September 2023).
Fund Managers
Himanshu Mange
Experience: 0.90 yrs • Total AUM: 2,09,639 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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Equity • Index • Direct Growth3Y CAGR
17.19%
Expense ratio
0.36%
Tracking error
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ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
17.17%
Expense ratio
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Tracking error
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SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
12.19%
Expense ratio
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Tracking error
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UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.19%
Expense ratio
0.19%
Tracking error
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ICICI Prudential Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.16%
Expense ratio
0.17%
Tracking error
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.