Nippon India Nifty Smallcap 250 Index Fund Direct growth

Equity • Index • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct growth

Launched On
16 Oct 2020
4 years ago
Lock-in Period
No lock-in
NAV
as of 08 Oct 2024
₹35.58
+2.0986% (0.80)
AUM
₹1,715 Cr
Expense ratio
0.35%
Benchmark
Nifty Smallcap 250
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20%

Units held more than 1Y

12.5%

Exit Load

If units sold anytime

0%

Distribution

Asset split
Market capital
Equity99.98%
Cash0.02%

What's in this fund?

Sectors
Holdings
Industrials

Industrials

22.93%
Financial Services

Financial Services

19.22%
Basic Materials

Basic Materials

13.28%
Consumer Cyclical

Consumer Cyclical

11.55%
Healthcare

Healthcare

10.92%

Fund House

Nippon

Nippon

Inc: 08 Oct 1995 • Total AUM: ₹3,13,678 Cr • Rank #6
Nippon 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: 0.78 yrs • Total AUM: 1,99,653 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'.

Other top rated funds

Top rated

ICICI Prudential Nifty Next 50 Index

Equity • Index • Direct Growth
3Y CAGR
20.42%
Expense ratio
0.31%
Tracking error
Below Average
Fund size
High
Top rated

UTI Nifty Next 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
20.42%
Expense ratio
0.37%
Tracking error
Below Average
Fund size
High
Top rated

SBI Nifty Index Fund

Equity • Index • Direct Growth
3Y CAGR
12.87%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
Top rated

UTI Nifty 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
12.87%
Expense ratio
0.18%
Tracking error
Low
Fund size
High
Top rated

ICICI Prudential Nifty 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
12.84%
Expense ratio
0.17%
Tracking error
Low
Fund size
High
1 / 5
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.