EquitySmall Cap FundDirect · Growth
Nippon India Small Cap Fund - Direct Plan Growth Plan - Bonus Option
Nippon India · Scheme 118777
₹210.17▲ 0.10%NAV · 2026-09-18
Decent FundScore
AUM
₹78,957 cr
Expense ratio
0.69%
3Y CAGR
18.0%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Samir Rachh, Dhrumil ShahExit load: Exit load of 1% if redeemed within 1 year.
Decent · 68/100
A solid option with a few areas worth a closer look.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 20.6% CAGR over 5 years.
- ✓Compounding well recently — 18.0% CAGR over 3 years.
- ✓Low cost — 0.69% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +18.0%
- ✓5Y CAGR: +20.6%
- ✓Positive 3Y windows: 96% of rolling 3Y windows positive
📉 What could drag it down
- •Can fall sharply — dropped 49% in its worst stretch. Stomach needed.
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •Return stability: rolling-return std 13.2%
- •Max drawdown: -49%
FundScore breakdown
68/100 · Decent
Returns
Strong
Consistency
Decent
Risk-adjusted
Decent
Downside protection
Average
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.