Can I invest in SIP and Lumpsum in Nippon India Small Cap Fund - Direct (B) Direct Growth?

Yes, you can invest both lumpsum and SIP in Nippon India Small Cap Fund - Direct (B). Minimum lumpsum investment Nippon India Small Cap Fund - Direct (B) is ₹5,000 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Nippon India Small Cap Fund - Direct (B) Direct Growth?

The latest NAV (Net Asset Value) of Nippon India Small Cap Fund - Direct (B) is Nippon India Small Cap Fund - Direct (B) is ₹196.25 as on 2025-01-01.

Which are the biggest stock holdings of Nippon India Small Cap Fund - Direct (B)?

The 5 biggest stock holdings of Nippon India Small Cap Fund - Direct (B) are: HDFC Bank (1.94%), Multi Comm. Exc. (1.86%), Kirl. Brothers (1.65%), Apar Inds. (1.47%), Tube Investments (1.46%)

What are the top sectors Nippon India Small Cap Fund - Direct (B) invests in?

A majority of Nippon India Small Cap Fund - Direct (B) 's AUM worth ₹61,646.36 (Cr) is invested in these 3 top sectors: Industrial Products : 9.04% Electrical Equipments : 7.25% Consumer Durables : 7.21%

Mutual Funds
Nippon India Small Cap Fund - Direct (B)

Nippon India Small Cap Fund - Direct (B)

Small Cap Fund

Invest Now

NAV
196.25(0.71%)
Fund Size (CR)
₹61,646.36
Expense Ratio
0.68
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹100
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
26.99%

Absolute Return: -3.70%

Annualized Return: 0%

Basic Details

Scheme Manager

Samir Rachh

Bench Mark

Nifty Smallcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	9963.43	-0.37%	-	0.15%	90/118
1 Month	29 November 2024	9856.86	-1.43%	-	0.04%	86/118
3 Month	30 September 2024	9539.84	-4.60%	-	-2.84%	82/114
6 Month	28 June 2024	10259.08	2.59%	-	6.02%	87/114
1 Year	29 December 2023	12618.80	26.19%	26.19%	27.84%	47/110
3 Year	30 December 2021	20550.64	105.51%	27.14%	22.41%	8/96
5 Year	30 December 2019	46791.44	367.91%	36.15%	31.92%	8/80
Since Inception	3 January 2013	175695.80	1656.96%	26.99%	23.74%	37/118

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	141651.13	8.96%	8.96%
3 Year	3 January 2022	3,70,000	593223.41	60.33%	17.04%
5 Year	1 January 2020	6,10,000	1520422.40	149.25%	20.04%
10 Year	1 January 2015	12,10,000	5003621.81	313.52%	15.25%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.32%

Standard Deviation

0.80%

Beta

1.40%

Sharpe Ratio

0.13%

Treynor's Ratio

7.24%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	1.94%	6650000	1194.37	Equity	Banks
Multi Comm. Exc.	1.86%	1851010	1144.91	Equity	Financial Services
Kirl. Brothers	1.65%	4472130	1019.60	Equity	Capital Goods-Non Electrical Equipment
Apar Inds.	1.47%	899271	908.39	Equity	Capital Goods - Electrical Equipment
Tube Investments	1.46%	2499222	897.36	Equity	Steel
Dixon Technolog.	1.31%	512355	809.90	Equity	Consumer Durables
Elantas Beck	1.29%	614625	794.42	Equity	Chemicals
St Bk of India	1.24%	9100000	763.44	Equity	Banks
Tejas Networks	1.23%	5763697	760.78	Equity	Telecomm Equipment & Infra Services
Karur Vysya Bank	1.22%	31784062	751.88	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Nippon India Small Cap Fund - Direct (B)	61646.36	-1.43%	-4.60%	2.59%	26.19%	27.14%
Motilal Oswal Small Cap Fund - Direct (G)	3166.26	2.92%	6.32%	21.68%	47.94%	-
Motilal Oswal Small Cap Fund - Direct (IDCW)	3166.26	2.92%	6.32%	21.67%	47.94%	-
Bandhan Small Cap Fund - Direct (G)	9248.28	-0.66%	-3.51%	14.29%	44.35%	29.48%
Bandhan Small Cap Fund - Direct (IDCW)	9248.28	-0.66%	-3.51%	14.29%	44.35%	29.35%
LIC MF Small Cap Fund - Direct (G)	411.35	0.59%	-0.67%	7.39%	40.02%	25.28%

News

Nippon India Balanced Advantage Fund announces Income Distribution cum Capital Withdrawal (IDCW)
Nippon India Mutual Fund has announced 13 December 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the regular plan ' IDCW payout and direct plan ' IDCW payout of Nippon India Balanced Advantage Fund. The quantum of distribution will be Rs 0.2000 per unit under each plan / option as on the record date.
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Nippon India Balanced Advantage Fund announces Income Distribution cum Capital Withdrawal (IDCW)
Nippon India Mutual Fund has announced 14 November 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the regular plan ' IDCW payout and direct plan ' IDCW payout of Nippon India Balanced Advantage Fund. The quantum of distribution will be Rs 0.2000 per unit under each plan / option as on the record date.
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Nippon India Mutual Fund announces change in Exit Load Structure

Nippon India Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 15 October 2024

Change in Exit Load:

Name of the Scheme	Existing Load Structure	Revised Load Structure
Nippon India Index Fund ' Nifty 50 Plan	0.25% if redeemed or switched out on or before completion of 7 days from the date of allotment of units. Nil if redeemed or switched out after completion of 7 days from the date of allotment of units.	Nil
Nippon India Index Fund - BSE Sensex Plan	0.25% of the applicable NAV if redeemed or switched out on or before completion of 7 days from the date of allotment of units. There shall be no exit load after completion of 7 days from the date of allotment of units.	Nil

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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹61646.36

Nippon India Small Cap Fund - Direct (B) is an Small Cap Fund-oriented fund from the renowned AMC, Nippon India Mutual Fund. Launched in 1 January 2013, this fund is managed by Samir Rachh. With assets under management (AUM) worth ₹61,646.36 (Cr), as of 1 January 2025, Nippon India Small Cap Fund - Direct (B) is categorized as a Small Cap Fund within its segment. The fund has generated a return of 26.99% since its launch.
The current NAV of Nippon India Small Cap Fund - Direct (B) is ₹196.25, as on 1 January 2025. The fund's benchmark index is Nifty Smallcap 250 TRI. You can invest in Nippon India Small Cap Fund - Direct (B) via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% if redeemed or switched out on or before completion of 1 Year from the date of allotment of units. NIl if redeemed or switched out after the completion of 1 Year from the date of allotment of units. The fund has generated 27.14% and 36.15% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.02% in Equity, 5.06% in Debt and -0.08% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 9.04% in Industrial Products, 7.25% in Electrical Equipments, 7.21% in Consumer Durables, 6.15% in Auto Components, 5.79% in Banks

FAQs

How to Invest in Nippon India Small Cap Fund - Direct (B) Direct Growth?

Nippon India Small Cap Fund - Direct (B) is a popular fund in the Small Cap Fund segment. The fund has generated a return of 26.99% since inception. Looking to invest in Nippon India Small Cap Fund - Direct (B) How about earning 1% extra return? All this is possible with m.Stock! Investing in Nippon India Small Cap Fund - Direct (B) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Nippon India Small Cap Fund - Direct (B)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Nippon India Small Cap Fund - Direct (B) today and reap the benefits of this Small Cap Fund fund!

How much returns has Nippon India Small Cap Fund - Direct (B) Direct Growth generated?

In the short term, i.e., 1 year, Nippon India Small Cap Fund - Direct (B) has generated annualised return of 26.19%. In the long-term, the fund has generated 27.14% and 36.15% in 3 and 5 years respectively. Since its inception, the fund has generated 26.99% returns.

What is the expense ratio of Nippon India Small Cap Fund - Direct (B) Direct Growth?

The expense ratio of Nippon India Small Cap Fund - Direct (B) Direct Growth is 0.68%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Nippon India Small Cap Fund - Direct (B) Fund Direct Growth?

The Assets Under Management (AUM) of Nippon India Small Cap Fund - Direct (B) is ₹61,646.36 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Nippon India Small Cap Fund - Direct (B) Direct Growth?

Redeeming or selling units of Nippon India Small Cap Fund - Direct (B) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Nippon India Small Cap Fund - Direct (B):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Nippon India Small Cap Fund - Direct (B)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).