3 Year return

35.19%
Launched on January 2013 (11 years)

Investment Details

₹NA

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹50422.78 Cr.

Expense Ratio

0.68% (inclusive of GST)

Exit Load

1% if redeemed or switchd out on or efore 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.

Ratings

ARQ Rating
4

Ratings by other agencies

4
4
4

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Nippon India Mutual Fund Managers

SR

Samir Rachh

Fund Manager since Sep 2017

Fund House Details

Nippon India Mutual Fund

Nippon India Mutual Fund Asset management company

AUM ₹433,896.92 Cr.
No. of Schemes 290
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Nippon India Mutual Fund

List of mutual fund schemes by AMC

About Nippon India Small Cap Fund Direct Plan Growth Plan Bonus

The Nippon India Small Cap Fund Direct Plan Growth Plan Bonus is a small cap fund managed by Nippon India Mutual Fund. It falls under the category of small-cap funds, which means it primarily invests in the stocks of small-cap companies. These companies are typically characterised by their smaller market capitalisation, which can offer growth potential but also higher risk compared to larger companies. The Nippon India Small Cap Fund Direct Plan Growth Plan Bonus is an open-ended fund. This means that you can invest in or redeem your units in the fund at any time, making it a flexible investment option. The expense ratio of the Nippon India Small Cap Fund Direct Plan Growth Plan Bonus is lower than the category average.

Investment Objective of the Scheme

The investment objective of the Nippon India Small Cap Fund Direct Plan Growth Plan Bonus is to provide long-term capital appreciation by primarily investing in the stocks of small-cap companies. The fund aims to identify companies with growth potential and generate substantial returns over the long term.

Key Features of The Fund

5-year return 33.33%
Expense Ratio 0.68%
Fund Manager Samir Rachh
Fund Size ₹50422.78 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This fund is suitable for investors who have a higher risk appetite and a longer investment horizon. Small-cap stocks can experience greater volatility compared to larger stocks, but they also have the potential for higher growth. If you're comfortable with market fluctuations and seek exposure to potentially fast-growing small-cap companies, this fund could be worth considering.

AMC Contact Details

Name Nippon India Mutual Fund
Launch Date June 1995
Addresss Nippon Life India Asset Management Limited, 4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai – 400 013
Contact 1860 266 0111
Email customercare@nipponindiaim.in
Website https://mf.nipponindiaim.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Secure Your Retirement With SIPs

For many investors, a Systematic Investment Plan (SIP) is an excellent option when it comes to retirement planning. SIPs make disciplined investing possible by automating regular contributions, which add up to an impressive retirement fund over time. This strategy guarantees a stable retirement and mitigates market volatility. Take advantage of the mutual fund SIP calculator offered by Angel One to visualise how your investments can grow and assist in making informed decisions to achieve your retirement goals.

FAQs

What is today's NAV of Nippon India Small Cap FundBonus?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Nippon India Small Cap FundBonus May 24 2024 is 176.6637

What is the AUM of Nippon India Small Cap FundBonus?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Nippon India Small Cap FundBonus is 50422.78 crore.

What is the expense ratio of Nippon India Small Cap FundBonus?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Nippon India Small Cap FundBonus is 0.68%

What are the returns of Nippon India Small Cap FundBonus since inception?

The Nippon India Small Cap FundBonus was launched on Jan 01 2013. The fund has delivered a CAGR of 27.57 since inception.

What is the minimum SIP amount to invest in Nippon India Small Cap FundBonus?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Nippon India Small Cap FundBonus is 0.

How do I invest in Nippon India Small Cap FundBonus?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Nippon India Small Cap FundBonus?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Nippon India Small Cap FundBonus?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Nippon India Small Cap FundBonus?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.