Nippon India Small Cap Fund Direct Growth

Scheme code: INF204K01K15 NAV value: ₹ 172.2897 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-3.13	66.56	34.36	31.4
3 year	17.49	56.56	35.82	30.38
5 year	4.77	44.97	23.23	21.02
7 year	15.30	27.52	22.55	18.13
10 year	19.70	32.17	26.50	21
12 year	25.41	27.91	26.72	20.85

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	82.17	30.58	34.36
3 year	7.69	40.5	21.78	35.82
5 year	-7.74	38.77	11.03	23.23
7 year	-2.23	14.52	7.9	22.55
10 year	-4.3	16.33	7.65	26.5
12 year	-4.79	16.74	7.42	26.72
15 year	0.13	15.57	7.15

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-60.53	85.64	18.78	34.36
3 year	-13.25	41.58	26.03	35.82
5 year	6.41	35.92	20.68	23.23
7 year	3.93	25.9	19.72	22.55
10 year	7.34	26.68	18.99	26.5
12 year	7.54	26.73	18.95	26.72
15 year	10.48	24.43	18.29

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	70.11	25.34	34.36
3 year	9.95	47.76	27.48	35.82
5 year	-2.4	40.21	15.62	23.23
7 year	2.66	18.23	12.58	22.55
10 year	0.76	20.88	12	26.5
12 year	0.04	19.61	11.74	26.72
15 year	5.45	20.15	11.51

Rolling return for 1 year

- Average return: 34.36% - Median return: 39.66% - Average standard deviation: 6.64

Rolling return for 3 year

- Average return: 35.82% - Median return: 34.98% - Average standard deviation: 2.6

Rolling return for 5 year

- Average return: 23.23% - Median return: 22.09% - Average standard deviation: 1.35

Rolling return for 7 year

- Average return: 22.55% - Median return: 22.62% - Average standard deviation: 0.97

Rolling return for 10 year

- Average return: 26.5% - Median return: 26.72% - Average standard deviation: 0.64

Rolling return for 12 year

- Average return: 26.72% - Median return: 26.81% - Average standard deviation: 0.63

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,27,126	1,27,126	10.60
3 year	36,00,000	57,95,454	21,95,454	17.20
5 year	60,00,000	1,19,70,130	59,70,130	14.81
7 year	84,00,000	1,95,77,954	1,11,77,954	12.85
10 year	1,20,00,000	4,63,38,178	3,43,38,178	14.47
12 year	1,44,00,000	7,25,72,782	5,81,72,782	14.43

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.29	10.6
3 year	11.63	17.2
5 year	8.98	14.81
7 year	5.44	12.85
10 year	5.11	14.47
12 year	5.06	14.43

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	-1.79	10.6
3 year	12.47	17.2
5 year	12.28	14.81
7 year	10.66	12.85
10 year	11.09	14.47
12 year	11.32	14.43

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	6.52	10.6
3 year	13.27	17.2
5 year	11.08	14.81
7 year	7.72	12.85
10 year	7.46	14.47
12 year	7.48	14.43

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,27,126 - Absolute Returns: ₹1,27,126 - CAGR: 10.6%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹57,95,454 - Absolute Returns: ₹21,95,454 - CAGR: 17.2%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,19,70,130 - Absolute Returns: ₹59,70,130 - CAGR: 14.81%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,95,77,954 - Absolute Returns: ₹1,11,77,954 - CAGR: 12.85%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹4,63,38,178 - Absolute Returns: ₹3,43,38,178 - CAGR: 14.47%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹7,25,72,782 - Absolute Returns: ₹5,81,72,782 - CAGR: 14.43%