Nippon India Small Cap Fund - Growth

• Alpha 5.56%
• Beta 0.90
• Sharpe Ratio2.04
• Std Deviation 16.49%
• Tracking Error 5.53%

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

The Nippon India Small Cap Fund - Growth has an AUM of 36539.55 crores & has delivered CAGR of 27.21% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.55%. The minimum investment in Nippon India Small Cap Fund - Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Tube Investments Of India, Triparty Repo, HDFC Bank & Apar Industries.

The major sectors where the fund is invested are Electronic Instr. & Controls, Chemical Manufacturing, Misc. Capital Goods & Software & Programming.

Some of the similar funds are Nippon India Small Cap Fund - Growth, Axis Small Cap Fund Regular Growth, HDFC Small Cap Fund Growth, Kotak Small Cap Growth, SBI Small Cap Fund Regular Plan Growth. Nippon India Small Cap Fund - Growth has a sharpe ratio of 2.04 & a standard deviation of 16.49%.