Nippon India Small Cap Fund - Direct Plan - Growth Plan

• Alpha 6.48%
• Beta 0.90
• Sharpe Ratio0.86
• Std Deviation 17.36%
• Tracking Error 5.52%

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 - Direct Plan - Growth Plan has an AUM of 55490.73 crores & has delivered CAGR of 39.72% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.74%. The minimum investment in Nippon India Small Cap Fund - Direct Plan - Growth Plan is Rs 5000 and the minimum SIP is Rs 100.

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

The top holdings of the fund include Nippon India Liquid Dir Gr, Triparty Repo, Hdfc Bank & Multi Commodity Exchange Of Ind.

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

Some of the similar funds are Quant Small Cap Fund Growth Option Direct Plan, Nippon India Small Cap Fund - Direct Plan - Growth Plan, HDFC Small Cap Fund-Direct Growth Option, Axis Small Cap Fund Direct Growth, SBI Small Cap Fund Direct Plan Growth. Nippon India Small Cap Fund - Direct Plan - Growth Plan has a sharpe ratio of 0.86 & a standard deviation of 17.36%.