Nippon India Small Cap Fund - Growth

• Alpha 5.56%
• Beta 0.90
• Sharpe Ratio1.14
• Std Deviation 16.86%
• 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 63006.73 crores & has delivered CAGR of 37.41% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.41%. 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 High & Exceptional respectively.

The top holdings of the fund include Triparty Repo, Hdfc Bank, Multi Commodity Exchange Of Ind & Kirloskar Brothers.

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

Some of the similar funds are Quant Small Cap Fund Growth, Nippon India Small Cap Fund - Growth, HDFC Small Cap Fund Growth, Axis Small Cap Fund Regular Growth, SBI Small Cap Fund Regular Plan Growth. Nippon India Small Cap Fund - Growth has a sharpe ratio of 1.14 & a standard deviation of 16.86%.