Nippon India Nifty Small Cap 250 Index Fund
Direct · Growth ₹32.85
26 Oct 2026
NAV
22.9%
3Y CAGR
18.1%
5Y CAGR
20.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.88
Sharpe
-26.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.35%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.71 L | 21.1% | -35.4% | 90.3% |
| 3 Years | ₹36.00 L | ₹49.05 L | 21.6% | -2.1% | 40.9% |
| 5 Years | ₹60.00 L | ₹86.81 L | 15.2% | 8.1% | 21.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.1% | 14.3% | 5.7% | +6.9% |
| 3 Years | 21.6% | 11.0% | 11.9% | +10.5% |
| 5 Years | 15.2% | 10.4% | 14.0% | +4.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.8% | 8.3% | -12.8% | 94.8% | 0.55 | 2.29 | 73% | — | — |
| 3 Years | 22.9% | 22.4% | 10.6% | 35.5% | 3.00 | — | 100% | — | — |
| 5 Years | 18.1% | 16.4% | 11.5% | 28.5% | 2.88 | — | 100% | — | — |
-26.9%
Max Drawdown
5 mo
Drawdown Duration
12 mo
Recovery Time
-6.9%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
0.85
3Y
0.67
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.07 | 1.01 | 100.6% | 89.4% | -4.9% | -12.7% |
| 3 Years | +5.56 | 1.05 | 104.0% | 97.3% | 10.9% | 5.4% |
| 5 Years | +7.40 | 0.99 | 97.0% | 87.3% | 11.9% | 4.5% |
| 7 Years | +8.81 | 0.94 | 95.5% | 82.2% | 18.2% | 9.6% |
| 10 Years | +5.81 | 0.94 | 95.5% | 82.2% | 12.4% | 6.6% |
| 12 Years | +4.71 | 0.94 | 95.5% | 82.2% | 10.3% | 5.5% |
| 15 Years | +3.62 | 0.94 | 95.5% | 82.2% | 8.1% | 4.4% |
237
Total Holdings
12.7%
Top 10 Weight
43
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sona BLW Precision Forgings Limited | 1.67% |
| 2 | Welspun Corp Limited | 1.59% |
| 3 | Karur Vysya Bank Limited | 1.37% |
| 4 | Navin Fluorine International Limited | 1.36% |
| 5 | Ather Energy Limited | 1.21% |
| 6 | Sterlite Technologies Limited | 1.17% |
| 7 | RBL Bank Limited | 1.12% |
| 8 | Delhivery Limited | 1.10% |
| 9 | Redington Limited | 1.08% |
| 10 | HFCL Limited | 1.04% |