Nippon India Nifty Small Cap 250 Index Fund
Direct · Growth ₹36.40
18 Aug 2026
NAV
23.5%
3Y CAGR
19.0%
5Y CAGR
20.7%
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.
3.20
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 | ₹12.68 L | 21.3% | -35.4% | 90.3% |
| 3 Years | ₹36.00 L | ₹49.74 L | 22.4% | -2.1% | 40.9% |
| 5 Years | ₹60.00 L | ₹86.88 L | 15.3% | 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 | 21.3% | 14.4% | 9.4% | +6.9% |
| 3 Years | 22.4% | 11.1% | 12.3% | +11.3% |
| 5 Years | 15.3% | 10.4% | 14.1% | +4.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.4% | 9.1% | -12.8% | 94.8% | 0.56 | 2.34 | 72% | — | — |
| 3 Years | 23.5% | 22.6% | 12.8% | 35.5% | 3.33 | — | 100% | — | — |
| 5 Years | 19.0% | 18.0% | 14.3% | 28.5% | 3.20 | — | 100% | — | — |
-26.9%
Max Drawdown
5 mo
Drawdown Duration
12 mo
Recovery Time
-7.1%
Avg Drawdown
Calmar Ratio by Duration
0.79
1Y
0.87
3Y
0.70
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.35 | 1.06 | 106.1% | 89.8% | 8.9% | -2.9% |
| 3 Years | +9.37 | 1.07 | 109.0% | 96.8% | 17.2% | 7.8% |
| 5 Years | +8.16 | 0.99 | 98.2% | 87.3% | 16.0% | 7.8% |
| 7 Years | +9.75 | 0.94 | 96.4% | 81.6% | 20.2% | 10.7% |
| 10 Years | +6.43 | 0.94 | 96.4% | 81.6% | 13.7% | 7.3% |
| 12 Years | +5.21 | 0.94 | 96.4% | 81.6% | 11.3% | 6.1% |
| 15 Years | +4.02 | 0.94 | 96.4% | 81.6% | 8.9% | 4.8% |
236
Total Holdings
13.3%
Top 10 Weight
43
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sona BLW Precision Forgings Limited | 1.65% |
| 2 | Ather Energy Limited | 1.49% |
| 3 | Karur Vysya Bank Limited | 1.49% |
| 4 | Navin Fluorine International Limited | 1.45% |
| 5 | Welspun Corp Limited | 1.42% |
| 6 | Piramal Finance Limited | 1.25% |
| 7 | HFCL Limited | 1.16% |
| 8 | Delhivery Limited | 1.16% |
| 9 | Central Depository Services (India) Limited | 1.13% |
| 10 | RBL Bank Limited | 1.06% |