Nippon India Small Cap Fund
Direct · Growth ₹195.04
05 Jun 2026
NAV
26.0%
3Y CAGR
24.6%
5Y CAGR
25.1%
10Y CAGR
25.3%
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.
5.64
Sharpe
-48.6%
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.
NA
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 | ₹13.23 L | 33.1% | -59.8% | 188.9% |
| 3 Years | ₹36.00 L | ₹53.89 L | 25.4% | -28.0% | 57.1% |
| 5 Years | ₹60.00 L | ₹1.14 Cr | 24.2% | -10.1% | 44.7% |
| 7 Years | ₹84.00 L | ₹2.00 Cr | 23.9% | 3.1% | 34.8% |
| 10 Years | ₹1.20 Cr | ₹4.41 Cr | 24.9% | 19.7% | 28.9% |
| 12 Years | ₹1.44 Cr | ₹6.79 Cr | 23.8% | 19.7% | 28.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY SMALLCAP 250 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 33.1% | 21.9% | 25.9% | +11.1% |
| 3 Years | 25.4% | 15.3% | 21.3% | +10.0% |
| 5 Years | 24.2% | 14.2% | 19.8% | +10.0% |
| 7 Years | 23.9% | 14.2% | 19.1% | +9.7% |
| 10 Years | 24.9% | 13.9% | 20.1% | +11.0% |
| 12 Years | 23.8% | 13.4% | 19.5% | +10.4% |