Nippon India Small Cap IDCW-R

Nippon India Small Cap IDCW-R Fund Details and Key Information

Nippon India Small Cap IDCW-R is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹67641.50 Cr

• Expense Ratio: 1.40%

• Cash Holding: 4.09%

• Plan Type: Dividend

• Benchmark: Nifty Smallcap 250 TR INR

• Launch Date: 2010-09-16

• Exit Load: 1.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Nippon India Small Cap IDCW-R Returns and Performance

Nippon India Small Cap IDCW-R has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: -7.68%

• 3 Months: -9.87%

• 6 Months: -11.96%

• 1 Year: -2.55%

• 3 Years: 0.64%

• 5 Years: 1.62%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Nippon India Small Cap IDCW-R Risk Level and Volatility

Understanding risk is important before investing. Nippon India Small Cap IDCW-R falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Nippon India Small Cap IDCW-R Portfolio Allocation

The asset allocation of Nippon India Small Cap IDCW-R shows how investments are distributed across asset classes.

• Equity Allocation: 95.91%

• Cash Allocation: 4.09%

This allocation plays a key role in determining the fund’s risk and return profile.

Nippon India Small Cap IDCW-R Sector Allocation

Nippon India Small Cap IDCW-R diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 11.01%

• Communication Services: 1.06%

• Consumer Cyclical: 14.31%

• Consumer Defensive: 10.23%

• Energy: 0.99%

• Financial Services: 16.26%

• Healthcare: 9.43%

• Industrials: 22.16%

• Real Estate: 0.89%

• Technology: 6.37%

• Utilities: 3.20%

Sector allocation data helps investors understand which industries the fund is focusing on.

Nippon India Small Cap IDCW-R Fund House

Nippon India Small Cap IDCW-R is managed by:

AMC Name: Nippon Life India Asset Management Ltd

A strong fund house with a proven track record can improve investor confidence.

Nippon India Small Cap IDCW-R Minimum Investment

Investors can start investing in Nippon India Small Cap IDCW-R with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.