Nippon India Mutual Fund · Index Funds · Equity Index · Direct plan
Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth
In plain words
Over 3 years it returned +11.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -26.2%.
On 3-year return it ranks 42 of 149 funds in Equity Index.
A monthly SIP over 5 years ended ₹13,984 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -5.8% | +1.9% |
| 3 months | -6.0% | -5.1% |
| 6 months | +0.3% | -3.2% |
| 1 year | -3.6% | -10.2% |
| 3 years (yearly) | +11.5% | +7.4% |
| 5 years (yearly) | +12.2% | +6.5% |
| Since start (yearly) | +22.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,979 | -0.0% |
| 3 years | ₹3,60,000 | ₹3,76,506 | +2.8% |
| 5 years | ₹5,90,000 | ₹7,80,242 | +11.0% |
Top holdings (30 Sept 2026)
Fund size ₹3,454 crore · 251 holdings · 98.5% in equity
| Company | Industry | Weight |
|---|---|---|
| Sona BLW Precision Forgings Limited | Auto Components | 1.67% |
| Welspun Corp Limited | Industrial Products | 1.59% |
| Karur Vysya Bank Limited | Banks | 1.37% |
| Navin Fluorine International Limited | Chemicals & Petrochemicals | 1.36% |
| Ather Energy Limited | Automobiles | 1.21% |
| Sterlite Technologies Limited | Telecom - Equipment & Accessories | 1.17% |
| RBL Bank Limited | Banks | 1.12% |
| Delhivery Limited | Transport Services | 1.10% |
| Redington Limited | Commercial Services & Supplies | 1.08% |
| HFCL Limited | Telecom - Services | 1.04% |
| Gland Pharma Limited | Pharmaceuticals & Biotechnology | 1.03% |
| Central Depository Services (India) Limited | Capital Markets | 1.01% |
| Brookfield India Real Estate Trust | Realty | 1.01% |
| City Union Bank Limited | Banks | 0.97% |
| PNB Housing Finance Limited | Finance | 0.94% |
Largest industries: Pharmaceuticals & Biotechnology 6.0%, Industrial Products 5.3%, Auto Components 4.8%, Capital Markets 4.5%, Banks 4.3%, Finance 3.7%.
Other plan of this fund: Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth