Nippon India Nifty Smallcap 250 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 94
Rating
Growth Option 13-03-2026
NAV ₹28.38(R) -2.68% ₹29.44(D) -2.68%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.31% 17.54% 14.85% -% -%
Direct 4.94% 18.26% 15.61% -% -%
Benchmark
SIP (XIRR) Regular -16.97% 1.73% 9.31% -% -%
Direct -16.45% 2.39% 10.05% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.68 0.34 0.56 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
19.6% -23.74% -24.96% - 14.33%
Fund AUM As on: 30/12/2025 2655 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option 28.38
-0.7800
-2.6800%
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option 28.38
-0.7800
-2.6800%
Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option 29.44
-0.8100
-2.6800%
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - DIRECT Plan - IDCW Option 29.44
-0.8100
-2.6800%

Review Date: 13-03-2026

Beginning of Analysis

In the Index Funds category, Nippon India Nifty Smallcap 250 Index Fund is the 49th ranked fund. The category has total 90 funds. The 3 star rating shows an average past performance of the Nippon India Nifty Smallcap 250 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.68 which is lower than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Nippon India Nifty Smallcap 250 Index Fund Return Analysis

  • The fund has given a return of -7.07%, -9.69 and -13.92 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • Nippon India Nifty Smallcap 250 Index Fund has given a return of 4.94% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 18.26% in last three years and ranked 34.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a return of 15.61% in last five years and ranked 5th out of thirty four funds in the category. In the same period the Index Funds category average return was 11.86%.
  • The fund has given a SIP return of -16.45% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 178th in 200 funds
  • The fund has SIP return of 2.39% in last three years and ranks 86th in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.
  • The fund has SIP return of 10.05% in last five years whereas category average SIP return is 8.93%.

Nippon India Nifty Smallcap 250 Index Fund Risk Analysis

  • The fund has a standard deviation of 19.6 and semi deviation of 14.33. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -23.74 and a maximum drawdown of -24.96. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.12
    -7.43
    		-14.39 | 2.82 87 | 240 Good
    3M Return % -9.82
    -8.67
    		-24.12 | 4.91 127 | 238 Average
    6M Return % -14.17
    -6.95
    		-25.73 | 18.69 207 | 231 Poor
    1Y Return % 4.31
    7.18
    		-18.51 | 51.00 141 | 202 Average
    3Y Return % 17.54
    14.15
    		1.04 | 24.40 35 | 101 Good
    5Y Return % 14.85
    11.35
    		8.24 | 17.03 5 | 34 Very Good
    1Y SIP Return % -16.97
    -9.05
    		-36.17 | 22.18 173 | 195 Poor
    3Y SIP Return % 1.73
    5.08
    		-10.85 | 20.86 83 | 96 Poor
    5Y SIP Return % 9.31
    8.37
    		5.00 | 18.07 10 | 32 Good
    Standard Deviation 19.60
    12.06
    		0.60 | 22.45 95 | 102 Poor
    Semi Deviation 14.33
    8.86
    		0.37 | 16.91 95 | 102 Poor
    Max Drawdown % -24.96
    -15.82
    		-29.16 | 0.00 84 | 102 Poor
    VaR 1 Y % -23.74
    -15.41
    		-34.57 | 0.00 79 | 102 Poor
    Average Drawdown % -7.19
    -5.73
    		-14.55 | 0.00 81 | 102 Poor
    Sharpe Ratio 0.68
    1.00
    		-0.17 | 2.42 77 | 102 Average
    Sterling Ratio 0.56
    0.66
    		0.05 | 1.48 78 | 102 Average
    Sortino Ratio 0.34
    0.59
    		-0.02 | 2.60 76 | 102 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.07 -7.33 -14.35 | 2.87 88 | 248 Good
    3M Return % -9.69 -8.51 -24.00 | 5.08 133 | 245 Average
    6M Return % -13.92 -6.70 -25.50 | 18.96 210 | 237 Poor
    1Y Return % 4.94 7.71 -17.98 | 51.99 142 | 204 Average
    3Y Return % 18.26 14.67 1.56 | 25.10 34 | 101 Good
    5Y Return % 15.61 11.86 8.94 | 17.85 5 | 34 Very Good
    1Y SIP Return % -16.45 -8.46 -35.73 | 22.85 178 | 200 Poor
    3Y SIP Return % 2.39 5.68 -10.36 | 21.51 86 | 99 Poor
    5Y SIP Return % 10.05 8.93 5.68 | 18.71 11 | 34 Good
    Standard Deviation 19.60 12.06 0.60 | 22.45 95 | 102 Poor
    Semi Deviation 14.33 8.86 0.37 | 16.91 95 | 102 Poor
    Max Drawdown % -24.96 -15.82 -29.16 | 0.00 84 | 102 Poor
    VaR 1 Y % -23.74 -15.41 -34.57 | 0.00 79 | 102 Poor
    Average Drawdown % -7.19 -5.73 -14.55 | 0.00 81 | 102 Poor
    Sharpe Ratio 0.68 1.00 -0.17 | 2.42 77 | 102 Average
    Sterling Ratio 0.56 0.66 0.05 | 1.48 78 | 102 Average
    Sortino Ratio 0.34 0.59 -0.02 | 2.60 76 | 102 Average
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Nippon India Nifty Smallcap 250 Index Fund NAV Regular Growth Nippon India Nifty Smallcap 250 Index Fund NAV Direct Growth
    13-03-2026 28.3843 29.437
    12-03-2026 29.1662 30.2473
    11-03-2026 29.2818 30.3668
    10-03-2026 29.3959 30.4845
    09-03-2026 28.7814 29.8467
    06-03-2026 29.4686 30.5579
    05-03-2026 29.552 30.6438
    04-03-2026 29.1421 30.2183
    02-03-2026 29.7732 30.8716
    27-02-2026 30.3499 31.468
    26-02-2026 30.6686 31.7979
    25-02-2026 30.6469 31.7748
    24-02-2026 30.4514 31.5716
    23-02-2026 30.6335 31.7599
    20-02-2026 30.5037 31.6237
    19-02-2026 30.5565 31.6779
    18-02-2026 30.9256 32.06
    17-02-2026 30.7706 31.8988
    16-02-2026 30.5436 31.663
    13-02-2026 30.5597 31.678

    Fund Launch Date: 16/Oct/2020
    Fund Category: Index Funds
    Investment Objective: The investment objective of the scheme is to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Smallcap 250 Index before expenses, subject to tracking errors. However, there can be no assurance or guarantee that the investment objective of the Scheme will be achieved
    Fund Description: An open ended scheme replicating/tracking Nifty Smallcap 250 Index
    Fund Benchmark: Nifty Smallcap 250 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.