Nippon India Small Cap Fund Overview
Category Small Cap Fund
BMSMONEY Rank 2
BMSMONEY Rating
Growth Option As On: 19-04-2024
NAV ₹146.43 (R) +0.14% ₹162.52 (D) +0.15%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 55.84% 35.19% 29.68% 21.96% 26.44%
LumpSum Dir. P 57.1% 36.36% 30.8% 23.13% 27.66%
SIP Reg. P 43.35% 33.24% 37.11% 28.38% 24.86%
SIP Dir. P 44.52% 34.36% 38.29% 29.44% 25.98%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.65 0.9 1.6 9.76% 0.29
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
14.4% -14.25% -10.63% 0.82 10.53%

NAV Date: 19-04-2024

Scheme Name NAV Rupee Change Percent Change
NIPPON INDIA SMALL CAP FUND - IDCW Option 84.11
0.1200
0.1400%
NIPPON INDIA SMALL CAP FUND - Direct Plan - IDCW Option 96.6
0.1400
0.1500%
Nippon India Small Cap Fund - Growth Plan - Growth Option 146.43
0.2100
0.1400%
Nippon India Small Cap Fund - Growth Plan - Bonus Option 146.43
0.2100
0.1400%
Nippon India Small Cap Fund - Direct Plan Growth Plan - Bonus Option 162.52
0.2400
0.1500%
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option 162.52
0.2400
0.1500%

Review Date: March 28, 2024

The Small Cap Fund category has 19 funds. Performance of the Nippon India Small Cap Fund has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has eight return parameters in first quartile; whereas two risk parameters (out of five) in first quartile. Similarly six risk-adjusted performance parameters are in first quartile, the performance on different parameters provides has achieved second (out of 19 funds), which is very good rank in the Small Cap Fund category.
Using a composite performance score, our ranking methodology takes into account the fund's return, the risk it carries, and its risk-adjusted performance during the last three years. This composite performance score then becomes the basis for ranking funds within the category.

The Nippon India Small Cap Fund has exellent return performance, as all 1 year and above return parameters are in top quartile of Small Cap Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Nippon India Small Cap Fund has given return of -1.96% in last one month which is very good as it is in the top quartile in Small Cap Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Nippon India Small Cap Fund has given return of 1.97% in last three month which is very good as it is in the top quartile in Small Cap Fund.
  3. 1 Year Return%: The Nippon India Small Cap Fund has given return of 57.48% in last one year which is very good as it is in the top quartile in Small Cap Fund. The one year return rank of Nippon India Small Cap Fund is 4 in 21 funds. The investment of ₹ 10,000 in this fund would have become ₹ 15748.0 in one year.
  4. 3 Year Return%: The Nippon India Small Cap Fund has given return of 34.04% in last three year which is very good as it is in the top quartile with return rank of 2 in 19 funds. in Small Cap Fund.
  5. 5 Year Return%: The Nippon India Small Cap Fund has given return of 28.5% in last five year which is very good as it is in the top quartile with return rank of 3 in 17 funds. in Small Cap Fund.
  6. 1 Year SIP Return%: The Nippon India Small Cap Fund has given return of 23.44% in last one year which is very good as it is in the top quartile with return rank of 5 in 21 funds. in Small Cap Fund.
  7. 3 Year SIP Return%: The Nippon India Small Cap Fund has given return of 30.51% in last three year which is very good as it is in the top quartile with return rank of 2 in 19 funds. in Small Cap Fund.
  8. 5 Year SIP Return%: The Nippon India Small Cap Fund has given return of 35.71% in last five year which is very good as it is in the top quartile with return rank of 2 in 17 funds. in Small Cap Fund.
  9. '
'

The Nippon India Small Cap Fund has above average risk performance, as more than 25% risk parameters are in the top quartile in Small Cap Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Nippon India Small Cap Fund has standard deviation of 14.4 which is good as it is above average with risk rank of 10 in 19 funds. in Small Cap Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Nippon India Small Cap Fund has semi deviation of 10.53 which is poor as it is in the below average with risk rank of 13 in 19 funds. in Small Cap Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Nippon India Small Cap Fund has max drawdown of -10.63% which is very good as it is in the top quartile with risk rank of 5 in 19 funds. in Small Cap Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Nippon India Small Cap Fund has 1Y VaR at 95% of -14.25% which is good as it is above average with risk rank of 7 in 19 funds. in Small Cap Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Nippon India Small Cap Fund has average drawdown of -3.69% which is very good as it is in the top quartile with risk rank of 1 in 19 funds. in Small Cap Fund.
  6. '
'

The Nippon India Small Cap Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Small Cap Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Nippon India Small Cap Fund has Sterling Ratio of 1.6 which is very good as it is in the top quartile with risk rank of 1 in 19 funds. in Small Cap Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Nippon India Small Cap Fund has Sortino Ratio of 0.9 which is very good as it is in the top quartile with risk rank of 1 in 19 funds. in Small Cap Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Nippon India Small Cap Fund has Jensen Alpha of 9.76% which is good as it is above average with risk rank of 6 in 19 funds. in Small Cap Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Nippon India Small Cap Fund has Treynor Ratio of 0.29 which is very good as it is in the top quartile with risk rank of 3 in 19 funds. in Small Cap Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Nippon India Small Cap Fund has Modigliani Square Measure of 38.72% which is very good as it is in the top quartile with risk rank of 3 in 19 funds. in Small Cap Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Nippon India Small Cap Fund has Alpha of 4.9% which is very good as it is in the top quartile with risk rank of 3 in 19 funds. in Small Cap Fund.
  7. '
'


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 8.35
8.22
5.72 | 10.35 10 | 21
Yes
No
No
6M Return % 18.14
16.05
7.27 | 33.42 6 | 21
Yes
Yes
No
1Y Return % 55.84
48.82
35.27 | 70.29 5 | 21
Yes
Yes
No
3Y Return % 35.19
28.71
21.30 | 39.43 2 | 19
Yes
Yes
No
5Y Return % 29.68
25.99
16.74 | 37.50 3 | 17
Yes
Yes
No
7Y Return % 21.96
18.11
11.00 | 25.72 2 | 12
Yes
Yes
No
10Y Return % 26.44
21.94
17.18 | 26.44 1 | 9
Yes
Yes
No
1Y SIP Return % 43.35
37.80
24.94 | 66.30 6 | 21
Yes
Yes
No
3Y SIP Return % 33.24
26.97
20.70 | 39.47 3 | 19
Yes
Yes
No
5Y SIP Return % 37.11
31.71
24.38 | 47.96 2 | 17
Yes
Yes
No
7Y SIP Return % 28.38
24.13
17.31 | 35.48 2 | 12
Yes
Yes
No
10Y SIP Return % 24.86
20.76
15.36 | 26.83 2 | 10
Yes
Yes
No
Standard Deviation 14.33
14.47
11.40 | 19.74 10 | 19
Yes
No
No
Semi Deviation 10.59
10.25
8.15 | 14.25 13 | 19
No
No
No
Max Drawdown % -10.63
-13.05
-22.88 | -7.49 5 | 19
Yes
Yes
No
VaR 1 Y % -14.25
-15.20
-22.25 | -9.25 7 | 19
Yes
No
No
Average Drawdown % -3.51
-4.74
-8.31 | -3.03 3 | 19
Yes
Yes
No
Sharpe Ratio 1.80
1.36
0.79 | 1.80 1 | 19
Yes
Yes
No
Sterling Ratio 1.69
1.26
0.68 | 1.69 1 | 19
Yes
Yes
No
Sortino Ratio 0.98
0.75
0.41 | 0.98 1 | 19
Yes
Yes
No
Jensen Alpha % 8.44
7.02
0.26 | 15.49 8 | 19
Yes
No
No
Treynor Ratio 0.31
0.27
0.16 | 0.38 5 | 19
Yes
Yes
No
Modigliani Square Measure % 40.26
35.22
25.24 | 44.69 3 | 19
Yes
Yes
No
Alpha % 3.57
-0.09
-7.53 | 12.91 4 | 19
Yes
Yes
No
Return data last Updated On : April 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 8.42 8.32 5.82 | 10.43 10 | 21
Yes
No
No
6M Return % 18.61 16.72 7.93 | 34.01 6 | 21
Yes
Yes
No
1Y Return % 57.10 50.57 37.36 | 72.02 6 | 21
Yes
Yes
No
3Y Return % 36.36 30.40 22.59 | 41.43 2 | 19
Yes
Yes
No
5Y Return % 30.80 27.57 18.03 | 39.05 3 | 17
Yes
Yes
No
7Y Return % 23.13 19.36 12.26 | 26.85 2 | 12
Yes
Yes
No
10Y Return % 27.66 23.18 18.43 | 27.66 1 | 9
Yes
Yes
No
1Y SIP Return % 44.52 39.43 26.74 | 67.89 6 | 21
Yes
Yes
No
3Y SIP Return % 34.36 28.53 22.58 | 41.14 3 | 19
Yes
Yes
No
5Y SIP Return % 38.29 33.37 25.71 | 49.88 2 | 17
Yes
Yes
No
7Y SIP Return % 29.44 25.39 18.50 | 36.90 2 | 12
Yes
Yes
No
10Y SIP Return % 25.98 21.96 16.56 | 27.84 2 | 10
Yes
Yes
No
Standard Deviation 14.33 14.47 11.40 | 19.74 10 | 19
Yes
No
No
Semi Deviation 10.59 10.25 8.15 | 14.25 13 | 19
No
No
No
Max Drawdown % -10.63 -13.05 -22.88 | -7.49 5 | 19
Yes
Yes
No
VaR 1 Y % -14.25 -15.20 -22.25 | -9.25 7 | 19
Yes
No
No
Average Drawdown % -3.51 -4.74 -8.31 | -3.03 3 | 19
Yes
Yes
No
Sharpe Ratio 1.80 1.36 0.79 | 1.80 1 | 19
Yes
Yes
No
Sterling Ratio 1.69 1.26 0.68 | 1.69 1 | 19
Yes
Yes
No
Sortino Ratio 0.98 0.75 0.41 | 0.98 1 | 19
Yes
Yes
No
Jensen Alpha % 8.44 7.02 0.26 | 15.49 8 | 19
Yes
No
No
Treynor Ratio 0.31 0.27 0.16 | 0.38 5 | 19
Yes
Yes
No
Modigliani Square Measure % 40.26 35.22 25.24 | 44.69 3 | 19
Yes
Yes
No
Alpha % 3.57 -0.09 -7.53 | 12.91 4 | 19
Yes
Yes
No
Return data last Updated On : April 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.14 ₹ 10014.0 0.15 ₹ 10015.0
1W 0.65 ₹ 10065.0 0.66 ₹ 10066.0
1M 8.35 ₹ 10835.0 8.42 ₹ 10842.0
3M - ₹ - - ₹ -
6M 18.14 ₹ 11814.0 18.61 ₹ 11861.0
1Y 55.84 ₹ 15584.0 57.1 ₹ 15710.0
3Y 35.19 ₹ 24705.0 36.36 ₹ 25358.0
5Y 29.68 ₹ 36669.0 30.8 ₹ 38286.0
7Y 21.96 ₹ 40127.0 23.13 ₹ 42914.0
10Y 26.44 ₹ 104467.0 27.66 ₹ 114984.0
15Y - ₹ - - ₹ -

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 43.3529 ₹ 14665.704 44.5242 ₹ 14734.164
3Y ₹ 36000 33.2381 ₹ 57773.916 34.356 ₹ 58628.268
5Y ₹ 60000 37.1099 ₹ 148177.62 38.2949 ₹ 152291.34
7Y ₹ 84000 28.3771 ₹ 230512.632 29.4415 ₹ 239298.612
10Y ₹ 120000 24.8579 ₹ 448118.04 25.9752 ₹ 476059.08
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
19-04-2024 146.4296 162.5213
18-04-2024 146.2187 162.2838
16-04-2024 146.0726 162.1146
15-04-2024 145.4838 161.4576
12-04-2024 147.2647 163.4234
09-04-2024 147.0104 163.1307
08-04-2024 147.414 163.5753
05-04-2024 147.0745 163.1879
04-04-2024 146.6017 162.6597
03-04-2024 146.16 162.1663
02-04-2024 145.2666 161.1715
01-04-2024 144.2327 160.0209
28-03-2024 141.2388 156.6865
27-03-2024 140.7914 156.1871
26-03-2024 139.5322 154.787
22-03-2024 139.211 154.4184
21-03-2024 137.7406 152.7844
20-03-2024 135.1435 149.9006
19-03-2024 135.1109 149.8615
18-03-2024 136.15 151.011
15-03-2024 135.9442 150.7737
14-03-2024 135.7549 150.5607
13-03-2024 132.8328 147.317
12-03-2024 138.5669 153.6732
11-03-2024 140.5597 155.8802
07-03-2024 142.3717 157.877
06-03-2024 141.3847 156.7795
05-03-2024 143.4178 159.0309
04-03-2024 144.225 159.9229
01-03-2024 143.7888 159.4298
29-02-2024 142.5407 158.0429
28-02-2024 142.2488 157.7161
27-02-2024 144.0555 159.7161
26-02-2024 144.4498 160.1501
23-02-2024 144.3596 160.0406
22-02-2024 143.3511 158.9194
21-02-2024 142.6268 158.113
20-02-2024 143.6065 159.1954
19-02-2024 143.738 159.3378
16-02-2024 143.1126 158.6344
15-02-2024 141.9004 157.2867
14-02-2024 140.8546 156.1241
13-02-2024 139.9215 155.0865
12-02-2024 140.0706 155.2485
09-02-2024 143.361 158.8853
08-02-2024 144.7137 160.381
07-02-2024 145.0926 160.7976
06-02-2024 144.9022 160.5831
05-02-2024 143.3979 158.9129
02-02-2024 143.6546 159.1873
01-02-2024 143.1452 158.6193
31-01-2024 143.5166 159.0275
30-01-2024 141.4361 156.7187
29-01-2024 141.6705 156.9752
25-01-2024 140.131 155.2562
24-01-2024 139.766 154.8485
23-01-2024 137.8714 152.7461
19-01-2024 140.7669 155.9397
18-01-2024 139.4293 154.4545
17-01-2024 139.6838 154.7328
16-01-2024 140.9926 156.179
15-01-2024 141.6797 156.9365
12-01-2024 141.1337 156.3207
11-01-2024 140.7611 155.9043
10-01-2024 139.9727 155.0279
09-01-2024 139.6289 154.6437
08-01-2024 139.326 154.3046
05-01-2024 140.4394 155.5271
04-01-2024 139.9626 154.9956
03-01-2024 138.8839 153.7974
02-01-2024 138.8607 153.7683
01-01-2024 139.1762 154.114
29-12-2023 138.5047 153.36
28-12-2023 137.623 152.3802
27-12-2023 137.704 152.4664
26-12-2023 137.0521 151.7412
22-12-2023 136.5879 151.2134
21-12-2023 135.5012 150.0073
20-12-2023 133.6018 147.9011
19-12-2023 136.9716 151.6282
18-12-2023 136.8879 151.532
15-12-2023 136.2274 150.7905
14-12-2023 135.6741 150.1747
13-12-2023 134.75 149.1483
12-12-2023 133.9218 148.2283
11-12-2023 134.3457 148.694
08-12-2023 133.0588 147.2596
07-12-2023 133.7225 147.9904
06-12-2023 133.6698 147.9287
05-12-2023 133.5381 147.7795
04-12-2023 133.3121 147.5261
01-12-2023 131.6131 145.6354
30-11-2023 131.1034 145.0677
29-11-2023 130.0317 143.8786
28-11-2023 129.3046 143.0706
24-11-2023 129.0956 142.826
23-11-2023 128.8981 142.6043
22-11-2023 128.8279 142.5233
21-11-2023 128.3999 142.0466
20-11-2023 128.1785 141.7983
17-11-2023 127.5904 141.1381
16-11-2023 127.1134 140.6072
15-11-2023 126.8642 140.3284
13-11-2023 125.7889 139.1326
10-11-2023 124.6314 137.8429
09-11-2023 124.3403 137.5177
08-11-2023 124.5354 137.7303
07-11-2023 123.9736 137.106
06-11-2023 123.9694 137.0981
03-11-2023 122.9365 135.9466
02-11-2023 121.9018 134.7993
01-11-2023 120.881 133.6674
31-10-2023 120.985 133.7793
30-10-2023 120.9038 133.6865
27-10-2023 120.5619 133.2994
26-10-2023 118.4148 130.9224
25-10-2023 118.7852 131.3288
23-10-2023 119.7977 132.4422
20-10-2023 123.9458 137.0188
19-10-2023 124.5613 137.6961
18-10-2023 124.6406 137.7805
17-10-2023 125.0843 138.2678
16-10-2023 124.528 137.6497
13-10-2023 124.1448 137.2169
12-10-2023 124.2841 137.3678
11-10-2023 123.7212 136.7425
10-10-2023 122.9669 135.9056
09-10-2023 121.6474 134.4442
06-10-2023 123.3582 136.3257
05-10-2023 122.6614 135.5526
04-10-2023 122.0034 134.8223
03-10-2023 123.2186 136.1616
29-09-2023 122.6485 135.5188
27-09-2023 122.5857 135.4432
26-09-2023 121.9843 134.7757
25-09-2023 121.4677 134.2018
22-09-2023 121.1794 133.8741
21-09-2023 121.3072 134.0122
20-09-2023 122.4658 135.289
18-09-2023 123.2336 136.1308
15-09-2023 124.0246 136.9953
14-09-2023 124.0678 137.0399
13-09-2023 123.15 136.023
12-09-2023 122.0915 134.851
11-09-2023 126.5262 139.7459
08-09-2023 125.4461 138.5435
07-09-2023 124.5977 137.6034
06-09-2023 124.2334 137.1979
05-09-2023 124.3103 137.2798
04-09-2023 123.3425 136.2079
01-09-2023 122.1629 134.8962
31-08-2023 121.157 133.7825
30-08-2023 120.0462 132.5529
29-08-2023 119.3038 131.7301
28-08-2023 118.743 131.108
25-08-2023 118.0735 130.3601
24-08-2023 118.1843 130.4795
23-08-2023 118.4425 130.7615
22-08-2023 117.7906 130.0389
21-08-2023 116.701 128.8331
18-08-2023 115.9324 127.9759
17-08-2023 116.1604 128.2248
16-08-2023 115.6198 127.6251
14-08-2023 115.9517 127.9856
11-08-2023 116.6095 128.703
10-08-2023 116.7359 128.8397
09-08-2023 117.01 129.1393
08-08-2023 116.7436 128.8424
07-08-2023 115.6138 127.5925
04-08-2023 115.3013 127.2392
03-08-2023 114.7462 126.6237
02-08-2023 114.6756 126.5429
01-08-2023 115.9516 127.9481
31-07-2023 115.6885 127.6549
28-07-2023 114.4686 126.3004
27-07-2023 114.0606 125.8473
26-07-2023 114.1235 125.9138
25-07-2023 113.8089 125.5639
24-07-2023 113.5863 125.3154
21-07-2023 113.3722 125.0709
20-07-2023 113.5398 125.2529
19-07-2023 113.3366 125.0259
18-07-2023 112.4623 124.0586
17-07-2023 113.0054 124.6549
14-07-2023 112.1159 123.6655
13-07-2023 111.2559 122.7141
12-07-2023 111.7157 123.2185
11-07-2023 111.079 122.5134
10-07-2023 110.2143 121.5571
07-07-2023 110.3898 121.7425
06-07-2023 110.7228 122.107
05-07-2023 110.0384 121.3495
04-07-2023 109.4085 120.6521
03-07-2023 109.5069 120.7581
30-06-2023 108.9788 120.168
28-06-2023 108.4367 119.5648
27-06-2023 108.2667 119.3746
26-06-2023 107.6367 118.6773
23-06-2023 107.1352 118.1166
22-06-2023 108.1632 119.2473
21-06-2023 108.6497 119.7809
20-06-2023 107.8986 118.9501
19-06-2023 107.4614 118.4654
16-06-2023 107.16 118.1254
15-06-2023 106.2983 117.1728
14-06-2023 106.0897 116.9403
13-06-2023 105.8802 116.7067
12-06-2023 105.5836 116.3771
09-06-2023 105.2335 115.9835
08-06-2023 105.1626 115.9026
07-06-2023 105.7374 116.5335
06-06-2023 104.678 115.3634
05-06-2023 104.0972 114.7208
02-06-2023 103.3706 113.9127
01-06-2023 102.7717 113.2503
31-05-2023 102.2026 112.6206
30-05-2023 101.377 111.7084
29-05-2023 101.0759 111.3741
26-05-2023 100.7077 110.9613
25-05-2023 100.2175 110.4188
24-05-2023 100.0187 110.1973
23-05-2023 99.889 110.052
22-05-2023 99.9396 110.1053
19-05-2023 99.3825 109.4846
18-05-2023 99.3724 109.471
17-05-2023 99.4957 109.6044
16-05-2023 99.1075 109.1744
15-05-2023 99.0284 109.0849
12-05-2023 98.6129 108.6203
11-05-2023 98.6352 108.6425
10-05-2023 98.0576 108.0039
09-05-2023 97.5492 107.4416
08-05-2023 97.859 107.7804
05-05-2023 97.1177 106.9571
04-05-2023 97.4194 107.287
03-05-2023 96.8051 106.6082
02-05-2023 96.4071 106.1675
28-04-2023 95.8027 105.4929
27-04-2023 95.0063 104.6137
26-04-2023 94.583 104.1453
25-04-2023 94.395 103.936
24-04-2023 94.2655 103.7911
21-04-2023 93.9608 103.4491
20-04-2023 94.0743 103.5718
19-04-2023 94.0124 103.5013

Fund Launch Date: 26/Aug/2010
Fund Category: Small Cap Fund
Investment Objective: The fund attempts to generate relatively better risk adjusted returns by focusing on the smaller capitalization companies. Small cap stocks, for the purpose of the fund are defined as stocks whose market capitalization is below top 250 companies in terms of full market capitalization. Small cap companies are potential mid caps of tomorrow and offer twin advantage of high growth prospects & relatively lower valuation. The fund focuses on identifying good growth businesses with reasonable size, quality management and rational valuation. The investment approach adopts prudent risk management measures like margin of safety and diversification across sectors & stocks with a view to generate relatively better risk adjusted performance over a period of time.
Fund Description: An open ended Equity Scheme predominantly investing in small cap stocks
Fund Benchmark: S&P BSE SmallCap Total Return Index
Source: Fund FactSheet

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