← Back to Screener 28% 22% 16% 18% 16%
Nippon India Small Cap Fund
Nippon India Small Cap Direct Plan ▼ Outlook: Softening
Ranked #2 of 3 in Small Cap
49
★★★☆☆
SmartMoney Score™
Returns (Annualised)
1 Year
16.8%
3 Year
27.5%
5 Year
33.2%
Risk & Cost Metrics
Std Dev (3Y)
20.8%
Sortino
1.42
Max Drawdown
-29.8%
Beta
1.08
Alpha
+6.5%
Expense
0.68%
AUM
₹61,200 Cr
Mgr Tenure
7 yrs
See the full 20-factor breakdown ▸
Performance
3Y Risk-Adjusted Return 63
5Y Risk-Adjusted Return 75
Excess Return vs Benchmark 66
Up-Market Participation 67
Risk & Downside
Volatility (Std Dev) 27
Maximum Drawdown 27
Downside-Adjusted Return (Sortino) 47
Down-Market Protection 44
Cost & Efficiency
Expense Ratio vs Category 65
Jensen's Alpha 68
Information Ratio 56
Alpha per Unit of Market Risk 65
Portfolio Quality
Diversification 79
Quality of Holdings 31
Portfolio Liquidity 21
Size vs Mandate (AUM Fit) 2
Stewardship & Momentum
Manager Tenure 41
Fund-House Pedigree 46
Relative Strength (1Y vs peers) 50
Performance Trajectory 12
Pillar Scores
Performance 68/100
Risk & Downside 36/100
Cost & Efficiency 64/100
Portfolio Quality 33/100
Stewardship & Momentum 37/100
vs Benchmark (3Y)
Fund
27.5%
vs
Benchmark
21.5%
Outperformed by 6.0%
Disclaimer: The SmartMoney Score™ is a proprietary,
rules-based educational rating. Data shown is illustrative and may not reflect real-time
performance. The "Outlook" describes the fund's recent trajectory and is not a
buy/sell recommendation. Past performance does not guarantee future returns. This is not
investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund
investments are subject to market risks; read all scheme-related documents carefully.