Q: What are the returns of Nippon India Nifty Smallcap 250 Index Fund?

The Nippon India Nifty Smallcap 250 Index Fund is a 4 yrs 8 m old fund and has delivered average annual returns of 30.1% since inception. Nippon India Nifty Smallcap 250 Index Fund Returns 1-Year 3-Year Since Inception 8.49% 25.53% 30.1%

Question 1

What is the current NAV of Nippon India Nifty Smallcap 250 Index Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Nippon India Nifty Smallcap 250 Index Fund - Direct Growth plan is approximately ₹33.9597 as of Jun 05, 2025.

Question 2

What are the returns of Nippon India Nifty Smallcap 250 Index Fund?

Accepted Answer

The Nippon India Nifty Smallcap 250 Index Fund is a 4 yrs 8 m old fund and has delivered average annual returns of 30.1% since inception.

Nippon India Nifty Smallcap 250 Index Fund Returns

1-Year	3-Year	Since Inception
8.49%	25.53%	30.1%

Question 3

How much does Nippon India Nifty Smallcap 250 Index Fund charge as the expense ratio?

Accepted Answer

The Nippon India Nifty Smallcap 250 Index Fund - Direct Growth has an expense ratio of 0.35%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Nippon India Nifty Smallcap 250 Index Fund?

Accepted Answer

The Nippon India Nifty Smallcap 250 Index Fund currently has assets under management (AUM) or fund size valued at approximately ₹2,033 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of Nippon India Nifty Smallcap 250 Index Fund?

Accepted Answer

The Nippon India Nifty Smallcap 250 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Multi Commodity Exchange Of India Ltd.	1.79%
Laurus Labs Ltd.	1.36%
Central Depository Services (India) Ltd.	1.35%
Crompton Greaves Consumer Electricals Ltd.	1.24%
Radico Khaitan Ltd.	1.1%
Computer Age Management Services Ltd.	1.07%
Cholamandalam Financial Holdings Ltd.	1.06%
Karur Vysya Bank Ltd.	0.98%
PNB Housing Finance Ltd.	0.93%
Krishna Institute of Medical Sciences Ltd	0.93%

Question 6

What are the top sectors Nippon India Nifty Smallcap 250 Index Fund has invested in?

Accepted Answer

The Nippon India Nifty Smallcap 250 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Multi Commodity Exchange Of India Ltd.	1.79%
Laurus Labs Ltd.	1.36%
Central Depository Services (India) Ltd.	1.35%
Crompton Greaves Consumer Electricals Ltd.	1.24%
Radico Khaitan Ltd.	1.1%
Computer Age Management Services Ltd.	1.07%
Cholamandalam Financial Holdings Ltd.	1.06%
Karur Vysya Bank Ltd.	0.98%
PNB Housing Finance Ltd.	0.93%
Krishna Institute of Medical Sciences Ltd	0.93%

Question 7

What is the risk level of Nippon India Nifty Smallcap 250 Index Fund?

Accepted Answer

This is a Small Cap Index fund comes with Very High risk.

Question 8

Is there any lock-in period in Nippon India Nifty Smallcap 250 Index Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Nippon India Nifty Smallcap 250 Index Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Nippon India Nifty Smallcap 250 Index Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Nippon India Nifty Smallcap 250 Index Fund is complete.

Question 10

How can I redeem my investments in Nippon India Nifty Smallcap 250 Index Fund?

Accepted Answer

Redeeming your investments in Nippon India Nifty Smallcap 250 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Nippon India Nifty Smallcap 250 Index Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.35% as on May 31, 2025
Exit load	0%
AUM (Fund size)	₹2,033 Crs
Lock-in	No Lockin
Age	4 yrs 8 m since Sep 28, 2020
Benchmark	NIFTY Smallcap 250 TRI
Min. investment	SIP ₹100 & Lump. ₹100
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 Month	13.16%	13.29%
3 Months	17.66%	17.62%
6 Months	-6.88%	-7.03%
1 Year	8.49%	9.48%
2 Years	29.72%	32.03%
3 Years	25.53%	26.85%
4 Years	19.8%	18.77%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Nippon India Nifty Smallcap 250 Index Fund	N.A.	₹2,033 Crs	4 yrs 8 m	0.35%
Motilal Oswal Nifty Smallcap 250 Index Fund	N.A.	₹822 Crs	5 yrs 9 m	0.33%
Kotak Nifty Smallcap 50 Index Fund	N.A.	₹111 Crs	2 yrs 2 m	0.26%
HDFC NIFTY Smallcap 250 Index Fund	N.A.	₹400 Crs	2 yrs 2 m	0.3%
Motilal Oswal Nifty Microcap 250 Index Fund	N.A.	₹1,981 Crs	1 yrs 11 m	0.5%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Nippon India Nifty Smallcap 250 Index Fund	13.16%	-6.88%	8.49%	25.53%	N.A.	N.A.
Motilal Oswal Nifty Smallcap 250 Index Fund	13.15%	-6.18%	9.26%	25.95%	34.13%	14.15%
Kotak Nifty Smallcap 50 Index Fund	13.32%	-6.25%	12.21%	26.43%	15.11%	7.29%
HDFC NIFTY Smallcap 250 Index Fund	13.12%	-6.4%	8.97%	23.21%	13.34%	6.46%
Motilal Oswal Nifty Microcap 250 Index Fund	14.49%	-9.59%	12.93%	19.76%	11.42%	5.56%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Nippon India Nifty Smallcap 250 Index Fund	19.86	1.01	0.9	1.31
Motilal Oswal Nifty Smallcap 250 Index Fund	19.97	1.02	0.91	1.33
Kotak Nifty Smallcap 50 Index Fund	N.A.	N.A.	N.A.	N.A.
HDFC NIFTY Smallcap 250 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty Microcap 250 Index Fund	N.A.	N.A.	N.A.	N.A.

Nippon India Nifty Smallcap 250 Index Fund Direct - Growth

Historical NAV & returns

Nippon India Nifty Smallcap 250 Index Fund overview

Nippon India Nifty Smallcap 250 Index Fund Returns calculator

Trailing returns as on Jun 01, 2025

Asset allocationas on Apr 30, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Nippon India Nifty Smallcap 250 Index Fund in detail with

About this fund

About Nippon India Nifty Smallcap 250 Index Fund

Fund managers

Investment objective

Nippon India Mutual Fund details

More funds from Nippon India Mutual Fund

Frequently asked questions

Nippon India Nifty Smallcap 250 Index Fund Returns

ET Money rank

Alpha	-0.63 vs. 3.8 Underperformed at beating benchmark
Sharpe	0.9 vs. 1.25 Poor risk-adjusted returns
Beta	1.01 vs. 0.3 More sensitive to market's ups & downs
Standard deviation	19.86 vs. 5.05 More volatile performance

Fund AUM	₹2,033 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	65 view all schemes
Total AUM	₹5,61,387 Crs as on Mar 31, 2025
Address	4th Floor, Tower A, Peninsula Business Park, Ganapatrao Kadam Marg, Lower Parel (W), Mumbai, 400013

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Nippon India Small Cap Fund	N.A.	₹58,029 Crs	7.74%	39.4%
Nippon India Power & Infra Fund	N.A.	₹7,026 Crs	2.38%	34.66%
Nippon India Growth Fund	N.A.	₹34,690 Crs	13.8%	34.33%
Nippon India Multi Cap Fund	N.A.	₹40,261 Crs	10.46%	33.19%
Nippon India Value Fund	N.A.	₹8,383 Crs	9.27%	29.6%
Nippon India Banking & Financial Services Fund	N.A.	₹6,967 Crs	18.72%	29.2%

Sector	Percentage of Portfolio
Financial	16.969999999999995%
Healthcare	13.789999999999997%
Services	12.420000000000002%
Capital Goods	11.739999999999998%
Chemicals	7.530000000000001%
Consumer Staples	5.76%
Construction	5.0699999999999985%
Metals & Mining	4.720000000000001%
Technology	4.430000000000001%
Consumer Discretionary	4.31%