Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Nippon India Small Cap Bonus Bonus (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Triparty Repo
3.9%
Tube Investments of India Ltd Ordinary Shares
1.9%
HDFC Bank Ltd
1.9%
Voltamp Transformers Ltd
1.8%
Apar Industries Ltd
1.7%
Multi Commodity Exchange of India Ltd
1.5%
Bharat Heavy Electricals Ltd
1.4%
ELANTAS Beck India Ltd
1.4%
State Bank of India
1.3%
Tejas Networks Ltd
1.3%
Top industry exposure
Industrials
32.4%
Financial Services
13.6%
Consumer Cyclical
11.8%
Basic Materials
10.5%
Technology
8.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
23%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.