Should I invest in NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND?

We don't give personal investment advice. NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 27.2%. 5-year CAGR: 14.97%.

Nippon India

NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option

Latest NAV

₹32.3292

As of

3 Jun 2026

1,384 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.53%	+0.32%	+0.21	11 / 49	Q1
1W	-0.37%	-1.12%	+0.74	15 / 45	Q2
2W	+1.68%	+0.27%	+1.41	3 / 41	Q1
1M	+0.28%	-0.48%	+0.76	10 / 39	Q2
3M	+8.54%	-0.81%	+9.35	2 / 39	Q1
6M	+1.16%	-3.91%	+5.06	12 / 39	Q2
YTD	+1.40%	-4.21%	+5.61	8 / 38	Q1
1Y	-0.50%	+1.01%	-1.51	17 / 37	Q2
2Y	+2.27%	+3.17%	-0.90	15 / 30	Q2
3Y	+18.07%	+11.89%	+6.19	8 / 27	Q2
4Y	+17.31%	+12.35%	+4.96	5 / 19	Q2
5Y	+14.97%	+9.80%	+5.17	2 / 12	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+23.12%	+5.94%	+17.18	1 / 49	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.40%	-4.44%	+5.84	8 / 36
2025	-7.79%	+6.38%	-14.17	31 / 32
2024	+24.71%	+15.10%	+9.61	5 / 27
2023	+46.88%	+25.25%	+21.64	2 / 27
2022	-4.19%	-1.04%	-3.15	17 / 19
2021	+58.53%	+27.13%	+31.40	1 / 10
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+21.32%

57 windows

min -9.6% · max 85.9%

63% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+22.82%

33 windows

min 12.5% · max 34.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+18.99%

8 windows

min 15.0% · max 27.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

20.28%

3-year · annualised

Sharpe ratio

0.61

vs risk-free 6.5%

Sortino ratio

0.98

Downside-only deviation

Max drawdown

-26.35%

Sep 2024 → Mar 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option	Nippon India	₹25.7075	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹19.3389	3 Jun 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹19.8539	3 Jun 2026
BANDHAN Nifty Smallcap 250 Index Fund - Direct Plan - IDCW	Bandhan	₹12.2855	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct - Payout of IDCW	Aditya Birla Sun Life	₹25.1051	3 Jun 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan	Motilal Oswal	₹40.2587	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-IDCW-PAYOUT AND REINVESTMENT	Kotak	₹11.4080	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - IDCW	Edelweiss	₹16.2676	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Direct - IDCW	DSP	₹10.1389	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Direct IDCW	HSBC	₹30.5433	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹32.3292
2 Jun 2026	₹32.3151
1 Jun 2026	₹32.1454
29 May 2026	₹32.4045
27 May 2026	₹32.6153
26 May 2026	₹32.4367
25 May 2026	₹32.3738
22 May 2026	₹31.9922
21 May 2026	₹32.0317
20 May 2026	₹31.8069

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option is ₹32.3292. It's a Index Fund from Nippon India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option has NAV history starting from 19 Oct 2020, a track record of about 5 years 7 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option is managed by Nippon India. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option has delivered a absolute return of -0.50% — -1.51 pp behind the Index Fund category average of 1.01%. The fund ranks #17 of 37 in its category — the second (Q2) quartile.

Over the trailing 3-year window, NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option has delivered a CAGR of 18.07% — +6.19 pp ahead of the Index Fund category average of 11.89%. The fund ranks #8 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option has delivered a CAGR of 14.97% — +5.17 pp ahead of the Index Fund category average of 9.80%. The fund ranks #2 of 12 in its category — the top (Q1) quartile.

₹1 lakh invested in NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option exactly 5 years ago would be worth approximately ₹200,859 today — a multiplier of 2.01×, based on the 5-year CAGR of 14.97%. The category average over the same window would have grown ₹1 lakh to ₹159,587.

A ₹10,000 monthly SIP in NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹828,946 today. That's an XIRR (money-weighted annualised return) of 12.88%.

NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹828,946 — XIRR 12.88%.

On a 5-year basis, NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option ranks #2 out of 12 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.80%; this fund delivered 14.97%.

The worst peak-to-trough decline NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option has experienced over the last 5-year window is 27.17% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option averaged 18.99% (best 27.03%, worst 14.97%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.49 — weak risk-adjusted performance.

In calendar year 2025, NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option returned -7.79% — lagging the Index Fund category average of 6.38% by 14.17 pp. It ranked #31 of 32 in its category that year.

NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 27.2%. 5-year CAGR: 14.97%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.