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 - Regular Plan - Growth 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: 13.95%.

Nippon India

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

Latest NAV

₹34.3276

As of

17 Jul 2026

1,415 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	-0.56%	+0.18%	-0.73	263 / 291	Q4
1W	-0.61%	-0.08%	-0.53	218 / 291	Q3
2W	+0.06%	+0.22%	-0.15	194 / 291	Q3
1M	+2.91%	+0.71%	+2.20	21 / 291	Q1
3M	+9.45%	+2.09%	+7.35	15 / 288	Q1
6M	+10.81%	+1.30%	+9.51	19 / 276	Q1
YTD	+7.71%	+0.50%	+7.22	19 / 275	Q1
1Y	-0.57%	+2.18%	-2.74	189 / 261	Q3
2Y	-0.15%	+2.95%	-3.11	121 / 167	Q3
3Y	+17.05%	+10.34%	+6.71	29 / 130	Q1
4Y	+19.71%	+12.76%	+6.95	8 / 58	Q1
5Y	+13.95%	+11.48%	+2.47	4 / 25	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+23.86%	+6.61%	+17.25	5 / 291	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	+7.71%	+0.47%	+7.25	19 / 273
2025	-7.79%	+5.14%	-12.93	195 / 211
2024	+24.71%	+13.66%	+11.05	21 / 136
2023	+46.88%	+20.09%	+26.79	7 / 94
2022	-4.19%	+1.07%	-5.26	27 / 31
2021	+58.60%	+28.77%	+29.83	1 / 12
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

+20.78%

58 windows

min -10.1% · max 91.7%

69% positive

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

3-Year rolling

+23.09%

34 windows

min 17.0% · max 33.0%

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%

10 windows

min 13.9% · max 26.7%

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

20.47%

3-year · annualised

Sharpe ratio

0.55

vs risk-free 6.5%

Sortino ratio

0.84

Downside-only deviation

Max drawdown

-26.35%

Sep 2024 → Mar 2025

% positive months

63.9%

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 - Regular Plan - Growth Option	Nippon India	₹25.8257	17 Jul 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹19.6309	17 Jul 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹10.3232	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹25.1436	17 Jul 2026
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹24.6396	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.7290	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹16.3154	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.4424	17 Jul 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹30.6321	17 Jul 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.9282	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹34.3276
16 Jul 2026	₹34.5194
15 Jul 2026	₹34.4997
14 Jul 2026	₹34.2638
13 Jul 2026	₹34.6366
10 Jul 2026	₹34.5382
9 Jul 2026	₹34.0709
8 Jul 2026	₹33.5424
7 Jul 2026	₹34.2201
6 Jul 2026	₹34.4602

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 17 Jul 2026, the NAV of Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option is ₹34.3276. It's a Index Fund from Nippon India, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option has NAV history starting from 19 Oct 2020, a track record of about 5 years 9 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 - Regular Plan - Growth 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 - Regular Plan - Growth Option has delivered a absolute return of -0.57% — -2.74 pp behind the Index Fund category average of 2.18%. The fund ranks #189 of 261 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 17.05% — +6.71 pp ahead of the Index Fund category average of 10.34%. The fund ranks #29 of 130 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 13.95% — +2.47 pp ahead of the Index Fund category average of 11.48%. The fund ranks #4 of 25 in its category — the top (Q1) quartile.

₹1 lakh invested in Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹192,092 today — a multiplier of 1.92×, based on the 5-year CAGR of 13.95%. The category average over the same window would have grown ₹1 lakh to ₹172,179.

A ₹10,000 monthly SIP in Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹864,370 today. That's an XIRR (money-weighted annualised return) of 14.58%.

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹864,370 — XIRR 14.58%.

On a 5-year basis, Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option ranks #4 out of 25 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 11.48%; this fund delivered 13.95%.

The worst peak-to-trough decline Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth Option averaged 18.99% (best 26.70%, worst 13.95%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option returned -7.79% — lagging the Index Fund category average of 5.14% by 12.93 pp. It ranked #195 of 211 in its category that year.

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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: 13.95%.

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