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: 14.97%.

Nippon India

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth 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%	+0.28%	+0.25	49 / 291	Q1
1W	-0.37%	-0.98%	+0.61	112 / 291	Q2
2W	+1.68%	+0.23%	+1.45	13 / 291	Q1
1M	+0.28%	-0.27%	+0.55	90 / 289	Q2
3M	+8.54%	+0.47%	+8.07	16 / 281	Q1
6M	+1.16%	-1.88%	+3.04	124 / 273	Q2
YTD	+1.40%	-2.01%	+3.41	96 / 275	Q2
1Y	-0.50%	+1.49%	-1.99	167 / 254	Q3
2Y	+2.27%	+3.75%	-1.48	102 / 159	Q3
3Y	+18.07%	+10.70%	+7.37	23 / 126	Q1
4Y	+17.31%	+12.13%	+5.18	8 / 53	Q1
5Y	+14.97%	+11.33%	+3.64	4 / 25	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+23.12%	+5.52%	+17.60	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	+1.40%	-2.06%	+3.46	94 / 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

+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 - Regular Plan - Growth Option	Nippon India	₹24.9858	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Regular Plan - Growth	SBI	₹18.9800	3 Jun 2026
Bandhan Nifty Midcap 150 Index Fund-Regular Plan-Growth	Bandhan	₹9.9885	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth	Aditya Birla Sun Life	₹24.3221	3 Jun 2026
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth	Motilal Oswal	₹23.9759	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth	Edelweiss	₹15.8655	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - Growth	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth	HSBC	₹29.7335	3 Jun 2026
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹10.5839	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 - Regular Plan - Growth Option is ₹32.3292. 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 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 - 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 -0.50% — -1.99 pp behind the Index Fund category average of 1.49%. The fund ranks #167 of 254 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 18.07% — +7.37 pp ahead of the Index Fund category average of 10.70%. The fund ranks #23 of 126 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 14.97% — +3.64 pp ahead of the Index Fund category average of 11.33%. 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 ₹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 ₹171,030.

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 ₹828,946 today. That's an XIRR (money-weighted annualised return) of 12.88%.

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 ₹828,946 — XIRR 12.88%.

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 11.33%; this fund delivered 14.97%.

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 27.04%, 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 - 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: 14.97%.

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