Should I invest in Nippon India Small Cap Fund?

We don't give personal investment advice. Nippon India Small Cap Fund - Growth Plan - Bonus Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.5%. 5-year CAGR: 20.28%.

Nippon India

Nippon India Small Cap Fund - Growth Plan - Bonus Option

Latest NAV

₹171.7948

As of

3 Jun 2026

3,863 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	+0.52%	+0.49%	+0.03	6 / 11	Q3
1W	-1.45%	-1.40%	-0.04	8 / 11	Q3
2W	+0.24%	+0.63%	-0.39	8 / 11	Q3
1M	-0.24%	-0.01%	-0.23	8 / 11	Q3
3M	+7.85%	+8.19%	-0.34	7 / 11	Q3
6M	+2.42%	+1.20%	+1.23	5 / 11	Q2
YTD	+3.45%	+2.29%	+1.16	5 / 11	Q2
1Y	+3.21%	+0.63%	+2.58	3 / 11	Q2
2Y	+3.80%	+1.77%	+2.03	3 / 11	Q2
3Y	+18.49%	+13.97%	+4.52	1 / 11	Q1
4Y	+20.70%	+15.68%	+5.02	1 / 11	Q1
5Y	+20.28%	+13.92%	+6.36	1 / 11	Q1
7Y	+22.68%	+16.06%	+6.62	1 / 11	Q1
10Y	+20.82%	+13.61%	+7.21	1 / 11	Q1
Inception	+19.86%	+12.57%	+7.29	1 / 11	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	+3.45%	+2.29%	+1.16	5 / 11
2025	-5.42%	-7.39%	+1.97	4 / 11
2024	+25.46%	+19.88%	+5.58	1 / 11
2023	+48.73%	+40.75%	+7.98	2 / 11
2022	+6.54%	-1.80%	+8.35	1 / 11
2021	+72.62%	+57.02%	+15.60	1 / 11
2020	+28.42%	+22.20%	+6.22	2 / 11
2019	-2.71%	-6.18%	+3.47	3 / 11
2018	-16.72%	-21.74%	+5.03	2 / 11
2017	+61.91%	+47.87%	+14.04	1 / 11
2016	+4.59%	+2.95%	+1.64	5 / 11

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

+25.74%

180 windows

min -34.5% · max 145.5%

73% positive

3-Year rolling

+25.12%

155 windows

min -9.4% · max 51.0%

95% positive

5-Year rolling

+24.05%

131 windows

min 1.6% · max 38.5%

100% positive

7-Year rolling

+21.94%

107 windows

min 15.9% · max 26.4%

100% positive

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

17.86%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.12

Downside-only deviation

Max drawdown

-24.46%

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 Small Cap Fund

Scheme	Fund house	NAV	As of
HDFC Small Cap Fund - Growth Option	HDFC	₹132.6930	3 Jun 2026
Nippon India Small Cap Fund - Growth Plan - Growth Option	Nippon India	₹171.7948	3 Jun 2026
Franklin India Smaller Companies Fund-Dividend	Franklin Templeton	₹42.3720	3 Jun 2026
Kotak-Mid-Cap-Dividend	Kotak Mahindra	₹110.1380	3 Jun 2026
Birla Sun Life Long Term Advantage Fund Series I - DIVIDEND	Birla Sun Life	₹37.6617	3 Jun 2026
Sundaram BNP Paribas S.M.I.L.E.Fund-Dividend	Sundaram BNP Paribas	₹34.8923	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹171.7948
2 Jun 2026	₹171.9559
1 Jun 2026	₹171.0616
29 May 2026	₹173.3141
27 May 2026	₹175.1134
26 May 2026	₹174.4783
25 May 2026	₹174.2112
22 May 2026	₹172.7265
21 May 2026	₹172.6763
20 May 2026	₹171.7438

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 Small Cap Fund - Growth Plan - Bonus Option is ₹171.7948. It's a Small Cap Fund from Nippon India, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Small Cap Fund - Growth Plan - Bonus Option has NAV history starting from 21 Sep 2010, a track record of about 15 years 8 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Nippon India Small Cap Fund - Growth Plan - Bonus Option is managed by Nippon India. It's classified by AMFI under the 'Small Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Nippon India Small Cap Fund - Growth Plan - Bonus Option has delivered a absolute return of 3.21% — +2.58 pp ahead of the Small Cap Fund category average of 0.63%. The fund ranks #3 of 11 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Nippon India Small Cap Fund - Growth Plan - Bonus Option has delivered a CAGR of 18.49% — +4.52 pp ahead of the Small Cap Fund category average of 13.97%. The fund ranks #1 of 11 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Nippon India Small Cap Fund - Growth Plan - Bonus Option has delivered a CAGR of 20.28% — +6.36 pp ahead of the Small Cap Fund category average of 13.92%. The fund ranks #1 of 11 in its category — the top (Q1) quartile.

₹1 lakh invested in Nippon India Small Cap Fund - Growth Plan - Bonus Option exactly 10 years ago would be worth approximately ₹662,633 today — a multiplier of 6.63×, based on the 10-year CAGR of 20.82%. The category average over the same window would have grown ₹1 lakh to ₹358,195.

A ₹10,000 monthly SIP in Nippon India Small Cap Fund - Growth Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹897,491 today. That's an XIRR (money-weighted annualised return) of 16.10%.

A ₹10,000 monthly SIP for 10 years in Nippon India Small Cap Fund - Growth Plan - Bonus Option = ₹1,200,000 invested. It would currently be worth ₹3,609,738 (multiplier 3.01×). XIRR: 20.86%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Small Cap Fund - Growth Plan - Bonus Option ranks #1 out of 11 funds in the Small Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.92%; this fund delivered 20.28%.

The worst peak-to-trough decline Nippon India Small Cap Fund - Growth Plan - Bonus Option has experienced over the last 5-year window is 24.46% — its NAV fell from a high on 24 Sep 2024 to a low on 03 Mar 2025. 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 Small Cap Fund - Growth Plan - Bonus Option averaged 24.05% (best 38.49%, worst 1.57%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.80 — reasonable risk-adjusted performance.

In calendar year 2025, Nippon India Small Cap Fund - Growth Plan - Bonus Option returned -5.42% — beating the Small Cap Fund category average of -7.39% by 1.97 pp. It ranked #4 of 11 in its category that year.

Nippon India Small Cap Fund - Growth Plan - Bonus Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Nippon India Small Cap Fund - Growth Plan - Bonus Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.5%. 5-year CAGR: 20.28%.

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