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InvestVerdict

Nippon India Nifty Smallcap 250 Index Fund

Regular Plan · Growth Option · Index Funds · Scheme code 148518

NAV₹35.2890as on 28 Aug 2026
Fund houseNippon India Mutual Fund
CategoryIndex Funds
Plan & optionRegular · Growth Option
History5.9 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 2.938.9016.27 11.1815.8315.53 ——23.95
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.597.638.89 —11.16—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 18.2% 0.51 0.69 1.08 8.46% -27.2% 59.10
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 70 months this scheme and its benchmark share.

Growth of ₹100 since launch

78179279379202220242026InvestVerdict

Drawdown from peak (%)

0%-10%-20%-30%202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
240 -11.5% 8.3% 91.5% 30%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Nippon India Nifty Smallcap 250 Index Fund

Regular Plan · Growth Option

Allocation

By asset

Equity99.92%
Cash & Equivalents0.08%

By market cap

Mid Cap6.96%
Small Cap92.96%

Concentration

Number of stocks250
Top 5 stocks6.41%
Top 10 stocks11.55%
Top 20 stocks20.65%
Largest holding1.33%
Largest sectorFinance 9.71%
Effective stocks178.3
Cash0.08%
InvestVerdict

Nippon India Nifty Smallcap 250 Index Fund

Regular Plan · Growth Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Chemicals & Petrochemicals1.33%
2— Auto Components1.31%
3— Banks1.31%
4— Transport Services1.24%
5— Finance1.22%
6— Capital Markets1.09%
7— Automobiles1.03%
8— Telecom - Services1.02%
9— Capital Markets1.01%
10— Healthcare Services0.99%
11— Banks0.94%
12— Industrial Products0.94%
13— Healthcare Services0.93%
14— Pharmaceuticals & Biotechnology0.93%
15— Finance0.92%
16— Industrial Products0.92%
17— Capital Markets0.90%
18— Banks0.88%

Sector split

Finance — 9.7%Pharmaceuticals & Biotechnology — 9.3%Industrial Products — 7.3%Auto Components — 6.3%Capital Markets — 6.1%Chemicals & Petrochemicals — 5.8%Banks — 4.7%Healthcare Services — 4.5%Construction — 3.7%Other — 42.6%Finance9.7%Pharmaceuticals & Biotech…9.3%Industrial Products7.3%Auto Components6.3%Capital Markets6.1%Chemicals & Petrochemicals5.8%Banks4.7%Healthcare Services4.5%Construction3.7%Other42.6%
Finance9.71%
Pharmaceuticals & Biotechnology9.25%
Industrial Products7.31%
Auto Components6.34%
Capital Markets6.09%
Chemicals & Petrochemicals5.79%
Banks4.73%
Healthcare Services4.45%
Construction3.69%
Consumer Durables3.23%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹884,468 ₹284,468 15.53%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.