November 18, 2025
RA Jainee
Nippon India Nifty Smallcap 250 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.1700
NAV IDCW: Rs 10.1700
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in smaller companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Smallcap 250 Index before expenses, subject to tracking errors.
Fund Manager:
1) Himanshu Mange
Education: Mr. Mange has done B.Com and CA
Experience: Prior to joining Nippon India MF, he has worked with Tata AIA Life Insurance, Pipalia Singhal & Associates, Felix Solutions, Lodha Group and N.B.Gandhi & Co.
Investment Details
| Min. Investment (₹) | 100 |
| Min. Addl Investment (₹) | 100 |
| Min. SIP Investment (₹) | 100 |
| Min. Withdrawal (₹) | 100 |
| Min. No of Cheques | 60 |
| Min. Balance (₹) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Nippon India Nifty Smallcap 250 Index Fund
| Fund House | Nippon India Mutual Fund |
| Launch Date | 16-Oct-20 |
| Return Since Launch | 27.11% |
| Benchmark | NIFTY Smallcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 2,690 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.35% |
| (As on 31-Oct-2025) | |
| Risk Grade | High |
| Return Grade | Average |
| Turnover | 31.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Nippon India Nifty Smallcap 250 Index Dir | -4.18 | 0.20 | 1.04 | 2.54 | 6.71 | 1.22 | 21.62 | 26.68 | — | — |
| BSE 250 SmallCap TRI | -2.71 | 0.19 | 1.26 | 2.84 | 6.75 | 1.82 | 21.51 | 26.92 | — | — |
| Equity: Small Cap | -1.93 | 0.16 | 1.82 | 3.42 | 7.49 | 3.21 | 21.94 | 28.26 | — | — |
| Rank within category | 35 | 18 | 34 | 35 | 29 | 32 | 17 | 18 | — | — |
| Number of funds in category | 43 | 49 | 49 | 47 | 46 | 43 | 29 | 23 | 16 | 12 |
Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Nippon India Nifty Smallcap 250 Index Dir | 2 star | 1.22 | 21.62 | 26.68 | 0.35 | 2,690 | 27.11 | — | 5Y | 31.00 |
| Motilal Oswal Nifty Microcap 250 Index Dir | Unrated | -1.32 | — | — | 0.50 | 2,729 | 26.00 | 1.00 (15) | 2Y 4M | 59.00 |
| SBI Nifty Smallcap 250 Index Dir | 3 star | 1.73 | 21.88 | — | 0.40 | 1,551 | 22.09 | 0.25 (30) | 3Y 1M | 32.00 |
| Motilal Oswal Nifty Smallcap 250 Index Dir | 1 star | 2.10 | 22.11 | 26.97 | 0.33 | 1,044 | 24.18 | 1.00 (15) | 6Y 2M | 34.00 |
| ICICI Pru Nifty Smallcap 250 Index Dir | 2 star | 1.70 | 21.80 | — | 0.30 | 572 | 14.93 | — | 4Y | 36.00 |
Portfolio Analysis of Nippon India Nifty Smallcap 250 Index Fund
| No. of Stocks | 252 |
| Top 10 Stocks | 12.87% |
| Top 5 Stocks | 7.86% |
| Top 3 Sectors | 56.17% |
| Portfolio P/B Ratio | 3.82 |
| Portfolio P/E Ratio | 34.23 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 20,097 | 19,819 |
| Giant (%) | — | 6.71 |
| Large (%) | — | 6.18 |
| Mid (%) | 84.62 | 66.59 |
| Small (%) | 15.38 | 27.73 |
| Tiny (%) | — | 0.13 |
Chanakya’s Mutual Fund Guidance For Nippon India Nifty Smallcap 250 Index Fund
WILL POST SOON
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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