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Return Performance of Nippon India Small Cap Fund Direct Growth
Past Returns Performance
- Trailing
- Rolling
| Period | This Fund | Category Avg |
|---|---|---|
| 1y | 35.35% | 26.5% |
| 3y | 45.78% | 38.92% |
| 5y | 23.03% | 20.15% |
| 7y | 23.92% | 18.99% |
| 10y | 30.85% | 24.18% |
| 15y | -- | 18.86% |
| Since Inception | 26.07% | 16.87% |
| 1y | 46.43% | 36.36% |
| 3y | 36.49% | 28.86% |
| 5y | 33.86% | 28.79% |
| 7y | 26.76% | 22.65% |
| 10y | 25.86% | 21.28% |
| 15y | -- | 20.69% |
| Since Inception | 26.36% | 19.16% |
Trailing returns show point-to-point returns over different time periods. When compared to other assets or products, trailing returns indicate how well this fund has compounded in comparison.
| Period | Fund Median | Category Avg Median |
|---|---|---|
| Any 1y | 21.2% | 14.0% |
| Any 3y | 25.1% | 15.5% |
| Any 5y | 19.9% | 17.5% |
| Any 7y | 22.1% | 18.2% |
| Any 10y | 27.0% | 17.3% |
| Any 1y | 23.9% | 15.3% |
| Any 3y | 28.3% | 22.2% |
| Any 5y | 23.9% | 19.8% |
| Any 7y | 22.4% | 20.3% |
| Any 10y | 23.9% | 19.7% |
Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.
Periodic returns
- Annual
- Monthly
- Quaterly
Compare Performance with Small Cap Funds
as on Aug 14, 2023| Fund name | Annual Returns % | Expense ratio | ETM Rank | AUM |
|---|---|---|---|---|
| Quant Small Cap Fund | 29.11% | 0.62% | #3 | ₹6,780 Crs |
| Axis Small Cap Fund | 23.56% | 0.55% | #12 | ₹15,025 Crs |
| Nippon India Small Cap Fund | 23.16% | 0.75% | #1 | ₹34,469 Crs |
| Kotak Small Cap Fund | 22.48% | 0.45% | #5 | ₹11,597 Crs |
| ICICI Prudential Smallcap Fund | 21.69% | 0.74% | #10 | ₹6,511 Crs |
| SBI Small Cap Fund | 20.18% | 0.72% | #8 | ₹20,018 Crs |
Best performing quarters
Worst performing quarters
Risk Ratios
| Performance Ratio | This Fund | Category Avg |
|---|---|---|
| Standard Deviation | 17.27 | 14.81 |
| Alpha | 10.08 | 5.76 |
| Beta | 0.87 | 0.72 |
| Sharpe | 2.17 | 1.72 |
| Sortino | 3.86 | 3.18 |