Widely used:
Our Opinion
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Our Opinion
Riskometer
Very High
₹31.4917 0.42%
As on 21-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan
|
|
|
Very High
|
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0.95 |
|
|
|
Very High
|
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1.10 |
|||
|
|
Very High
|
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0.88 |
|||
 |
|
Very High
|
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1.04 |
||
|
|
Very High
|
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0.86 |
₹2,033 Cr
--
100
100
100
60
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.
Suitability
"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. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other small-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Nippon India Nifty Smallcap 250 Index Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Nippon India Nifty Smallcap 250 Index Fund - Regular Plan can be bought from the Nippon India Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Nippon India Nifty Smallcap 250 Index Fund - Regular Plan, is ₹31.4917 as of 22-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
1.79
|
|
|
1.36
|
|
|
1.35
|
|
|
1.24
|
|
|
1.10
|
Over the past five years, Nippon India Nifty Smallcap 250 Index Fund - Regular Plan has delivered an annualised return of --% as of 22-May-2025.
The minimum investment required to start investing in Nippon India Nifty Smallcap 250 Index Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
