Nippon India Nifty Small Cap 250 Index Fund Direct Growth

Scheme code: INF204KB15W0 NAV value: ₹ 29.2286 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-12.7694.8414.9123.099.23
3 year12.7635.5123.6924.3115.72
5 year15.4428.4921.9321.9415.28

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6123.09
3 year 6.2830.9515.0424.31
5 year 8.3826.0214.2221.94
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4923.09
3 year 6.5619.6413.5724.31
5 year 9.2212.2910.7521.94
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7523.09
3 year 7.6821.4915.0624.31
5 year 10.3713.511.9321.94
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1623.09
3 year 8.0432.0317.8124.31
5 year 8.1828.6415.3421.94
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,92,593 - Absolute Returns: ₹92,593 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,19,600 - Absolute Returns: ₹15,19,600 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹89,73,272 - Absolute Returns: ₹29,73,272 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.95 %

Drawdown Duration

5 months

Recovery Time

12 months

Avg Drawdown

-6.88 %

Calmar Ratio by Duration

1 Y

0.8569

3 Y

0.9022

5 Y

0.8142

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 0.42 1.08 104.7 104.0 4.23 % 4.00 %
3 years 7.15 1.05 106.0 96.0 18.68 % 11.28 %
5 years 6.09 0.98 96.1 87.2 15.47 % 9.44 %
7 years 6.60 0.94 94.8 83.2 16.51 % 10.15 %
10 years 4.32 0.94 94.8 83.2 11.29 % 7.00 %
12 years 3.47 0.94 94.8 83.2 9.32 % 5.80 %
15 years 2.65 0.94 94.8 83.2 7.39 % 4.62 %