NRI from all over the world (including U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Nippon India Small Cap Fund - Growth for NRI [179.50]

Min Investment

5,000

Fund Size

61,646.36 Cr

Expense Ratio

1.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

179.50

-0.61%

NAV as on 18 Dec 24, 12:00 AM

very high risk

small cap

equity

NAV as on 18 Dec 24, 12:00 AM

very high risk

small cap

equity

27.45%p.a.

Last 1Y

27.33%p.a.

Last 3Y

35.65%p.a.

Last 5Y

22.37%p.a.

Since Inception

About Nippon India Small Cap Fund - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Nippon India Small Cap Fund - Growth scheme from Nippon Life India Asset Management Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Sep 2010, Nippon India Small Cap Fund - Growth is Small-Cap fund of its category with 61,646.36 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.

  • Nippon India Small Cap Fund - Growth delivered 27.4% annual returns during the last year. It has delivered 22.4% average annual returns since the fund was launched.
  • Nippon India Small Cap Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Top 10 Holdings

HDFC Bank Ltd

1.94%

Multi Commodity Exchange of India Ltd

1.86%

Kirloskar Brothers Ltd

1.65%

Apar Industries Ltd

1.47%

Tube Investments of India Ltd Ordinary Shares

1.46%

Dixon Technologies (India) Ltd

1.31%

ELANTAS Beck India Ltd

1.29%

State Bank of India

1.24%

Tejas Networks Ltd

1.23%

Karur Vysya Bank Ltd

1.22%

Fund Managers

  1. Samir Rachh (Jan 2017 - Present)
  2. Kinjal Desai (May 2018 - Present)

Key Information

View Scheme Document

Nippon India Small Cap Fund - Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Nippon India Small Cap Fund - Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Nippon India Small Cap Fund - Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Nippon India Small Cap Fund - Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions