Nippon India Nifty Smallcap 250 Index Fund vs Nippon India Small Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Nippon India Nifty Smallcap 250 Index Fund is a mutual fund and Nippon India Small Cap Fund is a Small Cap fund. In the 3 years to 30-10-2026, Nippon India Nifty Smallcap 250 Index Fund (Direct) returned 11.5% a year and Nippon India Small Cap Fund (Direct) returned 13.0% a year. Nippon India Nifty Smallcap 250 Index Fund charges 0.48% a year and Nippon India Small Cap Fund 0.69% (Direct plans). Their portfolios overlap 28.7%: they hold 85 of the same securities.
Nippon India Nifty Smallcap 250 Index Fund
- 3 year return
- 11.5%
- Expense ratio
- 0.48%
- NAV
- ₹33.24
Nippon India Small Cap Fund
Small Cap
- 3 year return
- 13.0%
- Expense ratio
- 0.69%
- NAV
- ₹192.76
Which is better, Nippon India Nifty Smallcap 250 Index or Nippon India Small Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Nippon India Small Cap returned more over 5 years: 17.1% a year against 12.2%.
- Nippon India Small Cap returned more over 3 years: 13.0% a year against 11.5%.
- Nippon India Nifty Smallcap 250 Index costs less: 0.48% a year against 0.69% (Direct plans).
- Nippon India Small Cap swung less over 3 years: a standard deviation of 16.5% a year against 19.0%.
- Nippon India Small Cap fell less in its worst fall since 19-10-2020: −24.2% against −26.9%.
- Nippon India Small Cap holds more in large companies: 14.3% of the fund in large caps against 0.0%.
- Nippon India Small Cap is the larger fund: ₹80,906 Cr against ₹3,454 Cr.
- Their portfolios overlap 28.7%: 85 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Nippon India Nifty Smallcap 250 Index Fund | Nippon India Small Cap Fund |
|---|---|---|
| Fund house | Nippon India Mutual Fund | Nippon India Mutual Fund |
| Category | Not available | Small Cap |
| AUM | ₹3,454 Cr (30-09-2026) | ₹80,906 Cr (30-09-2026) |
| NAV | ₹33.24 (Direct) | ₹192.76 (Direct) |
| Expense ratio (Direct) | 0.48% | 0.69% |
| Expense ratio (Regular) | 1.08% | 1.41% |
| Riskometer | Not available | Very High |
| Benchmark | Not available | Nifty Smallcap 250 TRI |
| Launch date | Not available | 16-09-2010 |
| Minimum investment | Not available | Not available |
| Lock in | Not available | None |
| Fund managers | Not available | Samir Rachh |
| Exit load | Not available | Exit load of 1% if redeemed within 1 year. |
Nippon India Nifty Smallcap 250 Index vs Nippon India Small Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Nippon India Nifty Smallcap 250 Index Fund (Direct) | −5.79% | −6.05% | +0.35% | −3.59% | +11.49% | +12.23% | -- |
| Nippon India Small Cap Fund (Direct) | −5.79% | −4.50% | +0.35% | −0.23% | +12.97% | +17.08% | +19.26% |
| Small Cap average | −5.86% | −3.28% | +5.03% | +3.00% | +14.03% | +14.51% | +16.19% |
Category average: the average of the 36 Small Cap funds, same plan type.
Nippon India Nifty Smallcap 250 Index vs Nippon India Small Cap: Year-wise Returns
| Year | Nifty Smallcap 250 IndexNippon India Nifty Smallcap 250 Index | Small CapNippon India Small Cap | Nifty Smallcap 250 TRI |
|---|---|---|---|
| 2026to date | +0.58% | +3.07% | +1.00% |
| 2025 | −6.42% | −4.02% | −5.48% |
| 2024 | +26.22% | +27.06% | +27.21% |
| 2023 | +48.04% | +50.17% | +49.09% |
| 2022 | −3.48% | +7.53% | −2.64% |
| 2021 | +61.37% | +75.87% | +63.34% |
Nippon India Nifty Smallcap 250 Index vs Nippon India Small Cap: Rolling Returns
Every holding period of both funds, against Nifty Smallcap 250 TRI, the benchmark of both
Rolling returns
Every 3-year holding period, 745 of them, one for each trading day from 19-10-2023 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Nippon India Nifty Smallcap 250 Index Fund (Direct)
Nippon India Small Cap Fund (Direct)
Nifty Smallcap 250 TRI
to
Jan 2024Jul 2021
to
Jul 2024Jan 2022
to
Jan 2025Aug 2022
to
Aug 2025Feb 2023
to
Feb 2026Aug 2023
to
Aug 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Nifty Smallcap 250 Index | 0.0 | 0.0 | 0.0 | 5.8 | 28.6 | 31.5 | 34.1 | 22.9% | 22.3% | 10.6% | 35.5% | 0% |
| Nippon India Small Cap | 0.0 | 0.0 | 0.0 | 3.6 | 12.9 | 33.8 | 49.7 | 27.4% | 25.0% | 12.3% | 45.8% | 87% |
| Nifty Smallcap 250 TRI | 0.0 | 0.0 | 0.0 | 4.3 | 23.4 | 33.7 | 38.7 | 23.9% | 23.2% | 11.4% | 36.8% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty Smallcap 250 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 19-10-2020. Past returns do not promise future returns.
Nippon India Nifty Smallcap 250 Index vs Nippon India Small Cap: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 19-10-2020 to 30-10-2026: 73 instalments, ₹7,30,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Nippon India Nifty Smallcap 250 IndexNippon India Nifty Smallcap 250 Index Fund (Direct) | ₹7,30,000 | ₹11,05,355 | ₹3,75,355 | 13.5% |
| Nippon India Small CapNippon India Small Cap Fund (Direct) | ₹7,30,000 | ₹12,45,564 | ₹5,15,564 | 17.4% |
Nippon India Nifty Smallcap 250 IndexNippon India Nifty Smallcap 250 Index Fund (Direct)
Nippon India Small CapNippon India Small Cap Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Nippon India Nifty Smallcap 250 Index vs Nippon India Small Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Nippon India Nifty Smallcap 250 Index Fund (Direct) | Nippon India Small Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −3.59% | −0.23% |
| Standard deviation | 18.04% | 16.03% |
| Sharpe ratio | -0.49 | -0.34 |
| Sortino ratio | -0.66 | -0.46 |
| Maximum drawdown | −18.3% (23-03-2026) | −14.7% (31-03-2026) |
| Beta | 1.00 | 0.87 |
| Alpha | −0.44% | +1.81% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Nippon India Nifty Smallcap 250 Index Fund (Direct) | Nippon India Small Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.49% | +12.97% |
| Standard deviation | 18.98% | 16.46% |
| Sharpe ratio | 0.29 | 0.42 |
| Sortino ratio | 0.38 | 0.56 |
| Maximum drawdown | −26.1% (03-03-2025) | −24.2% (03-03-2025) |
| Beta | 1.00 | 0.85 |
| Alpha | −0.86% | +1.59% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Nippon India Nifty Smallcap 250 Index Fund (Direct) | Nippon India Small Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.23% | +17.08% |
| Standard deviation | 18.42% | 16.33% |
| Sharpe ratio | 0.35 | 0.69 |
| Sortino ratio | 0.45 | 0.91 |
| Maximum drawdown | −26.9% (20-06-2022) | −24.2% (03-03-2025) |
| Beta | 1.00 | 0.86 |
| Alpha | −0.86% | +4.97% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Nippon India Nifty Smallcap 250 Index Fund (Direct) | Nippon India Small Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +21.97% | +23.01% |
| Standard deviation | 18.19% | 17.11% |
| Sharpe ratio | 0.91 | 0.99 |
| Sortino ratio | 1.20 | 1.32 |
| Maximum drawdown | −26.9% (20-06-2022) | −48.6% (24-03-2020) |
| Beta | 1.00 | -- |
| Alpha | −1.03% | -- |
From daily NAVs, 19-10-2020 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Nippon India Nifty Smallcap 250 Index Fund (Direct)
Nippon India Small Cap Fund (Direct)
Nifty Smallcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Nippon India Nifty Smallcap 250 Index Fund (Direct) | −26.9% | 17-01-2022 | 20-06-2022 | 19-06-2023 | 12 months | −10.4% |
| Nippon India Small Cap Fund (Direct) | −24.2% | 24-09-2024 | 03-03-2025 | 22-06-2026 | 16 months | −8.7% |
| Nifty Smallcap 250 TRI | −26.6% | 17-01-2022 | 20-06-2022 | 15-06-2023 | 12 months | −9.4% |
From daily values since 19-10-2020, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Nippon India Nifty Smallcap 250 Index Fund (Direct)
Nippon India Small Cap Fund (Direct)
Nifty Smallcap 250 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Nippon India Nifty Smallcap 250 Index Fund (Direct)
Nippon India Small Cap Fund (Direct)
Nifty Smallcap 250 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Nippon India Nifty Smallcap 250 Index Fund (Direct)
Nippon India Small Cap Fund (Direct)
Nifty Smallcap 250 TRI
Against Nifty Smallcap 250 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Nippon India Nifty Smallcap 250 Index Fund (Direct) | 98% | 101% | 0.34% |
| Nippon India Small Cap Fund (Direct) | 94% | 69% | 5.04% |
From month-end values since 19-10-2020. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Nippon India Nifty Smallcap 250 Index vs Nippon India Small Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Nippon India Nifty Smallcap 250 Index Fund, September 2026; Nippon India Small Cap Fund, September 2026
Holdings in common
- Overlap
- 28.7%
- Held by both
- 85
- Only in Nippon India Nifty Smallcap 250 Index
- 166
- Only in Nippon India Small Cap
- 171
| Security | % of Nippon India Nifty Smallcap 250 Index | % of Nippon India Small Cap |
|---|---|---|
| Karur Vysya Bank Limited | 1.37% | 1.28% |
| Sai Life Sciences Limited | 0.94% | 1.24% |
| Kirloskar Oil Engines Limited | 0.86% | 0.97% |
| TD Power Systems Limited | 0.80% | 1.88% |
| MTAR Technologies Limited | 0.75% | 0.92% |
| Craftsman Automation Limited | 0.70% | 0.77% |
| Gland Pharma Limited | 1.03% | 0.66% |
| PNB Housing Finance Limited | 0.94% | 0.66% |
| Carborundum Universal Limited | 0.65% | 0.63% |
| Kalpataru Projects International Limited | 0.70% | 0.62% |
| Navin Fluorine International Limited | 1.36% | 0.58% |
| Krishna Institute Of Medical Sciences Limited | 0.89% | 0.56% |
| Delhivery Limited | 1.10% | 0.53% |
| Asahi India Glass Limited | 0.52% | 0.60% |
| Timken India Limited | 0.50% | 0.54% |
| Sona BLW Precision Forgings Limited | 1.67% | 0.49% |
| Finolex Cables Limited | 0.49% | 0.54% |
| The Ramco Cements Limited | 0.48% | 0.53% |
| Sansera Engineering Limited | 0.90% | 0.47% |
| RBL Bank Limited | 1.12% | 0.45% |
| Poonawalla Fincorp Limited | 0.71% | 0.44% |
| AWL Agri Business Limited | 0.44% | 0.58% |
| Affle 3i Limited | 0.43% | 0.48% |
| KFin Technologies Limited | 0.50% | 0.41% |
| Central Depository Services (India) Limited | 1.01% | 0.40% |
| PVR INOX Limited | 0.40% | 0.50% |
| Acme Solar Holdings Ltd | 0.40% | 1.33% |
| Crompton Greaves Consumer Electricals Limited | 0.60% | 0.39% |
| City Union Bank Limited | 0.97% | 0.38% |
| Cyient Limited | 0.39% | 0.38% |
| Deepak Nitrite Limited | 0.47% | 0.35% |
| Pine Labs Limited | 0.43% | 0.34% |
| Balrampur Chini Mills Limited | 0.34% | 0.91% |
| Aarti Industries Limited | 0.44% | 0.33% |
| PhysicsWallah Limited | 0.33% | 0.50% |
| Aditya Birla Sun Life AMC Limited | 0.33% | 0.52% |
| Emami Limited | 0.33% | 0.79% |
| eClerx Services Limited | 0.33% | 0.78% |
| Dr. Lal Path Labs Limited | 0.69% | 0.32% |
| Syngene International Limited | 0.31% | 0.60% |
| Paradeep Phosphates Limited | 0.30% | 0.75% |
| Whirlpool of India Limited | 0.30% | 0.88% |
| Kajaria Ceramics Limited | 0.45% | 0.29% |
| Belrise Industries Ltd. | 0.41% | 0.29% |
| Data Patterns (India) Limited | 0.58% | 0.28% |
| Jindal Saw Limited | 0.29% | 0.26% |
| TBO Tek Limited | 0.26% | 0.71% |
| Castrol India Limited | 0.43% | 0.25% |
| Aditya Birla Real Estate Limited | 0.27% | 0.24% |
| Vardhman Textiles Limited | 0.24% | 0.56% |
| Lemon Tree Hotels Limited | 0.23% | 0.25% |
| CIE Automotive India Limited | 0.22% | 0.24% |
| Zydus Wellness Limited | 0.22% | 1.09% |
| Kaynes Technology India Limited | 0.49% | 0.21% |
| PG Electroplast Limited | 0.36% | 0.21% |
| Chambal Fertilizers & Chemicals Limited | 0.27% | 0.21% |
| Kirloskar Brothers Limited | 0.20% | 0.99% |
| ZF Commercial Vehicle Control Systems India Limited | 0.48% | 0.19% |
| CESC Limited | 0.38% | 0.19% |
| Sumitomo Chemical India Limited | 0.24% | 0.19% |
| Aavas Financiers Limited | 0.22% | 0.19% |
| Tejas Networks Limited | 0.18% | 0.30% |
| Elgi Equipments Limited | 0.59% | 0.17% |
| Brigade Enterprises Limited | 0.48% | 0.17% |
| KPIT Technologies Limited | 0.37% | 0.17% |
| Doms Industries Limited | 0.21% | 0.17% |
| Afcons Infrastructure Limited | 0.17% | 0.21% |
| Clean Science and Technology Limited | 0.17% | 0.30% |
| Allied Blenders And Distillers Limited | 0.17% | 0.37% |
| Computer Age Management Services Limited | 0.72% | 0.16% |
| CreditAccess Grameen Limited | 0.31% | 0.16% |
| UTI Asset Management Company Limited | 0.17% | 0.16% |
| JSW Cement Limited | 0.16% | 0.28% |
| Can Fin Homes Limited | 0.27% | 0.15% |
| Piramal Pharma Limited | 0.57% | 0.13% |
| Rainbow Childrens Medicare Limited | 0.29% | 0.13% |
| Zensar Technologies Limited | 0.22% | 0.13% |
| RITES Limited | 0.13% | 0.24% |
| Triveni Turbine Limited | 0.28% | 0.12% |
| Inox Wind Limited | 0.30% | 0.11% |
| RHI Magnesita India Limited | 0.11% | 0.21% |
| Birlasoft Limited | 0.20% | 0.10% |
| Central Mine Planning & Design Institute Limited | 0.10% | 0.65% |
| Urban Company Ltd. | 0.24% | 0.09% |
| KEC International Limited | 0.22% | 0.07% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 28.7% means 28.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Nippon India Nifty Smallcap 250 Index Fund
| Security | % of fund |
|---|---|
| Welspun Corp Limited | 1.59% |
| Ather Energy Limited | 1.21% |
| Sterlite Technologies Limited | 1.17% |
| Redington Limited | 1.08% |
| HFCL Limited | 1.04% |
Largest holdings only in Nippon India Small Cap Fund
| Security | % of fund |
|---|---|
| Bharat Heavy Electricals Limited | 1.77% |
| HDFC Bank Limited | 1.75% |
| Apar Industries Limited | 1.74% |
| Sundram Fasteners Limited | 1.20% |
| State Bank of India | 1.19% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Nippon India Nifty Smallcap 250 Index | Nippon India Small Cap |
|---|---|---|
| Equity | 98.7% | 97.4% |
| Debt | 0.0% | 0.0% |
| Cash and others | 1.3% | 2.6% |
Market cap of stocks
| Market cap | Nippon India Nifty Smallcap 250 Index | Nippon India Small Cap |
|---|---|---|
| Large Cap | 0.0% | 14.3% |
| Mid Cap | 2.7% | 13.1% |
| Small Cap | 95.0% | 66.6% |
| Not on AMFI's list | 1.0% | 3.5% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Nippon India Nifty Smallcap 250 Index | Nippon India Small Cap |
|---|---|---|
| Electrical Equipment | 3.3% | 9.5% |
| Industrial Products | 8.4% | 6.8% |
| Auto Components | 8.4% | 7.7% |
| Pharmaceuticals & Biotechnology | 7.7% | 5.4% |
| Banks | 5.1% | 7.6% |
| Finance | 7.6% | 4.0% |
| Chemicals & Petrochemicals | 5.7% | 5.0% |
| Consumer Durables | 2.8% | 5.4% |
| Capital Markets | 5.4% | 4.0% |
The six largest sectors of each fund's stocks, % of the fund.
Nippon India Nifty Smallcap 250 Index vs Nippon India Small Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Nippon India Nifty Smallcap 250 Index Fund | Nippon India Small Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.48% | 0.69% |
| Base expense ratio (Direct) | 0.30% | 0.53% |
| Total expense ratio (Regular) | 1.08% | 1.41% |
| Base expense ratio (Regular) | 0.81% | 1.14% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Nippon India Nifty Smallcap 250 Index Fund vs Nippon India Small Cap Fund: Frequently Asked Questions
What is the difference between Nippon India Nifty Smallcap 250 Index Fund and Nippon India Small Cap Fund?
Nippon India Nifty Smallcap 250 Index Fund is a mutual fund, Nippon India Small Cap Fund is a Small Cap fund, run by Nippon India Mutual Fund. Their portfolios overlap 28.7%. Nippon India Nifty Smallcap 250 Index Fund charges 0.48% a year and Nippon India Small Cap Fund 0.69%.
Which has given higher returns, Nippon India Nifty Smallcap 250 Index Fund or Nippon India Small Cap Fund?
Over 1 year: Nippon India Nifty Smallcap 250 Index Fund −3.59%, Nippon India Small Cap Fund −0.23%. Over 3 years: Nippon India Nifty Smallcap 250 Index Fund +11.49% a year, Nippon India Small Cap Fund +12.97% a year. Over 5 years: Nippon India Nifty Smallcap 250 Index Fund +12.23% a year, Nippon India Small Cap Fund +17.08% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Nippon India Nifty Smallcap 250 Index Fund or Nippon India Small Cap Fund?
Nippon India Nifty Smallcap 250 Index Fund charges less: 0.48% a year against 0.69%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Nippon India Nifty Smallcap 250 Index Fund and Nippon India Small Cap Fund overlap?
28.7%. They hold 85 of the same securities, the largest shared ones being KARURVYSYA, SAILIFE, KIRLOSENG. From each fund's latest monthly portfolio.
Which is better for SIP, Nippon India Nifty Smallcap 250 Index Fund or Nippon India Small Cap Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹8,07,553 in Nippon India Nifty Smallcap 250 Index Fund (XIRR 11.0% a year) and ₹8,66,032 in Nippon India Small Cap Fund (XIRR 13.8% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Nippon India Nifty Smallcap 250 Index Fund and Nippon India Small Cap Fund?
Yes. 28.7% of each fund's money sits in the same holdings, so some of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.