Which funds are similar to Nippon India Nifty Smallcap 250 Index Fund Direct-Growth?
Funds similar to Nippon India Nifty Smallcap 250 Index Fund Direct-Growth in the Equity: Small Cap category include Nippon India Small Cap Fund Direct-Growth, HDFC Small Cap Fund Direct-Growth, and SBI Small Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Nippon India Nifty Smallcap 250 Index Fund Direct-Growth in its category?
On a 3-year return basis Nippon India Nifty Smallcap 250 Index Fund Direct-Growth is ranked 22 out of 34 funds in the Equity: Small Cap category as of 16 Jul 2026. On a 5-year return basis it ranks 20 out of 25. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Nippon India Nifty Smallcap 250 Index Fund Direct-Growth's expense ratio compare to similar funds?
Nippon India Nifty Smallcap 250 Index Fund Direct-Growth has an expense ratio of 0.41%. The peers Nippon India Small Cap Fund Direct-Growth has an expense ratio of 0.70% and HDFC Small Cap Fund Direct-Growth has 0.76%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Nippon India Nifty Smallcap 250 Index Fund Direct-Growth's AUM compare to similar funds?
Nippon India Nifty Smallcap 250 Index Fund Direct-Growth has an AUM of ₹3,294.47 crore. The peers Nippon India Small Cap Fund Direct-Growth has an AUM of ₹78,407 crore and HDFC Small Cap Fund Direct-Growth has ₹40,416.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Small Cap?
The top performing fund in the Equity: Small Cap category on a 3-year basis is Bandhan Small Cap Fund Direct-Growth with a CAGR of 28.21% as of 16 Jul 2026. Nippon India Nifty Smallcap 250 Index Fund Direct-Growth has delivered 17.94% CAGR over the same period, ranking 22 out of 34 funds. You can view and compare the full category ranking on sharpely.
How does Nippon India Nifty Smallcap 250 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Nippon India Nifty Smallcap 250 Index Fund Direct-Growth has a Sharpe ratio of 0.62 compared to the Equity: Small Cap average of 0.69 as of 16 Jul 2026. It ranks 24 out of 33 funds in its category on Sharpe ratio.
