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Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option
Index Fund · Passive
Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.52
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.61
Downside-only Sharpe
Max Drawdown
-26.9%
Peak-to-trough · full history
Vol (3Y)
19.1%
Annualised σ of daily returns
Positive Days
61%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.52). Its worst peak-to-trough drop over the full history was 26.9% (moderate drawdowns) between 2022-01-17 and 2022-06-20. About 61% of trading days closed up. Profile: smooth NAV path.
YTD
+9.9%
Calendar YTD
1 Year
+4.6%
Trailing 12 mo
3 Year
+14.3%
CAGR
5 Year
+14.9%
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 718 windows
- Best window CAGR
- +35.51%
- Median CAGR
- +22.53%
- Avg CAGR
- +23.22%
- Worst window CAGR
- +12.48%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Index Fund
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
ICICI Prudential NASDAQ 100 Index Fund
ICICI Prudential Mutual Fund
|
+30.4% | +31.6% | — | — |
|
Motilal Oswal S&P 500 Index Fund
Motilal Oswal Mutual Fund
|
+25.2% | +26.4% | +18.0% | — |
|
UTI Nifty 500 Value 50 Index Fund
UTI Mutual Fund
|
+8.8% | +21.2% | — | — |
|
ICICI Prudential Nifty Pharma Index Fund
ICICI Prudential Mutual Fund
|
+17.9% | +20.0% | — | — |
|
Kotak Nifty Smallcap 50 Index Fund
Kotak Mahindra Mutual Fund
|
+11.7% | +19.6% | — | — |
|
Axis Nifty Smallcap 50 Index Fund
Axis Mutual Fund
|
+12.0% | +19.5% | — | — |
|
Nippon India Nifty Smallcap 250 Index Fund (this fund)
Nippon India Mutual Fund
|
+4.6% | +14.3% | +14.9% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.