Mutual Fund Scheme: There were tremendous ups and downs in the Indian stock market this year. In 2025, there were very few or almost no such occasions when the market witnessed long-term stability. However, there is no doubt that the second half of 2025 showed better business compared to the first half. Mutual funds are directly linked to stock market trading. In such a situation, the volatility in the stock market also destabilized the mutual fund portfolios of investors. But, this year many schemes kept the portfolio safe even in a falling market. Today we are going to tell you about a mutual fund scheme which turned investors’ Rs 10 lakh into Rs 66 lakh.
Despite this year’s poor performance, bumper returns in 10 years
This year was very bad for Nippon India Small Cap Fund and it gave negative returns to the investors. According to AMFI data, Nippon India Small Cap Fund’s Direct Plan gave negative returns of 8.33 percent in the last 1 year. Despite negative returns for 1 year, this fund has given bumper returns to its investors in the last 10 years. Nippon India Small Cap Fund’s Direct Plan has given impressive returns to investors of 20.81 percent in the last 3 years, 28.17 percent in the last 5 years and 20.72 percent in the last 10 years. Accordingly, this mutual fund scheme has turned a lump sum investment of Rs 10 lakh made 10 years ago into a huge corpus of around Rs 65.73 lakh.
Big names included in the current holdings of Nippon India Small Cap Fund
Nippon India Small Cap Fund’s current holdings include around 235 companies. Major holding companies of this fund include names like MCX, HDFC Bank, State Bank of India, Karur Vysya Bank, Bharat Heavy Electricals Limited, Apar Industries, TD Power Systems, Reliance Industries, Axis Bank. Most of the money of Nippon India Small Cap Fund is invested in industrial stocks. Apart from this, a large part of this fund is also invested in financial, materials, consumer discretionary stocks.
Disclaimer: This article has been written for information purposes only. Always consult your financial advisor before making any kind of investment or taking any financial risk. India TV will not be liable for any kind of risk.
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