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Fund Review: Nippon India Small Cap And SBI Equity Hybrid

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Fund Review: Nippon India Small Cap And SBI Equity Hybrid
Fund Review: Nippon India Small Cap And SBI Equity Hybrid
OLM Desk - 31 August 2022
Nippon India Small Cap Long-Term Performer Small-cap funds are known for delivering higher returns, but there is a caveat. They deliver in the long term, say, 7-10 years, and are highly volatile in the short run. Nippon India Small Cap Fund is one with a proven long-term performance history. If you look at its performance on an annual basis, the fund has outperformed its respective benchmark, Nifty Smallcap 250 TRI, with a decent margin in the last 10 years. The fund follows prudent risk management measures like margin of safety and diversification across sectors and stocks, with a view to generate relatively better risk-adjusted performance over a period of time. As on July 31, 2022, the fund has invested across 162 stocks from various sectors. The fund stays true to its objective of remaining invested in small-caps; 69 per cent of its portfolio consists of companies having market cap of less than Rs 16,500 crore. If you have invested adequately in large- and mid-cap funds and want to add a small-cap fund in your portfolio, Nippon India Small Cap could be an option. SBI Equity...
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