Nippon India Small Cap Fund
An open ended equity scheme predominantly investing in Small Cap stocks
​
This fund is suitable for investors who are seeking:
•Long term capital appreciation
•Investment in equity and equity related securities of small cap companies.
Investment Objective:
The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.
​
Asset Allocation
​
​
​
​
​
​
​
​​
​
Investment Strategy:
​The investment strategy of the Scheme is to build and maintain a diversified portfolio of equity stocks that have the potential to appreciate. The aim will be to build a portfolio that adequately reflects a crosssection of the growth areas of the economy from time to time. The fund shall primarily focus on the small cap stocks. However depending on the views of the fund manager and market conditions in the interest of the investors, the fund manager will have the flexibility to select stocks which he feels are best suited to achieve the stated objective. The fund will have the flexibility to invest predominantly in a range of Small Cap companies/ stocks with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification.
​
​
Top 5 Holdings Sector wise:
​
​
Performance:
​
​
​
​
​
​
Fund Manager:
​
Mr. Samir Rachh
Over 32 years of experience September 2010 onwards NAM India, Fund Manager of - Equity October -2007 to August 2010 NAM India, Senior Analyst involved in research on Select Companies and tracking Few Industries. April 2004 to October 2007 Emkay Global Financial Services Ltd, Head of Research and Portfolio Manager, Heading Research Team and Generating Reports and Ideas, managing PMS Products. April 2003 to March 2004 IndusInd Bank Ltd, Investment Manager, Assisting in fund management and Generating investment ideas. October 1998 to March 2003 Hinduja Finance Ltd, Investment Manager Managing Portion of Company’s Investment Book and generating investment ideas
​
Mr. Tejas Sheth
18 years of experience in Equities – Capital Markets – Buy and Sell side From May 15, 2019 onwards NAM India: Research Analyst - Equity & Co - Fund Manager February 2015 – May 14, 2019 NAM India: Research Analyst (Agri Inputs, Chemicals, Consumer Discretionary, Mid-Caps) January 2011 – January 2015 Emkay Global Financial Services Ltd: Senior Analyst (Real Estate, Retail, Logistics, Mid-Caps) October 2010 – December 2010 Fortune Financials Pvt. Ltd.: Senior Analyst (Real Estate, Infrastructure, Logistics) June 2005 – August 2010 Darashaw & Co. Pvt. Ltd: Asst. Vice President - Equities
​
Ms. Kinjal Desai
10 years of experience From May 25, 2018 onwards Fund Manager - Overseas Investment, NAM India December 2012 to May 24, 2018 Associate Equity Investments at NAM India Assisting Lead Analyst in Equity Research, idea generation and sector Monitoring., assisting Fund Managers in stock selection and monitoring of overseas investments
is managing the fund since 01-Oct-2021. Mr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance)
Experience: Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.
​
Riskometer:
​
​
​
