What is the 5-year rolling return of Nippon India Small Cap Fund?

Across 2,166 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 24.39% a year, with a median of 23.13%. The best 5-year stretch returned 44.97% a year and the worst returned 2.34%.

Has Nippon India Small Cap Fund ever lost money over 5 years?

No. Every one of the 2,166 5-year holding periods in this fund's history ended in profit. The weakest returned 2.34% a year, for someone who invested on 24 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Nippon India Small Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 24.39% a year on the Direct plan against 23.21% on the Regular plan, a difference of 1.18% a year.

What is the 1-year rolling return of Nippon India Small Cap Fund?

Across 3,150 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 30.94% a year, with a median of 19.59%. The best 1-year stretch returned 151.71% a year and the worst returned -33.99%.

What is the 3-year rolling return of Nippon India Small Cap Fund?

Across 2,659 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 25.69% a year, with a median of 25.32%. The best 3-year stretch returned 54.46% a year and the worst returned -8.54%.

What is the 7-year rolling return of Nippon India Small Cap Fund?

Across 1,670 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 22.94% a year, with a median of 23.13%. The best 7-year stretch returned 28.58% a year and the worst returned 16.77%.

What is the 10-year rolling return of Nippon India Small Cap Fund?

Across 933 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 24.70% a year, with a median of 23.68%. The best 10-year stretch returned 31.73% a year and the worst returned 19.70%.

Nippon India Mutual Fund

Nippon India Small Cap Fund — rolling returns

Small Cap · NAV data as of 16 October 2026

3,393 daily NAV records since 2 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,166 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 2 January 2013 to 16 October 2026

Average rolling return

24.39%

Windows computed

2,166

Median return

23.13%

Standard deviation

9.40%

Best 5-year window

44.97%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

2.34%a year

Invested 24 Mar 2015 · exited 24 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (2,166 of 2,166)
Above 8%: 97.1% (2,103 of 2,166)
Above 12%: 89.2% (1,933 of 2,166)
Above 15%: 83.0% (1,797 of 2,166)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 434 of 2,166 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Nippon India Small Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	30.94%	25.69%	24.39%	22.94%	24.70%
Median	19.59%	25.32%	23.13%	23.13%	23.68%
Minimum	-33.99%	-8.54%	2.34%	16.77%	19.70%
Maximum	151.71%	54.46%	44.97%	28.58%	31.73%
Std deviation	37.07%	13.23%	9.40%	2.13%	3.31%
Consistency
Above 0%	81.75%	96.16%	100.00%	100.00%	100.00%
Above 8%	70.63%	89.70%	97.09%	100.00%	100.00%
Above 12%	61.87%	83.57%	89.24%	100.00%	100.00%
Above 15%	56.38%	80.18%	82.96%	100.00%	100.00%
Coverage
Windows computed	3,150	2,659	2,166	1,670	933

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.18% a year more than Regular.

This fund's Regular plan has NAV going back to 21 September 2010, but its Direct plan only began on 2 January 2013. The 564 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Nippon India Small Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	24.39%	23.21%
Best window	44.97%from 24 Mar 2020	43.74%from 24 Mar 2020
Worst window	2.34%from 24 Mar 2015	1.27%from 24 Mar 2015
Windows computed	2,166	2,166

Common questions about Nippon India Small Cap Fund

What is the 5-year rolling return of Nippon India Small Cap Fund?: Across 2,166 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 24.39% a year, with a median of 23.13%. The best 5-year stretch returned 44.97% a year and the worst returned 2.34%.
Has Nippon India Small Cap Fund ever lost money over 5 years?: No. Every one of the 2,166 5-year holding periods in this fund's history ended in profit. The weakest returned 2.34% a year, for someone who invested on 24 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Nippon India Small Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 24.39% a year on the Direct plan against 23.21% on the Regular plan, a difference of 1.18% a year.
What is the 1-year rolling return of Nippon India Small Cap Fund?: Across 3,150 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 30.94% a year, with a median of 19.59%. The best 1-year stretch returned 151.71% a year and the worst returned -33.99%.
What is the 3-year rolling return of Nippon India Small Cap Fund?: Across 2,659 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 25.69% a year, with a median of 25.32%. The best 3-year stretch returned 54.46% a year and the worst returned -8.54%.
What is the 7-year rolling return of Nippon India Small Cap Fund?: Across 1,670 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 22.94% a year, with a median of 23.13%. The best 7-year stretch returned 28.58% a year and the worst returned 16.77%.
What is the 10-year rolling return of Nippon India Small Cap Fund?: Across 933 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Small Cap Fund returned an average of 24.70% a year, with a median of 23.68%. The best 10-year stretch returned 31.73% a year and the worst returned 19.70%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.