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To make money from mutual funds, investing discipline and patience are essential. Investors who adhere to these two principles reap impressive rewards. Nippon India Small Cap Fund has proven this. If an investor invested ₹8,000 per month in this fund for 15 years, they would have earned nearly ₹1 crore (approximately $14.4 million), despite a total investment of just ₹14.40 lakh (approximately $1.44 million). This performance not only demonstrates the fund's potential but also proves that long-term investment in the right fund opens up unlimited wealth creation opportunities.

Nippon India Small Cap Fund has long held the top spot in the small-cap category. It is also the largest among Indian small-cap funds in terms of assets under management (AUM). Since its launch in September 2010, the fund has delivered returns to its investors that have made it a "long-term wealth creation machine." Whether it's a lump sum or a SIP, this fund has consistently performed well across all investment strategies, consistently delivering returns that outperform the market average over 3-year, 5-year, 7-year, 10-year, and 15-year periods.

Return on Lumpsum Investment (CAGR)
Nippon India Small Cap Fund has established a strong reputation in the small-cap category by delivering strong and stable returns to investors over the past several years. Its lump sum returns over three to fifteen years are given below.
3 years: 20.90% (Regular), 21.87% (Direct)
5 years: 28.94% (Regular), 30.02% (Direct)
7 years: 22.99% (Regular), 24.04% (Direct)
10 years: 19.87% (Regular), 21.02% (Direct)
15 years: 20.58% (Regular)

These figures show that if investors hold on for a long time, the fund has generated annualized returns of around 20% in almost every period, which is considered very attractive in the small-cap category.

SIP Returns
The fund doesn't only benefit those with lump sum investments. Investors investing through Systematic Investment Plans (SIPs) have also seen very high annualized returns. Over a 3-year SIP period, the regular plan generated a return of 14.87% and the direct plan generated a return of 15.81%. For a 5-year investment period, the SIP returns reached 20.64% and 21.68%, respectively.

Over 7 years, the returns improved further, with the regular plan generating an annualized return of 25.57% and the direct plan generating 26.66%. The 10-year SIP period also saw impressive returns of 22.18% and 23.25%, respectively. Over a longer 15-year SIP period, the regular plan's returns reached 22.98%.

Disclaimer: This content has been sourced and edited from Amar Ujala. While we have made modifications for clarity and presentation, the original content belongs to its respective authors and website. We do not claim ownership of the content.