SCApproved#2 in categoryWATCHLIST

Nippon India Small Cap Fund

Nippon India MF · Samir Rachh · benchmarked to Nifty SC250 TRI

Prospera Research Engine unknown · Data as of 1 Jan 1970 · Synced 1 Jan 1970Review date unknown, validation required

Prospera VerdictOn Watchlist

Scored 61.3/100, in the WATCHLIST band. On Prospera's radar, but hasn't cleared the bar for a formal recommendation yet.

Final Score61.3

1Y Return10.0%

3Y CAGR14.7%

5Y CAGR18.4%

AUM₹82.6K Cr

Expense Ratio0.52%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine, 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)3.5/10

3–6M price+flow vs benchmark

Consistency (10% weight)8.2/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)6.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)7.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)5.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)6.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)5.3/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)6.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)7.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)6.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)6.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)7.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)6.0/10

Analyst 12-24M thesis conviction

Final Score61.3/100

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet, only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y AlphaN/A

5Y AlphaN/A

Max Drawdown23.4%

Sharpe (3Y)0.56

Sortino (3Y)0.68

Beta1.07

Alpha Consistency76%

Prospera Research

AMC & Manager Intelligence

Nippon India MF

AA+ — TIER 1

28-analyst research team · Clean — 0 violations

Strong research bench especially in mid and small cap. Rupesh Patel and Samir Rachh represent the deepest domain expertise in their respective categories. Japanese parent provides governance stability.

Samir Rachh

EXCEPTIONAL

16Y tenure · Quality GARP · Confidence 9/10

16Y small-cap tenure is the longest in the industry. Built the liquidity management framework that allows Rs61K Cr AUM without performance sacrifice. A national benchmark for small-cap investing.