+91-22-4891390910 Best Small Cap Mutual Funds 2026
Small caps are typically defined as firms with a market capitalization (MC=no of shares issued by the company X market price per share) of less than INR 500 Crore.
Small cap companies are young firms which have a great potential for sustainable growth in the long run. But, the risk of failure is higher with small caps compared to large and mid-cap companies.
Looking for Best Small Cap Mutual Funds? Well, small-cap funds are among one of the best wealth creation tools for long-term Financial goals. These financial goals may include child’s education, Retirement planning, etc. However, small-cap funds help to diversify portfolios and investors can take a small allocation (5-10%) in the overall Portfolio which can outperform over long investment period.
What are Small Cap Mutual Funds?
Small-caps are defined as "251st company onwards in terms of full market capitalization". As per norms, the portfolio of small-cap funds should have at least 65 percent of its total assets in small-cap stocks. Investors wanting to maximise their returns in the long-run, and who have a high-risk appetite, can plan their investments in small-cap funds. One should be able to tolerate Volatility of small-caps. These funds can rise the most in a bull market and can also suffer the steepest falls in a bear market. To gain optimal returns, an investor should at least invest for more than three-five years.
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Why Should you Invest in Small Cap Funds?
Some of the benefits of investing in a small-cap fund are:
- Small caps tend to be more flexible than the large caps. Smaller companies can adapt changes quicker than the larger companies, hence they can show explosive growth
- At times, Small cap funds tend to perform better than the Large cap funds, but their volatility can be much higher
- Since these are the companies at their early stage of development, they can grow rapidly
- Small cap stocks are priced lower than mid cap and large cap stocks
- With high risk comes the potential of making high returns
Fund Selection Methodology used to Find 10 Funds
Top and Best Small-Cap Funds to Consider 2026
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹157.547
↓ -0.08 ₹68,287 100 -7.9 -6.5 3.9 20.8 25.8 -4.7 HDFC Small Cap Fund Growth ₹132.04
↑ 0.12 ₹37,753 300 -8.8 -6.8 4.9 19.6 23.2 -0.6 Sundaram Small Cap Fund Growth ₹246.203
↓ -1.10 ₹3,401 100 -7.6 -5.1 4 19 21.3 0.4 Franklin India Smaller Companies Fund Growth ₹156.31
↓ -0.52 ₹13,238 500 -9.6 -9.8 -2.5 19 21.2 -8.4 DSP Small Cap Fund Growth ₹183.447
↓ -0.14 ₹16,935 500 -6.4 -7.4 6 18.5 21 -2.8 ICICI Prudential Smallcap Fund Growth ₹81.92
↓ -0.05 ₹8,428 100 -7.6 -7 1.4 15.8 20.6 -0.4 IDBI Small Cap Fund Growth ₹27.3498
↑ 0.03 ₹619 500 -11.1 -11 -8.8 16.1 20.5 -13.4 Kotak Small Cap Fund Growth ₹233.219
↓ -0.95 ₹17,258 1,000 -11.5 -11.7 -5.4 13.7 18.2 -9.1 SBI Small Cap Fund Growth ₹156.553
↓ -1.00 ₹36,268 500 -9.9 -8.7 -0.2 12.8 17.3 -4.9 Aditya Birla Sun Life Small Cap Fund Growth ₹81.606
↑ 0.24 ₹4,938 1,000 -6.5 -5.1 7.9 16.9 17.2 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Small Cap Fund HDFC Small Cap Fund Sundaram Small Cap Fund Franklin India Smaller Companies Fund DSP Small Cap Fund ICICI Prudential Smallcap Fund IDBI Small Cap Fund Kotak Small Cap Fund SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Highest AUM (₹68,287 Cr). Top quartile AUM (₹37,753 Cr). Bottom quartile AUM (₹3,401 Cr). Lower mid AUM (₹13,238 Cr). Upper mid AUM (₹16,935 Cr). Lower mid AUM (₹8,428 Cr). Bottom quartile AUM (₹619 Cr). Upper mid AUM (₹17,258 Cr). Upper mid AUM (₹36,268 Cr). Bottom quartile AUM (₹4,938 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (20 yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (8+ yrs). Established history (20+ yrs). Established history (16+ yrs). Established history (18+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Not Rated. Rating: 3★ (bottom quartile). Top rated. Rating: 5★ (top quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 25.76% (top quartile). 5Y return: 23.25% (top quartile). 5Y return: 21.26% (upper mid). 5Y return: 21.18% (upper mid). 5Y return: 21.05% (upper mid). 5Y return: 20.64% (lower mid). 5Y return: 20.53% (lower mid). 5Y return: 18.19% (bottom quartile). 5Y return: 17.29% (bottom quartile). 5Y return: 17.20% (bottom quartile). Point 6 3Y return: 20.75% (top quartile). 3Y return: 19.65% (top quartile). 3Y return: 19.00% (upper mid). 3Y return: 18.99% (upper mid). 3Y return: 18.54% (upper mid). 3Y return: 15.83% (bottom quartile). 3Y return: 16.09% (lower mid). 3Y return: 13.74% (bottom quartile). 3Y return: 12.80% (bottom quartile). 3Y return: 16.91% (lower mid). Point 7 1Y return: 3.93% (upper mid). 1Y return: 4.87% (upper mid). 1Y return: 4.00% (upper mid). 1Y return: -2.55% (bottom quartile). 1Y return: 5.97% (top quartile). 1Y return: 1.36% (lower mid). 1Y return: -8.78% (bottom quartile). 1Y return: -5.44% (bottom quartile). 1Y return: -0.23% (lower mid). 1Y return: 7.88% (top quartile). Point 8 Alpha: -1.23 (lower mid). Alpha: 0.00 (upper mid). Alpha: 3.98 (top quartile). Alpha: -5.23 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 1.79 (top quartile). Alpha: -8.99 (bottom quartile). Alpha: -5.53 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.42 (lower mid). Sharpe: -0.23 (top quartile). Sharpe: -0.16 (top quartile). Sharpe: -0.60 (bottom quartile). Sharpe: -0.25 (upper mid). Sharpe: -0.25 (upper mid). Sharpe: -0.72 (bottom quartile). Sharpe: -0.61 (bottom quartile). Sharpe: -0.54 (lower mid). Sharpe: -0.32 (upper mid). Point 10 Information ratio: -0.02 (upper mid). Information ratio: 0.00 (top quartile). Information ratio: -0.20 (lower mid). Information ratio: -0.26 (lower mid). Information ratio: 0.00 (top quartile). Information ratio: -0.65 (bottom quartile). Information ratio: -0.59 (bottom quartile). Information ratio: -0.86 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Nippon India Small Cap Fund
HDFC Small Cap Fund
Sundaram Small Cap Fund
Franklin India Smaller Companies Fund
DSP Small Cap Fund
ICICI Prudential Smallcap Fund
IDBI Small Cap Fund
Kotak Small Cap Fund
SBI Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
All the funds mentioned above are ideal, we are giving you detailed analysis of 5 funds.
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. Research Highlights for Nippon India Small Cap Fund Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Research Highlights for Franklin India Smaller Companies Fund Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized Research Highlights for DSP Small Cap Fund Below is the key information for DSP Small Cap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (29 Jan 26) ₹157.547 ↓ -0.08 (-0.05 %) Net Assets (Cr) ₹68,287 on 31 Dec 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.42 Information Ratio -0.02 Alpha Ratio -1.23 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹17,434 31 Dec 22 ₹18,574 31 Dec 23 ₹27,661 31 Dec 24 ₹34,872 31 Dec 25 ₹33,217 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -5% 3 Month -7.9% 6 Month -6.5% 1 Year 3.9% 3 Year 20.8% 5 Year 25.8% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.7% 2023 26.1% 2022 48.9% 2021 6.5% 2020 74.3% 2019 29.2% 2018 -2.5% 2017 -16.7% 2016 63% 2015 5.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 9 Yr. Kinjal Desai 25 May 18 7.61 Yr. Lokesh Maru 5 Sep 25 0.32 Yr. Divya Sharma 5 Sep 25 0.32 Yr. Data below for Nippon India Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 19.8% Financial Services 16.77% Consumer Cyclical 14.25% Consumer Defensive 11.36% Basic Materials 10.68% Health Care 9.29% Technology 6.96% Utility 3% Energy 1.86% Communication Services 1.26% Real Estate 0.92% Asset Allocation
Asset Class Value Cash 3.83% Equity 96.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX3% ₹2,061 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,318 Cr 13,300,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹1,016 Cr 10,347,848 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹1,006 Cr 38,140,874 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹848 Cr 29,507,422 Emami Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 5311621% ₹835 Cr 15,798,302
↑ 2,923,504 eClerx Services Ltd (Technology)
Equity, Since 31 Jul 20 | ECLERX1% ₹804 Cr 1,712,794 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 24 | RELIANCE1% ₹780 Cr 4,964,128 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹775 Cr 17,048,030
↑ 200,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5322151% ₹759 Cr 5,977,976 2. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (29 Jan 26) ₹132.04 ↑ 0.12 (0.09 %) Net Assets (Cr) ₹37,753 on 31 Dec 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.23 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹16,488 31 Dec 22 ₹17,245 31 Dec 23 ₹24,978 31 Dec 24 ₹30,076 31 Dec 25 ₹29,901 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -3.9% 3 Month -8.8% 6 Month -6.8% 1 Year 4.9% 3 Year 19.6% 5 Year 23.2% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.6% 2023 20.4% 2022 44.8% 2021 4.6% 2020 64.9% 2019 20.2% 2018 -9.5% 2017 -8.1% 2016 60.8% 2015 5.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 11.52 Yr. Dhruv Muchhal 22 Jun 23 2.53 Yr. Data below for HDFC Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 21.94% Consumer Cyclical 18.99% Financial Services 12.85% Technology 12.73% Health Care 11.15% Basic Materials 7.21% Consumer Defensive 4.08% Communication Services 1.57% Asset Allocation
Asset Class Value Cash 9.48% Equity 90.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL5% ₹1,856 Cr 55,264,362 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM4% ₹1,476 Cr 23,927,134 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,475 Cr 3,141,244
↓ -150,000 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321344% ₹1,386 Cr 46,828,792 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS3% ₹980 Cr 6,506,651
↑ 24,551 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹931 Cr 9,223,375
↓ -75,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹835 Cr 9,440,132 Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | 5328142% ₹811 Cr 9,688,128 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW2% ₹698 Cr 19,409,949
↑ 38,730 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹677 Cr 11,127,166 3. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (29 Jan 26) ₹246.203 ↓ -1.10 (-0.45 %) Net Assets (Cr) ₹3,401 on 31 Dec 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.16 Information Ratio -0.2 Alpha Ratio 3.98 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹16,035 31 Dec 22 ₹15,696 31 Dec 23 ₹22,805 31 Dec 24 ₹27,155 31 Dec 25 ₹27,262 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -4.3% 3 Month -7.6% 6 Month -5.1% 1 Year 4% 3 Year 19% 5 Year 21.3% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 19.1% 2022 45.3% 2021 -2.1% 2020 60.3% 2019 26.2% 2018 -6.1% 2017 -29.2% 2016 55.6% 2015 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 3.17 Yr. Data below for Sundaram Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.84% Financial Services 19.15% Industrials 18.66% Health Care 11.59% Basic Materials 9.05% Communication Services 5.37% Technology 4.64% Consumer Defensive 2.6% Real Estate 2.3% Utility 1.11% Asset Allocation
Asset Class Value Cash 4.47% Equity 95.46% Debt 0.06% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹108 Cr 140,821 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH3% ₹104 Cr 430,300 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹104 Cr 1,681,362 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹102 Cr 569,587 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹99 Cr 1,434,521 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹98 Cr 577,256 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹97 Cr 933,628 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹94 Cr 431,921 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹91 Cr 953,608 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹79 Cr 4,603,530 4. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (29 Jan 26) ₹156.31 ↓ -0.52 (-0.33 %) Net Assets (Cr) ₹13,238 on 31 Dec 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.6 Information Ratio -0.26 Alpha Ratio -5.23 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹15,637 31 Dec 22 ₹16,196 31 Dec 23 ₹24,642 31 Dec 24 ₹30,350 31 Dec 25 ₹27,803 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -4.6% 3 Month -9.6% 6 Month -9.8% 1 Year -2.5% 3 Year 19% 5 Year 21.2% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.4% 2023 23.2% 2022 52.1% 2021 3.6% 2020 56.4% 2019 18.7% 2018 -5% 2017 -17.4% 2016 43.5% 2015 10.2% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.93 Yr. Sandeep Manam 18 Oct 21 4.21 Yr. Akhil Kalluri 8 Sep 22 3.32 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.17% Financial Services 18.12% Industrials 17.73% Health Care 10.61% Basic Materials 10.16% Technology 8.86% Real Estate 4.25% Consumer Defensive 3.71% Utility 3.44% Asset Allocation
Asset Class Value Cash 2.78% Equity 97.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹342 Cr 3,868,691 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹303 Cr 48,064,081 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹288 Cr 4,675,704 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹286 Cr 3,895,864 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹284 Cr 3,010,279 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹281 Cr 1,866,828 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹264 Cr 1,448,723 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹256 Cr 3,640,478
↑ 265,897 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG2% ₹242 Cr 1,982,963
↑ 100,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹241 Cr 4,963,469 5. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (29 Jan 26) ₹183.447 ↓ -0.14 (-0.07 %) Net Assets (Cr) ₹16,935 on 31 Dec 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.25 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹15,890 31 Dec 22 ₹15,962 31 Dec 23 ₹22,540 31 Dec 24 ₹28,310 31 Dec 25 ₹27,519 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -6.3% 3 Month -6.4% 6 Month -7.4% 1 Year 6% 3 Year 18.5% 5 Year 21% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.6% 2022 41.2% 2021 0.5% 2020 58.9% 2019 33.1% 2018 0.7% 2017 -25.5% 2016 42.8% 2015 12.7% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 15.54 Yr. Data below for DSP Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 33.5% Basic Materials 16.16% Industrials 15.19% Health Care 10.27% Financial Services 7.42% Consumer Defensive 7.19% Technology 3.56% Communication Services 0.66% Utility 0.14% Asset Allocation
Asset Class Value Cash 5.92% Equity 94.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH6% ₹957 Cr 6,196,634 Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL3% ₹541 Cr 1,677,908 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹519 Cr 1,105,918 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA3% ₹492 Cr 7,000,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹488 Cr 4,000,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹469 Cr 3,750,000 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹448 Cr 5,500,000 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹389 Cr 10,000,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹359 Cr 9,200,000 Shriram Pistons & Rings Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | SHRIPISTON2% ₹350 Cr 1,081,165
Who Should Invest in Small Cap Mutual Funds?
As small-cap funds invest in small-cap stocks and small companies like startups, they have a huge potential for future growth. But, the matter of fact is that the returns of small caps are subjected to high volatility. Thus, some of the small-cap stocks can erode your wealth. However, on the other side, small caps can also double your investments in the future.
Due to the nature of the companies, small caps can outperform in a rising market and even can underperform during a downturn. Hence, investors who can bear a high level of risk in their investment should only consider Investing in small cap funds. You should be able to bear downfalls in bad market phase. If you are planning to invest in such high-risk funds, it is suggested to plan your investments for a longer duration, i.e., approximately for more than five years. The longer you invest in the equity market, higher are the chances to earn good profits.
How to Invest in Small Cap Funds Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
Tips to Invest in Best Small Cap Equity Funds
When planning to invest in small-cap funds, here are some of the important parameters that you need to take into account before jumping into investing.
Evaluate past performances
Ideally, whenever you are planning to invest in a Mutual Fund scheme, you should thoroughly evaluate the past performances of the fund. Take returns of the past five years and try to compare it with other good funds. A fund should be consistent in its performances in all market conditions. Also, check if the fund is able to beat its benchmark or not.
The scheme should belong to a quality fund house
It is always suggested to look at the quality & reputation of the fund house that you wish to invest in. A fund house with a long-standing record, large assets under management, star funds or good performing fund, etc., is the one to invest in. The fund house that has a strong presence in the financial industry with a consistent track record should be ideally preferred.
Check the experience of the fund manager
The credit of performance of a Mutual Fund scheme lies with the fund manager. A fund manager is responsible for making investment decisions for the fund’s portfolio. So, investors should go through the performance of the funds managed by the particular fund manager, especially during the tough market phases. The fund manager Going for a fund manager who has been consistent over his career is a preferred choice.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Good n nice
I believe SBI small cap fund is the best to get good returns in long run.