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10 Best Small Cap Mutual Funds 2024
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
Top 10 Best Small Cap Funds to Invest in FY 24 - 25
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹146.073
↑ 0.59 ₹46,044 3.6 17.3 55.9 34.8 29.2 48.9 Kotak Small Cap Fund Growth ₹226.09
↑ 2.08 ₹14,196 1.3 12.9 40.3 23.7 25.6 34.8 ICICI Prudential Smallcap Fund Growth ₹77.08
↑ 0.16 ₹7,415 1.3 12.5 43.5 28.8 25 37.9 SBI Small Cap Fund Growth ₹154.326
↑ 0.43 ₹25,525 6 13.6 39.4 24.7 24.1 25.3 DSP BlackRock Small Cap Fund Growth ₹164.311
↑ 0.81 ₹13,710 0.6 11.8 46.8 27.1 24 41.2 L&T Emerging Businesses Fund Growth ₹72.2685
↑ 0.18 ₹13,747 2.6 14.4 48.6 32.8 23.8 46.1 Franklin India Smaller Companies Fund Growth ₹154.694
↑ 0.93 ₹11,823 3.2 19.3 57.5 32.8 22.9 52.1 HDFC Small Cap Fund Growth ₹122.554
↑ 0.22 ₹28,599 3.3 15.3 50.8 31.4 22.4 44.8 IDBI Small Cap Fund Growth ₹25.8946
↑ 0.15 ₹212 3.4 15.6 45.1 27.3 22.1 33.4 Sundaram Small Cap Fund Growth ₹225.445
↑ 0.38 ₹3,056 2.6 15.6 51 27.7 21.9 45.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 24 100 Crore & Sorted on 5 Year CAGR Returns.
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. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a Below is the key information for SBI Small Cap 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 DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses 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. Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI 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. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
CAGR/Annualized return of 21.8% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (16 Apr 24) ₹146.073 ↑ 0.59 (0.40 %) Net Assets (Cr) ₹46,044 on 29 Feb 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 3.56 Information Ratio 0.92 Alpha Ratio 3.47 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 Mar 19 ₹10,000 31 Mar 20 ₹6,750 31 Mar 21 ₹14,676 31 Mar 22 ₹21,150 31 Mar 23 ₹22,557 31 Mar 24 ₹35,036 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 7.5% 3 Month 3.6% 6 Month 17.3% 1 Year 55.9% 3 Year 34.8% 5 Year 29.2% 10 Year 15 Year Since launch 21.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% 2014 97.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 7.25 Yr. Kinjal Desai 25 May 18 5.86 Yr. Tejas Sheth 1 Feb 23 1.16 Yr. Data below for Nippon India Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 31.05% Financial Services 14.03% Consumer Cyclical 11.65% Basic Materials 10.44% Technology 8.9% Health Care 7.7% Consumer Defensive 7.31% Communication Services 1.71% Energy 1.07% Utility 0.86% Real Estate 0.33% Asset Allocation
Asset Class Value Cash 4.38% Equity 95.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA2% ₹1,020 Cr 2,924,163
↓ -343,396 Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP2% ₹761 Cr 864,398 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹723 Cr 5,150,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹697 Cr 1,851,010 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹675 Cr 1,080,116 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 19 | HAL1% ₹610 Cr 1,977,076
↑ 500,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹606 Cr 8,100,000 NIIT Learning Systems Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 5439521% ₹593 Cr 11,420,240 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹584 Cr 31,784,062 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹569 Cr 25,000,000 2. Kotak Small Cap Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 23 in Small Cap category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (16 Apr 24) ₹226.09 ↑ 2.08 (0.93 %) Net Assets (Cr) ₹14,196 on 29 Feb 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.48 Sharpe Ratio 2.04 Information Ratio -0.83 Alpha Ratio -15.22 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,291 31 Mar 21 ₹16,607 31 Mar 22 ₹22,660 31 Mar 23 ₹21,802 31 Mar 24 ₹30,166 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 7.5% 3 Month 1.3% 6 Month 12.9% 1 Year 40.3% 3 Year 23.7% 5 Year 25.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Arjun Khanna 30 Apr 22 1.92 Yr. Harish Bihani 20 Oct 23 0.45 Yr. Data below for Kotak Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 36.44% Consumer Cyclical 21.46% Basic Materials 17.38% Health Care 7.4% Financial Services 3.54% Consumer Defensive 3.35% Technology 2.9% Real Estate 1.74% Communication Services 0.93% Asset Allocation
Asset Class Value Cash 4.44% Equity 95.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT4% ₹610 Cr 3,013,563
↑ 6,319 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹448 Cr 6,337,762 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV3% ₹428 Cr 4,000,051 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹427 Cr 3,364,838
↓ -511,312 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹382 Cr 1,258,764 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD2% ₹351 Cr 3,441,355
↓ -432,661 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES2% ₹322 Cr 885,547 Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF2% ₹322 Cr 1,268,161 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE2% ₹296 Cr 4,184,629 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Aug 18 | GESHIP2% ₹287 Cr 2,851,787 3. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 13.2% since its launch. Ranked 26 in Small Cap category. Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (16 Apr 24) ₹77.08 ↑ 0.16 (0.21 %) Net Assets (Cr) ₹7,415 on 29 Feb 24 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 2.91 Information Ratio -0.24 Alpha Ratio -2.1 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 Mar 19 ₹10,000 31 Mar 20 ₹7,173 31 Mar 21 ₹14,647 31 Mar 22 ₹20,462 31 Mar 23 ₹21,137 31 Mar 24 ₹29,912 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 5.3% 3 Month 1.3% 6 Month 12.5% 1 Year 43.5% 3 Year 28.8% 5 Year 25% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 37.9% 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% 2014 50.6% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 0.54 Yr. Sri Sharma 18 Sep 23 0.54 Yr. Sharmila D’mello 30 Jun 22 1.76 Yr. Data below for ICICI Prudential Smallcap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 26.81% Consumer Cyclical 18.78% Basic Materials 14.86% Financial Services 8.42% Health Care 8.03% Consumer Defensive 4.9% Real Estate 3.35% Technology 2.43% Utility 2.37% Communication Services 2.25% Energy 1.73% Asset Allocation
Asset Class Value Cash 5.52% Equity 94.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 23 | NAM-INDIA3% ₹256 Cr 4,970,796
↓ -270,143 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5004803% ₹229 Cr 835,817 Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT3% ₹226 Cr 1,113,643 Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433252% ₹177 Cr 862,662
↑ 8,357 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 19 | KPIL2% ₹170 Cr 1,762,604
↓ -24,540 Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 23 | 5060762% ₹161 Cr 772,468
↑ 497,762 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT2% ₹157 Cr 452,798
↑ 44,600 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 5329292% ₹157 Cr 1,570,577 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | MARUTI2% ₹154 Cr 136,687
↑ 13,800 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | ULTRACEMCO2% ₹145 Cr 146,215
↑ 11,215 4. SBI Small Cap Fund
CAGR/Annualized return of 20.6% since its launch. Ranked 4 in Small Cap category. Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (16 Apr 24) ₹154.326 ↑ 0.43 (0.28 %) Net Assets (Cr) ₹25,525 on 29 Feb 24 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 2.73 Information Ratio 0 Alpha Ratio 0 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 Mar 19 ₹10,000 31 Mar 20 ₹7,862 31 Mar 21 ₹15,353 31 Mar 22 ₹19,690 31 Mar 23 ₹20,915 31 Mar 24 ₹28,547 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 7.3% 3 Month 6% 6 Month 13.6% 1 Year 39.4% 3 Year 24.7% 5 Year 24.1% 10 Year 15 Year Since launch 20.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 10.38 Yr. Mohit Jain 30 Nov 17 6.34 Yr. Data below for SBI Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 33.63% Consumer Cyclical 19.51% Financial Services 11.76% Basic Materials 11.45% Consumer Defensive 5.22% Health Care 2.18% Real Estate 1.74% Communication Services 1.27% Utility 0.65% Asset Allocation
Asset Class Value Cash 12.51% Equity 87.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO5% ₹1,194 Cr 9,400,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹870 Cr 9,000,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹788 Cr 9,716,991 GE T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 5222753% ₹767 Cr 8,420,840 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE3% ₹721 Cr 33,022,214 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE3% ₹697 Cr 50,000,000 Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | ELGIEQUIP3% ₹652 Cr 10,000,000 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5439592% ₹592 Cr 69,999,999 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB2% ₹581 Cr 42,999,900 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434412% ₹576 Cr 15,000,000 5. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 7 in Small Cap category. Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (16 Apr 24) ₹164.311 ↑ 0.81 (0.49 %) Net Assets (Cr) ₹13,710 on 29 Feb 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 2.49 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 Mar 19 ₹10,000 31 Mar 20 ₹6,952 31 Mar 21 ₹14,068 31 Mar 22 ₹19,585 31 Mar 23 ₹19,275 31 Mar 24 ₹27,829 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 7.6% 3 Month 0.6% 6 Month 11.8% 1 Year 46.8% 3 Year 27.1% 5 Year 24% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% 2014 101.8% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 13.79 Yr. Jay Kothari 1 Mar 13 11.09 Yr. Resham Jain 16 Mar 18 6.05 Yr. Abhishek Ghosh 1 Sep 22 1.58 Yr. Data below for DSP BlackRock Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Consumer Cyclical 29.37% Industrials 20.66% Basic Materials 18.07% Health Care 8.54% Consumer Defensive 7.13% Financial Services 6.26% Technology 2.84% Communication Services 1% Utility 0.45% Asset Allocation
Asset Class Value Cash 5.6% Equity 94.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT5% ₹642 Cr 3,167,840 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹402 Cr 9,447,197
↑ 123,262 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹389 Cr 1,541,488 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244943% ₹388 Cr 3,251,899 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA3% ₹359 Cr 7,456,286
↑ 943,077 Voltamp Transformers Ltd (Industrials)
Equity, Since 31 Mar 17 | VOLTAMP2% ₹342 Cr 388,492
↓ -5,945 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹329 Cr 9,987,384 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI2% ₹317 Cr 1,045,261 Kalyani Steels Ltd (Basic Materials)
Equity, Since 28 Feb 17 | KSL2% ₹304 Cr 3,389,437
↓ -476,116 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433062% ₹297 Cr 2,981,903 6. L&T Emerging Businesses Fund
CAGR/Annualized return of 22% since its launch. Ranked 2 in Small Cap category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (16 Apr 24) ₹72.2685 ↑ 0.18 (0.25 %) Net Assets (Cr) ₹13,747 on 29 Feb 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.84 Sharpe Ratio 3.03 Information Ratio 0.68 Alpha Ratio -2.22 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 Mar 19 ₹10,000 31 Mar 20 ₹6,033 31 Mar 21 ₹12,071 31 Mar 22 ₹18,020 31 Mar 23 ₹18,875 31 Mar 24 ₹27,766 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 8.4% 3 Month 2.6% 6 Month 14.4% 1 Year 48.6% 3 Year 32.8% 5 Year 23.8% 10 Year 15 Year Since launch 22% Historical performance (Yearly) on absolute basis
Year Returns 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 4.29 Yr. Cheenu Gupta 1 Oct 23 0.5 Yr. Sonal Gupta 1 Oct 23 0.5 Yr. Data below for L&T Emerging Businesses Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 31.31% Basic Materials 15.53% Consumer Cyclical 14.12% Technology 10.78% Financial Services 9.3% Real Estate 7.01% Health Care 4.9% Consumer Defensive 2.51% Energy 1.02% Asset Allocation
Asset Class Value Cash 2.17% Equity 97.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹418 Cr 668,400
↓ -33,201 Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW3% ₹397 Cr 4,896,490 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329293% ₹397 Cr 3,966,279
↓ -128,121 EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 5008403% ₹349 Cr 8,627,473
↓ -1,396,149 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH3% ₹344 Cr 2,188,200 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI2% ₹304 Cr 947,670
↓ -37,688 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹279 Cr 11,291,100
↑ 3,431,400 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹276 Cr 3,586,897
↓ -100,000 Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | SOBHA2% ₹269 Cr 1,721,853
↑ 296,920 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI2% ₹256 Cr 842,458
↓ -27,964 7. Franklin India Smaller Companies Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 11 in Small Cap category. Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (16 Apr 24) ₹154.694 ↑ 0.93 (0.61 %) Net Assets (Cr) ₹11,823 on 29 Feb 24 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 3.39 Information Ratio 0.1 Alpha Ratio 2.24 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 Mar 19 ₹10,000 31 Mar 20 ₹6,133 31 Mar 21 ₹12,266 31 Mar 22 ₹16,114 31 Mar 23 ₹17,511 31 Mar 24 ₹26,770 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 8.6% 3 Month 3.2% 6 Month 19.3% 1 Year 57.5% 3 Year 32.8% 5 Year 22.9% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% 2014 89.9% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 13.17 Yr. Sandeep Manam 18 Oct 21 2.45 Yr. Akhil Kalluri 8 Sep 22 1.56 Yr. Data below for Franklin India Smaller Companies Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 25.67% Financial Services 19.33% Consumer Cyclical 13.36% Health Care 6.97% Technology 6.73% Basic Materials 6.38% Real Estate 5.9% Consumer Defensive 4% Utility 1.09% Communication Services 0.88% Energy 0.64% Asset Allocation
Asset Class Value Cash 7.37% Equity 92.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | 5432434% ₹479 Cr 48,064,081 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329294% ₹465 Cr 4,643,691
↓ -249,934 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL3% ₹348 Cr 8,763,469 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹336 Cr 892,402
↓ -61,738 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR3% ₹307 Cr 1,387,967 KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH2% ₹294 Cr 1,872,610 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900032% ₹283 Cr 15,398,917 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹248 Cr 1,588,976 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK2% ₹238 Cr 2,259,945 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jul 15 | AHLUCONT2% ₹233 Cr 1,956,047
↓ -332,988 8. HDFC Small Cap Fund
CAGR/Annualized return of 16.9% since its launch. Ranked 9 in Small Cap category. Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (16 Apr 24) ₹122.554 ↑ 0.22 (0.18 %) Net Assets (Cr) ₹28,599 on 29 Feb 24 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 3.26 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 Mar 19 ₹10,000 31 Mar 20 ₹5,823 31 Mar 21 ₹11,840 31 Mar 22 ₹15,907 31 Mar 23 ₹17,842 31 Mar 24 ₹26,357 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 7.1% 3 Month 3.3% 6 Month 15.3% 1 Year 50.8% 3 Year 31.4% 5 Year 22.4% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% 2014 51.5% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 9.77 Yr. Dhruv Muchhal 22 Jun 23 0.78 Yr. Data below for HDFC Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 23.47% Consumer Cyclical 17.36% Technology 13.47% Financial Services 12.77% Health Care 11.32% Basic Materials 4.79% Consumer Defensive 3.06% Communication Services 2.79% Utility 0.42% Asset Allocation
Asset Class Value Cash 10.56% Equity 89.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW5% ₹1,511 Cr 18,629,810 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL4% ₹1,170 Cr 56,870,459
↑ 3,518,155 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321344% ₹1,137 Cr 42,828,792 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹890 Cr 3,528,878
↑ 33,999 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM3% ₹832 Cr 17,639,352
↑ 1,008,466 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹644 Cr 6,404,655 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 20 | 5432432% ₹604 Cr 60,564,526
↑ 3,237,686 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹595 Cr 1,162,932
↓ -35,000 Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC2% ₹586 Cr 5,882,744 IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC2% ₹565 Cr 48,500,000
↓ -2,571,544 9. IDBI Small Cap Fund
CAGR/Annualized return of 15% since its launch. Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (16 Apr 24) ₹25.8946 ↑ 0.15 (0.59 %) Net Assets (Cr) ₹212 on 29 Feb 24 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 1.31 Sharpe Ratio 2.91 Information Ratio -0.14 Alpha Ratio -3.4 Min Investment 5,000 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 Mar 19 ₹10,000 31 Mar 20 ₹6,736 31 Mar 21 ₹12,973 31 Mar 22 ₹18,233 31 Mar 23 ₹18,129 31 Mar 24 ₹25,804 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 8.9% 3 Month 3.4% 6 Month 15.6% 1 Year 45.1% 3 Year 27.3% 5 Year 22.1% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 2014 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Yogesh Patil 31 Jul 23 0.67 Yr. Dikshit Mittal 31 Jul 23 0.67 Yr. Data below for IDBI Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 35.4% Basic Materials 17.1% Consumer Cyclical 16.38% Financial Services 8.86% Technology 7.54% Health Care 5.83% Utility 2.2% Consumer Defensive 1.92% Real Estate 1.43% Asset Allocation
Asset Class Value Cash 3.36% Equity 96.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006556% ₹12 Cr 61,751 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG4% ₹8 Cr 89,049 BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE3% ₹7 Cr 30,300
↓ -1,673 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI3% ₹7 Cr 21,041 Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | 5333263% ₹7 Cr 353,255
↑ 25,200 Kennametal India Ltd (Industrials)
Equity, Since 31 Aug 23 | 5058903% ₹6 Cr 27,154 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | LEMONTREE3% ₹6 Cr 406,875 Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO3% ₹6 Cr 44,181 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Aug 23 | BBL2% ₹5 Cr 8,960 KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | KSB2% ₹5 Cr 13,659 10. Sundaram Small Cap Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 19 in Small Cap category. Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (16 Apr 24) ₹225.445 ↑ 0.38 (0.17 %) Net Assets (Cr) ₹3,056 on 29 Feb 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 3.4 Information Ratio -0.22 Alpha Ratio 2.2 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 Mar 19 ₹10,000 31 Mar 20 ₹6,221 31 Mar 21 ₹12,589 31 Mar 22 ₹17,263 31 Mar 23 ₹17,238 31 Mar 24 ₹25,783 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 24 Duration Returns 1 Month 7.3% 3 Month 2.6% 6 Month 15.6% 1 Year 51% 3 Year 27.7% 5 Year 21.9% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 2.25 Yr. Rohit Seksaria 1 Nov 22 1.42 Yr. Data below for Sundaram Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 27.33% Industrials 15.64% Consumer Cyclical 12.21% Technology 10.91% Health Care 8.37% Basic Materials 6.3% Consumer Defensive 4.76% Real Estate 3.5% Communication Services 2.19% Utility 1.36% Asset Allocation
Asset Class Value Cash 4.84% Equity 95.16% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹89 Cr 235,807
↓ -28,904 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME3% ₹85 Cr 1,102,494 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB3% ₹85 Cr 232,356
↓ -16,214 Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -3% ₹79 Cr 1,441,430
↑ 222,355 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI3% ₹79 Cr 244,791
↓ -23,789 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹74 Cr 700,492 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹71 Cr 350,728 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5328102% ₹70 Cr 1,754,986 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹65 Cr 1,682,672
↑ 81,278 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO2% ₹64 Cr 410,580
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.