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10 Best Performing Small Cap Mutual Funds to Invest In 2020

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10 Best Small Cap Mutual Funds 2020

Updated on September 17, 2020 , 42061 views

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.

benefits-of-small-cap-mutual-funds

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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If we look at the past performance of small-cap funds, as of 9th Jan 2012, the average three-year return of small-cap funds was 25.5 percent compared to 24 percent by mid and small-cap funds. The average three year return of large-cap Equity Funds was 17.518 per cent on 9 January 2012. There are many firms in the small-cap space that have the potential to become success stories in the future.

Top 10 Best Small Cap Funds to Invest in FY 20 - 21

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Small Cap Fund Growth ₹60.2569
↓ -0.51
₹4,27027.138.722.26.614.36.1
Nippon India Small Cap Fund Growth ₹43.4455
↓ -0.17
₹8,3223048.119.32.712.3-2.5
Kotak Small Cap Fund Growth ₹82.028
↓ -0.13
₹1,49431.442.923.52.79.65
L&T Emerging Businesses Fund Growth ₹22.69
↓ -0.01
₹4,79627.137.93.9-3.79.4-8.1
HDFC Small Cap Fund Growth ₹39.288
↓ -0.05
₹7,85126.438.33.10.49.3-9.5
DSP BlackRock Small Cap Fund  Growth ₹61.617
↓ -0.10
₹4,65029.545.624.10.18.70.7
ICICI Prudential Smallcap Fund Growth ₹26.81
↑ 0.07
₹1,19930.137.212.50.16.210
Franklin India Smaller Companies Fund Growth ₹49.3343
↑ 0.07
₹5,24426.932.23.6-5.15.4-5
Aditya Birla Sun Life Small Cap Fund Growth ₹30.8389
↓ -0.03
₹1,89927.236.74.5-7.95-11.5
Sundaram Small Cap Fund Growth ₹79.6741
↓ -0.45
₹94526.237.210.8-6.73.5-6.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Sep 20
*Above is list of best small cap Mutual Funds having Net Assets/ AUM above 100 Crore & Sorted on 5 Year CAGR Returns.

1. SBI Small Cap Fund

(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 CAGR/Annualized return of 17.7% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (18 Sep 20) ₹60.2569 ↓ -0.51   (-0.85 %)
Net Assets (Cr) ₹4,270 on 31 Jul 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.17
Information Ratio 1.08
Alpha Ratio -0.06
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.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,704
31 Aug 17₹14,992
31 Aug 18₹18,130
31 Aug 19₹15,607
31 Aug 20₹18,350

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 6.6%
3 Month 27.1%
6 Month 38.7%
1 Year 22.2%
3 Year 6.6%
5 Year 14.3%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 136.8 Yr.

Data below for SBI Small Cap Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Industrials32.25%
Basic Materials20.97%
Consumer Cyclical19.19%
Financial Services5.82%
Consumer Defensive4.7%
Technology4.41%
Health Care4.06%
Communication Services1.61%
Utility0.61%
Real Estate0.37%
Asset Allocation
Asset ClassValue
Cash5.6%
Equity94.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹243 Cr11,000,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 20 | PIIND
4%₹211 Cr1,147,476
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹194 Cr1,305,235
↑ 300,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹184 Cr2,900,000
↑ 985,120
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
3%₹176 Cr13,000,000
↑ 2,000,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
3%₹174 Cr8,514,428
↑ 5,379,678
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
3%₹169 Cr352,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹159 Cr2,135,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹154 Cr790,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹149 Cr2,300,000

2. Nippon India Small Cap Fund

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 CAGR/Annualized return of 15.8% since its launch.  Ranked 6 in Small Cap category.  Return for 2019 was -2.5% , 2018 was -16.7% and 2017 was 63% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (18 Sep 20) ₹43.4455 ↓ -0.17   (-0.38 %)
Net Assets (Cr) ₹8,322 on 31 Jul 20
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 0.11
Information Ratio 0.88
Alpha Ratio -2.72
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.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,822
31 Aug 17₹15,748
31 Aug 18₹18,220
31 Aug 19₹14,190
31 Aug 20₹16,440

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 9.8%
3 Month 30%
6 Month 48.1%
1 Year 19.3%
3 Year 2.7%
5 Year 12.3%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
2011 -25%
2010
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 173.67 Yr.
Kinjal Desai25 May 182.27 Yr.

Data below for Nippon India Small Cap Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Basic Materials23.93%
Industrials20.08%
Financial Services13.58%
Consumer Defensive12.54%
Consumer Cyclical10.16%
Technology6.04%
Health Care4.58%
Communication Services3.65%
Utility1.54%
Asset Allocation
Asset ClassValue
Cash3.9%
Equity96.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
5%₹419 Cr6,131,710
↓ -700,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
4%₹332 Cr1,702,655
↓ -35,972
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
3%₹255 Cr3,549,411
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹254 Cr3,915,042
Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 542752
3%₹252 Cr997,132
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹221 Cr11,046,249
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 19 | 500800
2%₹213 Cr4,000,000
↓ -1,187,322
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
2%₹194 Cr239,616
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 29 Feb 20 | 540750
2%₹187 Cr9,690,221
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 541557
2%₹178 Cr716,817

3. Kotak Small Cap Fund

(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 CAGR/Annualized return of 14.5% since its launch.  Ranked 23 in Small Cap category.  Return for 2019 was 5% , 2018 was -17.3% and 2017 was 44% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (18 Sep 20) ₹82.028 ↓ -0.13   (-0.15 %)
Net Assets (Cr) ₹1,494 on 31 Jul 20
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.21
Information Ratio 1.01
Alpha Ratio 9.86
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.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,918
31 Aug 17₹13,845
31 Aug 18₹14,622
31 Aug 19₹12,386
31 Aug 20₹14,439

Kotak Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 10.5%
3 Month 31.4%
6 Month 42.9%
1 Year 23.5%
3 Year 2.7%
5 Year 9.6%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
2011 -26.9%
2010 28%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1010.62 Yr.

Data below for Kotak Small Cap Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Industrials25.99%
Basic Materials24.89%
Consumer Cyclical22.95%
Technology8.05%
Financial Services6.53%
Consumer Defensive4.18%
Health Care3.33%
Energy1.37%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash1.54%
Equity98.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
4%₹59 Cr3,947,506
↑ 107,572
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
4%₹59 Cr393,303
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
3%₹57 Cr411,268
↑ 24,687
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 31 Aug 11 | 508486
3%₹54 Cr113,001
↑ 10,219
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 17 | 540699
3%₹52 Cr64,779
↑ 3,522
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹49 Cr417,548
↑ 31,801
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹48 Cr273,661
↓ -5,943
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 17 | 533758
3%₹47 Cr196,664
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹47 Cr739,349
↑ 18,207
Alkyl Amines Chemicals Ltd (Basic Materials)
Equity, Since 31 May 19 | 506767
3%₹47 Cr151,426
↓ -33,159

4. L&T Emerging Businesses Fund

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 CAGR/Annualized return of 13.8% since its launch.  Ranked 2 in Small Cap category.  Return for 2019 was -8.1% , 2018 was -13.7% and 2017 was 66.5% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (18 Sep 20) ₹22.69 ↓ -0.01   (-0.05 %)
Net Assets (Cr) ₹4,796 on 31 Jul 20
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.26
Information Ratio -0.39
Alpha Ratio -16.68
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.

DateValue
31 Aug 15₹10,000
31 Aug 16₹12,047
31 Aug 17₹16,684
31 Aug 18₹18,532
31 Aug 19₹14,571
31 Aug 20₹14,328

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 9.3%
3 Month 27.1%
6 Month 37.9%
1 Year 3.9%
3 Year -3.7%
5 Year 9.4%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
2010
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 190.71 Yr.
Vihang Naik17 Dec 190.71 Yr.
Alok Ranjan1 Oct 190.92 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Industrials23.5%
Basic Materials17.84%
Consumer Cyclical16.8%
Health Care9.73%
Technology8.5%
Consumer Defensive8.27%
Financial Services5.34%
Real Estate3.63%
Utility2.26%
Energy0.91%
Asset Allocation
Asset ClassValue
Cash2.27%
Equity97.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
4%₹209 Cr2,182,586
↓ -47,914
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
3%₹141 Cr416,535
Emami Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 531162
3%₹134 Cr3,765,000
↑ 1,369,589
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | 540762
2%₹122 Cr1,885,083
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
2%₹121 Cr146,949
↓ -9,265
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 506401
2%₹121 Cr1,765,000
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 20 | 543064
2%₹120 Cr1,897,300
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
2%₹119 Cr1,249,000
↓ -213,958
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 20 | 532504
2%₹118 Cr606,617
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 20 | 524494
2%₹116 Cr615,300

5. HDFC Small Cap Fund

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 CAGR/Annualized return of 11.6% since its launch.  Ranked 9 in Small Cap category.  Return for 2019 was -9.5% , 2018 was -8.1% and 2017 was 60.8% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (18 Sep 20) ₹39.288 ↓ -0.05   (-0.13 %)
Net Assets (Cr) ₹7,851 on 31 Jul 20
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.23
Information Ratio 0.88
Alpha Ratio -7.41
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.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,896
31 Aug 17₹14,595
31 Aug 18₹17,995
31 Aug 19₹14,597
31 Aug 20₹14,585

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for HDFC Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 6.9%
3 Month 26.4%
6 Month 38.3%
1 Year 3.1%
3 Year 0.4%
5 Year 9.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
2012 31.6%
2011 -26.2%
2010 23.3%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad25 Jun 146.19 Yr.
Chirag Dagli31 Jul 191.09 Yr.

Data below for HDFC Small Cap Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Consumer Cyclical19.97%
Industrials19.1%
Technology13.77%
Basic Materials13.04%
Health Care11.11%
Financial Services4.81%
Utility4.02%
Consumer Defensive4.01%
Communication Services3.03%
Asset Allocation
Asset ClassValue
Cash7.14%
Equity92.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 19 | 500031
4%₹348 Cr6,980,775
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
4%₹330 Cr53,352,012
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Aug 12 | AUROPHARMA
4%₹315 Cr3,895,711
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BALKRISIND
3%₹291 Cr2,200,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Oct 19 | PERSISTENT
3%₹274 Cr2,854,936
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
3%₹271 Cr8,892,000
Atul Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ATUL
3%₹241 Cr417,522
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 540762
3%₹217 Cr3,353,020
↓ -973
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 17 | 500126
2%₹204 Cr425,000
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 500085
2%₹203 Cr13,697,228

6. DSP BlackRock Small Cap Fund 

(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 CAGR/Annualized return of 14.7% since its launch.  Ranked 7 in Small Cap category.  Return for 2019 was 0.7% , 2018 was -25.5% and 2017 was 42.8% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (18 Sep 20) ₹61.617 ↓ -0.10   (-0.16 %)
Net Assets (Cr) ₹4,650 on 31 Jul 20
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 0.19
Information Ratio 0.08
Alpha Ratio 0.33
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.

DateValue
31 Aug 15₹10,000
31 Aug 16₹12,443
31 Aug 17₹14,470
31 Aug 18₹14,726
31 Aug 19₹11,892
31 Aug 20₹14,028

DSP BlackRock Small Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 9.4%
3 Month 29.5%
6 Month 45.6%
1 Year 24.1%
3 Year 0.1%
5 Year 8.7%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
2011 -27.2%
2010 43.9%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1010.2 Yr.
Jay Kothari1 Mar 137.51 Yr.
Resham Jain16 Mar 182.46 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Jul 20

Equity Sector Allocation
SectorValue
Consumer Cyclical28.63%
Basic Materials24.95%
Health Care13.14%
Industrials11.24%
Financial Services6.77%
Consumer Defensive4.79%
Technology3.4%
Communication Services1.19%
Asset Allocation
Asset ClassValue
Cash5.88%
Equity94.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
6%₹296 Cr512,010
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
6%₹289 Cr1,533,102
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹177 Cr735,913
↓ -10,343
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹166 Cr2,562,150
Aarti Drugs Ltd (Healthcare)
Equity, Since 31 Jan 15 | 524348
3%₹153 Cr563,890
↓ -280,268
Manappuram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | 531213
3%₹151 Cr10,188,255
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 16 | 506943
3%₹147 Cr1,902,850
↓ -37,838
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹141 Cr1,105,882
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹134 Cr1,141,797
Dhanuka Agritech Ltd (Basic Materials)
Equity, Since 30 Sep 16 | 507717
2%₹126 Cr1,618,103

7. ICICI Prudential Smallcap Fund

(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 CAGR/Annualized return of 7.9% since its launch.  Ranked 26 in Small Cap category.  Return for 2019 was 10% , 2018 was -22.4% and 2017 was 42.7% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (18 Sep 20) ₹26.81 ↑ 0.07   (0.26 %)
Net Assets (Cr) ₹1,199 on 31 Jul 20
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.72
Sharpe Ratio -0.04
Information Ratio 0.73
Alpha Ratio -1.97
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.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,406
31 Aug 17₹13,144
31 Aug 18₹13,285
31 Aug 19₹11,909
31 Aug 20₹12,781

ICICI Prudential Smallcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 9.3%
3 Month 30.1%
6 Month 37.2%
1 Year 12.5%
3 Year 0.1%
5 Year 6.2%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
2012 26%
2011 -15.1%
2010 17.4%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Sankaran Naren17 Feb 155.54 Yr.
Priyanka Khandelwal15 Jun 173.21 Yr.
Harish Bihani5 Nov 181.82 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Industrials20.28%
Financial Services16.73%
Basic Materials15.55%
Real Estate7.73%
Consumer Cyclical7.07%
Health Care6.78%
Consumer Defensive6.46%
Technology6.06%
Utility5.46%
Communication Services3.87%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity96.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JM Financial Ltd (Financial Services)
Equity, Since 30 Jun 20 | JMFINANCIL
4%₹49 Cr6,061,854
↓ -598,479
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Aug 19 | 532313
3%₹44 Cr1,619,214
↑ 73,163
Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 31 Aug 20 | 506655
3%₹43 Cr950,000
↑ 950,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
3%₹42 Cr52,233
↓ -775
Metropolis Healthcare Ltd (Healthcare)
Equity, Since 30 Apr 20 | 542650
3%₹41 Cr222,456
↓ -1,681
Persistent Systems Ltd (Technology)
Equity, Since 29 Feb 20 | PERSISTENT
3%₹40 Cr422,057
↓ -27,866
HeidelbergCement India Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 500292
3%₹40 Cr2,109,916
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Jun 19 | 504973
3%₹39 Cr895,914
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 532929
3%₹37 Cr2,128,489
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | 517569
3%₹36 Cr920,232

8. Franklin India Smaller Companies Fund

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 CAGR/Annualized return of 11.5% since its launch.  Ranked 11 in Small Cap category.  Return for 2019 was -5% , 2018 was -17.4% and 2017 was 43.5% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (18 Sep 20) ₹49.3343 ↑ 0.07   (0.15 %)
Net Assets (Cr) ₹5,244 on 31 Jul 20
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio -0.31
Information Ratio 0.21
Alpha Ratio -12.15
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.

DateValue
31 Aug 15₹10,000
31 Aug 16₹12,420
31 Aug 17₹14,490
31 Aug 18₹15,217
31 Aug 19₹12,274
31 Aug 20₹12,065

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 10.7%
3 Month 26.9%
6 Month 32.2%
1 Year 3.6%
3 Year -5.1%
5 Year 5.4%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
2011 -25.9%
2010 18.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0713.43 Yr.
Hari Shyamsunder2 May 164.34 Yr.
Pyari Menon26 Sep 190.93 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Industrials25.94%
Basic Materials15.79%
Financial Services14.43%
Consumer Cyclical10.21%
Health Care7.25%
Communication Services6.66%
Technology4.96%
Consumer Defensive4.92%
Real Estate4.24%
Energy2.22%
Asset Allocation
Asset ClassValue
Equity96.62%
Other3.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
6%₹358 Cr5,242,967
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
4%₹251 Cr2,703,918
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹184 Cr1,649,964
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹168 Cr9,599,486
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹157 Cr2,471,942
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
3%₹156 Cr2,822,305
↓ -10,024
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹146 Cr10,263,765
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹143 Cr1,853,938
↓ -33,649
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 502986
2%₹140 Cr1,655,675
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
2%₹135 Cr5,467,185

9. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.7% since its launch.  Ranked 1 in Small Cap category.  Return for 2019 was -11.5% , 2018 was -22.6% and 2017 was 56.7% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (18 Sep 20) ₹30.8389 ↓ -0.03   (-0.11 %)
Net Assets (Cr) ₹1,899 on 31 Jul 20
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.29
Information Ratio 0.08
Alpha Ratio -10.23
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 15₹10,000
31 Aug 16₹12,539
31 Aug 17₹15,327
31 Aug 18₹16,061
31 Aug 19₹11,810
31 Aug 20₹11,829

Aditya Birla Sun Life Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 8.7%
3 Month 27.2%
6 Month 36.7%
1 Year 4.5%
3 Year -7.9%
5 Year 5%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
2012 31.9%
2011 -23.3%
2010 19.2%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Kunal Sangoi14 May 200.3 Yr.
Dhaval Gala14 May 200.3 Yr.
Nitesh Jain14 May 200.3 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Basic Materials20.99%
Financial Services15.7%
Industrials15.45%
Consumer Cyclical11.91%
Health Care10.16%
Consumer Defensive8.3%
Technology4.77%
Communication Services4.4%
Utility3.28%
Real Estate1.4%
Asset Allocation
Asset ClassValue
Cash3.51%
Equity96.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
4%₹77 Cr2,400,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
3%₹68 Cr995,136
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹60 Cr400,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 19 | MCX
3%₹57 Cr356,119
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 506395
3%₹56 Cr733,005
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
2%₹52 Cr1,200,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 532497
2%₹49 Cr1,230,984
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Aug 18 | 500031
2%₹48 Cr954,319
Metropolis Healthcare Ltd (Healthcare)
Equity, Since 30 Apr 19 | 542650
2%₹47 Cr257,549
Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)
Equity, Since 31 Oct 17 | 523398
2%₹45 Cr212,929

10. Sundaram Small Cap Fund

(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 CAGR/Annualized return of 14.2% since its launch.  Ranked 19 in Small Cap category.  Return for 2019 was -6.1% , 2018 was -29.2% and 2017 was 55.6% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (18 Sep 20) ₹79.6741 ↓ -0.45   (-0.56 %)
Net Assets (Cr) ₹945 on 31 Jul 20
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio 0
Information Ratio 0.14
Alpha Ratio 1.64
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.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,451
31 Aug 17₹13,915
31 Aug 18₹13,215
31 Aug 19₹10,243
31 Aug 20₹10,938

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 20

DurationReturns
1 Month 8.6%
3 Month 26.2%
6 Month 37.2%
1 Year 10.8%
3 Year -6.7%
5 Year 3.5%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
2011 -32.7%
2010 10.2%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
S Krishnakumar6 Oct 0613.91 Yr.
Ratish Varier23 Jul 200.11 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Consumer Cyclical21.32%
Industrials20.55%
Basic Materials17.31%
Health Care13.42%
Technology10.07%
Financial Services7.9%
Consumer Defensive3.38%
Real Estate2.8%
Communication Services2.36%
Asset Allocation
Asset ClassValue
Cash0.88%
Equity99.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | 540762
5%₹49 Cr755,092
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
5%₹48 Cr243,628
Timken India Ltd (Industrials)
Equity, Since 30 Nov 14 | 522113
4%₹39 Cr354,930
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
4%₹38 Cr255,350
Laurus Labs Ltd (Healthcare)
Equity, Since 31 Mar 19 | 540222
3%₹30 Cr267,903
↓ -64,951
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | 590006
3%₹30 Cr667,897
↓ -3,103
Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)
Equity, Since 31 Aug 18 | 523398
3%₹29 Cr137,031
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 532929
3%₹29 Cr1,668,208
↑ 253,885
Heritage Foods Ltd (Consumer Defensive)
Equity, Since 28 Feb 15 | 519552
3%₹27 Cr747,400
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹26 Cr164,201

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

benefits-of-small-cap-mutual-funds

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?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.

Disclaimer:
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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Unknown, posted on 22 Jan 19 4:38 PM

I believe SBI small cap fund is the best to get good returns in long run.

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