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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 January 23, 2020 , 26076 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 (%)2018 (%)
SBI Small Cap Fund Growth ₹57.1548
↑ 0.64
₹3,1569.116.516.815.113.86.1
L&T Emerging Businesses Fund Growth ₹24.15
↓ -0.01
₹5,94188.70.9910.7-8.1
Aditya Birla Sun Life Small Cap Fund Growth ₹33.181
↑ 0.20
₹2,2559.86.40.92.86.7-11.5
DSP BlackRock Small Cap Fund  Growth ₹57.89
↑ 0.35
₹4,91813.314.8113.48.80.7
Nippon India Small Cap Fund Growth ₹41.6542
↑ 0.11
₹8,52511.214.58.11010.4-2.5
Franklin India Smaller Companies Fund Growth ₹52.6194
↑ 0.34
₹6,9298.37.11.74.16.7-5
HDFC Small Cap Fund Growth ₹40.852
↑ 0.07
₹9,2325.54-2.310.79.3-9.5
ICICI Prudential Smallcap Fund Growth ₹27.6
↑ 0.19
₹79911.713.121.47.66.210
Kotak Small Cap Fund Growth ₹79.728
↑ 0.66
₹1,36013.420.217.88.895
Sundaram Small Cap Fund Growth ₹82.6
↑ 0.59
₹1,05711.612.4623.5-6.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20
*Above is list of best small cap Mutual Funds having Net Assets/ AUM above 50 Crore.

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 18.3% 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 (24 Jan 20) ₹57.1548 ↑ 0.64   (1.13 %)
Net Assets (Cr) ₹3,156 on 31 Dec 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.24
Information Ratio 1.34
Alpha Ratio 10.09
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 Dec 14₹10,000
31 Dec 15₹12,056
31 Dec 16₹12,212
31 Dec 17₹21,818
31 Dec 18₹17,537
31 Dec 19₹18,606

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 ₹426,080.
Net Profit of ₹126,080
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 24 Jan 20

DurationReturns
1 Month 7.6%
3 Month 9.1%
6 Month 16.5%
1 Year 16.8%
3 Year 15.1%
5 Year 13.8%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.1%
2017 -19.6%
2016 78.7%
2015 1.3%
2014 20.6%
2013 110.7%
2012 7.8%
2011 31.9%
2010 -24.3%
2009 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.96 Yr.

Data below for SBI Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials26.06%
Consumer Cyclical21.63%
Basic Materials11.35%
Consumer Defensive11.02%
Financial Services7.56%
Technology4.11%
Health Care2.35%
Utility2.15%
Energy1.17%
Real Estate0.72%
Communication Services0.14%
Asset Allocation
Asset ClassValue
Cash11.11%
Equity88.42%
Other0.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
6%₹188 Cr
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹128 Cr352,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
4%₹125 Cr377,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹125 Cr1,077,439
Net Receivable / Payable
Net Current Assets | -
4%₹116 Cr
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
4%₹115 Cr1,980,215
↑ 1,101,115
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
4%₹108 Cr2,300,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
3%₹105 Cr1,800,000
NIIT Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 500304
3%₹100 Cr9,452,213
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
3%₹93 Cr2,819,018
↑ 186,443

2. 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 16.7% 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 (24 Jan 20) ₹24.15 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹5,941 on 31 Dec 19
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.71
Information Ratio 0.8
Alpha Ratio -4.4
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 Dec 14₹10,000
31 Dec 15₹11,232
31 Dec 16₹12,379
31 Dec 17₹20,611
31 Dec 18₹17,783
31 Dec 19₹16,334

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 ₹395,578.
Net Profit of ₹95,578
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 24 Jan 20

DurationReturns
1 Month 7.6%
3 Month 8%
6 Month 8.7%
1 Year 0.9%
3 Year 9%
5 Year 10.7%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.1%
2017 -13.7%
2016 66.5%
2015 10.2%
2014 12.3%
2013
2012
2011
2010
2009
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 190 Yr.
Vihang Naik17 Dec 190 Yr.
Alok Ranjan1 Oct 190.17 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials27.67%
Consumer Cyclical18.98%
Basic Materials11.43%
Financial Services7.97%
Consumer Defensive6.07%
Health Care4.71%
Real Estate4.7%
Technology3.57%
Utility3.06%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash11.45%
Equity88.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
11%₹688 Cr
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
4%₹227 Cr523,722
↑ 2,122
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
3%₹184 Cr1,758,670
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
3%₹159 Cr225,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹154 Cr2,255,176
↑ 59,617
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
2%₹146 Cr1,462,299
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
2%₹139 Cr2,110,735
↓ -154,533
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
2%₹132 Cr2,319,448
↑ 15,247
Abbott India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500488
2%₹124 Cr98,265
DCB Bank Ltd (Financial Services)
Equity, Since 30 Jun 16 | 532772
2%₹113 Cr6,204,400
↑ 328,377

3. 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 9.9% 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 (24 Jan 20) ₹33.181 ↑ 0.20   (0.61 %)
Net Assets (Cr) ₹2,255 on 31 Dec 19
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.68
Information Ratio 0.13
Alpha Ratio -3.47
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 Dec 14₹10,000
31 Dec 15₹11,343
31 Dec 16₹12,438
31 Dec 17₹19,491
31 Dec 18₹15,077
31 Dec 19₹13,337

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 ₹357,992.
Net Profit of ₹57,992
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 24 Jan 20

DurationReturns
1 Month 10.4%
3 Month 9.8%
6 Month 6.4%
1 Year 0.9%
3 Year 2.8%
5 Year 6.7%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.5%
2017 -22.6%
2016 56.7%
2015 9.7%
2014 13.4%
2013 66.3%
2012 4.8%
2011 31.9%
2010 -23.3%
2009 19.2%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Jayesh Gandhi15 Dec 144.88 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials25.11%
Financial Services20.34%
Consumer Cyclical12.51%
Basic Materials11.97%
Communication Services6.06%
Health Care5.79%
Utility4.67%
Technology3.98%
Consumer Defensive3.5%
Energy0.83%
Asset Allocation
Asset ClassValue
Cash4.64%
Equity95.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Net Current Assets | -
4%₹82 Cr
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
4%₹81 Cr2,400,000
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
3%₹78 Cr2,750,000
↑ 50,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
3%₹74 Cr1,500,000
↑ 50,000
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Aug 16 | 532706
3%₹74 Cr2,050,000
↑ 50,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
3%₹72 Cr3,967,000
↑ 137,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | FEDERALBNK
3%₹60 Cr6,800,000
↑ 800,000
TeamLease Services Ltd (Industrials)
Equity, Since 30 Sep 19 | TEAMLEASE
2%₹56 Cr225,000
↑ 60,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 15 | PNCINFRA
2%₹56 Cr2,861,396
↓ -508,604
Tata Metaliks Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 513434
2%₹55 Cr900,000
↑ 623

4. 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 14.9% 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 (24 Jan 20) ₹57.89 ↑ 0.35   (0.61 %)
Net Assets (Cr) ₹4,918 on 31 Dec 19
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.06
Information Ratio -0.55
Alpha Ratio 6.67
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 Dec 14₹10,000
31 Dec 15₹12,037
31 Dec 16₹13,571
31 Dec 17₹19,376
31 Dec 18₹14,444
31 Dec 19₹14,552

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 24 Jan 20

DurationReturns
1 Month 11.3%
3 Month 13.3%
6 Month 14.8%
1 Year 11%
3 Year 3.4%
5 Year 8.8%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.7%
2017 -25.5%
2016 42.8%
2015 12.7%
2014 20.4%
2013 101.8%
2012 3.8%
2011 40.5%
2010 -27.2%
2009 43.9%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 109.37 Yr.
Jay Kothari1 Mar 136.67 Yr.
Resham Jain16 Mar 181.63 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical26.1%
Basic Materials25.38%
Industrials14.31%
Financial Services8.69%
Health Care8.68%
Consumer Defensive3.67%
Technology2.83%
Communication Services1.91%
Asset Allocation
Asset ClassValue
Cash8.3%
Equity91.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
9%₹412 Cr
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
5%₹250 Cr2,187,281
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹207 Cr512,010
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
3%₹164 Cr9,022,562
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹157 Cr1,003,322
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹131 Cr998,279
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 14 | FINCABLES
3%₹129 Cr3,509,172
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 13 | SRF
3%₹126 Cr394,114
↓ -123,327
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
2%₹120 Cr1,372,303
↓ -165,822
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
2%₹113 Cr1,141,797

5. 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 16.5% 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 (24 Jan 20) ₹41.6542 ↑ 0.11   (0.26 %)
Net Assets (Cr) ₹8,525 on 31 Dec 19
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.25
Information Ratio 1.11
Alpha Ratio 2.94
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 Dec 14₹10,000
31 Dec 15₹11,511
31 Dec 16₹12,151
31 Dec 17₹19,802
31 Dec 18₹16,497
31 Dec 19₹16,082

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 ₹395,578.
Net Profit of ₹95,578
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 24 Jan 20

DurationReturns
1 Month 9.5%
3 Month 11.2%
6 Month 14.5%
1 Year 8.1%
3 Year 10%
5 Year 10.4%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.5%
2017 -16.7%
2016 63%
2015 5.6%
2014 15.1%
2013 97.6%
2012 11.9%
2011 41.9%
2010 -25%
2009
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 173 Yr.
Kinjal Desai25 May 181.6 Yr.

Data below for Nippon India Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials22.43%
Basic Materials19.86%
Consumer Cyclical13.79%
Financial Services13.48%
Consumer Defensive11.11%
Technology4.47%
Health Care3.18%
Communication Services2.5%
Utility1.8%
Asset Allocation
Asset ClassValue
Cash4.53%
Equity95.24%
Other0.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
3%₹272 Cr3,395,276
↑ 64,501
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
3%₹252 Cr7,475,750
↓ -347,422
Triparty Repo
CBLO/Reverse Repo | -
3%₹230 Cr
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹203 Cr9,574,898
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
2%₹201 Cr4,276,100
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFCBANK
2%₹185 Cr1,448,646
Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 542752
2%₹184 Cr1,210,018
↓ -122,066
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | 531335
2%₹169 Cr1,167,400
↑ 200,000
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
2%₹161 Cr2,457,475
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 19 | 500800
2%₹158 Cr4,896,099

6. 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 12.6% 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 (24 Jan 20) ₹52.6194 ↑ 0.34   (0.64 %)
Net Assets (Cr) ₹6,929 on 31 Dec 19
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio -0.43
Information Ratio 0.16
Alpha Ratio 0.76
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 Dec 14₹10,000
31 Dec 15₹10,956
31 Dec 16₹12,073
31 Dec 17₹17,320
31 Dec 18₹14,303
31 Dec 19₹13,585

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 ₹357,992.
Net Profit of ₹57,992
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 24 Jan 20

DurationReturns
1 Month 7.2%
3 Month 8.3%
6 Month 7.1%
1 Year 1.7%
3 Year 4.1%
5 Year 6.7%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5%
2017 -17.4%
2016 43.5%
2015 10.2%
2014 9.6%
2013 89.9%
2012 13.2%
2011 51.7%
2010 -25.9%
2009 18.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0712.67 Yr.
Hari Shyamsunder2 May 163.58 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials26.13%
Financial Services18.39%
Basic Materials12.44%
Consumer Cyclical9.74%
Health Care6.12%
Communication Services4.97%
Real Estate4.52%
Consumer Defensive3.74%
Energy3.31%
Technology2.98%
Asset Allocation
Asset ClassValue
Equity92.33%
Other7.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
8%₹533 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
5%₹353 Cr2,767,306
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹197 Cr9,601,987
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
3%₹192 Cr5,685,489
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 18 | HINDPETRO
3%₹178 Cr6,289,744
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹177 Cr2,521,141
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹177 Cr9,863,765
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
2%₹171 Cr2,824,663
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
2%₹157 Cr3,967,822
Atul Ltd (Basic Materials)
Equity, Since 31 May 14 | ATUL
2%₹156 Cr385,642

7. 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 12.7% 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 (24 Jan 20) ₹40.852 ↑ 0.07   (0.17 %)
Net Assets (Cr) ₹9,232 on 31 Dec 19
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.72
Information Ratio 0.91
Alpha Ratio -3.61
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 Dec 14₹10,000
31 Dec 15₹10,642
31 Dec 16₹11,220
31 Dec 17₹18,037
31 Dec 18₹16,580
31 Dec 19₹15,006

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 24 Jan 20

DurationReturns
1 Month 7.4%
3 Month 5.5%
6 Month 4%
1 Year -2.3%
3 Year 10.7%
5 Year 9.3%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.5%
2017 -8.1%
2016 60.8%
2015 5.4%
2014 6.4%
2013 51.5%
2012 7.5%
2011 31.6%
2010 -26.2%
2009 23.3%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad25 Jun 145.27 Yr.
Chirag Dagli31 Jul 190.17 Yr.

Data below for HDFC Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials18.76%
Consumer Cyclical17.93%
Technology11.54%
Basic Materials11.28%
Financial Services10.42%
Health Care7.12%
Communication Services5.27%
Utility2.14%
Consumer Defensive1.84%
Energy1.55%
Asset Allocation
Asset ClassValue
Cash11.69%
Equity88.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
8%₹742 Cr
NIIT Technologies Ltd (Technology)
Equity, Since 31 Jul 14 | 532541
3%₹288 Cr1,932,000
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
3%₹275 Cr8,857,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532772
3%₹253 Cr13,906,886
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Jul 18 | 532706
3%₹237 Cr6,597,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 500850
3%₹228 Cr15,261,167
↑ 860,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BALKRISIND
2%₹222 Cr2,400,000
↓ -283,447
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | 542399
2%₹219 Cr6,180,597
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | FEDERALBNK
2%₹215 Cr24,189,317
Finolex Industries Ltd (Industrials)
Equity, Since 31 Oct 18 | FINPIPE
2%₹209 Cr3,599,682

8. 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 8.6% 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 (24 Jan 20) ₹27.6 ↑ 0.19   (0.69 %)
Net Assets (Cr) ₹799 on 31 Dec 19
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.72
Sharpe Ratio 0.42
Information Ratio 0.61
Alpha Ratio 16.68
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 Dec 14₹10,000
31 Dec 15₹10,045
31 Dec 16₹10,647
31 Dec 17₹15,198
31 Dec 18₹11,801
31 Dec 19₹12,985

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 24 Jan 20

DurationReturns
1 Month 8.6%
3 Month 11.7%
6 Month 13.1%
1 Year 21.4%
3 Year 7.6%
5 Year 6.2%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 10%
2017 -22.4%
2016 42.7%
2015 6%
2014 0.5%
2013 50.6%
2012 8.8%
2011 26%
2010 -15.1%
2009 17.4%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Sankaran Naren17 Feb 154.79 Yr.
Priyanka Khandelwal15 Jun 172.46 Yr.
Harish Bihani5 Nov 181.07 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials21.63%
Financial Services17.19%
Communication Services8.64%
Consumer Cyclical8.52%
Consumer Defensive6.64%
Real Estate5.68%
Basic Materials4.26%
Health Care4.04%
Technology3.2%
Utility2.94%
Asset Allocation
Asset ClassValue
Cash14.69%
Equity85.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
15%₹108 Cr
PVR Ltd (Communication Services)
Equity, Since 31 Aug 19 | 532689
4%₹28 Cr154,440
↑ 8,238
Bajaj Consumer Care Ltd (Consumer Defensive)
Equity, Since 31 Mar 19 | BAJAJCON
4%₹26 Cr1,059,584
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Apr 19 | 511196
3%₹22 Cr549,079
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 17 | BLUESTARCO
3%₹19 Cr243,193
↑ 14,711
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Jun 18 | 541301
2%₹16 Cr767,504
PNC Infratech Ltd (Industrials)
Equity, Since 31 Mar 17 | PNCINFRA
2%₹16 Cr801,992
TeamLease Services Ltd (Industrials)
Equity, Since 30 Nov 19 | TEAMLEASE
2%₹16 Cr62,281
↑ 62,281
DCB Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 532772
2%₹15 Cr846,437
↑ 175,906
NTPC Ltd (Utilities)
Equity, Since 30 Nov 19 | 532555
2%₹15 Cr1,274,194
↑ 1,274,194

9. 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 14.9% 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 (24 Jan 20) ₹79.728 ↑ 0.66   (0.84 %)
Net Assets (Cr) ₹1,360 on 31 Dec 19
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.17
Information Ratio 0.66
Alpha Ratio 11.78
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 Dec 14₹10,000
31 Dec 15₹10,736
31 Dec 16₹11,688
31 Dec 17₹16,833
31 Dec 18₹13,921
31 Dec 19₹14,623

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 ₹376,357.
Net Profit of ₹76,357
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 24 Jan 20

DurationReturns
1 Month 11.7%
3 Month 13.4%
6 Month 20.2%
1 Year 17.8%
3 Year 8.8%
5 Year 9%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5%
2017 -17.3%
2016 44%
2015 8.9%
2014 7.4%
2013 74%
2012 -4.9%
2011 50.2%
2010 -26.9%
2009 28%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 109.86 Yr.

Data below for Kotak Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials23.63%
Industrials23.6%
Consumer Cyclical21.15%
Financial Services11.28%
Technology6.08%
Consumer Defensive4.61%
Health Care2.69%
Energy2.54%
Real Estate1.88%
Communication Services0.46%
Asset Allocation
Asset ClassValue
Cash0.7%
Equity99.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
4%₹49 Cr1,832,553
↑ 44,718
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
3%₹42 Cr359,368
↑ 1,116
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹41 Cr283,805
↑ 10,511
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
3%₹40 Cr308,706
PI Industries Ltd (Basic Materials)
Equity, Since 31 Oct 18 | PIIND
3%₹39 Cr265,514
↓ -5,469
JMC Projects (India) Ltd (Industrials)
Equity, Since 31 Oct 18 | 522263
3%₹37 Cr3,655,329
↑ 61,455
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 17 | 540699
3%₹35 Cr106,898
↑ 1,921
Prataap Snacks Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 540724
3%₹35 Cr401,162
↑ 3,565
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹35 Cr356,626
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 523385
3%₹35 Cr266,061
↑ 7,168

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 15.2% 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 (24 Jan 20) ₹82.6 ↑ 0.59   (0.72 %)
Net Assets (Cr) ₹1,057 on 31 Dec 19
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio -0.34
Information Ratio -0.8
Alpha Ratio 1.67
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 Dec 14₹10,000
31 Dec 15₹10,779
31 Dec 16₹10,765
31 Dec 17₹16,748
31 Dec 18₹11,862
31 Dec 19₹11,144

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 24 Jan 20

DurationReturns
1 Month 11.6%
3 Month 11.6%
6 Month 12.4%
1 Year 6%
3 Year 2%
5 Year 3.5%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -6.1%
2017 -29.2%
2016 55.6%
2015 -0.1%
2014 7.8%
2013 108.7%
2012 -5%
2011 44.8%
2010 -32.7%
2009 10.2%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
S Krishnakumar6 Oct 0613.08 Yr.

Data below for Sundaram Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials26.35%
Consumer Cyclical24.93%
Basic Materials16.45%
Health Care10.87%
Technology5.48%
Financial Services4.64%
Communication Services3.35%
Real Estate2.7%
Consumer Defensive2.2%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
6%₹60 Cr682,501
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | 540762
5%₹57 Cr1,202,877
↓ -26,125
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
4%₹42 Cr365,000
↓ -24,214
HeidelbergCement India Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 500292
4%₹39 Cr2,039,127
Timken India Ltd (Industrials)
Equity, Since 30 Nov 14 | 522113
4%₹38 Cr440,000
↓ -4,000
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 30 Apr 16 | THYROCARE
3%₹36 Cr660,815
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Sep 12 | 532706
3%₹36 Cr1,001,388
DCB Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532772
3%₹35 Cr1,900,000
↓ -31,856
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 Aug 09 | 522287
3%₹30 Cr660,000
↓ -10,000
Amrutanjan Health Care Ltd (Healthcare)
Equity, Since 31 Jan 15 | 590006
3%₹30 Cr673,098
↓ -16,902

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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