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10 Best Performing Small Cap Mutual Funds to Invest In 2022

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10 Best Small Cap Mutual Funds 2022

Updated on November 27, 2022 , 65704 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 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Nippon India Small Cap Fund Growth ₹94.2284
↓ -0.42
₹22,8446.620.91734.91674.3
Kotak Small Cap Fund Growth ₹164.638
↓ -0.42
₹8,614-0.19.51.931.815.570.9
SBI Small Cap Fund Growth ₹115.217
↓ -0.43
₹14,869417.213.52914.447.6
ICICI Prudential Smallcap Fund Growth ₹54.68
↓ -0.06
₹4,3883.613.89.829.113.261
HDFC Small Cap Fund Growth ₹79.808
↓ -0.45
₹14,1006.520.712.827.212.764.9
IDBI Small Cap Fund Growth ₹18.85
↓ -0.07
₹1562.21813.528.111.964.7
L&T Emerging Businesses Fund Growth ₹47.7365
↓ -0.15
₹8,4963.616.112.327.911.877.4
DSP BlackRock Small Cap Fund  Growth ₹114.214
↓ -0.11
₹9,0822.510.98.23011.458.9
Franklin India Smaller Companies Fund Growth ₹96.5959
↑ 0.19
₹7,2987.519.89.524.99.556.4
Sundaram Small Cap Fund Growth ₹151.871
↓ -0.02
₹2,0804.216.85.5267.360.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Nov 22
*Above is list of best small cap Mutual Funds having Net Assets/ AUM above 100 Crore & Sorted on 5 Year CAGR Returns.

1. 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 20.2% since its launch.  Ranked 6 in Small Cap category.  Return for 2021 was 74.3% , 2020 was 29.2% and 2019 was -2.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (29 Nov 22) ₹94.2284 ↓ -0.42   (-0.44 %)
Net Assets (Cr) ₹22,844 on 31 Oct 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.59
Information Ratio 1.4
Alpha Ratio 11.74
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 Oct 17₹10,000
31 Oct 18₹9,104
31 Oct 19₹8,994
31 Oct 20₹9,696
31 Oct 21₹18,887
31 Oct 22₹21,594

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 ₹458,689.
Net Profit of ₹158,689
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 29 Nov 22

DurationReturns
1 Month 2.9%
3 Month 6.6%
6 Month 20.9%
1 Year 17%
3 Year 34.9%
5 Year 16%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 175.83 Yr.
Kinjal Desai25 May 184.44 Yr.

Data below for Nippon India Small Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials23.59%
Consumer Cyclical17.43%
Basic Materials15.95%
Financial Services13.77%
Consumer Defensive8.81%
Technology7.47%
Health Care5.25%
Communication Services1.59%
Real Estate0.55%
Energy0.41%
Utility0.17%
Asset Allocation
Asset ClassValue
Cash3.77%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
4%₹897 Cr3,267,559
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹462 Cr7,000,000
↓ -366,079
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | POONAWALLA
2%₹428 Cr13,987,931
↓ -100,000
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | FINEORG
2%₹422 Cr605,377
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
2%₹388 Cr5,763,697
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹384 Cr2,700,000
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC
2%₹368 Cr3,062,071
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | CREDITACC
2%₹357 Cr3,592,168
↓ -776,517
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
2%₹354 Cr787,244
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | 532134
1%₹332 Cr25,045,248

2. 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 17.1% since its launch.  Ranked 23 in Small Cap category.  Return for 2021 was 70.9% , 2020 was 34.2% and 2019 was 5% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (29 Nov 22) ₹164.638 ↓ -0.42   (-0.25 %)
Net Assets (Cr) ₹8,614 on 31 Oct 22
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.1
Information Ratio 0.81
Alpha Ratio -0.48
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 Oct 17₹10,000
31 Oct 18₹8,642
31 Oct 19₹9,303
31 Oct 20₹10,558
31 Oct 21₹21,076
31 Oct 22₹21,508

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 ₹447,579.
Net Profit of ₹147,579
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 29 Nov 22

DurationReturns
1 Month 0.6%
3 Month -0.1%
6 Month 9.5%
1 Year 1.9%
3 Year 31.8%
5 Year 15.5%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1012.79 Yr.
Arjun Khanna30 Apr 220.51 Yr.

Data below for Kotak Small Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials32.44%
Consumer Cyclical27.8%
Basic Materials19.74%
Financial Services4.84%
Health Care3.54%
Technology2.92%
Real Estate1.46%
Consumer Defensive1.24%
Energy0.31%
Asset Allocation
Asset ClassValue
Cash4.97%
Equity95.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
4%₹375 Cr4,186,972
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
4%₹357 Cr5,620,490
↓ -163,163
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹278 Cr927,140
↑ 55,130
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
3%₹277 Cr963,836
↑ 562
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹272 Cr1,440,380
↑ 7,371
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹222 Cr2,794,478
↑ 305,692
Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
3%₹221 Cr641,339
↑ 98,028
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹218 Cr1,978,982
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Oct 19 | BLUEDART
3%₹216 Cr244,198
↓ -10,742
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 11 | SOLARINDS
3%₹214 Cr547,434

3. 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 20.3% since its launch.  Ranked 4 in Small Cap category.  Return for 2021 was 47.6% , 2020 was 33.6% and 2019 was 6.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (29 Nov 22) ₹115.217 ↓ -0.43   (-0.37 %)
Net Assets (Cr) ₹14,869 on 31 Oct 22
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.5
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.

DateValue
31 Oct 17₹10,000
31 Oct 18₹9,253
31 Oct 19₹10,160
31 Oct 20₹11,150
31 Oct 21₹19,585
31 Oct 22₹21,764

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 29 Nov 22

DurationReturns
1 Month 0.5%
3 Month 4%
6 Month 17.2%
1 Year 13.5%
3 Year 29%
5 Year 14.4%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 138.96 Yr.
Mohit Jain25 Aug 220.19 Yr.

Data below for SBI Small Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials33.21%
Consumer Cyclical22.99%
Basic Materials14.18%
Consumer Defensive5.01%
Financial Services4.58%
Health Care2.65%
Communication Services2.27%
Real Estate0.78%
Asset Allocation
Asset ClassValue
Cash14.21%
Equity85.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
4%₹541 Cr3,840,985
↓ -689,230
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹506 Cr4,599,199
↑ 393,687
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | FINEORG
3%₹488 Cr700,000
Rajratan Global Wire Ltd (Basic Materials)
Equity, Since 31 Oct 16 | 517522
3%₹452 Cr3,753,760
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
3%₹451 Cr1,570,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹443 Cr4,939,842
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹434 Cr50,000,000
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | ELGIEQUIP
3%₹422 Cr10,000,000
↓ -3,463,915
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | VGUARD
3%₹413 Cr17,000,000
Timken India Ltd (Industrials)
Equity, Since 31 May 19 | 522113
3%₹364 Cr1,185,709

4. 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 11.9% since its launch.  Ranked 26 in Small Cap category.  Return for 2021 was 61% , 2020 was 22.8% and 2019 was 10% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (29 Nov 22) ₹54.68 ↓ -0.06   (-0.11 %)
Net Assets (Cr) ₹4,388 on 31 Oct 22
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.3
Information Ratio 0.44
Alpha Ratio 5.27
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 Oct 17₹10,000
31 Oct 18₹7,754
31 Oct 19₹8,685
31 Oct 20₹8,996
31 Oct 21₹17,505
31 Oct 22₹18,927

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 ₹426,080.
Net Profit of ₹126,080
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 29 Nov 22

DurationReturns
1 Month 0.7%
3 Month 3.6%
6 Month 13.8%
1 Year 9.8%
3 Year 29.1%
5 Year 13.2%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
2012 26%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Harish Bihani5 Nov 183.99 Yr.
Sharmila D’mello30 Jun 220.34 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials22.88%
Consumer Cyclical20.05%
Health Care12.66%
Financial Services8.84%
Basic Materials5.3%
Consumer Defensive4.91%
Technology4.7%
Real Estate4.48%
Communication Services4.29%
Asset Allocation
Asset ClassValue
Cash9.87%
Equity90.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
4%₹181 Cr870,079
↓ -2,603
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Oct 18 | INOXLEISUR
4%₹152 Cr2,974,912
↑ 100,000
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | CCL
3%₹143 Cr2,852,588
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 543308
3%₹137 Cr904,750
↑ 904,750
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
3%₹133 Cr923,393
↓ -60,336
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | VMART
3%₹126 Cr450,040
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Aug 19 | 532313
3%₹118 Cr2,500,437
↓ -51,812
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
3%₹116 Cr1,465,279
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX
3%₹114 Cr933,534
↑ 98,488
Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | JAMNAAUTO
3%₹107 Cr9,380,001

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 15.2% since its launch.  Ranked 9 in Small Cap category.  Return for 2021 was 64.9% , 2020 was 20.2% and 2019 was -9.5% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (29 Nov 22) ₹79.808 ↓ -0.45   (-0.56 %)
Net Assets (Cr) ₹14,100 on 31 Oct 22
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.13
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.

DateValue
31 Oct 17₹10,000
31 Oct 18₹10,042
31 Oct 19₹9,516
31 Oct 20₹9,074
31 Oct 21₹17,612
31 Oct 22₹18,562

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 ₹415,684.
Net Profit of ₹115,684
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 29 Nov 22

DurationReturns
1 Month 4.2%
3 Month 6.5%
6 Month 20.7%
1 Year 12.8%
3 Year 27.2%
5 Year 12.7%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
2012 31.6%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 148.35 Yr.
Priya Ranjan1 May 220.5 Yr.

Data below for HDFC Small Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials25.08%
Consumer Cyclical21.94%
Financial Services11.9%
Technology11.86%
Basic Materials11.43%
Health Care5.3%
Consumer Defensive3.78%
Communication Services2.56%
Asset Allocation
Asset ClassValue
Cash6.04%
Equity93.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
5%₹660 Cr5,489,728
↑ 4,001
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
4%₹561 Cr10,889,334
↑ 81,528
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹525 Cr39,659,883
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
4%₹493 Cr47,000,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
3%₹417 Cr16,530,886
↑ 17,958
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹399 Cr2,798,743
↑ 11,552
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
3%₹360 Cr6,668,480
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Oct 19 | FLUOROCHEM
3%₹355 Cr900,000
↓ -132,819
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | KEI
2%₹334 Cr2,312,000
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
2%₹321 Cr48,308,560
↑ 4,200,000

6. IDBI Small Cap Fund

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 CAGR/Annualized return of 12.4% since its launch.  Return for 2021 was 64.7% , 2020 was 19% and 2019 was -4.4% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (29 Nov 22) ₹18.85 ↓ -0.07   (-0.37 %)
Net Assets (Cr) ₹156 on 31 Oct 22
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 0.53
Information Ratio 0.03
Alpha Ratio 9.99
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.

DateValue
31 Oct 17₹10,000
31 Oct 18₹8,836
31 Oct 19₹8,943
31 Oct 20₹8,720
31 Oct 21₹16,120
31 Oct 22₹18,167

IDBI 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for IDBI 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 29 Nov 22

DurationReturns
1 Month 0.9%
3 Month 2.2%
6 Month 18%
1 Year 13.5%
3 Year 28.1%
5 Year 11.9%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
2014
2013
2012
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Alok Ranjan16 Aug 211.21 Yr.

Data below for IDBI Small Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials37.02%
Basic Materials20.06%
Consumer Cyclical18.65%
Financial Services7.45%
Technology4.74%
Health Care2.78%
Consumer Defensive2.66%
Communication Services2.12%
Real Estate1.52%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity97.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Aug 20 | ELGIEQUIP
5%₹8 Cr198,201
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 29 Feb 20 | FINEORG
5%₹8 Cr10,935
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 19 | TIINDIA
4%₹7 Cr24,426
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI
4%₹6 Cr43,415
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
4%₹6 Cr30,350
Timken India Ltd (Industrials)
Equity, Since 31 Oct 17 | 522113
4%₹6 Cr20,146
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 19 | NAVINFLUOR
4%₹5 Cr12,035
Greenpanel Industries Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 29 Feb 20 | GREENPANEL
3%₹5 Cr117,108
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Nov 20 | CARBORUNIV
3%₹4 Cr49,219
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Mar 20 | NH
3%₹4 Cr59,381

7. 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 20.1% since its launch.  Ranked 2 in Small Cap category.  Return for 2021 was 77.4% , 2020 was 15.5% and 2019 was -8.1% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (29 Nov 22) ₹47.7365 ↓ -0.15   (-0.31 %)
Net Assets (Cr) ₹8,496 on 31 Oct 22
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.87
Sharpe Ratio 0.38
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.

DateValue
31 Oct 17₹10,000
31 Oct 18₹8,961
31 Oct 19₹8,556
31 Oct 20₹8,166
31 Oct 21₹16,012
31 Oct 22₹17,629

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 ₹405,518.
Net Profit of ₹105,518
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 29 Nov 22

DurationReturns
1 Month 1.8%
3 Month 3.6%
6 Month 16.1%
1 Year 12.3%
3 Year 27.9%
5 Year 11.8%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 192.88 Yr.
Vihang Naik17 Dec 192.88 Yr.
Sonal Gupta5 Jul 211.33 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials34.16%
Consumer Cyclical18.69%
Basic Materials17.67%
Real Estate7.4%
Technology6.41%
Financial Services5.67%
Consumer Defensive5.53%
Health Care1.94%
Energy0.7%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
4%₹359 Cr6,691,639
↓ -30,000
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
4%₹326 Cr1,577,322
↓ -33,626
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY
3%₹239 Cr4,004,620
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | CUB
3%₹211 Cr12,108,492
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹209 Cr4,108,197
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM
2%₹202 Cr3,018,479
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Jul 21 | MAHLIFE
2%₹200 Cr4,242,200
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV
2%₹194 Cr2,159,700
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹181 Cr1,249,400
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
2%₹180 Cr9,606,400
↑ 2,603,000

8. 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 17.1% since its launch.  Ranked 7 in Small Cap category.  Return for 2021 was 58.9% , 2020 was 33.1% and 2019 was 0.7% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (29 Nov 22) ₹114.214 ↓ -0.11   (-0.09 %)
Net Assets (Cr) ₹9,082 on 31 Oct 22
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.18
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.

DateValue
31 Oct 17₹10,000
31 Oct 18₹8,118
31 Oct 19₹8,151
31 Oct 20₹9,487
31 Oct 21₹16,553
31 Oct 22₹17,595

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 ₹405,518.
Net Profit of ₹105,518
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 29 Nov 22

DurationReturns
1 Month 1.7%
3 Month 2.5%
6 Month 10.9%
1 Year 8.2%
3 Year 30%
5 Year 11.4%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1012.37 Yr.
Jay Kothari1 Mar 139.68 Yr.
Resham Jain16 Mar 184.63 Yr.
Abhishek Ghosh1 Sep 220.17 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Oct 22

Equity Sector Allocation
SectorValue
Consumer Cyclical36.28%
Basic Materials22.79%
Industrials12.07%
Consumer Defensive7.29%
Health Care6.32%
Financial Services5.69%
Technology2.97%
Communication Services1.86%
Asset Allocation
Asset ClassValue
Cash4.73%
Equity95.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹313 Cr9,155,823
↑ 276,474
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
3%₹292 Cr1,545,945
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
3%₹282 Cr312,546
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹277 Cr10,886,425
↑ 1,241,810
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
3%₹275 Cr3,473,678
↑ 112,770
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT
3%₹272 Cr8,500,268
↑ 615,258
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹265 Cr1,289,228
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL
3%₹246 Cr4,594,316
GHCL Ltd (Basic Materials)
Equity, Since 30 Nov 17 | GHCL
3%₹245 Cr3,778,068
↓ -113,527
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹228 Cr2,496,780

9. 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 14.4% since its launch.  Ranked 11 in Small Cap category.  Return for 2021 was 56.4% , 2020 was 18.7% and 2019 was -5% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (29 Nov 22) ₹96.5959 ↑ 0.19   (0.19 %)
Net Assets (Cr) ₹7,298 on 31 Oct 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.18
Information Ratio -0.33
Alpha Ratio 3.96
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 Oct 17₹10,000
31 Oct 18₹8,574
31 Oct 19₹8,424
31 Oct 20₹8,138
31 Oct 21₹15,183
31 Oct 22₹16,130

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 ₹385,859.
Net Profit of ₹85,859
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 29 Nov 22

DurationReturns
1 Month 2.8%
3 Month 7.5%
6 Month 19.8%
1 Year 9.5%
3 Year 24.9%
5 Year 9.5%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.6 Yr.
Sandeep Manam18 Oct 211.04 Yr.
Akhil Kalluri8 Sep 220.15 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials24.1%
Consumer Cyclical17.74%
Financial Services16.38%
Basic Materials10.3%
Consumer Defensive6.65%
Real Estate6.55%
Health Care6.28%
Technology4.06%
Communication Services3.04%
Energy1.3%
Asset Allocation
Asset ClassValue
Cash3.6%
Equity96.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
5%₹346 Cr6,800,570
↓ -31,158
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹283 Cr1,387,967
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | TIINDIA
4%₹275 Cr1,000,416
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹223 Cr1,161,988
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹221 Cr4,390,319
↓ -653,657
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹195 Cr2,259,945
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹193 Cr10,263,765
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
3%₹185 Cr2,797,610
↓ -815,000
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
2%₹170 Cr17,172,603
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹163 Cr1,812,883

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 16.5% since its launch.  Ranked 19 in Small Cap category.  Return for 2021 was 60.3% , 2020 was 26.2% and 2019 was -6.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (29 Nov 22) ₹151.871 ↓ -0.02   (-0.01 %)
Net Assets (Cr) ₹2,080 on 31 Oct 22
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.01
Information Ratio -0.14
Alpha Ratio 1.34
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 Oct 17₹10,000
31 Oct 18₹7,388
31 Oct 19₹7,409
31 Oct 20₹7,620
31 Oct 21₹14,188
31 Oct 22₹14,644

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 ₹367,070.
Net Profit of ₹67,070
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 29 Nov 22

DurationReturns
1 Month 0.9%
3 Month 4.2%
6 Month 16.8%
1 Year 5.5%
3 Year 26%
5 Year 7.3%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 220.83 Yr.
Sudhir Kedia1 Jan 220.83 Yr.

Data below for Sundaram Small Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Consumer Cyclical22.06%
Financial Services21.79%
Industrials20.38%
Technology10.45%
Health Care6.67%
Basic Materials6.06%
Consumer Defensive4.17%
Real Estate1.74%
Communication Services1.61%
Asset Allocation
Asset ClassValue
Cash4.76%
Equity95.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
4%₹73 Cr1,100,000
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
4%₹72 Cr362,000
Westlife Development Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹59 Cr824,354
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹53 Cr3,440,000
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹52 Cr1,087,000
↑ 40,588
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹50 Cr475,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
2%₹47 Cr327,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | ICICIBANK
2%₹46 Cr534,956
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 21 | CAMS
2%₹40 Cr160,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | TIINDIA
2%₹40 Cr147,000
↓ -71,000

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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Mohd Alvi, posted on 12 Feb 22 10:49 PM

Good n nice

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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