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10 Best Performing Small Cap Mutual Funds to Invest In 2019

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10 Best Small Cap Mutual Funds 2019

Updated on November 17, 2019 , 19934 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 19 - 20

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Small Cap Fund Growth ₹53.5687
↑ 0.03
₹2,91510.88.37.714.315.8-19.6
L&T Emerging Businesses Fund Growth ₹22.542
↑ 0.06
₹6,1124.8-2.4-7.79.210.9-13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹30.0343
↑ 0.06
₹2,2830.8-8.4-11.11.36.6-22.6
DSP BlackRock Small Cap Fund  Growth ₹51.876
↓ -0.10
₹4,9055.4-1.7-2.82.17.9-25.5
Reliance Small Cap Fund Growth ₹38.258
↓ -0.01
₹8,4258.2-0.3-3.910.310.4-16.7
Franklin India Smaller Companies Fund Growth ₹49.097
↑ 0.07
₹7,0313.7-4.9-5.53.77-17.4
HDFC Small Cap Fund Growth ₹38.282
↑ 0.02
₹9,1370.6-7.2-99.99-8.1
ICICI Prudential Smallcap Fund Growth ₹25.03
↑ 0.02
₹5285.747.265.4-22.4
Kotak Small Cap Fund Growth ₹71.447
↑ 0.02
₹1,30010.36.556.88.3-17.3
Sundaram Small Cap Fund Growth ₹75.3123
↓ -0.32
₹1,0886.3-3.6-3.71.33.4-29.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 19
*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 17.9% since its launch.  Ranked 4 in Small Cap category.  Return for 2018 was -19.6% , 2017 was 78.7% and 2016 was 1.3% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (19 Nov 19) ₹53.5687 ↑ 0.03   (0.06 %)
Net Assets (Cr) ₹2,915 on 31 Oct 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.46
Information Ratio 1.34
Alpha Ratio 11.52
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 14₹10,000
31 Oct 15₹13,467
31 Oct 16₹16,430
31 Oct 17₹21,951
31 Oct 18₹20,311
31 Oct 19₹22,303

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 ₹447,579.
Net Profit of ₹147,579
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 19 Nov 19

DurationReturns
1 Month 2.5%
3 Month 10.8%
6 Month 8.3%
1 Year 7.7%
3 Year 14.3%
5 Year 15.8%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.45 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical22.92%
Industrials22.13%
Basic Materials17.04%
Financial Services11.23%
Consumer Defensive9.12%
Technology4.05%
Utility2.26%
Health Care1.67%
Real Estate0.91%
Asset Allocation
Asset ClassValue
Cash8.13%
Equity91.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
7%₹190 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 532215
5%₹137 Cr2,000,000
↑ 2,000,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹117 Cr352,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹113 Cr1,077,439
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
4%₹109 Cr377,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
3%₹91 Cr1,800,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹88 Cr2,300,000
↑ 624,864
NIIT Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 500304
3%₹86 Cr9,452,213
↑ 2,452,213
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
3%₹83 Cr3,134,750
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹80 Cr1,000,000
↑ 213,475

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 15.9% since its launch.  Ranked 2 in Small Cap category.  Return for 2018 was -13.7% , 2017 was 66.5% and 2016 was 10.2% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (19 Nov 19) ₹22.542 ↑ 0.06   (0.28 %)
Net Assets (Cr) ₹6,112 on 31 Oct 19
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.45
Information Ratio 1
Alpha Ratio -2.48
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 14₹10,000
31 Oct 15₹11,336
31 Oct 16₹14,565
31 Oct 17₹20,482
31 Oct 18₹18,353
31 Oct 19₹17,524

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 19 Nov 19

DurationReturns
1 Month 0.9%
3 Month 4.8%
6 Month -2.4%
1 Year -7.7%
3 Year 9.2%
5 Year 10.9%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
2010
2009
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
S.N. Lahiri12 May 145.48 Yr.
Alok Ranjan1 Oct 190.08 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical22.3%
Basic Materials19.43%
Industrials16.94%
Financial Services7.64%
Technology6.51%
Consumer Defensive5.38%
Real Estate5.08%
Health Care4.29%
Utility2.83%
Energy0.68%
Asset Allocation
Asset ClassValue
Cash9.74%
Equity90.05%
Other0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
9%₹520 Cr
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
3%₹193 Cr510,851
↑ 99,081
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
3%₹169 Cr1,858,013
↓ -100,000
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
2%₹148 Cr1,551,189
Grindwell Norton Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 506076
2%₹142 Cr2,304,201
↑ 4,500
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | 540762
2%₹133 Cr3,475,561
↑ 3,139
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
2%₹132 Cr225,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 May 14 | RAMCOCEM
2%₹128 Cr1,703,901
↓ -41,097
Abbott India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500488
2%₹125 Cr117,730
↓ -15,200
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
2%₹125 Cr2,185,583
↑ 25,000

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 9.2% since its launch.  Ranked 1 in Small Cap category.  Return for 2018 was -22.6% , 2017 was 56.7% and 2016 was 9.7% .

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 (19 Nov 19) ₹30.0343 ↑ 0.06   (0.19 %)
Net Assets (Cr) ₹2,283 on 31 Oct 19
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.38
Information Ratio 0.19
Alpha Ratio -2.22
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 Oct 14₹10,000
31 Oct 15₹11,736
31 Oct 16₹15,250
31 Oct 17₹19,995
31 Oct 18₹15,519
31 Oct 19₹14,529

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 19 Nov 19

DurationReturns
1 Month -0.5%
3 Month 0.8%
6 Month -8.4%
1 Year -11.1%
3 Year 1.3%
5 Year 6.6%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 107.3%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Jayesh Gandhi15 Dec 144.13 Yr.

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

Equity Sector Allocation
SectorValue
Industrials20.04%
Financial Services17.96%
Consumer Cyclical17.3%
Basic Materials11.14%
Technology9.4%
Health Care5.05%
Utility4.98%
Consumer Defensive1.99%
Energy1.17%
Asset Allocation
Asset ClassValue
Cash11.36%
Equity88.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
12%₹264 Cr
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
4%₹82 Cr2,400,000
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
3%₹73 Cr2,700,000
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Aug 16 | 532706
3%₹73 Cr2,000,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
3%₹69 Cr3,830,000
↑ 30,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
3%₹66 Cr1,450,000
↑ 100,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 15 | PNCINFRA
3%₹57 Cr3,370,000
Tata Metaliks Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 513434
2%₹55 Cr899,377
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | FEDERALBNK
2%₹50 Cr6,000,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 28 Feb 19 | 532702
2%₹50 Cr2,400,000
↑ 400,000

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 14.2% since its launch.  Ranked 7 in Small Cap category.  Return for 2018 was -25.5% , 2017 was 42.8% and 2016 was 12.7% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (19 Nov 19) ₹51.876 ↓ -0.10   (-0.19 %)
Net Assets (Cr) ₹4,905 on 31 Oct 19
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.08
Information Ratio -0.39
Alpha Ratio 3.76
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 14₹10,000
31 Oct 15₹12,606
31 Oct 16₹16,286
31 Oct 17₹19,201
31 Oct 18₹15,587
31 Oct 19₹15,651

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 ₹367,070.
Net Profit of ₹67,070
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 19 Nov 19

DurationReturns
1 Month 2.5%
3 Month 5.4%
6 Month -1.7%
1 Year -2.8%
3 Year 2.1%
5 Year 7.9%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 115.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 108.95 Yr.
Jay Kothari1 Mar 136.25 Yr.
Resham Jain16 Mar 181.21 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical29.66%
Basic Materials29.49%
Financial Services9.4%
Health Care7.42%
Technology6.41%
Industrials5.85%
Consumer Defensive3.32%
Asset Allocation
Asset ClassValue
Cash7.89%
Equity92.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
8%₹398 Cr
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹205 Cr512,010
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
4%₹198 Cr2,187,281
↓ -237,313
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
4%₹176 Cr9,022,562
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 13 | SRF
3%₹142 Cr517,441
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹137 Cr1,003,322
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 14 | FINCABLES
3%₹136 Cr3,509,172
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
2%₹117 Cr964,905
↑ 13,111
Finolex Industries Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | FINPIPE
2%₹113 Cr1,904,459
↑ 6,614
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
2%₹113 Cr1,538,125

5. Reliance 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.

Reliance 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 15.7% since its launch.  Ranked 6 in Small Cap category.  Return for 2018 was -16.7% , 2017 was 63% and 2016 was 5.6% .

Below is the key information for Reliance Small Cap Fund

Reliance Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (19 Nov 19) ₹38.258 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹8,425 on 31 Oct 19
Category Equity - Small Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.18
Information Ratio 1.3
Alpha Ratio 1.89
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 14₹10,000
31 Oct 15₹11,709
31 Oct 16₹14,144
31 Oct 17₹18,825
31 Oct 18₹17,138
31 Oct 19₹16,931

Reliance 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 Reliance 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 19 Nov 19

DurationReturns
1 Month 2.4%
3 Month 8.2%
6 Month -0.3%
1 Year -3.9%
3 Year 10.3%
5 Year 10.4%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
2011 -25%
2010
2009
Fund Manager information for Reliance Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 172.83 Yr.
Kinjal Desai25 May 181.44 Yr.

Data below for Reliance Small Cap Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Basic Materials22.23%
Industrials18.94%
Consumer Cyclical16.52%
Financial Services12.91%
Consumer Defensive10.04%
Technology7.02%
Health Care3.32%
Utility1.74%
Asset Allocation
Asset ClassValue
Cash4.5%
Equity95.27%
Other0.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
4%₹335 Cr
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
3%₹231 Cr7,723,172
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
2%₹182 Cr2,769,370
↑ 105,100
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFCBANK
2%₹178 Cr1,448,646
↑ 700,000
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | 531335
2%₹165 Cr967,400
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
2%₹164 Cr4,276,100
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹159 Cr9,574,898
↑ 8,600
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | 507880
2%₹156 Cr3,249,070
Affle India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 542752
2%₹149 Cr1,321,014
↑ 33,600
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 19 | 500800
2%₹135 Cr4,896,099
↑ 897,849

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 12.2% since its launch.  Ranked 11 in Small Cap category.  Return for 2018 was -17.4% , 2017 was 43.5% and 2016 was 10.2% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (19 Nov 19) ₹49.097 ↑ 0.07   (0.14 %)
Net Assets (Cr) ₹7,031 on 31 Oct 19
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio -0.22
Information Ratio 0
Alpha Ratio 1.42
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 14₹10,000
31 Oct 15₹11,637
31 Oct 16₹14,390
31 Oct 17₹17,475
31 Oct 18₹14,982
31 Oct 19₹14,721

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 19 Nov 19

DurationReturns
1 Month 0.1%
3 Month 3.7%
6 Month -4.9%
1 Year -5.5%
3 Year 3.7%
5 Year 7%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 104.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0712.17 Yr.
Srikesh Nair1 Dec 153.5 Yr.
Hari Shyamsunder2 May 163.08 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials19.62%
Financial Services18.43%
Industrials18.04%
Consumer Cyclical15.45%
Technology6.02%
Health Care5.75%
Real Estate4.93%
Consumer Defensive3.45%
Energy2.48%
Communication Services0.5%
Asset Allocation
Asset ClassValue
Equity94.68%
Other5.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
7%₹475 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
5%₹340 Cr2,767,306
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 18 | HINDPETRO
3%₹205 Cr6,289,744
↑ 522,807
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹198 Cr9,601,987
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
3%₹194 Cr5,685,489
↑ 7,238
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹179 Cr2,521,141
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹173 Cr9,863,765
↑ 250,000
Atul Ltd (Basic Materials)
Equity, Since 31 May 14 | ATUL
2%₹166 Cr385,642
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
2%₹158 Cr4,112,021
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
2%₹157 Cr2,824,663

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 12.2% since its launch.  Ranked 9 in Small Cap category.  Return for 2018 was -8.1% , 2017 was 60.8% and 2016 was 5.4% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (19 Nov 19) ₹38.282 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹9,137 on 31 Oct 19
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.45
Information Ratio 1.14
Alpha Ratio -2.82
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 14₹10,000
31 Oct 15₹10,952
31 Oct 16₹13,094
31 Oct 17₹17,317
31 Oct 18₹17,389
31 Oct 19₹16,478

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 19 Nov 19

DurationReturns
1 Month -1.1%
3 Month 0.6%
6 Month -7.2%
1 Year -9%
3 Year 9.9%
5 Year 9%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 104.9%
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 Oct 19

Equity Sector Allocation
SectorValue
Consumer Cyclical25.99%
Industrials13.02%
Technology13.01%
Basic Materials12.2%
Financial Services10.71%
Health Care6.66%
Utility2.28%
Consumer Defensive0.05%
Asset Allocation
Asset ClassValue
Cash11.25%
Equity88.48%
Debt0.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
10%₹917 Cr
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
3%₹292 Cr8,810,606
↑ 389,100
DCB Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532772
3%₹272 Cr13,906,886
↑ 262,000
NIIT Technologies Ltd (Technology)
Equity, Since 31 Jul 14 | 532541
3%₹269 Cr1,932,000
INOX Leisure Ltd (Consumer Cyclical)
Equity, Since 31 Jul 18 | 532706
2%₹212 Cr6,405,000
↑ 696,100
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 500085
2%₹211 Cr13,697,228
KEI Industries Ltd (Technology)
Equity, Since 30 Sep 17 | 517569
2%₹209 Cr3,850,003
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BALKRISIND
2%₹208 Cr2,683,447
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 Dec 14 | 522287
2%₹207 Cr4,214,750
↑ 715,100
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 19 | 500031
2%₹201 Cr5,152,829
↑ 182,600

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 7.9% since its launch.  Ranked 26 in Small Cap category.  Return for 2018 was -22.4% , 2017 was 42.7% and 2016 was 6% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (19 Nov 19) ₹25.03 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹528 on 31 Oct 19
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.72
Sharpe Ratio 0.51
Information Ratio 0
Alpha Ratio 15.3
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 14₹10,000
31 Oct 15₹10,848
31 Oct 16₹12,183
31 Oct 17₹15,547
31 Oct 18₹12,055
31 Oct 19₹13,503

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 ₹349,120.
Net Profit of ₹49,120
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 19 Nov 19

DurationReturns
1 Month 0.2%
3 Month 5.7%
6 Month 4%
1 Year 7.2%
3 Year 6%
5 Year 5.4%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 80.9%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Sankaran Naren17 Feb 154.62 Yr.
Priyanka Khandelwal15 Jun 172.29 Yr.
Harish Bihani5 Nov 180.9 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.5%
Financial Services20.55%
Consumer Cyclical11.16%
Communication Services9.78%
Consumer Defensive8.82%
Real Estate6.18%
Basic Materials5.51%
Health Care4.67%
Technology4.23%
Asset Allocation
Asset ClassValue
Cash7.26%
Equity92.1%
Other0.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
7%₹35 Cr
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 17 | BLUESTARCO
4%₹18 Cr228,482
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Apr 19 | 511196
3%₹16 Cr396,430
↑ 10
PNC Infratech Ltd (Industrials)
Equity, Since 31 Mar 17 | PNCINFRA
3%₹14 Cr721,992
↑ 7,565
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Jun 18 | 541301
3%₹13 Cr767,504
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 534976
3%₹12 Cr59,313
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 30 Sep 19 | 522287
3%₹12 Cr250,000
↑ 250,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Sep 19 | 503100
2%₹11 Cr163,317
↑ 163,317
DCB Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 532772
2%₹11 Cr568,709
JK Cement Ltd (Basic Materials)
Equity, Since 31 Dec 18 | JKCEMENT
2%₹11 Cr105,738

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 14.3% since its launch.  Ranked 23 in Small Cap category.  Return for 2018 was -17.3% , 2017 was 44% and 2016 was 8.9% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (19 Nov 19) ₹71.447 ↑ 0.02   (0.03 %)
Net Assets (Cr) ₹1,300 on 31 Oct 19
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.31
Information Ratio 0.62
Alpha Ratio 10.26
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 14₹10,000
31 Oct 15₹11,408
31 Oct 16₹14,147
31 Oct 17₹16,695
31 Oct 18₹14,428
31 Oct 19₹15,532

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 19 Nov 19

DurationReturns
1 Month 2.2%
3 Month 10.3%
6 Month 6.5%
1 Year 5%
3 Year 6.8%
5 Year 8.3%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
2011 -26.9%
2010 28%
2009 88.4%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 109.78 Yr.

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

Equity Sector Allocation
SectorValue
Industrials24.51%
Basic Materials23.34%
Consumer Cyclical21.25%
Financial Services10.21%
Technology5.8%
Consumer Defensive4.54%
Health Care2.97%
Energy2.65%
Real Estate2.07%
Communication Services0.48%
Asset Allocation
Asset ClassValue
Cash0.74%
Equity99.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
4%₹47 Cr1,759,051
↑ 34,342
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹40 Cr273,294
↓ -15,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
3%₹40 Cr308,706
JMC Projects (India) Ltd (Industrials)
Equity, Since 31 Oct 18 | 522263
3%₹38 Cr3,352,624
↑ 81,184
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
3%₹36 Cr344,621
↑ 4,942
Prataap Snacks Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 540724
3%₹36 Cr393,590
↑ 23,201
PI Industries Ltd (Basic Materials)
Equity, Since 31 Oct 18 | PIIND
3%₹35 Cr270,983
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹33 Cr352,626
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 11 | SOLARINDS
3%₹33 Cr298,346
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 17 | 540699
2%₹31 Cr106,977
↓ -15,000

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 14.7% since its launch.  Ranked 19 in Small Cap category.  Return for 2018 was -29.2% , 2017 was 55.6% and 2016 was -0.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (19 Nov 19) ₹75.3123 ↓ -0.32   (-0.42 %)
Net Assets (Cr) ₹1,088 on 31 Oct 19
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.38
Sharpe Ratio -0.04
Information Ratio -0.66
Alpha Ratio 5.48
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,669
31 Oct 16₹13,771
31 Oct 17₹17,129
31 Oct 18₹12,655
31 Oct 19₹12,692

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 19 Nov 19

DurationReturns
1 Month 3.4%
3 Month 6.3%
6 Month -3.6%
1 Year -3.7%
3 Year 1.3%
5 Year 3.4%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 120.4%
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 Oct 19

Equity Sector Allocation
SectorValue
Industrials26.27%
Consumer Cyclical23.79%
Basic Materials16.61%
Health Care11.25%
Technology5.29%
Financial Services4.04%
Communication Services3.36%
Real Estate2.68%
Consumer Defensive1.86%
Asset Allocation
Asset ClassValue
Cash3.37%
Equity96.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
6%₹61 Cr682,501
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | 540762
4%₹49 Cr1,229,002
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 14 | JKCEMENT
4%₹43 Cr389,214
Timken India Ltd (Industrials)
Equity, Since 30 Nov 14 | 522113
4%₹40 Cr444,000
HeidelbergCement India Ltd (Basic Materials)
Equity, Since 31 Aug 14 | 500292
4%₹38 Cr2,039,127
↓ -10,000
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 30 Apr 16 | THYROCARE
3%₹38 Cr660,815
↑ 1,844
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Sep 12 | 532706
3%₹37 Cr1,001,388
DCB Bank Ltd (Financial Services)
Equity, Since 31 Aug 13 | 532772
3%₹35 Cr1,931,856
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Mar 12 | 532953
3%₹32 Cr1,266,733
Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)
Equity, Since 31 Aug 18 | 523398
3%₹30 Cr142,407
↑ 69,163

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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