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10 Best Performing Small Cap Mutual Funds 2024

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10 Best Small Cap Mutual Funds 2024

Updated on February 28, 2024 , 80455 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.

Looking for Best Small Cap Mutual Funds? Well, small-cap funds are among one of the best wealth creation tools for long-term Financial goals. These financial goals may include child’s education, Retirement planning, etc. However, small-cap funds help to diversify portfolios and investors can take a small allocation (5-10%) in the overall Portfolio which can outperform over long investment period.

What are Small Cap Mutual Funds?

Small-caps are defined as "251st company onwards in terms of full market capitalization". As per norms, the portfolio of small-cap funds should have at least 65 percent of its total assets in small-cap stocks. Investors wanting to maximise their returns in the long-run, and who have a high-risk appetite, can plan their investments in small-cap funds. One should be able to tolerate Volatility of small-caps. These funds can rise the most in a bull market and can also suffer the steepest falls in a Bear Market. To gain optimal returns, an investor should at least invest for more than three-five years.

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Why Should you Invest in Small Cap Funds?

Some of the benefits of investing in a small-cap fund are:

  • Small caps tend to be more flexible than the large caps. Smaller companies can adapt changes quicker than the larger companies, hence they can show explosive growth
  • At times, Small cap funds tend to perform better than the Large cap funds, but their volatility can be much higher
  • Since these are the companies at their early stage of development, they can grow rapidly
  • Small cap stocks are priced lower than mid cap and large cap stocks
  • With high risk comes the potential of making high returns

benefits-of-small-cap-mutual-funds

Top 10 Best Small Cap Funds to Invest in FY 24 - 25

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹143.789
↑ 1.25
₹45,8948.717.657.335.830.948.9
ICICI Prudential Smallcap Fund Growth ₹76.97
↑ 0.58
₹7,4557.813.946.128.728.337.9
Kotak Small Cap Fund Growth ₹220.641
↑ 1.08
₹14,426510.637.52427.434.8
DSP BlackRock Small Cap Fund  Growth ₹164.258
↑ 0.80
₹13,8595.413.248.42826.141.2
SBI Small Cap Fund Growth ₹151.625
↑ 1.25
₹24,8627.712.636.924.325.925.3
L&T Emerging Businesses Fund Growth ₹71.9435
↑ 0.69
₹13,9816.415.55234.625.146.1
Franklin India Smaller Companies Fund Growth ₹151.819
↑ 1.28
₹11,8348.620.256.231.324.652.1
HDFC Small Cap Fund Growth ₹120.964
↑ 0.28
₹28,6078.915.953.332.124.244.8
Sundaram Small Cap Fund Growth ₹223.962
↑ 1.47
₹3,0637.118.752.128.923.945.3
IDBI Small Cap Fund Growth ₹25.7969
↑ 0.15
₹2091018.344.929.423.733.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Mar 24
*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 21.8% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (01 Mar 24) ₹143.789 ↑ 1.25   (0.88 %)
Net Assets (Cr) ₹45,894 on 31 Jan 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.49
Information Ratio 1.06
Alpha Ratio 8.21
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
28 Feb 19₹10,000
29 Feb 20₹10,507
28 Feb 21₹15,356
28 Feb 22₹21,636
28 Feb 23₹24,455
29 Feb 24₹38,461

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 ₹642,208.
Net Profit of ₹342,208
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 1 Mar 24

DurationReturns
1 Month -0.7%
3 Month 8.7%
6 Month 17.6%
1 Year 57.3%
3 Year 35.8%
5 Year 30.9%
10 Year
15 Year
Since launch 21.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.08 Yr.
Kinjal Desai25 May 185.69 Yr.
Tejas Sheth1 Feb 231 Yr.

Data below for Nippon India Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials31.08%
Financial Services14.01%
Consumer Cyclical11.49%
Basic Materials10.73%
Technology9.55%
Consumer Defensive7.61%
Health Care7.6%
Communication Services1.85%
Utility1.03%
Energy0.6%
Real Estate0.31%
Asset Allocation
Asset ClassValue
Cash3.57%
Equity96.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
3%₹1,157 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹829 Cr4,850,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹666 Cr4,400,000
↓ -356,932
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹654 Cr1,080,116
↓ -40,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL
1%₹646 Cr33,400,245
↓ -2,922,950
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
1%₹592 Cr1,851,010
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
1%₹569 Cr872,720
Cyient Ltd (Industrials)
Equity, Since 31 Mar 12 | CYIENT
1%₹568 Cr2,477,151
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA
1%₹537 Cr31,784,062
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹522 Cr614,625

2. 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 13.2% since its launch.  Ranked 26 in Small Cap category.  Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (01 Mar 24) ₹76.97 ↑ 0.58   (0.76 %)
Net Assets (Cr) ₹7,455 on 31 Jan 24
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 2.74
Information Ratio -0.24
Alpha Ratio 0.97
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,967
28 Feb 21₹16,334
28 Feb 22₹21,548
28 Feb 23₹23,816
29 Feb 24₹34,786

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 ₹612,552.
Net Profit of ₹312,552
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 1 Mar 24

DurationReturns
1 Month -1.2%
3 Month 7.8%
6 Month 13.9%
1 Year 46.1%
3 Year 28.7%
5 Year 28.3%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.9%
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Anish Tawakley18 Sep 230.37 Yr.
Sri Sharma18 Sep 230.37 Yr.
Sharmila D’mello30 Jun 221.59 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials26.29%
Consumer Cyclical21.73%
Basic Materials12.77%
Health Care8.96%
Financial Services7.63%
Real Estate3.83%
Consumer Defensive3.66%
Technology2.98%
Communication Services1.61%
Energy1.11%
Utility1%
Asset Allocation
Asset ClassValue
Cash7.72%
Equity92.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
4%₹264 Cr1,150,829
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 23 | NAM-INDIA
3%₹235 Cr5,240,939
↑ 5,082,758
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
3%₹215 Cr854,305
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | BRIGADE
2%₹168 Cr1,868,885
↓ -108,953
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Jun 23 | 543350
2%₹158 Cr2,337,486
↓ -8,495
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | CUMMINSIND
2%₹150 Cr762,628
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
2%₹144 Cr408,198
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | ULTRACEMCO
2%₹142 Cr135,000
↓ -12,000
EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 21 | EPL
2%₹141 Cr6,996,722
↓ -369,335
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | BHARATFORG
2%₹141 Cr1,137,675

3. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.6% since its launch.  Ranked 23 in Small Cap category.  Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (01 Mar 24) ₹220.641 ↑ 1.08   (0.49 %)
Net Assets (Cr) ₹14,426 on 31 Jan 24
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.48
Sharpe Ratio 2.22
Information Ratio -0.72
Alpha Ratio -5.02
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
28 Feb 19₹10,000
29 Feb 20₹11,557
28 Feb 21₹17,575
28 Feb 22₹23,785
28 Feb 23₹24,371
29 Feb 24₹33,501

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 ₹598,181.
Net Profit of ₹298,181
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 1 Mar 24

DurationReturns
1 Month -1.8%
3 Month 5%
6 Month 10.6%
1 Year 37.5%
3 Year 24%
5 Year 27.4%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.8%
2022 -3.1%
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Arjun Khanna30 Apr 221.76 Yr.
Harish Bihani20 Oct 230.28 Yr.

Data below for Kotak Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials35.93%
Consumer Cyclical20.73%
Basic Materials19.02%
Health Care6.37%
Financial Services4.9%
Technology2.59%
Consumer Defensive2.47%
Real Estate1.65%
Communication Services1.04%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity95.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
5%₹690 Cr3,007,244
↓ -11,097
Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | CENTURYPLY
3%₹489 Cr6,337,762
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
3%₹445 Cr4,000,051
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹423 Cr1,258,764
↓ -98,355
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹367 Cr3,876,150
↓ -100,000
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
2%₹352 Cr1,268,161
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE
2%₹335 Cr4,184,629
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Oct 19 | BLUEDART
2%₹317 Cr430,884
Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
2%₹298 Cr885,547
Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD
2%₹294 Cr3,874,016

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 18.2% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (01 Mar 24) ₹164.258 ↑ 0.80   (0.49 %)
Net Assets (Cr) ₹13,859 on 31 Jan 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.33
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
28 Feb 19₹10,000
29 Feb 20₹11,003
28 Feb 21₹15,373
28 Feb 22₹20,562
28 Feb 23₹21,745
29 Feb 24₹32,374

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 ₹584,107.
Net Profit of ₹284,107
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 1 Mar 24

DurationReturns
1 Month 0.3%
3 Month 5.4%
6 Month 13.2%
1 Year 48.4%
3 Year 28%
5 Year 26.1%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1013.62 Yr.
Jay Kothari1 Mar 1310.93 Yr.
Resham Jain16 Mar 185.88 Yr.
Abhishek Ghosh1 Sep 221.42 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical26.67%
Industrials22.56%
Basic Materials18.92%
Health Care7.9%
Consumer Defensive7.88%
Financial Services6.37%
Technology2.96%
Communication Services0.89%
Utility0.44%
Asset Allocation
Asset ClassValue
Cash5.33%
Equity94.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
6%₹756 Cr3,294,894
↓ -5,803
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹399 Cr1,541,488
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹379 Cr9,323,935
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | IPCALAB
3%₹362 Cr3,251,899
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
3%₹352 Cr1,045,261
↓ -62,178
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI
3%₹344 Cr9,987,384
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
2%₹325 Cr6,381,146
↑ 338,778
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | WELCORP
2%₹322 Cr5,882,213
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
2%₹289 Cr1,289,228
Engineers India Ltd (Industrials)
Equity, Since 31 Jan 23 | ENGINERSIN
2%₹282 Cr16,434,604

5. 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 20.6% since its launch.  Ranked 4 in Small Cap category.  Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (01 Mar 24) ₹151.625 ↑ 1.25   (0.83 %)
Net Assets (Cr) ₹24,862 on 31 Jan 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.24
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
28 Feb 19₹10,000
29 Feb 20₹11,565
28 Feb 21₹16,504
28 Feb 22₹20,918
28 Feb 23₹23,144
29 Feb 24₹31,689

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 ₹570,326.
Net Profit of ₹270,326
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 1 Mar 24

DurationReturns
1 Month 1.6%
3 Month 7.7%
6 Month 12.6%
1 Year 36.9%
3 Year 24.3%
5 Year 25.9%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.3%
2022 8.1%
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1310.22 Yr.
Mohit Jain30 Nov 176.18 Yr.

Data below for SBI Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials30.03%
Consumer Cyclical19.14%
Financial Services11.62%
Basic Materials10.83%
Consumer Defensive4.79%
Utility2.91%
Health Care2.06%
Real Estate1.68%
Communication Services1.66%
Asset Allocation
Asset ClassValue
Cash15.22%
Equity84.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹890 Cr9,400,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹696 Cr32,999,900
↑ 9,604,331
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹677 Cr9,716,991
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
3%₹638 Cr9,000,000
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543959
3%₹626 Cr69,999,999
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 541233
3%₹599 Cr50,000,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
2%₹581 Cr38,999,900
↑ 14,999,900
CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 543441
2%₹574 Cr15,000,000
SJVN Ltd (Utilities)
Equity, Since 31 Mar 23 | SJVN
2%₹556 Cr61,093,286
↓ -6,286,399
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
2%₹550 Cr4,939,842

6. 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 22.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (01 Mar 24) ₹71.9435 ↑ 0.69   (0.96 %)
Net Assets (Cr) ₹13,981 on 31 Jan 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 3.31
Information Ratio 0.75
Alpha Ratio 7
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
28 Feb 19₹10,000
29 Feb 20₹9,397
28 Feb 21₹12,554
28 Feb 22₹18,380
28 Feb 23₹20,116
29 Feb 24₹30,582

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 ₹570,326.
Net Profit of ₹270,326
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 1 Mar 24

DurationReturns
1 Month -1.9%
3 Month 6.4%
6 Month 15.5%
1 Year 52%
3 Year 34.6%
5 Year 25.1%
10 Year
15 Year
Since launch 22.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.13 Yr.
Cheenu Gupta1 Oct 230.34 Yr.
Sonal Gupta1 Oct 230.34 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials35.44%
Basic Materials14.87%
Consumer Cyclical14.35%
Technology10.77%
Financial Services8.57%
Real Estate5.84%
Health Care4.86%
Consumer Defensive2.45%
Energy0.85%
Communication Services0.49%
Asset Allocation
Asset ClassValue
Cash1.51%
Equity98.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹425 Cr701,601
↓ -12,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹411 Cr4,981,639
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
3%₹364 Cr4,896,490
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | BRIGADE
3%₹340 Cr3,791,618
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹331 Cr2,188,200
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹320 Cr985,358
Birlasoft Ltd (Technology)
Equity, Since 31 Aug 20 | BSOFT
2%₹319 Cr4,417,943
↓ -178,257
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹293 Cr870,422
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | EIHOTEL
2%₹250 Cr10,023,622
Maharashtra Seamless Ltd (Basic Materials)
Equity, Since 31 Dec 16 | MAHSEAMLES
2%₹241 Cr2,607,628

7. 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 16.1% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (01 Mar 24) ₹151.819 ↑ 1.28   (0.85 %)
Net Assets (Cr) ₹11,834 on 31 Jan 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.8
Information Ratio 0.01
Alpha Ratio 14.37
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
28 Feb 19₹10,000
29 Feb 20₹9,695
28 Feb 21₹13,288
28 Feb 22₹17,142
28 Feb 23₹19,256
29 Feb 24₹30,084

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 ₹556,833.
Net Profit of ₹256,833
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 1 Mar 24

DurationReturns
1 Month -0.1%
3 Month 8.6%
6 Month 20.2%
1 Year 56.2%
3 Year 31.3%
5 Year 24.6%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.01 Yr.
Sandeep Manam18 Oct 212.29 Yr.
Akhil Kalluri8 Sep 221.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials25.64%
Financial Services20.03%
Consumer Cyclical11.75%
Health Care7.14%
Basic Materials7.09%
Technology6.95%
Real Estate5.98%
Consumer Defensive4.99%
Utility0.94%
Communication Services0.91%
Energy0.52%
Asset Allocation
Asset ClassValue
Cash6.71%
Equity93.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
4%₹507 Cr48,064,081
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
4%₹481 Cr5,368,691
↓ -375,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹344 Cr1,387,967
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹310 Cr8,763,469
↓ -150,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹305 Cr954,140
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
2%₹283 Cr1,872,610
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | JYOTHYLAB
2%₹274 Cr5,713,765
↓ -339,269
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA
2%₹260 Cr15,398,917
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹258 Cr1,588,976
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹225 Cr2,259,945

8. 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 16.9% since its launch.  Ranked 9 in Small Cap category.  Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (01 Mar 24) ₹120.964 ↑ 0.28   (0.23 %)
Net Assets (Cr) ₹28,607 on 31 Jan 24
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.38
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
28 Feb 19₹10,000
29 Feb 20₹9,176
28 Feb 21₹12,823
28 Feb 22₹16,970
28 Feb 23₹19,293
29 Feb 24₹29,579

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 ₹556,833.
Net Profit of ₹256,833
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 1 Mar 24

DurationReturns
1 Month -1.1%
3 Month 8.9%
6 Month 15.9%
1 Year 53.3%
3 Year 32.1%
5 Year 24.2%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.8%
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 149.6 Yr.
Dhruv Muchhal22 Jun 230.61 Yr.

Data below for HDFC Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials24.13%
Consumer Cyclical18.06%
Technology13.02%
Financial Services12.82%
Health Care10.58%
Basic Materials5.41%
Consumer Defensive3.31%
Communication Services3.18%
Utility0.27%
Asset Allocation
Asset ClassValue
Cash9.21%
Equity90.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
5%₹1,387 Cr18,679,810
↓ -431,336
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
4%₹990 Cr42,828,792
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
4%₹966 Cr52,272,662
↑ 1,283,954
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹902 Cr3,480,207
↑ 5,822
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
3%₹684 Cr16,680,886
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
2%₹647 Cr51,071,544
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
2%₹638 Cr6,527,764
↓ -140,716
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 20 | EQUITASBNK
2%₹603 Cr57,126,840
PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX
2%₹579 Cr3,490,141
↑ 628,725
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
2%₹578 Cr5,846,355
↑ 158,926

9. 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 17.7% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (01 Mar 24) ₹223.962 ↑ 1.47   (0.66 %)
Net Assets (Cr) ₹3,063 on 31 Jan 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3.03
Information Ratio -0.42
Alpha Ratio 3.25
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
28 Feb 19₹10,000
29 Feb 20₹10,483
28 Feb 21₹13,663
28 Feb 22₹18,324
28 Feb 23₹19,331
29 Feb 24₹29,486

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 ₹543,623.
Net Profit of ₹243,623
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 1 Mar 24

DurationReturns
1 Month 0.8%
3 Month 7.1%
6 Month 18.7%
1 Year 52.1%
3 Year 28.9%
5 Year 23.9%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.08 Yr.
Rohit Seksaria1 Nov 221.25 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services27.01%
Industrials16.21%
Consumer Cyclical12.72%
Technology10.68%
Health Care8.74%
Basic Materials6.46%
Consumer Defensive4.9%
Real Estate2.96%
Communication Services2.65%
Utility1.15%
Asset Allocation
Asset ClassValue
Cash4.24%
Equity95.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹94 Cr293,271
↓ -36,982
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR
3%₹92 Cr1,271,712
↓ -129,822
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹90 Cr277,474
↓ -29,172
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹86 Cr248,570
↓ -9,066
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹86 Cr1,102,494
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | ICICIBANK
3%₹77 Cr775,149
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹73 Cr700,492
↑ 83,834
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
2%₹69 Cr1,219,075
↑ 106,877
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹68 Cr410,580
↓ -14,420
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | PFC
2%₹67 Cr1,754,986

10. 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 15.1% since its launch.  Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (01 Mar 24) ₹25.7969 ↑ 0.15   (0.60 %)
Net Assets (Cr) ₹209 on 31 Jan 24
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.31
Sharpe Ratio 2.8
Information Ratio -0.26
Alpha Ratio 0.87
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
28 Feb 19₹10,000
29 Feb 20₹10,282
28 Feb 21₹13,367
28 Feb 22₹18,938
28 Feb 23₹20,000
29 Feb 24₹28,974

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 ₹543,623.
Net Profit of ₹243,623
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 1 Mar 24

DurationReturns
1 Month -0.4%
3 Month 10%
6 Month 18.3%
1 Year 44.9%
3 Year 29.4%
5 Year 23.7%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
2014
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Yogesh Patil31 Jul 230.51 Yr.
Dikshit Mittal31 Jul 230.51 Yr.

Data below for IDBI Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials36.05%
Basic Materials16.88%
Consumer Cyclical14.46%
Financial Services9.42%
Technology8.25%
Health Care6.84%
Utility1.88%
Consumer Defensive1.28%
Asset Allocation
Asset ClassValue
Cash4.95%
Equity95.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
4%₹9 Cr61,751
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI
4%₹7 Cr21,041
Kennametal India Ltd (Industrials)
Equity, Since 31 Aug 23 | 505890
3%₹7 Cr27,154
BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE
3%₹7 Cr30,063
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG
3%₹6 Cr89,049
Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | TEXRAIL
3%₹6 Cr328,055
↑ 57,474
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | GRINDWELL
3%₹5 Cr21,757
↓ -8,593
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 541233
3%₹5 Cr406,875
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Jun 21 | POWERINDIA
3%₹5 Cr9,246
KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | KSB
2%₹5 Cr13,659

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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