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10 Best Performing Small Cap Mutual Funds to Invest In 2023

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10 Best Small Cap Mutual Funds 2023

Updated on January 25, 2023 , 67483 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 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Kotak Small Cap Fund Growth ₹158.504
↓ -1.35
₹8,498-3.81.7-1.425.813.7-3.1
Nippon India Small Cap Fund Growth ₹89.5307
↓ -1.67
₹23,701-375.629.113.36.5
SBI Small Cap Fund Growth ₹109.775
↓ -0.95
₹15,348-4.86.8724.211.98.1
ICICI Prudential Smallcap Fund Growth ₹52.71
↓ -0.67
₹4,599-3.72.55.624.111.35.7
HDFC Small Cap Fund Growth ₹77.086
↓ -1.45
₹14,64909.93.723.610.44.6
L&T Emerging Businesses Fund Growth ₹45.8236
↓ -0.69
₹8,697-3.24.9123.99.71
IDBI Small Cap Fund Growth ₹17.48
↓ -0.19
₹150-7.63.4122.19.42.4
DSP BlackRock Small Cap Fund  Growth ₹110.217
↓ -0.97
₹9,161-2.62.6-1.123.99.30.5
Franklin India Smaller Companies Fund Growth ₹92.7716
↓ -1.37
₹7,288-27.83.9217.93.6
Sundaram Small Cap Fund Growth ₹146.112
↓ -1.72
₹2,021-3.76.2-0.921.15.5-2.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
*Above is list of best small cap Mutual Funds having Net Assets/ AUM above 100 Crore & Sorted on 5 Year CAGR Returns.

1. 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 16.7% since its launch.  Ranked 23 in Small Cap category.  Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (27 Jan 23) ₹158.504 ↓ -1.35   (-0.85 %)
Net Assets (Cr) ₹8,498 on 31 Dec 22
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.49
Information Ratio 0.57
Alpha Ratio -3.22
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,270
31 Dec 19₹8,687
31 Dec 20₹11,659
31 Dec 21₹19,930
31 Dec 22₹19,317

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 ₹426,080.
Net Profit of ₹126,080
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 27 Jan 23

DurationReturns
1 Month -1.8%
3 Month -3.8%
6 Month 1.7%
1 Year -1.4%
3 Year 25.8%
5 Year 13.7%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3.1%
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1012.95 Yr.
Arjun Khanna30 Apr 220.67 Yr.

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

Equity Sector Allocation
SectorValue
Industrials33.74%
Consumer Cyclical26.81%
Basic Materials20.27%
Financial Services5.22%
Health Care3.63%
Technology3.39%
Real Estate1.34%
Consumer Defensive1.28%
Energy0.28%
Asset Allocation
Asset ClassValue
Cash3.32%
Equity96.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
4%₹357 Cr4,186,972
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
4%₹305 Cr5,620,490
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹279 Cr1,440,380
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹278 Cr992,909
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹256 Cr3,061,007
↑ 78,061
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
3%₹249 Cr963,836
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹243 Cr1,978,982
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 509930
3%₹241 Cr988,175
↓ -2,595
Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
3%₹238 Cr700,383
↑ 20,595
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 11 | SOLARINDS
2%₹207 Cr533,840
↓ -6,101

2. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.4% since its launch.  Ranked 6 in Small Cap category.  Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (27 Jan 23) ₹89.5307 ↓ -1.67   (-1.83 %)
Net Assets (Cr) ₹23,701 on 31 Dec 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.17
Information Ratio 1.43
Alpha Ratio 7.6
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,331
31 Dec 19₹8,121
31 Dec 20₹10,496
31 Dec 21₹18,298
31 Dec 22₹19,495

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 ₹426,080.
Net Profit of ₹126,080
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 27 Jan 23

DurationReturns
1 Month -2.7%
3 Month -3%
6 Month 7%
1 Year 5.6%
3 Year 29.1%
5 Year 13.3%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 11.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 176 Yr.
Kinjal Desai25 May 184.61 Yr.
Akshay Sharma1 Dec 220.08 Yr.

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

Equity Sector Allocation
SectorValue
Industrials24.64%
Consumer Cyclical15.94%
Basic Materials15.39%
Financial Services15.32%
Consumer Defensive8.13%
Technology7.34%
Health Care5.17%
Communication Services1.52%
Energy0.61%
Real Estate0.51%
Utility0.36%
Asset Allocation
Asset ClassValue
Cash3.39%
Equity96.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
4%₹906 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹434 Cr2,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | 532134
2%₹416 Cr25,045,248
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹397 Cr5,554,917
↓ -85,000
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
2%₹378 Cr5,763,697
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | FINEORG
2%₹378 Cr605,377
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | POONAWALLA
2%₹376 Cr12,095,771
↓ -1,046,482
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
2%₹357 Cr9,291,212
Timken India Ltd (Industrials)
Equity, Since 28 Feb 18 | 522113
1%₹353 Cr1,067,270
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
1%₹342 Cr787,244

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 19.6% since its launch.  Ranked 4 in Small Cap category.  Return for 2022 was 8.1% , 2021 was 47.6% and 2020 was 33.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (27 Jan 23) ₹109.775 ↓ -0.95   (-0.86 %)
Net Assets (Cr) ₹15,348 on 31 Dec 22
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.27
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 Dec 17₹10,000
31 Dec 18₹8,038
31 Dec 19₹8,528
31 Dec 20₹11,395
31 Dec 21₹16,815
31 Dec 22₹18,184

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 ₹405,518.
Net Profit of ₹105,518
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 27 Jan 23

DurationReturns
1 Month -3%
3 Month -4.8%
6 Month 6.8%
1 Year 7%
3 Year 24.2%
5 Year 11.9%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.8%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 139.13 Yr.
Mohit Jain25 Aug 220.35 Yr.

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

Equity Sector Allocation
SectorValue
Industrials34.59%
Consumer Cyclical22.96%
Basic Materials11.98%
Financial Services5.16%
Consumer Defensive4.47%
Health Care3.97%
Communication Services2.22%
Real Estate0.7%
Utility0.14%
Asset Allocation
Asset ClassValue
Cash13.7%
Equity86.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹576 Cr4,700,000
↑ 8,046
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹505 Cr50,000,000
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
3%₹482 Cr3,525,082
↓ -58,901
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | ELGIEQUIP
3%₹475 Cr10,000,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹443 Cr15,435,443
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | FINEORG
3%₹437 Cr700,000
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | VGUARD
3%₹430 Cr17,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹421 Cr4,939,842
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
3%₹405 Cr1,570,000
Timken India Ltd (Industrials)
Equity, Since 31 May 19 | 522113
3%₹392 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 11.5% since its launch.  Ranked 26 in Small Cap category.  Return for 2022 was 5.7% , 2021 was 61% and 2020 was 22.8% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (27 Jan 23) ₹52.71 ↓ -0.67   (-1.26 %)
Net Assets (Cr) ₹4,599 on 31 Dec 22
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.12
Information Ratio 0.21
Alpha Ratio 5.45
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹7,765
31 Dec 19₹8,544
31 Dec 20₹10,489
31 Dec 21₹16,887
31 Dec 22₹17,857

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 ₹405,518.
Net Profit of ₹105,518
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 27 Jan 23

DurationReturns
1 Month -2%
3 Month -3.7%
6 Month 2.5%
1 Year 5.6%
3 Year 24.1%
5 Year 11.3%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Harish Bihani5 Nov 184.16 Yr.
Sharmila D’mello30 Jun 220.51 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.81%
Consumer Cyclical19.09%
Health Care13.83%
Financial Services9.62%
Basic Materials6.63%
Technology5.2%
Consumer Defensive4.9%
Communication Services4.52%
Real Estate3.74%
Asset Allocation
Asset ClassValue
Cash8.67%
Equity91.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Oct 18 | INOXLEISUR
4%₹178 Cr3,306,803
↑ 213,276
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
4%₹165 Cr879,976
↑ 10,000
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | CCL
3%₹156 Cr2,851,351
↓ -1,237
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX
3%₹154 Cr983,534
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
3%₹138 Cr1,648,892
↑ 50,000
Tarsons Products Ltd (Healthcare)
Equity, Since 30 Nov 21 | 543399
3%₹137 Cr1,965,770
↑ 938,407
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
3%₹137 Cr893,846
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 543308
3%₹135 Cr904,750
Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | ARVINDFASN
3%₹127 Cr3,784,036
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | VMART
3%₹126 Cr450,040

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 14.8% since its launch.  Ranked 9 in Small Cap category.  Return for 2022 was 4.6% , 2021 was 64.9% and 2020 was 20.2% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (27 Jan 23) ₹77.086 ↓ -1.45   (-1.85 %)
Net Assets (Cr) ₹14,649 on 31 Dec 22
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.06
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 Dec 17₹10,000
31 Dec 18₹9,192
31 Dec 19₹8,320
31 Dec 20₹9,998
31 Dec 21₹16,484
31 Dec 22₹17,241

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 ₹395,578.
Net Profit of ₹95,578
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 27 Jan 23

DurationReturns
1 Month -2.1%
3 Month 0%
6 Month 9.9%
1 Year 3.7%
3 Year 23.6%
5 Year 10.4%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 148.52 Yr.
Priya Ranjan1 May 220.67 Yr.

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

Equity Sector Allocation
SectorValue
Industrials25.41%
Consumer Cyclical21.27%
Financial Services13.99%
Technology12.43%
Basic Materials10.23%
Health Care5.15%
Consumer Defensive3.57%
Communication Services2.36%
Asset Allocation
Asset ClassValue
Cash5.48%
Equity94.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹659 Cr39,659,883
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
4%₹638 Cr10,889,334
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
4%₹613 Cr5,512,922
↑ 23,194
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
4%₹517 Cr47,000,000
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
3%₹443 Cr6,668,480
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹421 Cr2,908,743
↑ 110,000
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
3%₹414 Cr50,571,544
↑ 1,000,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
3%₹391 Cr16,530,886
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
2%₹324 Cr11,772,819
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | KEI
2%₹322 Cr2,110,000

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 19.1% since its launch.  Ranked 2 in Small Cap category.  Return for 2022 was 1% , 2021 was 77.4% and 2020 was 15.5% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (27 Jan 23) ₹45.8236 ↓ -0.69   (-1.47 %)
Net Assets (Cr) ₹8,697 on 31 Dec 22
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.87
Sharpe Ratio -0.16
Information Ratio 0.2
Alpha Ratio 1.83
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,628
31 Dec 19₹7,925
31 Dec 20₹9,150
31 Dec 21₹16,233
31 Dec 22₹16,397

L&T Emerging Businesses Fund SIP Returns

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

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -1.7%
3 Month -3.2%
6 Month 4.9%
1 Year 1%
3 Year 23.9%
5 Year 9.7%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 193.04 Yr.
Vihang Naik17 Dec 193.04 Yr.

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

Equity Sector Allocation
SectorValue
Industrials33.57%
Basic Materials17.44%
Consumer Cyclical16.74%
Financial Services8.04%
Technology7.15%
Real Estate6.21%
Consumer Defensive5.2%
Health Care2.6%
Energy1.06%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash1.92%
Equity98.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹283 Cr5,081,639
↓ -900,000
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
3%₹236 Cr1,227,322
↓ -215,000
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY
3%₹229 Cr3,804,620
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | CUB
3%₹229 Cr12,108,492
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM
3%₹228 Cr3,018,479
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹203 Cr1,329,400
↑ 80,000
Indian Bank (Financial Services)
Equity, Since 31 Jan 22 | 532814
2%₹202 Cr7,556,600
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI
2%₹195 Cr2,733,835
↑ 150,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV
2%₹192 Cr2,249,700
↑ 90,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹184 Cr3,791,618
↓ -141,158

7. 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 10.5% since its launch.  Return for 2022 was 2.4% , 2021 was 64.7% and 2020 was 19% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (27 Jan 23) ₹17.48 ↓ -0.19   (-1.08 %)
Net Assets (Cr) ₹150 on 31 Dec 22
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio -0.07
Information Ratio -0.01
Alpha Ratio 3.27
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 Dec 17₹10,000
31 Dec 18₹8,504
31 Dec 19₹8,127
31 Dec 20₹9,668
31 Dec 21₹15,923
31 Dec 22₹16,308

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 ₹385,859.
Net Profit of ₹85,859
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 27 Jan 23

DurationReturns
1 Month -3.3%
3 Month -7.6%
6 Month 3.4%
1 Year 1%
3 Year 22.1%
5 Year 9.4%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
2014
2013
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Alok Ranjan16 Aug 211.38 Yr.

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

Equity Sector Allocation
SectorValue
Industrials38.49%
Basic Materials18.91%
Consumer Cyclical17.74%
Financial Services8.89%
Technology4.34%
Health Care2.82%
Consumer Defensive2.45%
Communication Services2.18%
Real Estate1.53%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Aug 20 | ELGIEQUIP
6%₹9 Cr198,201
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 29 Feb 20 | FINEORG
4%₹7 Cr10,935
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 19 | TIINDIA
4%₹7 Cr24,426
Timken India Ltd (Industrials)
Equity, Since 31 Oct 17 | 522113
4%₹7 Cr20,146
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI
4%₹7 Cr43,415
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
4%₹6 Cr30,350
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 19 | NAVINFLUOR
3%₹5 Cr12,035
IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | IDFCFIRSTB
3%₹5 Cr789,200
Greenpanel Industries Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 29 Feb 20 | GREENPANEL
3%₹5 Cr117,108
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Mar 20 | NH
3%₹4 Cr59,381

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 16.6% since its launch.  Ranked 7 in Small Cap category.  Return for 2022 was 0.5% , 2021 was 58.9% and 2020 was 33.1% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (27 Jan 23) ₹110.217 ↓ -0.97   (-0.87 %)
Net Assets (Cr) ₹9,161 on 31 Dec 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 Dec 17₹10,000
31 Dec 18₹7,455
31 Dec 19₹7,510
31 Dec 20₹9,997
31 Dec 21₹15,885
31 Dec 22₹15,958

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 ₹385,859.
Net Profit of ₹85,859
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 27 Jan 23

DurationReturns
1 Month -1.4%
3 Month -2.6%
6 Month 2.6%
1 Year -1.1%
3 Year 23.9%
5 Year 9.3%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 3.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1012.54 Yr.
Jay Kothari1 Mar 139.84 Yr.
Resham Jain16 Mar 184.8 Yr.
Abhishek Ghosh1 Sep 220.33 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical35%
Basic Materials21.43%
Industrials13%
Consumer Defensive8.3%
Financial Services6.4%
Health Care6.26%
Technology2.98%
Communication Services2.09%
Asset Allocation
Asset ClassValue
Cash4.52%
Equity95.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
4%₹324 Cr9,285,916
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹323 Cr10,918,004
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
3%₹301 Cr3,599,387
↑ 125,709
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
3%₹297 Cr1,535,809
↓ -10,136
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
3%₹261 Cr312,546
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT
3%₹259 Cr8,500,268
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL
3%₹256 Cr4,594,316
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹247 Cr1,289,228
La Opala RG Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | LAOPALA
2%₹227 Cr5,728,747
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
2%₹221 Cr1,529,097

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% since its launch.  Ranked 11 in Small Cap category.  Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (27 Jan 23) ₹92.7716 ↓ -1.37   (-1.46 %)
Net Assets (Cr) ₹7,288 on 31 Dec 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.01
Information Ratio -0.28
Alpha Ratio 4.29
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,258
31 Dec 19₹7,843
31 Dec 20₹9,309
31 Dec 21₹14,556
31 Dec 22₹15,077

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 ₹367,070.
Net Profit of ₹67,070
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 27 Jan 23

DurationReturns
1 Month -2.6%
3 Month -2%
6 Month 7.8%
1 Year 3.9%
3 Year 21%
5 Year 7.9%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 13.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.76 Yr.
Sandeep Manam18 Oct 211.21 Yr.
Akhil Kalluri8 Sep 220.32 Yr.

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

Equity Sector Allocation
SectorValue
Industrials23.82%
Financial Services18.2%
Consumer Cyclical16.14%
Basic Materials10.12%
Health Care6.44%
Consumer Defensive6.41%
Real Estate6.04%
Technology3.54%
Communication Services2.54%
Energy1.38%
Asset Allocation
Asset ClassValue
Cash5.38%
Equity94.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹331 Cr6,800,570
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹302 Cr1,387,967
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹235 Cr1,161,988
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹215 Cr2,259,945
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹205 Cr17,172,603
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹204 Cr3,740,319
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹199 Cr9,813,765
↓ -450,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹194 Cr19,398,917
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | TIINDIA
2%₹184 Cr665,416
↓ -284,898
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
2%₹181 Cr1,473,713

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 16.1% since its launch.  Ranked 19 in Small Cap category.  Return for 2022 was -2.1% , 2021 was 60.3% and 2020 was 26.2% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (27 Jan 23) ₹146.112 ↓ -1.72   (-1.17 %)
Net Assets (Cr) ₹2,021 on 31 Dec 22
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.34
Information Ratio -0.1
Alpha Ratio -1.08
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹7,083
31 Dec 19₹6,654
31 Dec 20₹8,394
31 Dec 21₹13,460
31 Dec 22₹13,176

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 ₹349,120.
Net Profit of ₹49,120
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 27 Jan 23

DurationReturns
1 Month -1.8%
3 Month -3.7%
6 Month 6.2%
1 Year -0.9%
3 Year 21.1%
5 Year 5.5%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -5%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 221 Yr.
Rohit Seksaria1 Nov 220.17 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.53%
Consumer Cyclical21.35%
Industrials19.88%
Technology9.66%
Health Care6.11%
Basic Materials5.62%
Consumer Defensive3.26%
Communication Services1.74%
Real Estate1.64%
Asset Allocation
Asset ClassValue
Cash6.9%
Equity93.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
4%₹73 Cr362,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
3%₹72 Cr1,013,693
↓ -86,307
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹60 Cr1,087,000
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹60 Cr824,354
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
2%₹51 Cr3,440,000
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%₹50 Cr327,000
Canara Bank (Financial Services)
Equity, Since 31 Dec 21 | 532483
2%₹47 Cr1,508,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | ICICIBANK
2%₹44 Cr464,000
ICRA Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICRA
2%₹40 Cr90,000

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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