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10 Best Small Cap Mutual Funds 2023
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
Top 10 Best Small Cap Funds to Invest in FY 23 - 24
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Nippon India Small Cap Fund Growth ₹100.708
↑ 0.49 ₹26,294 10.3 7.1 31.4 50.6 18 6.5 Kotak Small Cap Fund Growth ₹171.365
↑ 0.60 ₹9,230 6.3 4.7 14.6 46 16.8 -3.1 SBI Small Cap Fund Growth ₹117.296
↑ 0.37 ₹16,592 6.5 1.8 19.4 40 16 8.1 ICICI Prudential Smallcap Fund Growth ₹57.47
↑ 0.32 ₹5,036 9.2 5.4 20.6 47.5 15.9 5.7 DSP BlackRock Small Cap Fund Growth ₹120
↑ 1.08 ₹9,409 8.4 5.9 17.7 42.7 14.1 0.5 HDFC Small Cap Fund Growth ₹88.161
↑ 0.78 ₹15,857 10.9 11.1 35.6 48.1 14 4.6 L&T Emerging Businesses Fund Growth ₹51.5681
↑ 0.23 ₹8,672 9.4 8.6 26.9 47.6 13.7 1 IDBI Small Cap Fund Growth ₹19.28
↑ 0.08 ₹146 8.9 3 21.7 41.3 12.9 2.4 Franklin India Smaller Companies Fund Growth ₹105.301
↑ 0.50 ₹7,593 9.4 10.2 32 45.6 12 3.6 Sundaram Small Cap Fund Growth ₹160.311
↑ 0.86 ₹2,068 9.9 6.1 25 43 10.1 -2.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 May 23 100 Crore & Sorted on 5 Year CAGR Returns.
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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (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 Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (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 Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (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 Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on (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 Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on 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 Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on 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 Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on 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 Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
CAGR/Annualized return of 20% since its launch. Ranked 6 in Small Cap category. Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (26 May 23) ₹100.708 ↑ 0.49 (0.49 %) Net Assets (Cr) ₹26,294 on 30 Apr 23 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 0.36 Information Ratio 1.25 Alpha Ratio 8.78 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹8,476 30 Apr 20 ₹6,666 30 Apr 21 ₹13,255 30 Apr 22 ₹18,477 30 Apr 23 ₹20,435 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 6.5% 3 Month 10.3% 6 Month 7.1% 1 Year 31.4% 3 Year 50.6% 5 Year 18% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Samir Rachh 2 Jan 17 6.33 Yr. Kinjal Desai 25 May 18 4.94 Yr. Tejas Sheth 1 Feb 23 0.24 Yr. Akshay Sharma 1 Dec 22 0.41 Yr. Data below for Nippon India Small Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Industrials 27.86% Consumer Cyclical 15.11% Financial Services 14.37% Basic Materials 14.33% Consumer Defensive 7.77% Technology 7.22% Health Care 5.4% Energy 1.46% Communication Services 1.21% Utility 0.47% Real Estate 0.43% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA3% ₹846 Cr 3,267,559 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹456 Cr 2,700,000 KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH2% ₹436 Cr 4,756,932 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | BANKBARODA2% ₹433 Cr 23,045,248 NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD2% ₹401 Cr 11,111,066
↑ 15,650 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN1% ₹386 Cr 9,291,212 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR1% ₹382 Cr 787,244 Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET1% ₹380 Cr 5,763,697 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT1% ₹374 Cr 1,583,030 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹369 Cr 2,373,458 2. Kotak Small Cap Fund
CAGR/Annualized return of 16.8% since its launch. Ranked 23 in Small Cap category. Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (26 May 23) ₹171.365 ↑ 0.60 (0.35 %) Net Assets (Cr) ₹9,230 on 30 Apr 23 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.36 Information Ratio 0.29 Alpha Ratio -1.74 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹8,523 30 Apr 20 ₹7,111 30 Apr 21 ₹14,875 30 Apr 22 ₹19,797 30 Apr 23 ₹19,852 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 5.8% 3 Month 6.3% 6 Month 4.7% 1 Year 14.6% 3 Year 46% 5 Year 16.8% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Pankaj Tibrewal 21 Jan 10 13.28 Yr. Arjun Khanna 30 Apr 22 1 Yr. Data below for Kotak Small Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Industrials 33.94% Consumer Cyclical 22.88% Basic Materials 21.86% Financial Services 5.5% Health Care 3.24% Technology 3.21% Consumer Defensive 2.34% Real Estate 1.5% Energy 0.22% Asset Allocation
Asset Class Value Cash 4.6% Equity 95.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV5% ₹435 Cr 4,041,905
↓ -100,000 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT4% ₹364 Cr 3,087,178
↓ -63,829 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹303 Cr 1,409,522 Century Plyboards (India) Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Oct 18 | CENTURYPLY3% ₹296 Cr 5,673,505 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹278 Cr 1,880,175 Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF3% ₹260 Cr 1,044,042
↑ 17,777 Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | SUPREMEIND3% ₹232 Cr 851,636 Garware Technical Fibres Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES2% ₹225 Cr 772,836
↑ 13,005 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT2% ₹225 Cr 474,169 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL2% ₹201 Cr 1,927,672 3. SBI Small Cap Fund
CAGR/Annualized return of 19.7% since its launch. Ranked 4 in Small Cap category. Return for 2022 was 8.1% , 2021 was 47.6% and 2020 was 33.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (26 May 23) ₹117.296 ↑ 0.37 (0.32 %) Net Assets (Cr) ₹16,592 on 30 Apr 23 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.21 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹8,643 30 Apr 20 ₹7,656 30 Apr 21 ₹13,869 30 Apr 22 ₹17,661 30 Apr 23 ₹19,088 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 4.4% 3 Month 6.5% 6 Month 1.8% 1 Year 19.4% 3 Year 40% 5 Year 16% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Srinivasan 16 Nov 13 9.46 Yr. Mohit Jain 25 Aug 22 0.68 Yr. Data below for SBI Small Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Industrials 34.16% Consumer Cyclical 20.86% Basic Materials 11.72% Financial Services 5.86% Consumer Defensive 4.11% Health Care 2.96% Utility 2.15% Communication Services 2.09% Real Estate 1.04% Asset Allocation
Asset Class Value Cash 14.94% Equity 84.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO4% ₹696 Cr 4,700,000 Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | TRITURBINE3% ₹556 Cr 15,208,431 Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV3% ₹532 Cr 4,939,842 Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 20 | KALPATPOWR3% ₹486 Cr 9,000,000 Elgi Equipments Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 13 | ELGIEQUIP3% ₹465 Cr 10,000,000 Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5434633% ₹445 Cr 3,500,000 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE3% ₹440 Cr 50,000,000 V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | VGUARD3% ₹433 Cr 17,000,000 TTK Prestige Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | TTKPRESTIG3% ₹432 Cr 5,900,000 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE2% ₹392 Cr 23,395,569 4. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 26 in Small Cap category. Return for 2022 was 5.7% , 2021 was 61% and 2020 was 22.8% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (26 May 23) ₹57.47 ↑ 0.32 (0.56 %) Net Assets (Cr) ₹5,036 on 30 Apr 23 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.2 Information Ratio 0.44 Alpha Ratio 4.5 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹8,460 30 Apr 20 ₹6,580 30 Apr 21 ₹12,747 30 Apr 22 ₹17,408 30 Apr 23 ₹18,749 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 6.5% 3 Month 9.2% 6 Month 5.4% 1 Year 20.6% 3 Year 47.5% 5 Year 15.9% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Harish Bihani 5 Nov 18 4.49 Yr. Sharmila D’mello 30 Jun 22 0.84 Yr. Data below for ICICI Prudential Smallcap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Industrials 23.67% Consumer Cyclical 21.35% Health Care 13.63% Financial Services 8.3% Basic Materials 6.67% Real Estate 4.08% Communication Services 4.05% Consumer Defensive 3.85% Technology 3.55% Asset Allocation
Asset Class Value Cash 10.01% Equity 89.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT5% ₹227 Cr 1,926,719
↓ -66,247 PVR INOX Ltd Shs Dematerialised (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX4% ₹179 Cr 1,222,813 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 5433084% ₹179 Cr 1,183,364 EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 21 | EPL3% ₹167 Cr 9,546,110
↑ 34,684 Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433253% ₹161 Cr 873,867 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI3% ₹144 Cr 760,363
↓ -59,862 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX3% ₹128 Cr 917,205
↑ 50,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | CCL3% ₹127 Cr 2,116,034
↓ -430,720 Tarsons Products Ltd (Healthcare)
Equity, Since 30 Nov 21 | 5433993% ₹127 Cr 2,250,439 Blue Star Ltd (Industrials)
Equity, Since 30 Nov 17 | BLUESTARCO2% ₹112 Cr 758,429
↓ -960 5. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 16.9% since its launch. Ranked 7 in Small Cap category. Return for 2022 was 0.5% , 2021 was 58.9% and 2020 was 33.1% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (26 May 23) ₹120 ↑ 1.08 (0.90 %) Net Assets (Cr) ₹9,409 on 30 Apr 23 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.2 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹8,144 30 Apr 20 ₹6,545 30 Apr 21 ₹12,279 30 Apr 22 ₹16,758 30 Apr 23 ₹17,070 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 6.2% 3 Month 8.4% 6 Month 5.9% 1 Year 17.7% 3 Year 42.7% 5 Year 14.1% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vinit Sambre 21 Jun 10 12.87 Yr. Jay Kothari 1 Mar 13 10.17 Yr. Resham Jain 16 Mar 18 5.13 Yr. Abhishek Ghosh 1 Sep 22 0.66 Yr. Data below for DSP BlackRock Small Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Consumer Cyclical 32.67% Basic Materials 20.38% Industrials 15.57% Health Care 7.95% Consumer Defensive 7.83% Financial Services 6.7% Technology 2.13% Communication Services 1.96% Asset Allocation
Asset Class Value Cash 4.67% Equity 95.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT5% ₹458 Cr 3,879,027 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT4% ₹333 Cr 9,323,935
↑ 38,019 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI3% ₹308 Cr 1,432,277
↓ -21,114 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI3% ₹286 Cr 9,987,384 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL3% ₹276 Cr 4,594,316 Nilkamal Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL3% ₹265 Cr 1,289,228 Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT3% ₹248 Cr 8,684,412 Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL2% ₹226 Cr 328,304
↑ 15,758 La Opala RG Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | LAOPALA2% ₹220 Cr 5,728,747 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX2% ₹201 Cr 1,479,647 6. HDFC Small Cap Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 9 in Small Cap category. Return for 2022 was 4.6% , 2021 was 64.9% and 2020 was 20.2% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (26 May 23) ₹88.161 ↑ 0.78 (0.90 %) Net Assets (Cr) ₹15,857 on 30 Apr 23 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.62 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹8,972 30 Apr 20 ₹6,015 30 Apr 21 ₹11,443 30 Apr 22 ₹15,068 30 Apr 23 ₹17,369 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 7.2% 3 Month 10.9% 6 Month 11.1% 1 Year 35.6% 3 Year 48.1% 5 Year 14% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Chirag Setalvad 28 Jun 14 8.85 Yr. Priya Ranjan 1 May 22 1 Yr. Data below for HDFC Small Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Industrials 26.71% Consumer Cyclical 19.76% Financial Services 13.56% Technology 12.61% Basic Materials 8.1% Health Care 4.8% Consumer Defensive 3.41% Communication Services 1.91% Asset Allocation
Asset Class Value Cash 8.45% Equity 91.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sonata Software Ltd Shs Dematerialised (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW5% ₹791 Cr 9,259,329
↓ -131,322 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA4% ₹691 Cr 36,828,792 Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC4% ₹608 Cr 5,537,944 Firstsource Solutions Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 18 | FSL3% ₹554 Cr 47,400,000 Great Eastern Shipping Co Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 15 | GESHIP3% ₹452 Cr 6,668,480 IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC3% ₹444 Cr 50,571,544 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹420 Cr 3,099,516
↑ 77,260 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM3% ₹408 Cr 16,530,886 KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | KEI3% ₹400 Cr 2,110,000 Kirloskar Ferrous Industries Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Apr 18 | 5002452% ₹371 Cr 8,965,017 7. L&T Emerging Businesses Fund
CAGR/Annualized return of 19.9% since its launch. Ranked 2 in Small Cap category. Return for 2022 was 1% , 2021 was 77.4% and 2020 was 15.5% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (26 May 23) ₹51.5681 ↑ 0.23 (0.44 %) Net Assets (Cr) ₹8,672 on 31 Jan 23 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.87 Sharpe Ratio -0.15 Information Ratio 0.61 Alpha Ratio 3.77 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹8,416 30 Apr 20 ₹5,864 30 Apr 21 ₹11,213 30 Apr 22 ₹15,714 30 Apr 23 ₹17,333 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 5.3% 3 Month 9.4% 6 Month 8.6% 1 Year 26.9% 3 Year 47.6% 5 Year 13.7% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Venugopal Manghat 17 Dec 19 3.37 Yr. Vihang Naik 17 Dec 19 3.37 Yr. Data below for L&T Emerging Businesses Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Industrials 34.81% Basic Materials 17.04% Consumer Cyclical 15.6% Financial Services 9.15% Technology 7.18% Real Estate 5.69% Consumer Defensive 4.82% Health Care 2.66% Energy 1.27% Communication Services 0.08% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL3% ₹269 Cr 5,081,639 RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM3% ₹235 Cr 3,018,479 Indian Bank (Financial Services)
Equity, Since 31 Jan 22 | 5328143% ₹230 Cr 7,556,600 Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 5060763% ₹225 Cr 1,127,322 Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV3% ₹219 Cr 2,249,700 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI2% ₹215 Cr 1,329,400 JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI2% ₹209 Cr 2,845,600 E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY2% ₹207 Cr 3,804,620 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS2% ₹200 Cr 1,184,900 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI2% ₹195 Cr 880,422 8. IDBI Small Cap Fund
CAGR/Annualized return of 11.7% since its launch. Return for 2022 was 2.4% , 2021 was 64.7% and 2020 was 19% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (26 May 23) ₹19.28 ↑ 0.08 (0.42 %) Net Assets (Cr) ₹146 on 30 Apr 23 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.51 Sharpe Ratio -0.05 Information Ratio -0.26 Alpha Ratio 2.8 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹8,399 30 Apr 20 ₹6,484 30 Apr 21 ₹11,736 30 Apr 22 ₹15,764 30 Apr 23 ₹16,385 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 7.1% 3 Month 8.9% 6 Month 3% 1 Year 21.7% 3 Year 41.3% 5 Year 12.9% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Alok Ranjan 6 Aug 21 1.73 Yr. Data below for IDBI Small Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Industrials 40.07% Basic Materials 20.77% Consumer Cyclical 11.89% Financial Services 10.57% Technology 4.58% Consumer Defensive 3.68% Health Care 3.09% Real Estate 2.3% Communication Services 1.83% Asset Allocation
Asset Class Value Cash 1.22% Equity 98.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Elgi Equipments Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 20 | ELGIEQUIP6% ₹9 Cr 198,201 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI6% ₹8 Cr 43,415 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 19 | TIINDIA4% ₹6 Cr 24,426 Timken India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Oct 17 | TIMKEN4% ₹6 Cr 20,146 Grindwell Norton Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 18 | GRINDWELL4% ₹6 Cr 30,350 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Nov 20 | CARBORUNIV4% ₹5 Cr 49,219 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | IDFCFIRSTB3% ₹5 Cr 789,200 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Mar 20 | NH3% ₹5 Cr 59,381 Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO3% ₹4 Cr 28,578 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 19 | NAVINFLUOR3% ₹4 Cr 8,435 9. Franklin India Smaller Companies Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 11 in Small Cap category. Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (26 May 23) ₹105.301 ↑ 0.50 (0.48 %) Net Assets (Cr) ₹7,593 on 30 Apr 23 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.42 Information Ratio 0.06 Alpha Ratio 9.62 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹8,653 30 Apr 20 ₹6,007 30 Apr 21 ₹11,034 30 Apr 22 ₹14,466 30 Apr 23 ₹16,155 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 6% 3 Month 9.4% 6 Month 10.2% 1 Year 32% 3 Year 45.6% 5 Year 12% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Janakiraman 1 Feb 11 12.25 Yr. Sandeep Manam 18 Oct 21 1.53 Yr. Akhil Kalluri 8 Sep 22 0.64 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Industrials 25.67% Financial Services 18% Consumer Cyclical 13.59% Basic Materials 9.48% Consumer Defensive 6.13% Health Care 5.48% Real Estate 5.33% Technology 4.6% Communication Services 1.99% Energy 1.77% Asset Allocation
Asset Class Value Cash 7.05% Equity 92.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK4% ₹337 Cr 48,909,764
↓ -3,720,884 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE4% ₹307 Cr 6,112,881
↓ -246,509 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR3% ₹262 Cr 1,387,967 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK3% ₹207 Cr 2,259,945 J.B. Chemicals & Pharmaceuticals Ltd Shs Dematerialised (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM3% ₹207 Cr 971,988
↓ -140,000 Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV3% ₹195 Cr 1,812,883 Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | JYOTHYLAB2% ₹189 Cr 9,706,465 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA2% ₹185 Cr 18,898,917
↓ -500,000 Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES2% ₹180 Cr 2,016,355
↓ -242,733 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹178 Cr 2,960,279
↓ -300,000 10. Sundaram Small Cap Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 19 in Small Cap category. Return for 2022 was -2.1% , 2021 was 60.3% and 2020 was 26.2% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (26 May 23) ₹160.311 ↑ 0.86 (0.54 %) Net Assets (Cr) ₹2,068 on 30 Apr 23 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.19 Sharpe Ratio 0.1 Information Ratio -0.2 Alpha Ratio 4.85 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.
Date Value 30 Apr 18 ₹10,000 30 Apr 19 ₹7,647 30 Apr 20 ₹5,541 30 Apr 21 ₹10,538 30 Apr 22 ₹13,500 30 Apr 23 ₹14,380 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23 Duration Returns 1 Month 5.7% 3 Month 9.9% 6 Month 6.1% 1 Year 25% 3 Year 43% 5 Year 10.1% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 1.33 Yr. Rohit Seksaria 1 Nov 22 0.5 Yr. Data below for Sundaram Small Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Industrials 22.18% Financial Services 21.76% Consumer Cyclical 17.55% Technology 7.51% Basic Materials 7.11% Health Care 6.75% Consumer Defensive 3.64% Communication Services 2.42% Real Estate 1.7% Asset Allocation
Asset Class Value Cash 8.36% Equity 91.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB4% ₹77 Cr 342,887
↓ -10,000 Can Fin Homes Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME3% ₹67 Cr 1,087,000 Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 5055333% ₹63 Cr 824,354 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI3% ₹62 Cr 327,000 KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH3% ₹59 Cr 643,156 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO3% ₹54 Cr 475,000 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹49 Cr 201,924 State Bank of India (Financial Services)
Equity, Since 31 Dec 21 | SBIN2% ₹46 Cr 803,001 Ashok Leyland Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 22 | 5004772% ₹46 Cr 3,150,000
↓ -290,000 ICRA Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICRA2% ₹43 Cr 90,000
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?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
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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Good n nice
I believe SBI small cap fund is the best to get good returns in long run.