+91-22-4891390910 Best Small Cap Mutual Funds 2026
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
Fund Selection Methodology used to Find 10 Funds
Top and Best Small-Cap Funds to Consider 2026
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹184.735
↑ 0.50 ₹78,407 100 6 11.5 11.6 16.6 19.7 -4.7 IDBI Small Cap Fund Growth ₹34.6622
↑ 0.22 ₹743 500 8.1 19 18.8 18.6 18.3 -13.4 DSP Small Cap Fund Growth ₹228.1
↑ 1.83 ₹19,635 500 10.4 14.8 19.1 17.9 18.2 -2.8 Franklin India Smaller Companies Fund Growth ₹181.934
↑ 0.49 ₹14,336 500 5.2 9.6 9.4 14.9 17.5 -8.4 Sundaram Small Cap Fund Growth ₹297.013
↓ -0.07 ₹3,872 100 7.4 12.8 18.4 17.9 17.3 0.4 HDFC Small Cap Fund Growth ₹142.539
↑ 0.01 ₹40,417 300 4.9 3.1 2.8 12.5 16.1 -0.6 SBI Small Cap Fund Growth ₹184.925
↑ 0.60 ₹40,157 500 8.9 12.1 9.6 12.6 14.9 -4.9 ICICI Prudential Smallcap Fund Growth ₹91.4
↓ -0.10 ₹9,379 100 6.3 6.4 6 12.3 14.7 -0.4 Aditya Birla Sun Life Small Cap Fund Growth ₹100.408
↑ 0.24 ₹5,731 1,000 10.2 16 20.7 16.3 14.2 -3.7 Kotak Small Cap Fund Growth ₹276.271
↓ -0.20 ₹18,691 1,000 6.9 10.8 8.5 12.9 13.6 -9.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Aug 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Small Cap Fund IDBI Small Cap Fund DSP Small Cap Fund Franklin India Smaller Companies Fund Sundaram Small Cap Fund HDFC Small Cap Fund SBI Small Cap Fund ICICI Prudential Smallcap Fund Aditya Birla Sun Life Small Cap Fund Kotak Small Cap Fund Point 1 Highest AUM (₹78,407 Cr). Bottom quartile AUM (₹743 Cr). Upper mid AUM (₹19,635 Cr). Lower mid AUM (₹14,336 Cr). Bottom quartile AUM (₹3,872 Cr). Top quartile AUM (₹40,417 Cr). Upper mid AUM (₹40,157 Cr). Lower mid AUM (₹9,379 Cr). Bottom quartile AUM (₹5,731 Cr). Upper mid AUM (₹18,691 Cr). Point 2 Established history (15+ yrs). Established history (9+ yrs). Established history (19+ yrs). Established history (20+ yrs). Oldest track record among peers (21 yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (19+ yrs). Established history (21+ yrs). Point 3 Rating: 4★ (upper mid). Not Rated. Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (lower mid). Top rated. Rating: 3★ (bottom quartile). Rating: 5★ (top quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.73% (top quartile). 5Y return: 18.32% (top quartile). 5Y return: 18.25% (upper mid). 5Y return: 17.47% (upper mid). 5Y return: 17.30% (upper mid). 5Y return: 16.08% (lower mid). 5Y return: 14.92% (lower mid). 5Y return: 14.71% (bottom quartile). 5Y return: 14.21% (bottom quartile). 5Y return: 13.57% (bottom quartile). Point 6 3Y return: 16.58% (upper mid). 3Y return: 18.56% (top quartile). 3Y return: 17.89% (upper mid). 3Y return: 14.89% (lower mid). 3Y return: 17.92% (top quartile). 3Y return: 12.50% (bottom quartile). 3Y return: 12.61% (bottom quartile). 3Y return: 12.34% (bottom quartile). 3Y return: 16.28% (upper mid). 3Y return: 12.87% (lower mid). Point 7 1Y return: 11.57% (upper mid). 1Y return: 18.78% (upper mid). 1Y return: 19.09% (top quartile). 1Y return: 9.44% (lower mid). 1Y return: 18.39% (upper mid). 1Y return: 2.79% (bottom quartile). 1Y return: 9.62% (lower mid). 1Y return: 6.01% (bottom quartile). 1Y return: 20.70% (top quartile). 1Y return: 8.50% (bottom quartile). Point 8 Alpha: 3.21 (upper mid). Alpha: 9.18 (top quartile). Alpha: 0.00 (upper mid). Alpha: -0.56 (bottom quartile). Alpha: 8.89 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.66 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: -1.40 (bottom quartile). Point 9 Sharpe: 0.02 (upper mid). Sharpe: 0.27 (top quartile). Sharpe: 0.19 (upper mid). Sharpe: -0.15 (lower mid). Sharpe: 0.25 (top quartile). Sharpe: -0.37 (bottom quartile). Sharpe: -0.07 (lower mid). Sharpe: -0.16 (bottom quartile). Sharpe: 0.22 (upper mid). Sharpe: -0.19 (bottom quartile). Point 10 Information ratio: -0.27 (lower mid). Information ratio: -0.23 (lower mid). Information ratio: 0.00 (top quartile). Information ratio: -0.65 (bottom quartile). Information ratio: -0.17 (upper mid). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.94 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.97 (bottom quartile). Nippon India Small Cap Fund
IDBI Small Cap Fund
DSP Small Cap Fund
Franklin India Smaller Companies Fund
Sundaram Small Cap Fund
HDFC Small Cap Fund
SBI Small Cap Fund
ICICI Prudential Smallcap Fund
Aditya Birla Sun Life Small Cap Fund
Kotak Small Cap Fund
All the funds mentioned above are ideal, we are giving you detailed analysis of 5 funds.
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. Research Highlights for Nippon India Small Cap Fund Below is the key information for Nippon India Small Cap 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. Research Highlights for IDBI Small Cap Fund Below is the key information for IDBI Small Cap 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 Research Highlights for DSP Small Cap Fund Below is the key information for DSP 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. Research Highlights for Franklin India Smaller Companies Fund 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. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (11 Aug 26) ₹184.735 ↑ 0.50 (0.27 %) Net Assets (Cr) ₹78,407 on 30 Jun 26 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio 0.02 Information Ratio -0.27 Alpha Ratio 3.21 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.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹11,028 31 Jul 23 ₹14,978 31 Jul 24 ₹23,308 31 Jul 25 ₹21,934 31 Jul 26 ₹23,294 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 26 Duration Returns 1 Month 1.7% 3 Month 6% 6 Month 11.5% 1 Year 11.6% 3 Year 16.6% 5 Year 19.7% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.7% 2023 26.1% 2022 48.9% 2021 6.5% 2020 74.3% 2019 29.2% 2018 -2.5% 2017 -16.7% 2016 63% 2015 5.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 9.58 Yr. Kinjal Desai 25 May 18 8.19 Yr. Amber Singhania 11 Mar 26 0.39 Yr. Data below for Nippon India Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 24.29% Financial Services 15.45% Consumer Cyclical 14.17% Basic Materials 11.22% Health Care 9.65% Consumer Defensive 9.02% Technology 6.5% Utility 3.87% Communication Services 1.56% Real Estate 0.76% Energy 0.4% Asset Allocation
Asset Class Value Cash 3.1% Equity 96.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,592 Cr 19,954,929
↑ 2,200,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001032% ₹1,429 Cr 34,508,595
↑ 1,173 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS2% ₹1,344 Cr 856,487
↓ -23,015 TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS2% ₹1,199 Cr 9,680,747 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹1,027 Cr 10,000,000 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹994 Cr 17,273,570 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹945 Cr 31,907,252 ACME Solar Holdings Ltd (Utilities)
Equity, Since 30 Nov 24 | ACMESOLAR1% ₹932 Cr 24,487,415
↑ 16,848,128 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹929 Cr 4,525,148 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹869 Cr 26,990,331 2. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (11 Aug 26) ₹34.6622 ↑ 0.22 (0.63 %) Net Assets (Cr) ₹743 on 30 Jun 26 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 0.27 Information Ratio -0.23 Alpha Ratio 9.18 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 31 Jul 21 ₹10,000 31 Jul 22 ₹11,314 31 Jul 23 ₹13,804 31 Jul 24 ₹21,537 31 Jul 25 ₹20,034 31 Jul 26 ₹21,938 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 26 Duration Returns 1 Month 2.3% 3 Month 8.1% 6 Month 19% 1 Year 18.8% 3 Year 18.6% 5 Year 18.3% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -13.4% 2023 40% 2022 33.4% 2021 2.4% 2020 64.7% 2019 19% 2018 -4.4% 2017 -15% 2016 2015 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Dikshit Mittal 24 Jul 25 1.02 Yr. Data below for IDBI Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 23.79% Consumer Cyclical 18.71% Basic Materials 14.76% Financial Services 12.22% Consumer Defensive 9.96% Technology 6.67% Health Care 6.4% Real Estate 1.43% Utility 1.02% Communication Services 0.89% Asset Allocation
Asset Class Value Cash 4.17% Equity 95.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 30 Sep 25 | 5006555% ₹36 Cr 54,623
↓ -3,838 Avalon Technologies Ltd (Technology)
Equity, Since 31 Aug 23 | AVALON4% ₹29 Cr 162,956
↓ -4,889 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419743% ₹24 Cr 142,461 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 19 | NAVINFLUOR3% ₹23 Cr 29,286 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL3% ₹22 Cr 326,615 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG3% ₹19 Cr 78,792 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Aug 25 | SCHNEIDER2% ₹18 Cr 133,576 Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | ARVINDFASN2% ₹18 Cr 374,775
↑ 13,091 KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL2% ₹17 Cr 201,146
↓ -32,069 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 31 May 26 | TMPV2% ₹14 Cr 408,034
↑ 200,288 3. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (11 Aug 26) ₹228.1 ↑ 1.83 (0.81 %) Net Assets (Cr) ₹19,635 on 30 Jun 26 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.19 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 31 Jul 21 ₹10,000 31 Jul 22 ₹10,671 31 Jul 23 ₹13,675 31 Jul 24 ₹19,055 31 Jul 25 ₹19,470 31 Jul 26 ₹21,492 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 26 Duration Returns 1 Month 2.5% 3 Month 10.4% 6 Month 14.8% 1 Year 19.1% 3 Year 17.9% 5 Year 18.2% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.6% 2022 41.2% 2021 0.5% 2020 58.9% 2019 33.1% 2018 0.7% 2017 -25.5% 2016 42.8% 2015 12.7% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 16.12 Yr. Data below for DSP Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Consumer Cyclical 32.82% Industrials 16.54% Basic Materials 13.9% Health Care 9.25% Financial Services 8.12% Consumer Defensive 5.91% Technology 1.74% Communication Services 0.41% Asset Allocation
Asset Class Value Cash 11.3% Equity 88.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL5% ₹945 Cr 1,476,966
↓ -16,654 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG4% ₹831 Cr 3,516,559
↓ -246,307 Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH4% ₹818 Cr 5,333,347
↓ -4,094 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | SANSERA3% ₹566 Cr 1,770,029 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321442% ₹457 Cr 3,000,722
↓ -411,066 SPR Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | SHRIPISTON2% ₹453 Cr 1,081,165 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | DODLA2% ₹421 Cr 3,750,000 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA2% ₹389 Cr 6,390,514
↓ -580,163 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹372 Cr 8,810,488 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹367 Cr 10,000,000 4. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (11 Aug 26) ₹181.934 ↑ 0.49 (0.27 %) Net Assets (Cr) ₹14,336 on 30 Jun 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.15 Information Ratio -0.65 Alpha Ratio -0.56 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 31 Jul 21 ₹10,000 31 Jul 22 ₹10,455 31 Jul 23 ₹14,218 31 Jul 24 ₹22,216 31 Jul 25 ₹20,614 31 Jul 26 ₹21,060 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 26 Duration Returns 1 Month 1.2% 3 Month 5.2% 6 Month 9.6% 1 Year 9.4% 3 Year 14.9% 5 Year 17.5% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.4% 2023 23.2% 2022 52.1% 2021 3.6% 2020 56.4% 2019 18.7% 2018 -5% 2017 -17.4% 2016 43.5% 2015 10.2% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.51 Yr. Sandeep Manam 18 Oct 21 4.79 Yr. Akhil Kalluri 8 Sep 22 3.9 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 22.46% Consumer Cyclical 18.31% Financial Services 17.28% Health Care 10.18% Basic Materials 9.87% Technology 9.73% Consumer Defensive 3.37% Real Estate 3.26% Utility 3.08% Asset Allocation
Asset Class Value Cash 2.45% Equity 97.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG3% ₹387 Cr 1,638,600 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK3% ₹362 Cr 48,064,081 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 5002332% ₹348 Cr 2,871,241 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹332 Cr 2,378,902
↓ -650,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹320 Cr 2,233,791 PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING2% ₹283 Cr 2,721,134 Pine Labs Ltd (Technology)
Equity, Since 30 Nov 25 | PINELABS2% ₹282 Cr 18,013,252
↑ 4,000,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL2% ₹269 Cr 615,000
↑ 80,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329292% ₹258 Cr 5,158,254
↑ 12 Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹257 Cr 3,281,339
↓ -150,000 5. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (11 Aug 26) ₹297.013 ↓ -0.07 (-0.02 %) Net Assets (Cr) ₹3,872 on 30 Jun 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.25 Information Ratio -0.17 Alpha Ratio 8.89 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 31 Jul 21 ₹10,000 31 Jul 22 ₹10,295 31 Jul 23 ₹13,174 31 Jul 24 ₹18,771 31 Jul 25 ₹18,953 31 Jul 26 ₹21,006 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Aug 26 Duration Returns 1 Month 1.1% 3 Month 7.4% 6 Month 12.8% 1 Year 18.4% 3 Year 17.9% 5 Year 17.3% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 19.1% 2022 45.3% 2021 -2.1% 2020 60.3% 2019 26.2% 2018 -6.1% 2017 -29.2% 2016 55.6% 2015 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 3.75 Yr. Shalav Saket 20 Mar 26 0.37 Yr. Data below for Sundaram Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 20.36% Industrials 20.15% Consumer Cyclical 19.97% Health Care 11.67% Basic Materials 7.92% Technology 4.48% Communication Services 4.08% Consumer Defensive 2.4% Real Estate 2.06% Utility 1.02% Asset Allocation
Asset Class Value Cash 5.09% Equity 94.11% Debt 0.79% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH5% ₹202 Cr 264,884 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | RATEGAIN4% ₹138 Cr 1,534,556 Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹132 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS3% ₹128 Cr 577,256 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL3% ₹107 Cr 4,056,832
↑ 442,358 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹99 Cr 957,209 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹94 Cr 660,211
↑ 53,608 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹92 Cr 97,466
↓ -8,099 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 24 | 5245582% ₹83 Cr 44,855 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹82 Cr 4,443,809
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.