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10 Best Performing Small Cap Mutual Funds 2023

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10 Best Small Cap Mutual Funds 2023

Updated on May 25, 2023 , 70638 views

Small caps are typically defined as firms with a Market capitalization (MC=no of shares issued by the company X market price per share) of less than INR 500 Crore. Small cap companies are young firms which have a great potential for sustainable growth in the long run. But, the risk of failure is higher with small caps compared to large and mid-cap companies.

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

What are Small Cap Mutual Funds?

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

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Why Should you Invest in Small Cap Funds?

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

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

benefits-of-small-cap-mutual-funds

Top 10 Best Small Cap Funds to Invest in FY 23 - 24

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Small Cap Fund Growth ₹100.708
↑ 0.49
₹26,29410.37.131.450.6186.5
Kotak Small Cap Fund Growth ₹171.365
↑ 0.60
₹9,2306.34.714.64616.8-3.1
SBI Small Cap Fund Growth ₹117.296
↑ 0.37
₹16,5926.51.819.440168.1
ICICI Prudential Smallcap Fund Growth ₹57.47
↑ 0.32
₹5,0369.25.420.647.515.95.7
DSP BlackRock Small Cap Fund  Growth ₹120
↑ 1.08
₹9,4098.45.917.742.714.10.5
HDFC Small Cap Fund Growth ₹88.161
↑ 0.78
₹15,85710.911.135.648.1144.6
L&T Emerging Businesses Fund Growth ₹51.5681
↑ 0.23
₹8,6729.48.626.947.613.71
IDBI Small Cap Fund Growth ₹19.28
↑ 0.08
₹1468.9321.741.312.92.4
Franklin India Smaller Companies Fund Growth ₹105.301
↑ 0.50
₹7,5939.410.23245.6123.6
Sundaram Small Cap Fund Growth ₹160.311
↑ 0.86
₹2,0689.96.1254310.1-2.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 May 23
*Above is list of best small cap Mutual Funds having Net Assets/ AUM above 100 Crore & Sorted on 5 Year CAGR Returns.

1. Nippon India Small Cap Fund

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

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 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% .

Below is the key information for Nippon India Small Cap Fund

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.

DateValue
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

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 ₹470,047.
Net Profit of ₹170,047
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 26 May 23

DurationReturns
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
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 176.33 Yr.
Kinjal Desai25 May 184.94 Yr.
Tejas Sheth1 Feb 230.24 Yr.
Akshay Sharma1 Dec 220.41 Yr.

Data below for Nippon India Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials27.86%
Consumer Cyclical15.11%
Financial Services14.37%
Basic Materials14.33%
Consumer Defensive7.77%
Technology7.22%
Health Care5.4%
Energy1.46%
Communication Services1.21%
Utility0.47%
Real Estate0.43%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
3%₹846 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹456 Cr2,700,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹436 Cr4,756,932
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | BANKBARODA
2%₹433 Cr23,045,248
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD
2%₹401 Cr11,111,066
↑ 15,650
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
1%₹386 Cr9,291,212
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
1%₹382 Cr787,244
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹380 Cr5,763,697
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT
1%₹374 Cr1,583,030
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL
1%₹369 Cr2,373,458

2. 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 16.8% since its launch.  Ranked 23 in Small Cap category.  Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% .

Below is the key information for Kotak Small Cap Fund

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.

DateValue
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

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 ₹458,689.
Net Profit of ₹158,689
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 26 May 23

DurationReturns
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
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 1013.28 Yr.
Arjun Khanna30 Apr 221 Yr.

Data below for Kotak Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials33.94%
Consumer Cyclical22.88%
Basic Materials21.86%
Financial Services5.5%
Health Care3.24%
Technology3.21%
Consumer Defensive2.34%
Real Estate1.5%
Energy0.22%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
5%₹435 Cr4,041,905
↓ -100,000
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
4%₹364 Cr3,087,178
↓ -63,829
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹303 Cr1,409,522
Century Plyboards (India) Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Oct 18 | CENTURYPLY
3%₹296 Cr5,673,505
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹278 Cr1,880,175
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹260 Cr1,044,042
↑ 17,777
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | SUPREMEIND
3%₹232 Cr851,636
Garware Technical Fibres Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
2%₹225 Cr772,836
↑ 13,005
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
2%₹225 Cr474,169
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
2%₹201 Cr1,927,672

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 19.7% since its launch.  Ranked 4 in Small Cap category.  Return for 2022 was 8.1% , 2021 was 47.6% and 2020 was 33.6% .

Below is the key information for SBI Small Cap Fund

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.

DateValue
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

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23

DurationReturns
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
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 139.46 Yr.
Mohit Jain25 Aug 220.68 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials34.16%
Consumer Cyclical20.86%
Basic Materials11.72%
Financial Services5.86%
Consumer Defensive4.11%
Health Care2.96%
Utility2.15%
Communication Services2.09%
Real Estate1.04%
Asset Allocation
Asset ClassValue
Cash14.94%
Equity84.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹696 Cr4,700,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | TRITURBINE
3%₹556 Cr15,208,431
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹532 Cr4,939,842
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 20 | KALPATPOWR
3%₹486 Cr9,000,000
Elgi Equipments Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 13 | ELGIEQUIP
3%₹465 Cr10,000,000
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
3%₹445 Cr3,500,000
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹440 Cr50,000,000
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | VGUARD
3%₹433 Cr17,000,000
TTK Prestige Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | TTKPRESTIG
3%₹432 Cr5,900,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
2%₹392 Cr23,395,569

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 11.9% 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 (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.

DateValue
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

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 ₹447,579.
Net Profit of ₹147,579
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 26 May 23

DurationReturns
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
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 184.49 Yr.
Sharmila D’mello30 Jun 220.84 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials23.67%
Consumer Cyclical21.35%
Health Care13.63%
Financial Services8.3%
Basic Materials6.67%
Real Estate4.08%
Communication Services4.05%
Consumer Defensive3.85%
Technology3.55%
Asset Allocation
Asset ClassValue
Cash10.01%
Equity89.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
5%₹227 Cr1,926,719
↓ -66,247
PVR INOX Ltd Shs Dematerialised (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX
4%₹179 Cr1,222,813
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 543308
4%₹179 Cr1,183,364
EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 21 | EPL
3%₹167 Cr9,546,110
↑ 34,684
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
3%₹161 Cr873,867
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
3%₹144 Cr760,363
↓ -59,862
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX
3%₹128 Cr917,205
↑ 50,000
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | CCL
3%₹127 Cr2,116,034
↓ -430,720
Tarsons Products Ltd (Healthcare)
Equity, Since 30 Nov 21 | 543399
3%₹127 Cr2,250,439
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 17 | BLUESTARCO
2%₹112 Cr758,429
↓ -960

5. 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 16.9% since its launch.  Ranked 7 in Small Cap category.  Return for 2022 was 0.5% , 2021 was 58.9% and 2020 was 33.1% .

Below is the key information for DSP BlackRock Small Cap Fund 

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.

DateValue
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

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 ₹436,710.
Net Profit of ₹136,710
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 26 May 23

DurationReturns
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
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 1012.87 Yr.
Jay Kothari1 Mar 1310.17 Yr.
Resham Jain16 Mar 185.13 Yr.
Abhishek Ghosh1 Sep 220.66 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical32.67%
Basic Materials20.38%
Industrials15.57%
Health Care7.95%
Consumer Defensive7.83%
Financial Services6.7%
Technology2.13%
Communication Services1.96%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
5%₹458 Cr3,879,027
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
4%₹333 Cr9,323,935
↑ 38,019
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
3%₹308 Cr1,432,277
↓ -21,114
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI
3%₹286 Cr9,987,384
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL
3%₹276 Cr4,594,316
Nilkamal Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹265 Cr1,289,228
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT
3%₹248 Cr8,684,412
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
2%₹226 Cr328,304
↑ 15,758
La Opala RG Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | LAOPALA
2%₹220 Cr5,728,747
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
2%₹201 Cr1,479,647

6. 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 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% .

Below is the key information for HDFC Small Cap Fund

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.

DateValue
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

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 ₹436,710.
Net Profit of ₹136,710
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 26 May 23

DurationReturns
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
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 148.85 Yr.
Priya Ranjan1 May 221 Yr.

Data below for HDFC Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials26.71%
Consumer Cyclical19.76%
Financial Services13.56%
Technology12.61%
Basic Materials8.1%
Health Care4.8%
Consumer Defensive3.41%
Communication Services1.91%
Asset Allocation
Asset ClassValue
Cash8.45%
Equity91.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sonata Software Ltd Shs Dematerialised (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
5%₹791 Cr9,259,329
↓ -131,322
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
4%₹691 Cr36,828,792
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
4%₹608 Cr5,537,944
Firstsource Solutions Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 18 | FSL
3%₹554 Cr47,400,000
Great Eastern Shipping Co Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 15 | GESHIP
3%₹452 Cr6,668,480
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
3%₹444 Cr50,571,544
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹420 Cr3,099,516
↑ 77,260
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
3%₹408 Cr16,530,886
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | KEI
3%₹400 Cr2,110,000
Kirloskar Ferrous Industries Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Apr 18 | 500245
2%₹371 Cr8,965,017

7. 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 19.9% 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 (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.

DateValue
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

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 ₹426,080.
Net Profit of ₹126,080
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 26 May 23

DurationReturns
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
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 193.37 Yr.
Vihang Naik17 Dec 193.37 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Industrials34.81%
Basic Materials17.04%
Consumer Cyclical15.6%
Financial Services9.15%
Technology7.18%
Real Estate5.69%
Consumer Defensive4.82%
Health Care2.66%
Energy1.27%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash1.7%
Equity98.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹269 Cr5,081,639
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM
3%₹235 Cr3,018,479
Indian Bank (Financial Services)
Equity, Since 31 Jan 22 | 532814
3%₹230 Cr7,556,600
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
3%₹225 Cr1,127,322
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV
3%₹219 Cr2,249,700
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹215 Cr1,329,400
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI
2%₹209 Cr2,845,600
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY
2%₹207 Cr3,804,620
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
2%₹200 Cr1,184,900
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹195 Cr880,422

8. 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 11.7% 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 (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 Not Rated
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.

DateValue
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

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 ₹415,684.
Net Profit of ₹115,684
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 26 May 23

DurationReturns
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
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 Ranjan6 Aug 211.73 Yr.

Data below for IDBI Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials40.07%
Basic Materials20.77%
Consumer Cyclical11.89%
Financial Services10.57%
Technology4.58%
Consumer Defensive3.68%
Health Care3.09%
Real Estate2.3%
Communication Services1.83%
Asset Allocation
Asset ClassValue
Cash1.22%
Equity98.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 20 | ELGIEQUIP
6%₹9 Cr198,201
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI
6%₹8 Cr43,415
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 19 | TIINDIA
4%₹6 Cr24,426
Timken India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Oct 17 | TIMKEN
4%₹6 Cr20,146
Grindwell Norton Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 18 | GRINDWELL
4%₹6 Cr30,350
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Nov 20 | CARBORUNIV
4%₹5 Cr49,219
IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | IDFCFIRSTB
3%₹5 Cr789,200
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Mar 20 | NH
3%₹5 Cr59,381
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO
3%₹4 Cr28,578
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 19 | NAVINFLUOR
3%₹4 Cr8,435

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 14.5% since its launch.  Ranked 11 in Small Cap category.  Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% .

Below is the key information for Franklin India Smaller Companies Fund

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.

DateValue
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

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 ₹415,684.
Net Profit of ₹115,684
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 26 May 23

DurationReturns
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
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 Feb 1112.25 Yr.
Sandeep Manam18 Oct 211.53 Yr.
Akhil Kalluri8 Sep 220.64 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials25.67%
Financial Services18%
Consumer Cyclical13.59%
Basic Materials9.48%
Consumer Defensive6.13%
Health Care5.48%
Real Estate5.33%
Technology4.6%
Communication Services1.99%
Energy1.77%
Asset Allocation
Asset ClassValue
Cash7.05%
Equity92.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
4%₹337 Cr48,909,764
↓ -3,720,884
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
4%₹307 Cr6,112,881
↓ -246,509
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹262 Cr1,387,967
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹207 Cr2,259,945
J.B. Chemicals & Pharmaceuticals Ltd Shs Dematerialised (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹207 Cr971,988
↓ -140,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
3%₹195 Cr1,812,883
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | JYOTHYLAB
2%₹189 Cr9,706,465
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA
2%₹185 Cr18,898,917
↓ -500,000
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
2%₹180 Cr2,016,355
↓ -242,733
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
2%₹178 Cr2,960,279
↓ -300,000

10. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 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% .

Below is the key information for Sundaram Small Cap Fund

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.

DateValue
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

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 ₹395,578.
Net Profit of ₹95,578
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 26 May 23

DurationReturns
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
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 221.33 Yr.
Rohit Seksaria1 Nov 220.5 Yr.

Data below for Sundaram Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials22.18%
Financial Services21.76%
Consumer Cyclical17.55%
Technology7.51%
Basic Materials7.11%
Health Care6.75%
Consumer Defensive3.64%
Communication Services2.42%
Real Estate1.7%
Asset Allocation
Asset ClassValue
Cash8.36%
Equity91.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
4%₹77 Cr342,887
↓ -10,000
Can Fin Homes Ltd Shs Dematerialised (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹67 Cr1,087,000
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹63 Cr824,354
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹62 Cr327,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | KPITTECH
3%₹59 Cr643,156
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
3%₹54 Cr475,000
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹49 Cr201,924
State Bank of India (Financial Services)
Equity, Since 31 Dec 21 | SBIN
2%₹46 Cr803,001
Ashok Leyland Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 22 | 500477
2%₹46 Cr3,150,000
↓ -290,000
ICRA Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICRA
2%₹43 Cr90,000

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?

  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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