Table of Contents
Small Cap Mutual Funds
Small cap funds take the exposure at the lowest end of the Market capitalization. Small cap companies include the startups or firms that are in their early stage of development with small revenues. Many successful small cap firms have eventually grown into large cap companies. Since, small cap stocks give high growth potential, companies in their early stage of development, have great scope of higher developments.
Recently sebi has classified how AMC's to classify largecaps and midcaps.
| Market Capitalization | Description |
|---|---|
| Large cap company | 1st to 100th company in terms of full market capitalization |
| Mid cap company | 101st to 250th company in terms of full market capitalization |
| Small cap company | 251st company onwards in terms of full market capitalization |
Small Cap Funds (Investing in Small Cap Stocks)
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. Their market capitalization is much lower than the large and mid-cap. Many small caps are young firms with substantial growth potential. But, the risk of failure is higher with small cap compared to large and mid-cap.
Many small cap companies serve a niche market with sound consumer demand for their products and services. They also serve emerging industries with the potential for substantial future growth. Small cap firms have the potential to generate good returns. However, the risks involved in it are very high. But, if the investment period of a small cap is high, the risks tend to lower down.
The smallest equities of small caps are micro-cap and nano-cap stocks. Wherein, micro caps are firms with a market cap of INR 100 to 500 Crore and nano-caps are companies with market cap of below INR 100 Crore. BSE small cap Index, have recorded that four out of every 10 stocks have more than 30% increase in their net profits for the Fiscal Year of 2014-16.
Some of the most emerging small cap companies in India are Indiabulls Real, Just Dial, PNB Gilts, Federal Bank Ltd, Gitanjali Gems Ltd, Indian Cements Ltd, Indian Overseas bank, Oriental Bank of Commerce, PVR Ltd, etc.
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Pros and Cons of Investing in Small Cap Funds
Here are some pros and cons of Investing in small-cap funds that will guide you to understand the fund:
Pros
- Small cap stocks are priced lower than mid cap and large cap stocks.
- Small cap funds help to diversify your Portfolio. A trader can trade in a number of stocks as compared to the other caps.
- Small cap stocks give high growth potential. Since these are the companies at their early stage of development, they have great scope of higher developments.
- At times, small cap funds tend to perform better than the Large cap funds. As large companies incline towards stability, small caps can sometimes give it a better chance of performing better.
Cons
- Small cap stocks are riskier as they tend to have a low lasting business. For example, a company might have a unique service/product, but may not have enough finance to market it. So, sometimes lack of funding fails a business
- Small Cap stocks are more volatile in nature than large cap stocks.
- Due to their nature of stocks, small caps can outperform in a rising market and even can Underperform during a downturn.
How to Invest in Small Cap Funds?
Following are the important factors you need to look at before investing in a small-cap fund:
Past Performances
An investor should do a fair assessment of the funds’ performances for over a period of time. Also, it is suggested to go for a fund that consistently beats its benchmark over 4-5 years, additionally, one should see each period and see if the fund is able to beat the benchmark or not.
Portfolio Construction
It is essential to check the portfolio construction of the scheme that you will be investing in. Since, small-cap is a risky fund, the portfolio of the scheme should have a small portion dedicated to large-caps and also to debt/money market instruments so that it generates regular Income.
Fund Manager
A fund manager plays an important role in the overall performance of the scheme. A fund manager is responsible for making investment decisions for the fund’s portfolio. So, investors before investing in small-caps should ideally examine past performance of the fund managed by that particular fund manager, especially in the tough market phase.
Fund House Reputation
While choosing the small cap funds to invest, always look at the quality & reputation of the fund house. A fund house with a long-standing record, large Assets Under Management (AUM), star funds or good performing fund etc., is the one to invest in. A fund house should have a strong presence in the Industry along with a consistent track record.
Equity Fund Taxation
The short-term and long-term Capital gains offered by Mutual Funds are taxed at different rates.
| Fund Type | Short-Term Capital Gains | Long-Term Capital Gains |
|---|---|---|
| Equity Funds | 15% + cess + surcharge | Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge |
Best Performing Small Cap Funds 2025
Some of the best performing small cap funds with AUM above 100 Cr are as follows:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹164.669
↓ -1.81 ₹66,602 7.8 4.1 -4.8 24 34 26.1 HDFC Small Cap Fund Growth ₹138.38
↓ -1.03 ₹35,781 13.6 7.8 2.5 24.1 31.5 20.4 Franklin India Smaller Companies Fund Growth ₹165.7
↓ -1.73 ₹13,995 4.8 0.9 -7.1 23.1 31.3 23.2 ICICI Prudential Smallcap Fund Growth ₹86.15
↓ -0.27 ₹8,566 10 5.6 -2 17.9 30.1 15.6 Sundaram Small Cap Fund Growth ₹250.048
↓ -1.11 ₹3,439 8 3.4 0.1 20.6 29 19.1 Kotak Small Cap Fund Growth ₹253.072
↓ -2.67 ₹18,031 7.2 0.2 -5.9 16.1 28.9 25.5 IDBI Small Cap Fund Growth ₹29.2454
↓ -0.41 ₹605 7.4 -2.8 -7.7 17.8 28.7 40 DSP Small Cap Fund Growth ₹191.065
↓ -1.66 ₹17,126 12.1 5.2 -0.9 19.8 28.6 25.6 SBI Small Cap Fund Growth ₹167.662
↓ -0.92 ₹35,696 5.7 2.4 -5.4 15.6 25.8 24.1 Aditya Birla Sun Life Small Cap Fund Growth ₹82.8233
↓ -0.98 ₹5,134 7.6 4.7 -3.9 17.8 25.2 21.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Small Cap Fund HDFC Small Cap Fund Franklin India Smaller Companies Fund ICICI Prudential Smallcap Fund Sundaram Small Cap Fund Kotak Small Cap Fund IDBI Small Cap Fund DSP Small Cap Fund SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Highest AUM (₹66,602 Cr). Top quartile AUM (₹35,781 Cr). Lower mid AUM (₹13,995 Cr). Lower mid AUM (₹8,566 Cr). Bottom quartile AUM (₹3,439 Cr). Upper mid AUM (₹18,031 Cr). Bottom quartile AUM (₹605 Cr). Upper mid AUM (₹17,126 Cr). Upper mid AUM (₹35,696 Cr). Bottom quartile AUM (₹5,134 Cr). Point 2 Established history (14+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (17+ yrs). Oldest track record among peers (20 yrs). Established history (20+ yrs). Established history (8+ yrs). Established history (18+ yrs). Established history (15+ yrs). Established history (18+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Not Rated. Rating: 4★ (lower mid). Top rated. Rating: 5★ (top 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: 34.05% (top quartile). 5Y return: 31.53% (top quartile). 5Y return: 31.31% (upper mid). 5Y return: 30.06% (upper mid). 5Y return: 28.99% (upper mid). 5Y return: 28.90% (lower mid). 5Y return: 28.68% (lower mid). 5Y return: 28.64% (bottom quartile). 5Y return: 25.80% (bottom quartile). 5Y return: 25.15% (bottom quartile). Point 6 3Y return: 23.96% (top quartile). 3Y return: 24.13% (top quartile). 3Y return: 23.08% (upper mid). 3Y return: 17.89% (lower mid). 3Y return: 20.58% (upper mid). 3Y return: 16.15% (bottom quartile). 3Y return: 17.76% (bottom quartile). 3Y return: 19.85% (upper mid). 3Y return: 15.55% (bottom quartile). 3Y return: 17.80% (lower mid). Point 7 1Y return: -4.79% (lower mid). 1Y return: 2.46% (top quartile). 1Y return: -7.14% (bottom quartile). 1Y return: -1.98% (upper mid). 1Y return: 0.09% (top quartile). 1Y return: -5.88% (bottom quartile). 1Y return: -7.71% (bottom quartile). 1Y return: -0.92% (upper mid). 1Y return: -5.37% (lower mid). 1Y return: -3.92% (upper mid). Point 8 Alpha: -2.86 (lower mid). Alpha: 0.00 (top quartile). Alpha: -7.46 (bottom quartile). Alpha: -4.06 (lower mid). Alpha: 0.16 (top quartile). Alpha: -4.09 (bottom quartile). Alpha: -7.27 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Point 9 Sharpe: -0.10 (upper mid). Sharpe: 0.07 (top quartile). Sharpe: -0.33 (bottom quartile). Sharpe: -0.18 (lower mid). Sharpe: 0.04 (upper mid). Sharpe: -0.16 (lower mid). Sharpe: -0.27 (bottom quartile). Sharpe: 0.22 (top quartile). Sharpe: -0.24 (bottom quartile). Sharpe: -0.12 (upper mid). Point 10 Information ratio: -0.10 (upper mid). Information ratio: 0.00 (top quartile). Information ratio: -0.13 (lower mid). Information ratio: -1.16 (bottom quartile). Information ratio: -0.76 (lower mid). Information ratio: -1.31 (bottom quartile). Information ratio: -0.92 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Nippon India Small Cap Fund
HDFC Small Cap Fund
Franklin India Smaller Companies Fund
ICICI Prudential Smallcap Fund
Sundaram Small Cap Fund
Kotak Small Cap Fund
IDBI Small Cap Fund
DSP Small Cap Fund
SBI Small Cap Fund
Aditya Birla Sun Life 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. Below is the key information for Nippon India 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. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC 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 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. Research Highlights for ICICI Prudential Smallcap Fund Below is the key information for ICICI Prudential Smallcap 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 (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. Research Highlights for Kotak Small Cap Fund Below is the key information for Kotak 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 (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 Research Highlights for SBI Small Cap Fund Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Research Highlights for Aditya Birla Sun Life Small Cap Fund Below is the key information for Aditya Birla Sun Life 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 (08 Aug 25) ₹164.669 ↓ -1.81 (-1.09 %) Net Assets (Cr) ₹66,602 on 30 Jun 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.11 Information Ratio -0.1 Alpha Ratio -2.86 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 20 ₹10,000 31 Jul 21 ₹21,333 31 Jul 22 ₹23,526 31 Jul 23 ₹31,952 31 Jul 24 ₹49,722 31 Jul 25 ₹46,790 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.7% 3 Month 7.8% 6 Month 4.1% 1 Year -4.8% 3 Year 24% 5 Year 34% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.1% 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.58 Yr. Kinjal Desai 25 May 18 7.19 Yr. Data below for Nippon India Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 23.43% Financial Services 14.84% Consumer Cyclical 14.65% Basic Materials 12.82% Health Care 8.57% Consumer Defensive 8.11% Technology 7.37% Utility 2.24% Energy 1.77% Communication Services 1.45% Real Estate 0.69% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,656 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,331 Cr 6,650,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS2% ₹1,054 Cr 4,472,130 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹850 Cr 31,784,062 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹827 Cr 651,246
↑ 36,498 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹784 Cr 899,271 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹777 Cr 2,499,222 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹747 Cr 9,100,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹732 Cr 27,500,000 Pfizer Ltd (Healthcare)
Equity, Since 28 Feb 22 | PFIZER1% ₹685 Cr 1,206,103 2. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (08 Aug 25) ₹138.38 ↓ -1.03 (-0.74 %) Net Assets (Cr) ₹35,781 on 30 Jun 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 0.07 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 31 Jul 20 ₹10,000 31 Jul 21 ₹20,889 31 Jul 22 ₹21,007 31 Jul 23 ₹29,791 31 Jul 24 ₹41,257 31 Jul 25 ₹41,834 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.2% 3 Month 13.6% 6 Month 7.8% 1 Year 2.5% 3 Year 24.1% 5 Year 31.5% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 11.1 Yr. Dhruv Muchhal 22 Jun 23 2.11 Yr. Data below for HDFC Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 23.98% Consumer Cyclical 17.8% Financial Services 14.12% Technology 13.89% Health Care 12.19% Basic Materials 7.29% Consumer Defensive 1.93% Communication Services 1.81% Utility 0.37% Asset Allocation
Asset Class Value Cash 6.62% Equity 93.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹2,040 Cr 54,453,120 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 5409754% ₹1,454 Cr 24,394,493 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,320 Cr 3,769,293 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,165 Cr 46,828,792 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS3% ₹1,016 Cr 6,035,882 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹850 Cr 12,106,772 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹829 Cr 2,469,936 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹800 Cr 10,073,132 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹771 Cr 11,442,105 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW2% ₹757 Cr 18,452,919
↑ 286,552 3. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (08 Aug 25) ₹165.7 ↓ -1.73 (-1.03 %) Net Assets (Cr) ₹13,995 on 30 Jun 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.34 Information Ratio -0.13 Alpha Ratio -7.46 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 20 ₹10,000 31 Jul 21 ₹20,162 31 Jul 22 ₹21,078 31 Jul 23 ₹28,666 31 Jul 24 ₹44,791 31 Jul 25 ₹41,561 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -6% 3 Month 4.8% 6 Month 0.9% 1 Year -7.1% 3 Year 23.1% 5 Year 31.3% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.2% 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.51 Yr. Sandeep Manam 18 Oct 21 3.79 Yr. Akhil Kalluri 8 Sep 22 2.9 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 19.22% Consumer Cyclical 17.77% Industrials 17.76% Health Care 11.03% Basic Materials 9.91% Technology 6.38% Real Estate 4.65% Consumer Defensive 3.77% Utility 2.87% Energy 0.96% Asset Allocation
Asset Class Value Cash 5.52% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 5409753% ₹437 Cr 7,329,408
↓ -605,375 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹429 Cr 3,868,691 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900033% ₹371 Cr 13,859,043
↓ -139,874 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹323 Cr 48,064,081 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹314 Cr 1,866,828 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹277 Cr 3,260,279 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹276 Cr 4,963,469 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹276 Cr 1,387,967 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹271 Cr 3,220,340 PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING2% ₹250 Cr 2,256,472 4. ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (08 Aug 25) ₹86.15 ↓ -0.27 (-0.31 %) Net Assets (Cr) ₹8,566 on 30 Jun 25 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio -0.18 Information Ratio -1.16 Alpha Ratio -4.06 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 20 ₹10,000 31 Jul 21 ₹21,324 31 Jul 22 ₹23,173 31 Jul 23 ₹28,667 31 Jul 24 ₹40,684 31 Jul 25 ₹39,009 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.1% 3 Month 10% 6 Month 5.6% 1 Year -2% 3 Year 17.9% 5 Year 30.1% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.6% 2023 37.9% 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 1.87 Yr. Sharmila D’mello 30 Jun 22 3.09 Yr. Aatur Shah 21 Apr 25 0.28 Yr. Data below for ICICI Prudential Smallcap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Basic Materials 25.08% Industrials 24.85% Consumer Cyclical 13.37% Health Care 7.44% Financial Services 5.45% Consumer Defensive 3.14% Utility 2.76% Energy 1.58% Real Estate 1.38% Technology 1.28% Communication Services 1.02% Asset Allocation
Asset Class Value Cash 12.66% Equity 87.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT3% ₹275 Cr 748,968
↑ 3,395 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5325383% ₹270 Cr 223,362 Atul Ltd (Basic Materials)
Equity, Since 31 Oct 23 | ATUL3% ₹224 Cr 299,022 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 5332483% ₹220 Cr 13,629,398 Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 24 | TATACHEM2% ₹214 Cr 2,285,261 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL2% ₹204 Cr 347,671 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5004802% ₹203 Cr 597,962 Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE2% ₹201 Cr 184,649 Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | JAMNAAUTO2% ₹175 Cr 18,511,151
↑ 73,629 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5200562% ₹172 Cr 157,000 5. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (08 Aug 25) ₹250.048 ↓ -1.11 (-0.44 %) Net Assets (Cr) ₹3,439 on 30 Jun 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.04 Information Ratio -0.76 Alpha Ratio 0.16 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 20 ₹10,000 31 Jul 21 ₹20,224 31 Jul 22 ₹20,822 31 Jul 23 ₹26,645 31 Jul 24 ₹37,964 31 Jul 25 ₹38,332 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.7% 3 Month 8% 6 Month 3.4% 1 Year 0.1% 3 Year 20.6% 5 Year 29% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.1% 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.75 Yr. Data below for Sundaram Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.31% Financial Services 19.47% Industrials 19.36% Health Care 12.14% Basic Materials 8.2% Communication Services 3.95% Technology 3.61% Consumer Defensive 3.17% Real Estate 2.66% Utility 1.18% Asset Allocation
Asset Class Value Cash 5.86% Equity 94.06% Debt 0.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | 5409753% ₹113 Cr 1,898,655 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹106 Cr 530,036 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹101 Cr 906,389 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹100 Cr 899,463
↑ 105,494 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹89 Cr 410,809 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹86 Cr 395,668
↑ 25,442 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹83 Cr 648,946 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹82 Cr 16,665,062 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹78 Cr 140,821 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹77 Cr 936,780 6. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (08 Aug 25) ₹253.072 ↓ -2.67 (-1.04 %) Net Assets (Cr) ₹18,031 on 30 Jun 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.16 Information Ratio -1.31 Alpha Ratio -4.09 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 31 Jul 20 ₹10,000 31 Jul 21 ₹21,936 31 Jul 22 ₹23,264 31 Jul 23 ₹28,244 31 Jul 24 ₹40,704 31 Jul 25 ₹38,641 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -5.5% 3 Month 7.2% 6 Month 0.2% 1 Year -5.9% 3 Year 16.1% 5 Year 28.9% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.5% 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 1.78 Yr. Data below for Kotak Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 27.9% Health Care 20.23% Consumer Cyclical 20.02% Basic Materials 12.38% Financial Services 4.76% Real Estate 4.37% Consumer Defensive 2.87% Communication Services 2.05% Technology 1.66% Asset Allocation
Asset Class Value Cash 3.75% Equity 96.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 24 | 5409754% ₹701 Cr 11,757,234 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹591 Cr 3,691,305 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹569 Cr 8,454,118 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹504 Cr 6,626,898 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433503% ₹471 Cr 4,781,212 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹461 Cr 3,574,852 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Aug 24 | 5329293% ₹456 Cr 4,112,297 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES2% ₹442 Cr 4,778,806
↑ 110,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL2% ₹403 Cr 3,287,133
↑ 139,527 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI2% ₹389 Cr 1,328,764 7. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (08 Aug 25) ₹29.2454 ↓ -0.41 (-1.37 %) Net Assets (Cr) ₹605 on 30 Jun 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.27 Information Ratio -0.92 Alpha Ratio -7.27 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹19,001 31 Jul 22 ₹21,498 31 Jul 23 ₹26,230 31 Jul 24 ₹40,922 31 Jul 25 ₹38,067 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.6% 3 Month 7.4% 6 Month -2.8% 1 Year -7.7% 3 Year 17.8% 5 Year 28.7% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 40% 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 1.08 Yr. Mahesh Bendre 1 Jul 24 1.08 Yr. Data below for IDBI Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 35.49% Consumer Cyclical 16.11% Basic Materials 12.59% Consumer Defensive 7.4% Financial Services 7.32% Utility 6.35% Technology 5.13% Health Care 3.57% Communication Services 1.78% Real Estate 0.45% Asset Allocation
Asset Class Value Cash 3.81% Equity 96.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹20 Cr 2,506,932 Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | SANATHAN3% ₹19 Cr 390,711 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419743% ₹16 Cr 109,106 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO3% ₹16 Cr 668,754 Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER3% ₹16 Cr 270,441 Apollo Micro Systems Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 25 | 5408793% ₹15 Cr 877,192
↑ 877,192 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL2% ₹14 Cr 326,140 Enviro Infra Engineers Ltd (Industrials)
Equity, Since 30 Nov 24 | EIEL2% ₹13 Cr 553,566 International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL2% ₹13 Cr 337,832 Exide Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | 5000862% ₹12 Cr 321,398 8. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (08 Aug 25) ₹191.065 ↓ -1.66 (-0.86 %) Net Assets (Cr) ₹17,126 on 30 Jun 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.22 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 20 ₹10,000 31 Jul 21 ₹19,937 31 Jul 22 ₹21,275 31 Jul 23 ₹27,264 31 Jul 24 ₹37,990 31 Jul 25 ₹38,818 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -5% 3 Month 12.1% 6 Month 5.2% 1 Year -0.9% 3 Year 19.8% 5 Year 28.6% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 15.12 Yr. Data below for DSP Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Consumer Cyclical 30.91% Basic Materials 17.97% Industrials 16.06% Health Care 8.87% Consumer Defensive 8.02% Financial Services 6.21% Technology 3.37% Communication Services 0.84% Utility 0.14% Asset Allocation
Asset Class Value Cash 7.61% Equity 92.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH4% ₹723 Cr 6,150,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹538 Cr 3,750,000 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA3% ₹534 Cr 7,000,000
↓ -581,455 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹524 Cr 5,671,788
↓ -167,901 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327833% ₹486 Cr 10,000,000 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹483 Cr 1,380,596
↓ -76,657 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹400 Cr 2,500,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT2% ₹387 Cr 3,000,000 Dhanuka Agritech Ltd (Basic Materials)
Equity, Since 30 Sep 16 | DHANUKA2% ₹349 Cr 2,000,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹349 Cr 9,200,000 9. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (08 Aug 25) ₹167.662 ↓ -0.92 (-0.55 %) Net Assets (Cr) ₹35,696 on 30 Jun 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.24 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹18,856 31 Jul 22 ₹20,518 31 Jul 23 ₹25,614 31 Jul 24 ₹36,179 31 Jul 25 ₹33,980 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.3% 3 Month 5.7% 6 Month 2.4% 1 Year -5.4% 3 Year 15.6% 5 Year 25.8% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.1% 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.71 Yr. Data below for SBI Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 24.69% Consumer Cyclical 19.26% Financial Services 13.95% Basic Materials 13.5% Consumer Defensive 4.53% Health Care 2.33% Communication Services 1.43% Real Estate 1.38% Technology 1.29% Utility 0.21% Asset Allocation
Asset Class Value Cash 17.26% Equity 82.56% Debt 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY3% ₹1,035 Cr 9,324,049 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹1,002 Cr 89,318,180 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹969 Cr 7,900,000 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB3% ₹911 Cr 41,665,000 Deepak Fertilisers & Petrochemicals Corp Ltd (Basic Materials)
Equity, Since 31 Jan 25 | DEEPAKFERT3% ₹898 Cr 5,261,203 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹895 Cr 9,716,991 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹879 Cr 7,700,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jul 24 | CHOLAHLDNG2% ₹851 Cr 3,928,227 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS2% ₹832 Cr 3,300,000 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹830 Cr 12,323,990 10. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (08 Aug 25) ₹82.8233 ↓ -0.98 (-1.17 %) Net Assets (Cr) ₹5,134 on 30 Jun 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.12 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹20,763 31 Jul 22 ₹19,378 31 Jul 23 ₹24,448 31 Jul 24 ₹34,972 31 Jul 25 ₹33,062 Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -5.1% 3 Month 7.6% 6 Month 4.7% 1 Year -3.9% 3 Year 17.8% 5 Year 25.2% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.5% 2023 39.4% 2022 -6.5% 2021 51.4% 2020 19.8% 2019 -11.5% 2018 -22.6% 2017 56.7% 2016 9.7% 2015 13.4% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Abhinav Khandelwal 31 Oct 24 0.75 Yr. Dhaval Joshi 21 Nov 22 2.69 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 19.63% Financial Services 18.29% Consumer Cyclical 17.94% Basic Materials 12.33% Health Care 10.28% Consumer Defensive 7.29% Real Estate 4.68% Technology 2.32% Utility 1.47% Asset Allocation
Asset Class Value Cash 5.76% Equity 94.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX3% ₹153 Cr 171,200
↓ -59,164 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR2% ₹108 Cr 223,426
↓ -767 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT2% ₹106 Cr 171,892
↓ -10,000 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING2% ₹101 Cr 906,130 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA2% ₹100 Cr 49,967
↓ -3,500 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹96 Cr 1,924,279
↓ -64,798 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹95 Cr 612,219 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹94 Cr 1,395,824
↑ 65,000 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052832% ₹93 Cr 654,721 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322152% ₹90 Cr 750,000
Conclusion
Unlike any investment, small cap funds have its own pros and cons. If you are ready to take such risks and want to invest in small caps, then they are the right arena for you! You should further explore more!
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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Research Highlights for Nippon India Small Cap Fund