+91-22-48913909Small-Cap Mutual Fund Myths Busted: Facts Every Investor Must Know in 2025
Small-cap Mutual Funds often attract attention for their high-return potential, but they’re also misunderstood and misrepresented. This long-form article dives deep into three major myths around Small cap funds using data, logic, and clarity.
Myth 1: Small-Cap Funds Are Always Riskier Than Large-Caps
While it’s true that small-cap funds exhibit higher Volatility, assuming they’re always riskier than Large cap funds can be misleading.
✅ Reality Check:
Volatility ≠ Permanent Loss. Short-term fluctuations do not always translate to long-term losses.
According to data from Value Research and Morningstar (as of 2023), small-cap funds have had longer periods of underperformance, but when the cycle turns, they often outperform large-caps by a wide margin.
- Example: During 2018-2020, small-cap funds were down by an average of 20%, but between 2020 and 2022, they rallied over 100% in many cases.
Takeaway:
Small-cap funds are cyclical and tend to outperform over the long term if one has the patience to ride out volatility. Risk is not just about price movement—it’s about behaviour during those phases.
Myth 2: Small-Cap Funds Are for Aggressive Investors Only
Many believe that only high-risk investors should consider small-cap funds.
✅ Reality Check:
If the goal is long-term—say 7+ years—even a moderate investor can benefit by allocating 10-20% of their Portfolio to small-cap funds.
SIPs in small-caps help average out volatility and make the journey smoother.
- Use Case: Someone saving for their child’s education 10 years away can include small-cap funds for better compounding if they follow disciplined SIPs.
Takeaway:
It’s about time horizon and discipline, not just risk appetite. Anyone with a longer goal and the right mindset can benefit.
Talk to our investment specialist
Myth 3: All Small-Caps Give Higher Returns Than Large-Caps
There’s a common assumption that small-cap funds are guaranteed to outperform.
✅ Reality Check:
Over the past 10 years (as per AMFI data till 2023), top large-cap funds have delivered CAGR of 12-14%, while top small-cap funds ranged between 14-18%—only slightly higher, not exponentially.
Poor quality small-cap stocks can ruin portfolios. It’s not about Market cap, it’s about fundamentals and fund manager expertise.
- Insight: Blindly chasing “higher returns” without understanding the fund strategy, stock selection, or quality can be dangerous.
Takeaway:
Outperformance is possible—but not guaranteed. Look at consistency, quality, and how the fund behaves in downturns.
Final Advice for Small-Cap SIP Investors
- Don’t enter just because of past performance
- Stay for 5-7+ years to see the compounding effect
- Choose funds with experienced fund managers and process-driven Investing
- Don’t panic during dips—use them to add more if your goals haven’t changed
Top 10 Best Small Cap Funds to Invest in FY 25 - 26
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹164.458
↑ 0.53 ₹68,287 -4.2 -0.9 12.8 21.1 23.6 -4.7 HDFC Small Cap Fund Growth ₹135.293
↑ 0.33 ₹37,753 -4.7 -3.8 15.5 18.8 20.8 -0.6 DSP Small Cap Fund Growth ₹196.515
↑ 0.84 ₹16,935 -2.1 2.4 17.6 20.5 20.6 -2.8 Sundaram Small Cap Fund Growth ₹259.069
↓ -0.24 ₹3,401 -2.3 2 20.8 20.5 20.2 0.4 Franklin India Smaller Companies Fund Growth ₹164.073
↑ 0.31 ₹13,238 -5 -1.1 10 19.3 19.9 -8.4 IDBI Small Cap Fund Growth ₹28.9824
↑ 0.13 ₹619 -4.1 -1.7 9.5 17.4 19.4 -13.4 ICICI Prudential Smallcap Fund Growth ₹85.14
↑ 0.19 ₹8,428 -3.1 -1.4 12.3 16.9 19 -0.4 Kotak Small Cap Fund Growth ₹248.228
↑ 1.51 ₹17,258 -2.7 -4.6 10.3 15.2 16.7 -9.1 SBI Small Cap Fund Growth ₹163.676
↑ 0.49 ₹36,268 -5.4 -3.4 7.8 13.4 16.1 -4.9 Aditya Birla Sun Life Small Cap Fund Growth ₹85.6928
↑ 0.39 ₹4,938 -3.3 2.2 18.4 18.4 15.6 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Small Cap Fund HDFC Small Cap Fund DSP Small Cap Fund Sundaram Small Cap Fund Franklin India Smaller Companies Fund IDBI Small Cap Fund ICICI Prudential Smallcap Fund Kotak Small Cap Fund SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Highest AUM (₹68,287 Cr). Top quartile AUM (₹37,753 Cr). Upper mid AUM (₹16,935 Cr). Bottom quartile AUM (₹3,401 Cr). Lower mid AUM (₹13,238 Cr). Bottom quartile AUM (₹619 Cr). Lower mid AUM (₹8,428 Cr). Upper mid AUM (₹17,258 Cr). Upper mid AUM (₹36,268 Cr). Bottom quartile AUM (₹4,938 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Established history (18+ yrs). Oldest track record among peers (21 yrs). Established history (20+ yrs). Established history (8+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (16+ yrs). Established history (18+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (lower mid). Not Rated. Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). 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: 23.64% (top quartile). 5Y return: 20.83% (top quartile). 5Y return: 20.58% (upper mid). 5Y return: 20.17% (upper mid). 5Y return: 19.89% (upper mid). 5Y return: 19.45% (lower mid). 5Y return: 19.03% (lower mid). 5Y return: 16.68% (bottom quartile). 5Y return: 16.07% (bottom quartile). 5Y return: 15.62% (bottom quartile). Point 6 3Y return: 21.06% (top quartile). 3Y return: 18.83% (upper mid). 3Y return: 20.47% (upper mid). 3Y return: 20.53% (top quartile). 3Y return: 19.29% (upper mid). 3Y return: 17.40% (lower mid). 3Y return: 16.90% (bottom quartile). 3Y return: 15.17% (bottom quartile). 3Y return: 13.41% (bottom quartile). 3Y return: 18.45% (lower mid). Point 7 1Y return: 12.78% (upper mid). 1Y return: 15.51% (upper mid). 1Y return: 17.61% (upper mid). 1Y return: 20.77% (top quartile). 1Y return: 10.00% (bottom quartile). 1Y return: 9.48% (bottom quartile). 1Y return: 12.28% (lower mid). 1Y return: 10.34% (lower mid). 1Y return: 7.82% (bottom quartile). 1Y return: 18.43% (top quartile). Point 8 Alpha: -1.23 (lower mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 3.98 (top quartile). Alpha: -5.23 (bottom quartile). Alpha: -8.99 (bottom quartile). Alpha: 1.79 (top quartile). Alpha: -5.53 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.42 (lower mid). Sharpe: -0.23 (top quartile). Sharpe: -0.25 (upper mid). Sharpe: -0.16 (top quartile). Sharpe: -0.60 (bottom quartile). Sharpe: -0.72 (bottom quartile). Sharpe: -0.25 (upper mid). Sharpe: -0.61 (bottom quartile). Sharpe: -0.54 (lower mid). Sharpe: -0.32 (upper mid). Point 10 Information ratio: -0.02 (upper mid). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.20 (lower mid). Information ratio: -0.26 (lower mid). Information ratio: -0.59 (bottom quartile). Information ratio: -0.65 (bottom quartile). Information ratio: -0.86 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Nippon India Small Cap Fund
HDFC Small Cap Fund
DSP Small Cap Fund
Sundaram Small Cap Fund
Franklin India Smaller Companies Fund
IDBI Small Cap Fund
ICICI Prudential Smallcap Fund
Kotak Small Cap Fund
SBI Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
100 Crore & Sorted on 5 Year CAGR Returns.
The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. 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 (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 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 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 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 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 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 (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 (18 Feb 26) ₹164.458 ↑ 0.53 (0.32 %) Net Assets (Cr) ₹68,287 on 31 Dec 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.42 Information Ratio -0.02 Alpha Ratio -1.23 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 Jan 21 ₹10,000 31 Jan 22 ₹17,257 31 Jan 23 ₹18,306 31 Jan 24 ₹28,687 31 Jan 25 ₹31,667 31 Jan 26 ₹31,833 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 1.6% 3 Month -4.2% 6 Month -0.9% 1 Year 12.8% 3 Year 21.1% 5 Year 23.6% 10 Year 15 Year Since launch 19.9% 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 9.09 Yr. Kinjal Desai 25 May 18 7.7 Yr. Lokesh Maru 5 Sep 25 0.41 Yr. Divya Sharma 5 Sep 25 0.41 Yr. Data below for Nippon India Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 19.87% Financial Services 17.63% Consumer Cyclical 13.65% Consumer Defensive 11.02% Basic Materials 11% Health Care 9.06% Technology 6.72% Utility 3.16% Energy 1.39% Communication Services 1.17% Real Estate 1.08% Asset Allocation
Asset Class Value Cash 4.26% Equity 95.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX3% ₹2,219 Cr 8,778,789
↓ -476,261 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,422 Cr 15,300,000
↑ 2,000,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN2% ₹1,115 Cr 10,347,848 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900032% ₹1,082 Cr 35,913,511
↓ -2,227,363 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | AXISBANK1% ₹819 Cr 5,977,976 eClerx Services Ltd (Technology)
Equity, Since 31 Jul 20 | ECLERX1% ₹797 Cr 1,712,794 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL1% ₹775 Cr 29,507,422 Emami Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | EMAMILTD1% ₹772 Cr 15,948,302
↑ 150,000 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹764 Cr 17,048,030 TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS1% ₹743 Cr 10,178,244 2. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (18 Feb 26) ₹135.293 ↑ 0.33 (0.24 %) Net Assets (Cr) ₹37,753 on 31 Dec 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.23 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 Jan 21 ₹10,000 31 Jan 22 ₹16,272 31 Jan 23 ₹17,049 31 Jan 24 ₹26,272 31 Jan 25 ₹27,387 31 Jan 26 ₹28,831 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 0.1% 3 Month -4.7% 6 Month -3.8% 1 Year 15.5% 3 Year 18.8% 5 Year 20.8% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.6% 2023 20.4% 2022 44.8% 2021 4.6% 2020 64.9% 2019 20.2% 2018 -9.5% 2017 -8.1% 2016 60.8% 2015 5.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 11.61 Yr. Dhruv Muchhal 22 Jun 23 2.62 Yr. Data below for HDFC Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 22.09% Consumer Cyclical 19.49% Financial Services 13.8% Technology 12.74% Health Care 10.57% Basic Materials 7.2% Consumer Defensive 4.17% Communication Services 1.45% Asset Allocation
Asset Class Value Cash 8.5% Equity 91.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL5% ₹1,768 Cr 55,264,362 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA4% ₹1,402 Cr 46,828,792 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,396 Cr 3,001,989
↓ -139,255 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM4% ₹1,321 Cr 23,927,134 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹902 Cr 6,556,651
↑ 50,000 Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | INDIANB2% ₹883 Cr 9,688,128 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹863 Cr 9,243,189
↑ 19,814 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | FORTIS2% ₹804 Cr 9,440,132 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹672 Cr 11,127,166 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹629 Cr 5,229,582 3. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (18 Feb 26) ₹196.515 ↑ 0.84 (0.43 %) Net Assets (Cr) ₹16,935 on 31 Dec 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.25 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 Jan 21 ₹10,000 31 Jan 22 ₹16,027 31 Jan 23 ₹15,909 31 Jan 24 ₹23,393 31 Jan 25 ₹25,598 31 Jan 26 ₹26,393 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 2.3% 3 Month -2.1% 6 Month 2.4% 1 Year 17.6% 3 Year 20.5% 5 Year 20.6% 10 Year 15 Year Since launch 17.3% 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 15.63 Yr. Data below for DSP Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 32.9% Basic Materials 16.39% Industrials 15.21% Health Care 10.05% Financial Services 8.02% Consumer Defensive 7.21% Technology 3.67% Communication Services 0.64% Utility 0.12% Asset Allocation
Asset Class Value Cash 5.8% Equity 94.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH5% ₹835 Cr 6,196,634 Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL3% ₹557 Cr 1,677,908 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹514 Cr 1,105,918 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹470 Cr 4,000,000 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA3% ₹445 Cr 7,000,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹444 Cr 3,750,000 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | WELCORP2% ₹401 Cr 5,500,000 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | LTFOODS2% ₹373 Cr 10,000,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI2% ₹345 Cr 9,200,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT2% ₹341 Cr 3,000,000 4. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (18 Feb 26) ₹259.069 ↓ -0.24 (-0.09 %) Net Assets (Cr) ₹3,401 on 31 Dec 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.16 Information Ratio -0.2 Alpha Ratio 3.98 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 Jan 21 ₹10,000 31 Jan 22 ₹15,992 31 Jan 23 ₹15,834 31 Jan 24 ₹23,726 31 Jan 25 ₹25,636 31 Jan 26 ₹26,720 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 0.7% 3 Month -2.3% 6 Month 2% 1 Year 20.8% 3 Year 20.5% 5 Year 20.2% 10 Year 15 Year Since launch 16.8% 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 3.25 Yr. Data below for Sundaram Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.15% Financial Services 20.16% Industrials 18.8% Health Care 10.95% Basic Materials 9.04% Communication Services 4.99% Technology 4.36% Consumer Defensive 2.51% Real Estate 2.14% Utility 1.15% Asset Allocation
Asset Class Value Cash 4.38% Equity 95.56% Debt 0.06% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹126 Cr 430,300 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹97 Cr 132,088
↓ -8,733 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹96 Cr 577,256 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹93 Cr 1,681,362 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹91 Cr 987,211
↑ 53,583 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK3% ₹89 Cr 4,443,809
↓ -159,721 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹88 Cr 569,587 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹88 Cr 1,434,521 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹88 Cr 431,921 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹82 Cr 992,680
↑ 39,072 5. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (18 Feb 26) ₹164.073 ↑ 0.31 (0.19 %) Net Assets (Cr) ₹13,238 on 31 Dec 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.6 Information Ratio -0.26 Alpha Ratio -5.23 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 Jan 21 ₹10,000 31 Jan 22 ₹15,229 31 Jan 23 ₹15,781 31 Jan 24 ₹25,204 31 Jan 25 ₹27,364 31 Jan 26 ₹26,484 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 0.7% 3 Month -5% 6 Month -1.1% 1 Year 10% 3 Year 19.3% 5 Year 19.9% 10 Year 15 Year Since launch 14.9% 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 15.01 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Akhil Kalluri 8 Sep 22 3.4 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.78% Financial Services 18.23% Industrials 17.62% Basic Materials 10.53% Health Care 10.11% Technology 8.81% Real Estate 4% Consumer Defensive 3.95% Utility 3.34% Asset Allocation
Asset Class Value Cash 4.62% Equity 95.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK3% ₹337 Cr 48,064,081 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹296 Cr 3,895,864 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹292 Cr 3,010,279 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE2% ₹291 Cr 3,868,691 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹258 Cr 4,675,704 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹257 Cr 1,866,828 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG2% ₹247 Cr 2,100,935
↑ 117,972 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹246 Cr 1,316,741
↓ -131,982 DCB Bank Ltd (Financial Services)
Equity, Since 31 May 18 | DCBBANK2% ₹244 Cr 12,199,095 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹237 Cr 3,640,478 6. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (18 Feb 26) ₹28.9824 ↑ 0.13 (0.46 %) Net Assets (Cr) ₹619 on 31 Dec 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.72 Information Ratio -0.59 Alpha Ratio -8.99 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 Jan 21 ₹10,000 31 Jan 22 ₹16,437 31 Jan 23 ₹16,633 31 Jan 24 ₹23,945 31 Jan 25 ₹28,372 31 Jan 26 ₹25,876 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 2.8% 3 Month -4.1% 6 Month -1.7% 1 Year 9.5% 3 Year 17.4% 5 Year 19.4% 10 Year 15 Year Since launch 13.1% 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 Yogesh Patil 24 Jul 25 0.53 Yr. Dikshit Mittal 24 Jul 25 0.53 Yr. Mahesh Bendre 1 Jul 24 1.59 Yr. Data below for IDBI Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 32.57% Basic Materials 14.59% Consumer Cyclical 14.13% Financial Services 8.49% Consumer Defensive 8.14% Health Care 6.77% Technology 5.15% Utility 4.86% Communication Services 1.04% Real Estate 0.77% Asset Allocation
Asset Class Value Cash 3.5% Equity 96.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apollo Micro Systems Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 25 | APOLLO4% ₹21 Cr 877,192 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419743% ₹16 Cr 119,603
↑ 10,497 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL3% ₹16 Cr 326,140 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 19 | NAVINFLUOR3% ₹15 Cr 25,378 Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | ARVINDFASN2% ₹13 Cr 278,247 Avalon Technologies Ltd (Technology)
Equity, Since 31 Aug 23 | AVALON2% ₹13 Cr 146,747 REC Ltd (Financial Services)
Equity, Since 28 Feb 25 | RECLTD2% ₹13 Cr 344,456
↑ 33,622 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG2% ₹12 Cr 98,601 Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER2% ₹11 Cr 270,441 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 May 25 | BBL2% ₹11 Cr 40,646 7. ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (18 Feb 26) ₹85.14 ↑ 0.19 (0.22 %) Net Assets (Cr) ₹8,428 on 31 Dec 25 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.25 Information Ratio -0.65 Alpha Ratio 1.79 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 Jan 21 ₹10,000 31 Jan 22 ₹15,858 31 Jan 23 ₹16,656 31 Jan 24 ₹24,127 31 Jan 25 ₹25,574 31 Jan 26 ₹25,845 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 1.5% 3 Month -3.1% 6 Month -1.4% 1 Year 12.3% 3 Year 16.9% 5 Year 19% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.4% 2023 15.6% 2022 37.9% 2021 5.7% 2020 61% 2019 22.8% 2018 10% 2017 -22.4% 2016 42.7% 2015 6% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 2.38 Yr. Sharmila D’mello 30 Jun 22 3.59 Yr. Aatur Shah 21 Apr 25 0.78 Yr. Data below for ICICI Prudential Smallcap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 27.3% Basic Materials 21.42% Consumer Cyclical 13.46% Financial Services 11.43% Health Care 8.23% Consumer Defensive 3.31% Utility 2.45% Real Estate 1.87% Technology 1.19% Energy 0.94% Communication Services 0.69% Asset Allocation
Asset Class Value Cash 4.82% Equity 95.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | HDFCBANK5% ₹390 Cr 4,200,000
↑ 134,944 Nifty 50 Index
- | -3% ₹235 Cr 92,430
↑ 92,430 Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE3% ₹226 Cr 256,825
↑ 3,943 Atul Ltd (Basic Materials)
Equity, Since 31 Oct 23 | ATUL3% ₹216 Cr 347,874 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | GPPL3% ₹209 Cr 12,530,626
↑ 158,450 Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | JAMNAAUTO2% ₹198 Cr 15,900,000
↓ -1,125,820 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL2% ₹194 Cr 365,000
↑ 2,234 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT2% ₹177 Cr 450,000
↑ 70,000 Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 24 | TATACHEM2% ₹173 Cr 2,320,406 Pfizer Ltd (Healthcare)
Equity, Since 31 Dec 23 | PFIZER2% ₹167 Cr 365,366
↑ 5,366 8. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (18 Feb 26) ₹248.228 ↑ 1.51 (0.61 %) Net Assets (Cr) ₹17,258 on 31 Dec 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.61 Information Ratio -0.86 Alpha Ratio -5.53 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 Jan 21 ₹10,000 31 Jan 22 ₹16,196 31 Jan 23 ₹15,885 31 Jan 24 ₹22,115 31 Jan 25 ₹24,884 31 Jan 26 ₹23,445 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 3% 3 Month -2.7% 6 Month -4.6% 1 Year 10.3% 3 Year 15.2% 5 Year 16.7% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 25.5% 2022 34.8% 2021 -3.1% 2020 70.9% 2019 34.2% 2018 5% 2017 -17.3% 2016 44% 2015 8.9% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 2.29 Yr. Data below for Kotak Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 24.04% Health Care 23.57% Consumer Cyclical 19.89% Financial Services 11.94% Basic Materials 8.85% Real Estate 3.77% Consumer Defensive 3.09% Communication Services 1.9% Technology 1.74% Asset Allocation
Asset Class Value Cash 1.2% Equity 98.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 24 | ASTERDM4% ₹649 Cr 11,757,234 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433503% ₹562 Cr 5,861,236 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹510 Cr 8,454,118 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | CENTURYPLY3% ₹468 Cr 5,826,898 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433583% ₹454 Cr 2,615,539 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL2% ₹409 Cr 3,572,133 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT2% ₹377 Cr 3,311,236 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE2% ₹355 Cr 3,642,296 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 May 23 | AJANTPHARM2% ₹339 Cr 1,219,302 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | VMM2% ₹325 Cr 25,804,976 9. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (18 Feb 26) ₹163.676 ↑ 0.49 (0.30 %) Net Assets (Cr) ₹36,268 on 31 Dec 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.54 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 Jan 21 ₹10,000 31 Jan 22 ₹14,636 31 Jan 23 ₹15,635 31 Jan 24 ₹20,798 31 Jan 25 ₹22,927 31 Jan 26 ₹22,419 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 0.3% 3 Month -5.4% 6 Month -3.4% 1 Year 7.8% 3 Year 13.4% 5 Year 16.1% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.9% 2023 24.1% 2022 25.3% 2021 8.1% 2020 47.6% 2019 33.6% 2018 6.1% 2017 -19.6% 2016 78.7% 2015 1.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 12.22 Yr. Data below for SBI Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 26.43% Consumer Cyclical 24.62% Financial Services 14.76% Basic Materials 13.77% Consumer Defensive 3.68% Technology 2.8% Health Care 2.16% Communication Services 1.05% Real Estate 0.97% Utility 0.2% Asset Allocation
Asset Class Value Cash 3.73% Equity 94.12% Debt 2.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty Index 24-Feb-26
Derivatives, Since 31 Jan 26 | -4% ₹1,271 Cr 500,175
↑ 500,175 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB4% ₹1,250 Cr 41,418,063
↓ -161,654 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | ATHERENERG4% ₹1,249 Cr 20,096,960 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | ZFCVINDIA3% ₹1,049 Cr 700,000
↑ 440,801 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | NAVINFLUOR3% ₹915 Cr 1,500,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹904 Cr 7,900,000 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹861 Cr 9,324,049 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS2% ₹786 Cr 3,300,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET2% ₹784 Cr 9,000,000
↓ -622,720 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 25 | HONAUT2% ₹768 Cr 230,000
↑ 127,599 10. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (18 Feb 26) ₹85.6928 ↑ 0.39 (0.46 %) Net Assets (Cr) ₹4,938 on 31 Dec 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.32 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 Jan 21 ₹10,000 31 Jan 22 ₹15,018 31 Jan 23 ₹14,111 31 Jan 24 ₹20,591 31 Jan 25 ₹21,565 31 Jan 26 ₹22,480 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 18 Feb 26 Duration Returns 1 Month 2.4% 3 Month -3.3% 6 Month 2.2% 1 Year 18.4% 3 Year 18.4% 5 Year 15.6% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 21.5% 2022 39.4% 2021 -6.5% 2020 51.4% 2019 19.8% 2018 -11.5% 2017 -22.6% 2016 56.7% 2015 9.7% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Abhinav Khandelwal 31 Oct 24 1.25 Yr. Dhaval Joshi 21 Nov 22 3.2 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 23.97% Consumer Cyclical 15.76% Industrials 14.94% Health Care 13.54% Basic Materials 12.16% Consumer Defensive 7.28% Real Estate 4.39% Technology 2.1% Utility 1.38% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR3% ₹146 Cr 240,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX3% ₹143 Cr 566,000
↓ -75,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5900033% ₹123 Cr 4,072,155
↑ 263,819 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹107 Cr 1,462,004
↓ -37,996 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL2% ₹105 Cr 1,078,825 Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE2% ₹104 Cr 1,245,785
↑ 20,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 25 | UJJIVANSFB2% ₹97 Cr 14,830,393
↑ 3,000,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 28 Feb 25 | RAMCOCEM2% ₹96 Cr 858,998
↑ 61,414 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING2% ₹89 Cr 1,081,130
↑ 25,000 Manappuram Finance Ltd (Financial Services)
Equity, Since 31 Jul 25 | MANAPPURAM2% ₹83 Cr 2,931,940
↑ 200,000
Conclusion
Small-cap mutual funds are powerful wealth-creation tools—but only for those who approach them with patience, purpose, and knowledge. Don’t fall for half-truths. Know what you’re investing in.
If you're building a long-term SIP strategy, small-caps deserve a thoughtful place—not a reckless bet.
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