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Fincash » Mutual Funds » Top Performing Small Cap Funds 2018
Table of Contents
- Best 10 Performing Small Cap Funds for 2024 Based on Performance
- Top & Best Performing Small Cap Mutual Funds for 2024
Top 10 Equity - Small Cap Funds
Top 10 Performing Small Cap Mutual Funds for 2024
Small Cap Mutual Funds refer to the schemes whose corpus money is invested in shares of companies having a Market capitalization of less than INR 500 crores. This category is further classified into micro-cap and nano-cap stocks. These companies form the bottom of the pyramid when it comes to classification on the Basis of market capitalization. These schemes help to diversify the Portfolio and have high growth potential. In some instances, these companies have earned more returns as compared to the Large cap funds. However, the risk of failure of these companies is also high. In the year 2024, the performance of small-cap stocks has been very well. These funds have also generated considerable returns for their investors. So, let us see some of the top and best performing Small cap funds for the year 2024 on the basis of performance (returns).
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Best 10 Performing Small Cap Funds for 2024 Based on Performance
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) IDBI Small Cap Fund Growth ₹30.585
↑ 0.00 ₹576 40 33.4 2.4 64.7 19 L&T Emerging Businesses Fund Growth ₹83.7549
↓ -0.22 ₹16,061 28.5 46.1 1 77.4 15.5 Nippon India Small Cap Fund Growth ₹173.242
↓ -0.10 ₹63,007 26.1 48.9 6.5 74.3 29.2 DSP BlackRock Small Cap Fund Growth ₹201.817
↓ -0.27 ₹16,305 25.6 41.2 0.5 58.9 33.1 Kotak Small Cap Fund Growth ₹266.592
↓ -0.23 ₹17,329 25.5 34.8 -3.1 70.9 34.2 SBI Small Cap Fund Growth ₹175.071
↓ -0.05 ₹34,028 24.1 25.3 8.1 47.6 33.6 Franklin India Smaller Companies Fund Growth ₹175.725
↓ -0.01 ₹13,545 23.2 52.1 3.6 56.4 18.7 Aditya Birla Sun Life Small Cap Fund Growth ₹87.313
↓ -0.48 ₹4,914 21.5 39.4 -6.5 51.4 19.8 HDFC Small Cap Fund Growth ₹141.092
↑ 0.40 ₹34,032 20.4 44.8 4.6 64.9 20.2 Sundaram Small Cap Fund Growth ₹261.242
↓ -0.36 ₹3,311 19.1 45.3 -2.1 60.3 26.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25
Top & Best Performing Small Cap Mutual Funds for 2024
The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a Below is the key information for SBI Small Cap Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (Erstwhile 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. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on 1. IDBI Small Cap Fund
CAGR/Annualized return of 14.9% since its launch. Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (01 Jul 25) ₹30.585 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹576 on 31 May 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 0.05 Information Ratio -0.61 Alpha Ratio -3.19 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹19,231 30 Jun 22 ₹20,995 30 Jun 23 ₹27,082 30 Jun 24 ₹41,784 30 Jun 25 ₹40,559 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.1% 3 Month 10.4% 6 Month -10% 1 Year -2.9% 3 Year 24.5% 5 Year 32.3% 10 Year 15 Year Since launch 14.9% 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 0.92 Yr. Mahesh Bendre 1 Jul 24 0.92 Yr. Data below for IDBI Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 29.89% Consumer Cyclical 17.72% Basic Materials 13.84% Consumer Defensive 8.73% Utility 6.59% Financial Services 6.47% Technology 6.16% Health Care 3.85% Communication Services 2.83% Real Estate 0.41% Asset Allocation
Asset Class Value Cash 3.51% Equity 96.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | SANATHAN3% ₹18 Cr 390,711
↓ -10,540 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹17 Cr 2,506,932 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO3% ₹16 Cr 668,754
↓ -42,908 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419743% ₹16 Cr 109,106
↓ -6,221 Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER3% ₹16 Cr 270,441 Enviro Infra Engineers Ltd (Industrials)
Equity, Since 30 Nov 24 | EIEL2% ₹13 Cr 553,566
↑ 44,921 International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL2% ₹13 Cr 337,832 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL2% ₹13 Cr 326,140 Hindustan Foods Ltd (Industrials)
Equity, Since 31 Jul 24 | 5191262% ₹13 Cr 236,195
↑ 16,141 Navkar Corp Ltd (Industrials)
Equity, Since 31 Jul 24 | NAVKARCORP2% ₹13 Cr 1,130,075
↑ 45,798 2. L&T Emerging Businesses Fund
CAGR/Annualized return of 21.1% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (01 Jul 25) ₹83.7549 ↓ -0.22 (-0.26 %) Net Assets (Cr) ₹16,061 on 31 May 25 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 0.02 Information Ratio -0.39 Alpha Ratio -3.97 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹20,185 30 Jun 22 ₹22,103 30 Jun 23 ₹29,592 30 Jun 24 ₹45,892 30 Jun 25 ₹45,349 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 5.1% 3 Month 15.7% 6 Month -5.2% 1 Year -1.2% 3 Year 27.1% 5 Year 35.3% 10 Year 15 Year Since launch 21.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 5.46 Yr. Sonal Gupta 1 Oct 23 1.67 Yr. Data below for L&T Emerging Businesses Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 28.92% Financial Services 16.18% Consumer Cyclical 15.6% Basic Materials 11.06% Technology 8.65% Health Care 7.18% Consumer Defensive 4.31% Real Estate 3.79% Energy 0.9% Asset Allocation
Asset Class Value Cash 3.42% Equity 96.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | ABREL2% ₹348 Cr 1,595,574 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹340 Cr 2,414,100
↑ 129,138 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹335 Cr 2,972,250
↓ -545,950 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA2% ₹329 Cr 4,446,300 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX2% ₹316 Cr 479,200
↑ 24,050 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK2% ₹314 Cr 15,544,000 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Jan 24 | JYOTICNC2% ₹300 Cr 2,317,401 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹268 Cr 2,566,200 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | NEULANDLAB2% ₹266 Cr 231,110
↓ -30,267 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | KARURVYSYA2% ₹264 Cr 11,912,400 3. Nippon India Small Cap Fund
CAGR/Annualized return of 21.3% since its launch. Ranked 6 in Small Cap category. Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (01 Jul 25) ₹173.242 ↓ -0.10 (-0.06 %) Net Assets (Cr) ₹63,007 on 31 May 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 0.08 Information Ratio 0.28 Alpha Ratio -2.16 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹20,852 30 Jun 22 ₹22,645 30 Jun 23 ₹31,630 30 Jun 24 ₹49,254 30 Jun 25 ₹50,312 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 4.5% 3 Month 15.7% 6 Month -0.7% 1 Year 2.1% 3 Year 30.5% 5 Year 38.1% 10 Year 15 Year Since launch 21.3% 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 8.42 Yr. Kinjal Desai 25 May 18 7.02 Yr. Data below for Nippon India Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 23.88% Consumer Cyclical 14.65% Financial Services 13.99% Basic Materials 12.74% Consumer Defensive 8.53% Health Care 8.18% Technology 7.39% Utility 2.18% Energy 1.83% Communication Services 1.41% Real Estate 0.53% Asset Allocation
Asset Class Value Cash 4.29% Equity 95.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,293 Cr 6,650,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,222 Cr 1,851,010 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹810 Cr 4,472,130 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹765 Cr 2,499,222 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹739 Cr 9,100,000 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹730 Cr 899,271 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL1% ₹715 Cr 27,500,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA1% ₹705 Cr 31,784,062 Pfizer Ltd (Healthcare)
Equity, Since 28 Feb 22 | PFIZER1% ₹677 Cr 1,206,103 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435301% ₹673 Cr 39,044,326 4. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 7 in Small Cap category. Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (01 Jul 25) ₹201.817 ↓ -0.27 (-0.14 %) Net Assets (Cr) ₹16,305 on 31 May 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 0.44 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹19,328 30 Jun 22 ₹20,477 30 Jun 23 ₹26,680 30 Jun 24 ₹37,782 30 Jun 25 ₹41,402 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 4.5% 3 Month 18.6% 6 Month 0.4% 1 Year 9.6% 3 Year 26.5% 5 Year 32.9% 10 Year 15 Year Since launch 18.1% 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 BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.96 Yr. Resham Jain 16 Mar 18 7.22 Yr. Data below for DSP BlackRock Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Consumer Cyclical 31.09% Basic Materials 18.48% Industrials 16.08% Health Care 8.92% Consumer Defensive 8% Financial Services 5.53% Technology 3.62% Communication Services 0.84% Utility 0.14% Asset Allocation
Asset Class Value Cash 7.22% Equity 92.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | WELCORP3% ₹546 Cr 5,839,689 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA3% ₹533 Cr 7,581,455
↓ -218,545 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹516 Cr 1,457,253
↓ -142,747 Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH3% ₹499 Cr 6,150,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹461 Cr 3,750,000 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | LTFOODS3% ₹440 Cr 10,000,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT2% ₹404 Cr 3,000,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI2% ₹403 Cr 9,200,000 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹352 Cr 2,500,000 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹346 Cr 1,500,000
↓ -129,601 5. Kotak Small Cap Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 23 in Small Cap category. Return for 2024 was 25.5% , 2023 was 34.8% and 2022 was -3.1% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (01 Jul 25) ₹266.592 ↓ -0.23 (-0.09 %) Net Assets (Cr) ₹17,329 on 31 May 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.11 Information Ratio -0.96 Alpha Ratio -1.58 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹21,951 30 Jun 22 ₹23,066 30 Jun 23 ₹28,813 30 Jun 24 ₹41,431 30 Jun 25 ₹41,739 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.5% 3 Month 12.9% 6 Month -2.9% 1 Year 0.7% 3 Year 21.9% 5 Year 33.1% 10 Year 15 Year Since launch 17.5% 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 1.62 Yr. Data below for Kotak Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 28.95% Health Care 20.62% Consumer Cyclical 19.01% Basic Materials 11.37% Real Estate 4.18% Financial Services 3.98% Consumer Defensive 2.85% Communication Services 2.23% Technology 1.43% Asset Allocation
Asset Class Value Cash 5.3% Equity 94.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 24 | ASTERDM4% ₹658 Cr 11,757,234 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹578 Cr 8,454,118 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹520 Cr 3,691,305 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | CENTURYPLY3% ₹516 Cr 6,626,898 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹481 Cr 3,574,852 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433503% ₹457 Cr 4,781,212
↑ 24,406 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Aug 24 | BRIGADE3% ₹450 Cr 4,112,297 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES2% ₹401 Cr 4,668,806 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433582% ₹383 Cr 2,815,539
↑ 100,000 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI2% ₹377 Cr 1,328,764 6. SBI Small Cap Fund
CAGR/Annualized return of 19.9% since its launch. Ranked 4 in Small Cap category. Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (01 Jul 25) ₹175.071 ↓ -0.05 (-0.03 %) Net Assets (Cr) ₹34,028 on 31 May 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.04 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹18,915 30 Jun 22 ₹19,904 30 Jun 23 ₹25,328 30 Jun 24 ₹35,947 30 Jun 25 ₹36,070 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.9% 3 Month 11.9% 6 Month -1.3% 1 Year 0.3% 3 Year 21.9% 5 Year 29.2% 10 Year 15 Year Since launch 19.9% 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 11.55 Yr. Mohan Lal 1 May 24 1.08 Yr. Data below for SBI Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 25.17% Consumer Cyclical 19.62% Basic Materials 12.97% Financial Services 12.74% Consumer Defensive 4.49% Health Care 2.48% Real Estate 1.43% Communication Services 1.39% Technology 1.22% Utility 0.23% Asset Allocation
Asset Class Value Cash 18.25% Equity 81.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹1,009 Cr 89,318,180 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹900 Cr 7,900,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹892 Cr 9,716,991 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY3% ₹886 Cr 9,324,049 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL3% ₹867 Cr 7,700,000 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹843 Cr 12,323,990 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB2% ₹815 Cr 41,665,000 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS2% ₹808 Cr 3,300,000 Deepak Fertilisers & Petrochemicals Corp Ltd (Basic Materials)
Equity, Since 31 Jan 25 | DEEPAKFERT2% ₹781 Cr 5,261,203 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE2% ₹755 Cr 34,595,699 7. Franklin India Smaller Companies Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (01 Jul 25) ₹175.725 ↓ -0.01 (0.00 %) Net Assets (Cr) ₹13,545 on 31 May 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.02 Information Ratio 0.23 Alpha Ratio -4.29 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹19,651 30 Jun 22 ₹20,254 30 Jun 23 ₹28,568 30 Jun 24 ₹45,688 30 Jun 25 ₹44,619 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.1% 3 Month 15.9% 6 Month -2.1% 1 Year -2.3% 3 Year 30.1% 5 Year 34.9% 10 Year 15 Year Since launch 15.9% 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 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Akhil Kalluri 8 Sep 22 2.73 Yr. Data below for Franklin India Smaller Companies Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 18.72% Financial Services 18.38% Consumer Cyclical 16.33% Health Care 11.28% Basic Materials 9.4% Technology 6.37% Real Estate 4.56% Consumer Defensive 4.01% Utility 2.74% Energy 0.8% Asset Allocation
Asset Class Value Cash 7.26% Equity 92.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹444 Cr 7,934,783
↓ -83,847 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE3% ₹423 Cr 3,868,691 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA2% ₹310 Cr 13,998,917 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹306 Cr 48,064,081 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹295 Cr 1,866,828 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹288 Cr 3,260,279
↑ 200,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹281 Cr 1,387,967 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹278 Cr 4,963,469 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹268 Cr 3,220,340 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹244 Cr 6,900,000 8. Aditya Birla Sun Life Small Cap Fund
CAGR/Annualized return of 12.7% since its launch. Ranked 1 in Small Cap category. Return for 2024 was 21.5% , 2023 was 39.4% and 2022 was -6.5% . Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (01 Jul 25) ₹87.313 ↓ -0.48 (-0.55 %) Net Assets (Cr) ₹4,914 on 31 May 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.1 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 30 Jun 20 ₹10,000 30 Jun 21 ₹20,377 30 Jun 22 ₹18,769 30 Jun 23 ₹24,199 30 Jun 24 ₹35,231 30 Jun 25 ₹35,730 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 1 Jul 25 Duration Returns 1 Month 4.6% 3 Month 16% 6 Month -0.2% 1 Year 1.4% 3 Year 23.9% 5 Year 29% 10 Year 15 Year Since launch 12.7% 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 0.58 Yr. Dhaval Joshi 21 Nov 22 2.53 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 20.08% Financial Services 18.16% Consumer Cyclical 18.1% Basic Materials 11.98% Health Care 10.2% Consumer Defensive 7.9% Real Estate 4.81% Technology 2.76% Utility 1.45% Asset Allocation
Asset Class Value Cash 4.04% Equity 95.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX3% ₹152 Cr 230,364 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹104 Cr 1,989,077
↓ -255,341 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA2% ₹103 Cr 53,467
↓ -19,800 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹101 Cr 612,219 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT2% ₹100 Cr 181,892 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR2% ₹96 Cr 224,193 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING2% ₹95 Cr 906,130
↑ 357,145 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | BRIGADE2% ₹94 Cr 862,251 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹91 Cr 1,330,824 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | AXISBANK2% ₹89 Cr 750,000 9. HDFC Small Cap Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 9 in Small Cap category. Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (01 Jul 25) ₹141.092 ↑ 0.40 (0.29 %) Net Assets (Cr) ₹34,032 on 31 May 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 0.22 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹20,663 30 Jun 22 ₹20,250 30 Jun 23 ₹29,345 30 Jun 24 ₹41,471 30 Jun 25 ₹44,032 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 4.2% 3 Month 16% 6 Month 1.1% 1 Year 6.2% 3 Year 29.6% 5 Year 34.5% 10 Year 15 Year Since launch 16.6% 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 10.93 Yr. Dhruv Muchhal 22 Jun 23 1.95 Yr. Data below for HDFC Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 23.88% Consumer Cyclical 18.3% Technology 14.28% Financial Services 13.4% Health Care 12.17% Basic Materials 7.29% Consumer Defensive 1.88% Communication Services 1.87% Utility 0.35% Asset Allocation
Asset Class Value Cash 6.59% Equity 93.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹2,023 Cr 54,453,120
↑ 67,853 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM4% ₹1,364 Cr 24,394,493 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,335 Cr 3,769,293 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA3% ₹1,169 Cr 46,828,792 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS3% ₹955 Cr 6,035,882
↑ 61,086 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹797 Cr 12,106,772
↑ 1,668 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹783 Cr 11,442,105 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹767 Cr 2,469,936 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW2% ₹743 Cr 18,166,367
↓ -335,332 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | FORTIS2% ₹711 Cr 10,073,132
↓ -1,267,000 10. Sundaram Small Cap Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (01 Jul 25) ₹261.242 ↓ -0.36 (-0.14 %) Net Assets (Cr) ₹3,311 on 31 May 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.21 Information Ratio -0.35 Alpha Ratio 0.93 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹20,109 30 Jun 22 ₹20,226 30 Jun 23 ₹26,794 30 Jun 24 ₹38,752 30 Jun 25 ₹40,821 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.9% 3 Month 16.6% 6 Month 1.2% 1 Year 5.3% 3 Year 26.4% 5 Year 32.5% 10 Year 15 Year Since launch 17.4% 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 2.58 Yr. Data below for Sundaram Small Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 20.34% Industrials 20.11% Consumer Cyclical 18.42% Health Care 11.06% Basic Materials 7.62% Communication Services 3.7% Consumer Defensive 3.69% Technology 3.46% Real Estate 3.24% Utility 1.23% Asset Allocation
Asset Class Value Cash 7.04% Equity 92.85% Debt 0.11% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹106 Cr 1,898,655 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹95 Cr 410,809
↑ 656 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹95 Cr 906,389
↑ 70,411 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹92 Cr 530,036 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹79 Cr 936,780 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹79 Cr 140,821 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY2% ₹75 Cr 793,969 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | 5429042% ₹72 Cr 16,665,062
↓ -2,160,705 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹72 Cr 648,946 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN2% ₹70 Cr 1,184,520
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