+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 ₹167.863
↓ -0.12 ₹65,922 -0.1 17 -7.3 22.6 32.5 26.1 HDFC Small Cap Fund Growth ₹141.434
↓ -0.58 ₹36,353 3.4 21.1 -1.6 22.9 30.3 20.4 Franklin India Smaller Companies Fund Growth ₹168.118
↓ -0.51 ₹13,825 -2.8 14.9 -10.2 22.1 29.5 23.2 ICICI Prudential Smallcap Fund Growth ₹88.22
↓ -0.13 ₹8,498 2.5 18.9 -4.8 17.8 28.5 15.6 IDBI Small Cap Fund Growth ₹30.2874
↑ 0.09 ₹618 1.6 15.1 -10.6 16.7 27.9 40 Kotak Small Cap Fund Growth ₹261.245
↑ 0.41 ₹17,903 -0.1 16.7 -7.3 15.8 27.7 25.5 Sundaram Small Cap Fund Growth ₹255.88
↑ 0.06 ₹3,394 0.2 19.3 -4.8 19.5 27.7 19.1 DSP Small Cap Fund Growth ₹195.965
↓ -0.18 ₹17,005 -0.6 20.6 -3.4 19.9 27.4 25.6 SBI Small Cap Fund Growth ₹172.475
↓ -0.09 ₹35,563 1.9 15.4 -6.8 14.8 24.4 24.1 Aditya Birla Sun Life Small Cap Fund Growth ₹84.1878
↓ -0.01 ₹5,011 -1.4 17.3 -7.6 17 23.5 21.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 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 IDBI Small Cap Fund Kotak Small Cap Fund Sundaram Small Cap Fund DSP Small Cap Fund SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Highest AUM (₹65,922 Cr). Top quartile AUM (₹36,353 Cr). Lower mid AUM (₹13,825 Cr). Lower mid AUM (₹8,498 Cr). Bottom quartile AUM (₹618 Cr). Upper mid AUM (₹17,903 Cr). Bottom quartile AUM (₹3,394 Cr). Upper mid AUM (₹17,005 Cr). Upper mid AUM (₹35,563 Cr). Bottom quartile AUM (₹5,011 Cr). Point 2 Established history (14+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (17+ yrs). Established history (8+ yrs). Oldest track record among peers (20 yrs). Established history (20+ yrs). Established history (18+ 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). Not Rated. Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). 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: 32.48% (top quartile). 5Y return: 30.31% (top quartile). 5Y return: 29.45% (upper mid). 5Y return: 28.48% (upper mid). 5Y return: 27.90% (upper mid). 5Y return: 27.73% (lower mid). 5Y return: 27.68% (lower mid). 5Y return: 27.36% (bottom quartile). 5Y return: 24.43% (bottom quartile). 5Y return: 23.53% (bottom quartile). Point 6 3Y return: 22.65% (top quartile). 3Y return: 22.91% (top quartile). 3Y return: 22.05% (upper mid). 3Y return: 17.75% (lower mid). 3Y return: 16.69% (bottom quartile). 3Y return: 15.75% (bottom quartile). 3Y return: 19.52% (upper mid). 3Y return: 19.89% (upper mid). 3Y return: 14.77% (bottom quartile). 3Y return: 17.03% (lower mid). Point 7 1Y return: -7.33% (lower mid). 1Y return: -1.56% (top quartile). 1Y return: -10.20% (bottom quartile). 1Y return: -4.83% (upper mid). 1Y return: -10.56% (bottom quartile). 1Y return: -7.32% (lower mid). 1Y return: -4.84% (upper mid). 1Y return: -3.39% (top quartile). 1Y return: -6.76% (upper mid). 1Y return: -7.55% (bottom quartile). Point 8 Alpha: -3.84 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -5.51 (bottom quartile). Alpha: -2.97 (lower mid). Alpha: -3.30 (bottom quartile). Alpha: -2.45 (lower mid). Alpha: 3.14 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Point 9 Sharpe: -0.51 (bottom quartile). Sharpe: -0.17 (top quartile). Sharpe: -0.59 (bottom quartile). Sharpe: -0.47 (lower mid). Sharpe: -0.45 (lower mid). Sharpe: -0.43 (upper mid). Sharpe: -0.17 (upper mid). Sharpe: -0.06 (top quartile). Sharpe: -0.63 (bottom quartile). Sharpe: -0.43 (upper mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.06 (lower mid). Information ratio: -0.91 (bottom quartile). Information ratio: -0.66 (bottom quartile). Information ratio: -1.03 (bottom quartile). Information ratio: -0.51 (lower mid). Information ratio: 0.00 (upper mid). 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
IDBI Small Cap Fund
Kotak Small Cap Fund
Sundaram Small Cap Fund
DSP 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 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 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 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 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 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 (05 Sep 25) ₹167.863 ↓ -0.12 (-0.07 %) Net Assets (Cr) ₹65,922 on 31 Jul 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.51 Information Ratio 0 Alpha Ratio -3.84 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 Aug 20 ₹10,000 31 Aug 21 ₹19,171 31 Aug 22 ₹22,076 31 Aug 23 ₹29,854 31 Aug 24 ₹44,369 31 Aug 25 ₹40,510 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month -0.2% 3 Month -0.1% 6 Month 17% 1 Year -7.3% 3 Year 22.6% 5 Year 32.5% 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 8.67 Yr. Kinjal Desai 25 May 18 7.28 Yr. Data below for Nippon India Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 22.6% Financial Services 15.03% Consumer Cyclical 14.43% Basic Materials 13.05% Health Care 8.85% Consumer Defensive 8.53% Technology 7.18% Utility 2.47% Energy 1.53% Communication Services 1.43% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 4.3% Equity 95.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,424 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,342 Cr 6,650,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹881 Cr 4,472,130 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435301% ₹870 Cr 40,362,502
↑ 1,670,164 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹838 Cr 31,784,062 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹801 Cr 899,271 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹798 Cr 651,246 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹725 Cr 9,100,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹710 Cr 2,499,222 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹684 Cr 3,369,221
↑ 17,475 2. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (05 Sep 25) ₹141.434 ↓ -0.58 (-0.41 %) Net Assets (Cr) ₹36,353 on 31 Jul 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.17 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 Aug 20 ₹10,000 31 Aug 21 ₹18,549 31 Aug 22 ₹20,186 31 Aug 23 ₹27,782 31 Aug 24 ₹37,887 31 Aug 25 ₹37,167 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 0.5% 3 Month 3.4% 6 Month 21.1% 1 Year -1.6% 3 Year 22.9% 5 Year 30.3% 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 11.19 Yr. Dhruv Muchhal 22 Jun 23 2.2 Yr. Data below for HDFC Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 23.59% Consumer Cyclical 18.21% Technology 13.07% Health Care 12.61% Financial Services 11.31% Basic Materials 7.92% Consumer Defensive 2.24% Communication Services 1.75% Utility 0.36% Asset Allocation
Asset Class Value Cash 8.93% Equity 91.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL5% ₹1,861 Cr 54,453,120 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM4% ₹1,459 Cr 24,127,134
↓ -267,359 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,420 Cr 3,769,293 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL3% ₹1,194 Cr 11,506,772
↓ -600,000 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,114 Cr 46,828,792 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS3% ₹1,086 Cr 6,035,882 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹864 Cr 10,073,132 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹836 Cr 11,127,166
↓ -314,939 Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SUDARSCHEM2% ₹823 Cr 5,734,275 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹748 Cr 2,392,936
↓ -77,000 3. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (05 Sep 25) ₹168.118 ↓ -0.51 (-0.30 %) Net Assets (Cr) ₹13,825 on 31 Jul 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.59 Information Ratio -0.06 Alpha Ratio -5.51 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 Aug 20 ₹10,000 31 Aug 21 ₹18,194 31 Aug 22 ₹19,752 31 Aug 23 ₹27,174 31 Aug 24 ₹40,276 31 Aug 25 ₹35,949 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month -1.1% 3 Month -2.8% 6 Month 14.9% 1 Year -10.2% 3 Year 22.1% 5 Year 29.5% 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 14.59 Yr. Sandeep Manam 18 Oct 21 3.87 Yr. Akhil Kalluri 8 Sep 22 2.98 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.85% Financial Services 17.1% Industrials 16.95% Health Care 12.14% Basic Materials 10.14% Technology 6.66% Real Estate 4.57% Consumer Defensive 3.86% Utility 2.94% Energy 0.96% Asset Allocation
Asset Class Value Cash 5.69% Equity 94.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹443 Cr 7,329,408 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹390 Cr 3,868,691 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹336 Cr 1,866,828 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹296 Cr 3,916,115 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹295 Cr 4,963,469 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹285 Cr 48,064,081 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹278 Cr 3,260,279 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900032% ₹278 Cr 10,542,130
↓ -3,316,913 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹260 Cr 3,220,340 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹256 Cr 1,448,723 4. ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (05 Sep 25) ₹88.22 ↓ -0.13 (-0.15 %) Net Assets (Cr) ₹8,498 on 31 Jul 25 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.47 Information Ratio -0.91 Alpha Ratio -2.97 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 Aug 20 ₹10,000 31 Aug 21 ₹18,628 31 Aug 22 ₹21,037 31 Aug 23 ₹26,433 31 Aug 24 ₹35,909 31 Aug 25 ₹34,218 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 1% 3 Month 2.5% 6 Month 18.9% 1 Year -4.8% 3 Year 17.8% 5 Year 28.5% 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 1.96 Yr. Sharmila D’mello 30 Jun 22 3.18 Yr. Aatur Shah 21 Apr 25 0.36 Yr. Data below for ICICI Prudential Smallcap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 25.78% Basic Materials 24.82% Consumer Cyclical 12.86% Health Care 7.51% Financial Services 3.64% Consumer Defensive 3.13% Utility 2.66% Real Estate 1.43% Technology 1.15% Energy 0.79% Communication Services 0.33% Asset Allocation
Asset Class Value Cash 15.75% Equity 84.1% Other 0.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5325383% ₹274 Cr 223,362 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT3% ₹272 Cr 748,968 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL3% ₹233 Cr 394,596
↑ 46,925 Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 24 | TATACHEM3% ₹221 Cr 2,250,000
↓ -35,261 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 5332482% ₹209 Cr 13,200,000
↓ -429,398 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | HEROMOTOCO2% ₹205 Cr 480,000
↑ 105,888 Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE2% ₹200 Cr 184,649 Atul Ltd (Basic Materials)
Equity, Since 31 Oct 23 | ATUL2% ₹199 Cr 300,000
↑ 978 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5004802% ₹196 Cr 550,000
↓ -47,962 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5200562% ₹181 Cr 157,000 5. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (05 Sep 25) ₹30.2874 ↑ 0.09 (0.30 %) Net Assets (Cr) ₹618 on 31 Jul 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.45 Information Ratio -0.66 Alpha Ratio -3.3 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 Aug 20 ₹10,000 31 Aug 21 ₹17,956 31 Aug 22 ₹21,516 31 Aug 23 ₹24,879 31 Aug 24 ₹38,550 31 Aug 25 ₹33,751 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 1.1% 3 Month 1.6% 6 Month 15.1% 1 Year -10.6% 3 Year 16.7% 5 Year 27.9% 10 Year 15 Year Since launch 14.5% 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 1.17 Yr. Mahesh Bendre 1 Jul 24 1.17 Yr. Data below for IDBI Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 31.47% Consumer Cyclical 14.94% Basic Materials 11.99% Consumer Defensive 7.79% Financial Services 6.74% Utility 6.52% Technology 6.07% Health Care 4.1% Communication Services 1.54% Real Estate 0.07% Asset Allocation
Asset Class Value Cash 8.77% Equity 91.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER3% ₹17 Cr 270,441 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL3% ₹17 Cr 326,140 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419743% ₹17 Cr 109,106 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346002% ₹15 Cr 2,124,029
↓ -382,903 Navkar Corp Ltd (Industrials)
Equity, Since 31 Jul 24 | NAVKARCORP2% ₹15 Cr 1,130,075 Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | ARVINDFASN2% ₹14 Cr 259,739
↑ 28,679 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO2% ₹14 Cr 668,754 Apollo Micro Systems Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 25 | APOLLO2% ₹14 Cr 877,192 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA2% ₹14 Cr 180,780
↑ 9,031 International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL2% ₹13 Cr 337,832 6. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (05 Sep 25) ₹261.245 ↑ 0.41 (0.16 %) Net Assets (Cr) ₹17,903 on 31 Jul 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.43 Information Ratio -1.03 Alpha Ratio -2.45 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 Aug 20 ₹10,000 31 Aug 21 ₹20,131 31 Aug 22 ₹21,999 31 Aug 23 ₹26,179 31 Aug 24 ₹36,782 31 Aug 25 ₹33,703 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 0.7% 3 Month -0.1% 6 Month 16.7% 1 Year -7.3% 3 Year 15.8% 5 Year 27.7% 10 Year 15 Year Since launch 17.2% 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 1.87 Yr. Data below for Kotak Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 26.82% Health Care 22.81% Consumer Cyclical 20.95% Basic Materials 11.39% Financial Services 5.45% Real Estate 4.19% Consumer Defensive 2.84% Communication Services 1.99% Technology 1.55% Asset Allocation
Asset Class Value Cash 2.02% Equity 97.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 24 | ASTERDM4% ₹711 Cr 11,757,234 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433084% ₹635 Cr 8,454,118 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433503% ₹562 Cr 5,229,117
↑ 447,905 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹538 Cr 3,691,305 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹485 Cr 6,626,898 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT2% ₹431 Cr 3,574,852 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES2% ₹429 Cr 4,778,806 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Aug 24 | 5329292% ₹414 Cr 4,112,297 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 18 | AMBER2% ₹386 Cr 484,586 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL2% ₹381 Cr 3,322,133
↑ 35,000 7. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (05 Sep 25) ₹255.88 ↑ 0.06 (0.02 %) Net Assets (Cr) ₹3,394 on 31 Jul 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.17 Information Ratio -0.51 Alpha Ratio 3.14 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 Aug 20 ₹10,000 31 Aug 21 ₹18,459 31 Aug 22 ₹19,814 31 Aug 23 ₹25,026 31 Aug 24 ₹35,242 31 Aug 25 ₹33,391 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 0.7% 3 Month 0.2% 6 Month 19.3% 1 Year -4.8% 3 Year 19.5% 5 Year 27.7% 10 Year 15 Year Since launch 17.1% 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 2.83 Yr. Data below for Sundaram Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.38% Industrials 19.06% Financial Services 19.02% Health Care 11.84% Basic Materials 8.13% Communication Services 5.23% Technology 3.41% Consumer Defensive 3.24% Real Estate 2.66% Utility 1.15% Asset Allocation
Asset Class Value Cash 5.8% Equity 94.11% Debt 0.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹115 Cr 1,898,655 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹111 Cr 899,463 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹104 Cr 530,036 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹98 Cr 991,559
↑ 85,170 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹95 Cr 140,821 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹86 Cr 410,809 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹80 Cr 648,946 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹75 Cr 395,668 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹74 Cr 16,665,062 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN2% ₹70 Cr 1,184,520 8. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (05 Sep 25) ₹195.965 ↓ -0.18 (-0.09 %) Net Assets (Cr) ₹17,005 on 31 Jul 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.06 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 Aug 20 ₹10,000 31 Aug 21 ₹17,447 31 Aug 22 ₹19,477 31 Aug 23 ₹25,063 31 Aug 24 ₹35,017 31 Aug 25 ₹33,731 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 0.1% 3 Month -0.6% 6 Month 20.6% 1 Year -3.4% 3 Year 19.9% 5 Year 27.4% 10 Year 15 Year Since launch 17.7% 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 15.21 Yr. Data below for DSP Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 30.18% Basic Materials 18.46% Industrials 15.44% Health Care 8.88% Consumer Defensive 7.53% Financial Services 6.65% Technology 3.39% Communication Services 0.76% Utility 0.14% Asset Allocation
Asset Class Value Cash 8.57% Equity 91.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH4% ₹678 Cr 6,150,000 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA3% ₹548 Cr 7,000,000 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹512 Cr 5,500,000
↓ -171,788 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹490 Cr 1,300,000
↓ -80,596 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327833% ₹486 Cr 10,000,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹477 Cr 3,750,000 Dhanuka Agritech Ltd (Basic Materials)
Equity, Since 30 Sep 16 | DHANUKA2% ₹382 Cr 2,000,000 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹364 Cr 2,500,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT2% ₹362 Cr 3,000,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹362 Cr 4,000,000 9. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (05 Sep 25) ₹172.475 ↓ -0.09 (-0.05 %) Net Assets (Cr) ₹35,563 on 31 Jul 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.63 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 Aug 20 ₹10,000 31 Aug 21 ₹16,761 31 Aug 22 ₹19,590 31 Aug 23 ₹23,347 31 Aug 24 ₹32,082 31 Aug 25 ₹29,567 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 1.3% 3 Month 1.9% 6 Month 15.4% 1 Year -6.8% 3 Year 14.8% 5 Year 24.4% 10 Year 15 Year Since launch 19.5% 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 11.8 Yr. Data below for SBI Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 26% Consumer Cyclical 19.12% Basic Materials 13.73% Financial Services 13.47% Consumer Defensive 4.29% Health Care 2.6% Communication Services 1.44% Real Estate 1.26% Technology 1.19% Utility 0.23% Asset Allocation
Asset Class Value Cash 16.48% Equity 83.34% 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% ₹1,150 Cr 9,324,049 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹935 Cr 89,318,180 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433083% ₹926 Cr 12,323,990 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹906 Cr 7,900,000 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB3% ₹893 Cr 41,665,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET2% ₹884 Cr 9,716,991 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹878 Cr 7,700,000 Deepak Fertilisers & Petrochemicals Corp Ltd (Basic Materials)
Equity, Since 31 Jan 25 | DEEPAKFERT2% ₹841 Cr 5,261,203 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 5002332% ₹813 Cr 6,907,902
↑ 5,094,619 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS2% ₹773 Cr 3,300,000 10. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (05 Sep 25) ₹84.1878 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹5,011 on 31 Jul 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.43 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 Aug 20 ₹10,000 31 Aug 21 ₹18,059 31 Aug 22 ₹17,984 31 Aug 23 ₹22,820 31 Aug 24 ₹30,930 31 Aug 25 ₹28,349 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 5 Sep 25 Duration Returns 1 Month -0.8% 3 Month -1.4% 6 Month 17.3% 1 Year -7.6% 3 Year 17% 5 Year 23.5% 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 0.84 Yr. Dhaval Joshi 21 Nov 22 2.78 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 18.85% Consumer Cyclical 17.51% Financial Services 17.5% Basic Materials 12.54% Health Care 12% Consumer Defensive 7.66% Real Estate 4.78% Technology 2.38% Utility 1.49% Asset Allocation
Asset Class Value Cash 5.3% Equity 94.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR3% ₹131 Cr 260,056
↑ 36,630 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹107 Cr 560,000
↓ -52,219 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT2% ₹107 Cr 160,054
↓ -11,838 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹105 Cr 1,395,824 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX2% ₹105 Cr 136,200
↓ -35,000 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹96 Cr 1,890,924
↓ -33,355 Fortis Healthcare Ltd (Healthcare)
Equity, Since 28 Feb 21 | 5328432% ₹95 Cr 1,109,322 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING2% ₹94 Cr 956,130
↑ 50,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 28 Feb 25 | RAMCOCEM2% ₹91 Cr 770,321 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA2% ₹90 Cr 44,560
↓ -5,407
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