Top performing small-cap funds is last one year; do you own it?

small cap fund

by 5paisa Research Team Last Updated: Feb 25, 2023 - 12:03 pm 1.2k Views
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In the last one year, although S&P BSE SmallCap index delivered positive returns, they were on the lower end. However, there were a lot of funds that delivered double-digit positive returns. Read on to learn more about them. 

In last one-year, Indian stock markets outperformed the prominent global indices. S&P BSE Sensex registered returns of 4.39% in the last one year, while S&P BSE MidCap index and S&P BSE SmallCap index delivered 2.94% and 2.75%, respectively. However, the performance of S&P BSE Sensex just matched the interest rate offered by savings bank account, while S&P BSE MidCap index and S&P BSE SmallCap index were even lower.

Having said that, when it comes to small-cap mutual funds, 21 out of 23 funds outperformed S&P BSE SmallCap index. In fact, out of those 21 funds, 9 funds delivered double-digit returns.

Trailing Returns (%) 

YTD 

1 Year 

3 Years 

5 Years 

10 Years 

Category Average 

-2.02 

7.13 

24.96 

12.50 

19.02 

NIFTY Small-Cap 250 TRI 

-3.90 

1.53 

21.69 

7.50 

15.36 

Source: Advisorkhoj 

 As can be seen in the above table, small-cap mutual funds on an average have outperformed Nifty Small-Cap 250 Total Returns Index (TRI) in all the trailing periods. Even the during tough times, small-cap funds have fell less than its benchmark. This is evident from the Year-Till-Date (YTD) returns calculated for the period from January 2, 2023 to February 23, 2023.

Top Performing Small-Cap Funds in Last One Year 

Funds 

Launch 

Net Assets (Rs Crore) 

Expense Ratio (%) 

1-Year Returns (%) 

Tata Small Cap Fund 

12-Nov-2018 

3,184 

0.27 

18.12 

HDFC Small Cap Fund 

01-Jan-2013 

14,630 

0.81 

15.96 

Nippon India Small Cap Fund 

01-Jan-2013 

23,756 

0.86 

13.73 

Quant Small Cap Fund 

01-Jan-2013 

3,134 

0.62 

13.18 

Franklin India Smaller Companies Fund 

01-Jan-2013 

7,174 

1.04 

12.34 

ICICI Prudential Small cap Fund 

01-Jan-2013 

4,625 

0.81 

12.28 

SBI Small Cap Fund 

01-Jan-2013 

15,292 

0.70 

11.98 

HSBC Small Cap Fund- Direct Plan 

12-May-2014 

8,672 

0.75 

11.32 

Invesco India Small cap Fund 

30-Oct-2018 

1,403 

0.78 

9.95 

Edelweiss Small Cap Fund 

07-Feb-2019 

1,462 

0.58 

8.82 

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About the Author

Our research team is composed of some highly qualified research professionals, their expertise range across sectors.

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Investment/Trading in securities Market is subject to market risk, past performance is not a guarantee of future performance. The risk of loss in trading and investment in Securities markets including Equites and Derivatives can be substantial.
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