Tanushree Jaiswal
Ruchit JainBest Recycling Stocks in India
by
Tanushree Jaiswal
14/05/2024
Indian Stock Market
Top performing small-cap funds is last one year; do you own it?
5paisa Research Team
25th February 2023 - 12:03 pm
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 |
Characters remaining
(1500)
View All
Disclaimer: 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.
Get 100 trades FREE* with the code "FREEPACK"
Trending on 5paisa
Discover more of what matters to you.
Indian Stock Market Related Articles
Best U.S. Bank Stocks to Buy
by
Tanushree Jaiswal
14/05/2024
Best Footwear Stocks in India
by
Tanushree Jaiswal
14/05/2024
Best Cement Stocks in India
by
Tanushree Jaiswal
14/05/2024
Best Apparel Stocks to Buy in ...
by
Tanushree Jaiswal
14/05/2024