Small Cap Mutual Funds
Small cap equity mutual funds invest in companies that rank below 250 in terms of market capitalisation. Since 2018, all stocks in this index according to their market capitalisation. Small-cap funds have to invest at least 65% of their corpus in Small Cap stocks.
They invest in small revenue companies that have a market capitalisation of less than 5000 crore rupees. The funds are volatile in nature, but the small revenue companies they invest in have high growth prospects in the long term. You have to bear in mind that these companies are generally not diversified and they focus on a single line of business.
List of Small Cap Mutual Funds
Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
---|---|---|---|---|
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12,982 | 35.37% | 37.95% | |
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2,641 | 33.47% | 30.34% | |
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7,425 | 31.70% | 35.06% | |
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29,629 | 31.24% | 45.45% | |
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66,602 | 29.66% | 38.36% | |
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13,995 | 29.20% | 35.19% | |
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35,781 | 28.61% | 34.92% | |
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11,164 | 28.20% | 35.93% | |
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1,908 | 27.35% | 36.11% | |
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4,930 | 27.15% | 35.58% |
Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
---|---|---|---|
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11.31% Fund Size (Cr.) - 12,982 |
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2.98% Fund Size (Cr.) - 2,641 |
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9.88% Fund Size (Cr.) - 7,425 |
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-4.02% Fund Size (Cr.) - 29,629 |
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-0.93% Fund Size (Cr.) - 66,602 |
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-3.05% Fund Size (Cr.) - 13,995 |
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4.10% Fund Size (Cr.) - 35,781 |
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3.14% Fund Size (Cr.) - 11,164 |
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1.83% Fund Size (Cr.) - 1,908 |
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4.60% Fund Size (Cr.) - 4,930 |
Why Invest in Small Cap Mutual Funds?
Small-Cap Mutual Funds can be a suitable option for you if you want to diversify your holdings, take on greater risk, and look into long-term financial potential. Consult your financial advisor before making an investment, though, and carefully consider your risk tolerance, the fund's investment strategy, and historical statistics.
- 1. Significant Growth Potential: Funding for the development of companies with promising prospects for expansion and diversification.
- 2. Undervalued Assets: As small businesses expand, investing in them at a lesser cost may result in long-term gains because of undervaluation.
- 3. Mergers and Acquisitions (M&A): When small businesses combine with larger ones, they may benefit from the substantial M&A opportunities they present.
Popular Small Cap Mutual Funds
- Bandhan Small Cap Fund - Direct Growth
- ₹ 100
- ₹ 12,9820
- 35.37%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 12,982
- 3Y Return
- 35.37%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 12,982
- 3Y Return
- 35.37%
- ITI Small Cap Fund - Direct Growth
- ₹ 500
- ₹ 2,6410
- 33.47%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 2,641
- 3Y Return
- 33.47%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 2,641
- 3Y Return
- 33.47%
- Invesco India Smallcap Fund - Direct Growth
- ₹ 500
- ₹ 7,4250
- 31.70%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 7,425
- 3Y Return
- 31.70%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 7,425
- 3Y Return
- 31.70%
- Quant Small Cap Fund - Direct Growth
- ₹ 1000
- ₹ 29,6290
- 31.24%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 29,629
- 3Y Return
- 31.24%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 29,629
- 3Y Return
- 31.24%
- Nippon India Small Cap Fund - Direct Growth
- ₹ 100
- ₹ 66,6020
- 29.66%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 66,602
- 3Y Return
- 29.66%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 66,602
- 3Y Return
- 29.66%
- Franklin India Small Cap Fund - Direct Growth
- ₹ 500
- ₹ 13,9950
- 29.20%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 13,995
- 3Y Return
- 29.20%
- Min SIP Investment Amt
- ₹ ₹ 500
- AUM (Cr.)
- ₹ 13,995
- 3Y Return
- 29.20%
- HDFC Small Cap Fund - Direct Growth
- ₹ 100
- ₹ 35,7810
- 28.61%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 35,781
- 3Y Return
- 28.61%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 35,781
- 3Y Return
- 28.61%
- Tata Small Cap Fund - Direct Growth
- ₹ 100
- ₹ 11,1640
- 28.20%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 11,164
- 3Y Return
- 28.20%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 11,164
- 3Y Return
- 28.20%
- Bank of India Small Cap Fund - Direct Growth
- ₹ 1000
- ₹ 1,9080
- 27.35%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 1,908
- 3Y Return
- 27.35%
- Min SIP Investment Amt
- ₹ ₹ 1000
- AUM (Cr.)
- ₹ 1,908
- 3Y Return
- 27.35%
- Edelweiss Small Cap Fund - Direct Growth
- ₹ 100
- ₹ 4,9300
- 27.15%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 4,930
- 3Y Return
- 27.15%
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 4,930
- 3Y Return
- 27.15%