Who Should Invest in Small Cap Mutual Funds?
Features of Small Cap Mutual Funds
Factors to consider while investing in Small Cap Funds
Taxability of Small Cap Funds
Risk Involved With Small Cap Funds
Advantages of Small Cap Funds
Popular Small Cap Mutual Funds
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Quant Small Cap Fund is an Small Cap scheme that was launched on 07-01-13 and is currently under the management of our experienced fund manager Sanjeev Sharma. With an impressive AUM of ₹4,091 Crores, this scheme's latest NAV is ₹160.7599 as of 26-05-23.
Quant Small Cap Fund scheme has delivered a return performance of 29.6% in the last 1 year, 66.1% in the last 3 years, and an 16.1% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹4,091
- 3Y Return
- 29.6%
Bank of India Small Cap Fund is an Small Cap scheme that was launched on 19-12-18 and is currently under the management of our experienced fund manager Dhruv Bhatia. With an impressive AUM of ₹459 Crores, this scheme's latest NAV is ₹30.48 as of 26-05-23.
Bank of India Small Cap Fund scheme has delivered a return performance of 25.1% in the last 1 year, 46.1% in the last 3 years, and an 28.6% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹459
- 3Y Return
- 25.1%
Canara Robeco Small Cap Fund is an Small Cap scheme that was launched on 15-02-19 and is currently under the management of our experienced fund manager Shridatta Bhandwaldar. With an impressive AUM of ₹5,482 Crores, this scheme's latest NAV is ₹27.35 as of 26-05-23.
Canara Robeco Small Cap Fund scheme has delivered a return performance of 18.8% in the last 1 year, 48% in the last 3 years, and an 26.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹5,482
- 3Y Return
- 18.8%
Kotak Small Cap Fund is an Small Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Pankaj Tibrewal. With an impressive AUM of ₹9,230 Crores, this scheme's latest NAV is ₹196.043 as of 26-05-23.
Kotak Small Cap Fund scheme has delivered a return performance of 16% in the last 1 year, 48% in the last 3 years, and an 19.6% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹500
- AUM (Cr.)
- ₹9,230
- 3Y Return
- 16%
Edelweiss Small Cap Fund is an Small Cap scheme that was launched on 07-02-19 and is currently under the management of our experienced fund manager Sahil Shah. With an impressive AUM of ₹1,615 Crores, this scheme's latest NAV is ₹28.943 as of 26-05-23.
Edelweiss Small Cap Fund scheme has delivered a return performance of 26.1% in the last 1 year, 45.7% in the last 3 years, and an 28% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,615
- 3Y Return
- 26.1%
Nippon India Small Cap Fund is an Small Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Samir Rachh. With an impressive AUM of ₹26,293 Crores, this scheme's latest NAV is ₹110.9613 as of 26-05-23.
Nippon India Small Cap Fund scheme has delivered a return performance of 32.5% in the last 1 year, 51.9% in the last 3 years, and an 24.9% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹26,293
- 3Y Return
- 32.5%
Nippon India Small Cap Fund is an Small Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Samir Rachh. With an impressive AUM of ₹26,293 Crores, this scheme's latest NAV is ₹110.9613 as of 26-05-23.
Nippon India Small Cap Fund scheme has delivered a return performance of 32.5% in the last 1 year, 51.9% in the last 3 years, and an 24.9% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹26,293
- 3Y Return
- 32.5%
Union Small Cap Fund is an Small Cap scheme that was launched on 17-06-14 and is currently under the management of our experienced fund manager Hardick Bora. With an impressive AUM of ₹760 Crores, this scheme's latest NAV is ₹33.34 as of 26-05-23.
Union Small Cap Fund scheme has delivered a return performance of 20.2% in the last 1 year, 40.6% in the last 3 years, and an 14.3% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹760
- 3Y Return
- 20.2%
SBI Small Cap Fund is an Small Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager R Srinivasan. With an impressive AUM of ₹16,592 Crores, this scheme's latest NAV is ₹131.5821 as of 26-05-23.
SBI Small Cap Fund scheme has delivered a return performance of 20.6% in the last 1 year, 41.5% in the last 3 years, and an 25% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹16,592
- 3Y Return
- 20.6%
Sundaram Emerging Small Cap Series VII – Dir Growth is an Small Cap scheme that was launched on 28-09-18 and is currently under the management of our experienced fund manager Rohit Seksaria. With an impressive AUM of ₹149 Crores, this scheme's latest NAV is ₹24.3582 as of 26-05-23.
Sundaram Emerging Small Cap Series VII – Dir Growth scheme has delivered a return performance of 24.9% in the last 1 year, 41% in the last 3 years, and an 21% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹149
- 3Y Return
- 24.9%
Frequently Asked Questions
When should I invest in small-cap Mutual funds?
If you are looking for higher returns in a shorter period, you should invest in small-cap funds. Small-cap funds usually invest in the stocks of smaller companies that respond severely to market dynamics. As a result, these funds are high-risk. In the shorter term, the volatility may cause you to sustain losses in small-cap; however, if the fund performs well, the returns are exponential.
Are there any disadvantages for small-cap Mutual funds?
Yes. Small-cap funds have low liquidity, making them unsuitable for investing in if you intend to improve your liquidity through investment. Additionally, small-cap funds are highly volatile and may cause you to sustain high losses if the market underperforms. It is best to carefully select the small-cap fund you wish to invest in and plan your investment in it.
How do I invest in small-cap Mutual funds?
You can begin investing in small cap funds online through websites like 5Paisa. These websites provide you with the right market analytics and information that helps you judge fund performance yourself and take a call for your investment. They also help with predictions that help you plan your investments better.
You can also invest in the stock of small-cap companies by creating a Demat account; however, this method is riskier.
Should I include small-cap funds in my investment portfolio?
Experts believe that while small-cap funds are high-risk investments, you can invest in a few good small-cap funds for the long term instead of the short term. Long-term small cap funds can potentially outperform large and mid-cap funds, enabling you to get better returns and absorb market risks that tend to be highly effective to small cap.
How much is the ideal investment in a small cap Mutual fund?
On a long-term horizon, small-cap funds can perform better than other caps and give you great returns. With that said, on a 10-year timeline, you can dedicate 10% to 20% of your portfolio to small-cap funds, keeping the losses under control should the market become bearish.