Top small-cap funds beating index and category

Top small-cap funds beating index and category

by 5paisa Research Team Last Updated: Dec 10, 2022 - 05:04 pm 26.1k Views
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S&P BSE Small Index is in a serious decline making a series of lower highs and lower lows. However, there are funds that not just have beaten the index, but also its category. Read on to find out more. 

S&P BSE Small-Cap index moved into a declining phase on January 18, 2022, and recently on June 3, 2022, made a death crossover. Death crossover is considered to be a bearish sign and occurs when a 50-Day Exponential Moving Average (EMA) crosses below 200-Day EMA. At the time of writing, it was trading at 25,983.08 up 0.02% (5.08 points). Presently it is hovering around its 23.6% Fibonacci retracement level. On the downside, the next possible level seems to be placed at 25,592.41 and on the upside, 26,967.24 would act as a strong resistance level.

Having said that, the signs of recovery are still not visible. So, it makes complete sense to gradually start accumulating the units of small-cap funds with the help of Systematic Investment Plan (SIP). Even if you wish to invest in lumpsum, first invest in a liquid fund of the respective small-cap funds and then start a Systematic Transfer Plan (STP) from those liquid funds spreading over the next one year.

Doing so will help you gradually accumulate their units at a lower Net Asset Value (NAV) that will help you when the market reverses. And when the markets begin their recovery, it is small-cap funds that rise exponentially when compared to large-cap funds. In this article, we would be listing the top 10 small-cap funds that have outperformed not only the small-cap index but also the category median returns.

Trailing Returns (%) 

1-Week 

1-Month 

3-Month 

1-Year 

3-Year 

5-Year 

ICICI Prudential Smallcap Fund 

-1.3 

1.4 

5.4 

16.2 

25.2 

15.0 

L&T Emerging Businesses Fund 

-1.4 

-1.9 

0.8 

16.4 

21.8 

13.4 

Axis Small Cap Fund 

-1.8 

-1.8 

0.2 

14.7 

26.8 

19.7 

Quant Small Cap Fund 

-0.4 

-3.6 

-0.7 

13.9 

39.7 

20.5 

SBI Small Cap Fund 

-2.1 

-1.1 

3.4 

10.6 

25.4 

19.5 

Nippon India Small Cap Fund 

-2.2 

-2.9 

2.1 

14.0 

26.4 

17.3 

Union Small Cap Fund 

-2.0 

-2.3 

1.1 

10.3 

26.5 

14.0 

HDFC Small Cap Fund 

-0.7 

-2.7 

-1.5 

7.1 

16.8 

14.1 

Kotak Small Cap Fund 

-2.5 

-4.2 

0.1 

11.6 

29.9 

17.0 

Franklin India Smaller Cos. Fund 

-1.4 

-3.5 

-0.5 

7.7 

15.5 

9.6 

S&P BSE Small Cap Index 

-2.2 

-4.3 

-0.3 

4.5 

21.0 

10.9 

Small-Cap Category Median 

-1.8 

-2.9 

-0.1 

10.5 

25.3 

14.0 

 

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