Top 5 Smallcap Mutual Funds with Highest SIP Returns in 5 Years: Rs 13,000 monthly investment in No. 1 fund has grown to Rs 13.97 lakh

In 5 years, Bandhan Small Cap Fund has given a 23.57 per cent annualised return, according to data from mutual fund industry body AMFI. Its assets under management (AUM) are Rs 17,380 crore, while its net asset value (NAV) is Rs 46.46. Benchmarked against BSE 250 SmallCap TRI, the fund has given annualised returns of 30.4 per cent since its launch in February 2020.

With an expense ratio of 1.63 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 13,97,000 in 5 years.

In 5 years, Invesco India Smallcap Fund has given a 21.39 per cent annualised return. Its assets under management (AUM) are Rs 9,000 crore, while its net asset value (NAV) is Rs 41.98. Benchmarked against BSE 250 SmallCap TRI, the fund has given annualised returns of 22.22 per cent since its launch in October 2018.

With an expense ratio of 1.71 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 10,000 as the minimum lump sum investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 13,25,000 in 5 years.

In 5 years, the Quant Small Cap Fund has given a 19.66 per cent annualised return. Its assets under management (AUM) are Rs 30,504 crore, while its net asset value (NAV) is Rs 252.53. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 12.61 per cent since its launch in September 1996.

With an expense ratio of 1.59 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 10,000 as the minimum lump sum investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 12,71,000 in 5 years.

In 5 years, Nippon India Small Cap Fund has given a 19.57 per cent annualised return. Its assets under management (AUM) are Rs 68,969 crore, while its net asset value (NAV) is Rs 165.5. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 20.25 per cent since its launch in August 2010.

With an expense ratio of 1.39 per cent, the fund has Rs 3,000 as the minimum SIP investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 12,68,000 in 5 years.

In 5 years, ITI Small Cap Fund has given a 18.62 per cent annualised return. Its assets under management (AUM) are Rs 2,835 crore, while its net asset value (NAV) is Rs 28.01. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 19.42 per cent since its launch in January 2020.

With an expense ratio of 1.86 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 10,000 as the minimum lump sum investment. With a monthly investment of Rs 13,000, the fund has grown to Rs 12,39,000 in 5 years.