Top 5 Smallcap Mutual Funds with Highest SIP Returns: Rs 15,000 monthly investment in No. 1 fund has grown to Rs 20.17 lakh in just 5 years

In 5 years, Bandhan Small Cap Fund has given a 32.99 per cent annualised return, according to data from mutual fund industry body AMFI. Its assets under management (AUM) are Rs 11,744 crore, while its net asset value (NAV) is Rs 51.51. Benchmarked against BSE 250 SmallCap TRI, the fund has given annualised returns of 36.27 per cent since its launch in February 2020.

With an expense ratio of 0.39 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 15,000, the fund has grown to Rs 20,17,000 in 5 years.

In 5 years, Quant Small Cap Fund has given a 31.16 per cent annualised return. Its assets under management (AUM) are Rs 28,205 crore, while its net asset value (NAV) is Rs 279.33. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 18.42 per cent since its inception in January 2013.

With an expense ratio of 0.66 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 15,000, the fund has grown to Rs 19,33,000 in 5 years.

In 5 years, Invesco India Small Cap Fund has given a 30.03 per cent annualised return. Its assets under management (AUM) are Rs 6,822 crore, while its net asset value (NAV) is Rs 46.51. Benchmarked against BSE 250 SmallCap TRI, the fund has given annualised returns of 25.99 per cent since its launch in October 2018.

With an expense ratio of 0.44 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 15,000, the fund has grown to Rs 18,82,000 in 5 years.

In 5 years, Nippon India Small Cap Fund has given a 29.68 per cent annualised return. Its assets under management (AUM) are Rs 63,007 crore, while its net asset value (NAV) is Rs 191.10. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 25.76 per cent since its inception in January 2013.

With an expense ratio of 0.65 per cent, the fund has Rs 500 as a minimum SIP investment. With a monthly investment of Rs 15,000, the fund has grown to Rs 18,66,000 in 5 years.

In 5 years, Tata Small Cap Fund has given a 27.94 per cent annualised return. Its assets under management (AUM) are Rs 10,529 crore, while its net asset value (NAV) is Rs 45.38. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 25.8 per cent since its launch in October 2018.

With an expense ratio of 0.34 per cent, the fund has Rs 500 as the minimum SIP investment. With a monthly investment of Rs 15,000, the fund has grown to Rs 17,91,000 in 5 years.