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Top 5 Smallcap Mutual Funds With Best SIP Returns in 5 Years: Rs 30,000 monthly SIP in No. 1 fund has led into Rs 30.32 lakh wealth
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 5 Smallcap Mutual Funds With Best SIP Returns in 5 Years: Small-cap funds are a type of equity funds that invest in shares of small companies in India, i.e. companies with a market capitalisation of less than Rs 5,000 crore. As of May 5, these are the top 5 smallcap mutual funds with the highest SIP returns over the previous five years. According to calculations, a Rs 30,000 monthly investment in the top fund has grown to Rs 30.32 lakh in just 5 years.
1/10
Bandhan Small Cap Fund
1/10In 5 years, Bandhan Small Cap Fund has given a 21.02 per cent annualised return. Its assets under management (AUM) are Rs 20,130 crore, while its net asset value (NAV) is Rs 47.88. Benchmarked against BSE 250 SmallCap TRI, the fund has given annualised returns of 28.78 per cent since its launch in February 2020.
2/10
Bandhan Small Cap Fund
2/10With an expense ratio of 2.0 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 30,000, the fund has grown to Rs 30,32,000 in 5 years.
3/10
ITI Small Cap Fund
3/10In 5 years, ITI Small Cap Fund has given a 17.94 per cent annualised return. Its assets under management (AUM) are Rs 2,493 crore, while its net asset value (NAV) is Rs 29.43. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 18.99 per cent since its launch in January 2020.
4/10
ITI Small Cap Fund
4/10With an expense ratio of 1.95 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 30,000, the fund has grown to Rs 28,14,000 in 5 years.
5/10
Invesco India Smallcap Fund
5/10In 5 years, Invesco India Smallcap Fund has given a 17.93 per cent annualised return. Its assets under management (AUM) are Rs 9,208 crore, while its net asset value (NAV) is Rs 42.34. Benchmarked against BSE 250 SmallCap TRI, the fund has given annualised returns of 21.04 per cent since its launch in October 2018.
6/10
Invesco India Smallcap Fund
6/10With an expense ratio of 1.93 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 30,000, the fund has grown to Rs 28,13,000 in 5 years.
7/10
Nippon India Small Cap Fund
7/10In 5 years, Nippon India Small Cap Fund has given a 16.92 per cent annualised return. Its assets under management (AUM) are Rs 61,809 crore, while its net asset value (NAV) is Rs 172.36. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 19.99 per cent since its launch in August 2010.
8/10
Nippon India Small Cap Fund
8/10With an expense ratio of 1.35 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 30,000, the fund has grown to Rs 27,45,000 in 5 years.
9/10
Bank of India Small Cap Fund
9/10In 5 years, Bank of India Small Cap Fund has given a 16.45 per cent annualised return. Its assets under management (AUM) are Rs 1,770 crore, while its net asset value (NAV) is Rs 49.17. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 24.15 per cent since its launch in November 2018.
10/10
Bank of India Small Cap Fund
10/10With an expense ratio of 2.65 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 30,000, the fund has grown to Rs 27,13,000 in 5 years.
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