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Top 7 Smallcap Mutual Funds With Highest Returns in 10 Years: Top-performer scheme has turned Rs 11,000 monthly SIP into Rs 53 lakh
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 7 Smallcap Mutual Funds in 10 Years: Smallcap mutual funds invest at least 65 per cent of their amount in the companies that are 251st and above in terms of market capitalisation. This unique feature makes them favourite for investors who are seeking high growth from their mutual fund investments. But the same feature makes them highly vulnerable during market fluctuations. The fund manager has tough choices to make from a large pool of stocks, so their job also becomes tough. The key is to have a good mix of stocks and keep them shuffled to get them right during market ups and downs. However, investors with a long-term investment horizon may find smallcap funds to be great wealth creators. The smallcap mutual fund category has given a 14.87 per cent annualised return in 1 year, 23.72 per cent in 3 years, 34.23 per cent in 5 years, and 17.26 per cent in 10 years. Here, we take you through the top 7 mutual funds with the highest annualised SIP returns in the 10-year time frame. Also know which fund has given the highest capital gains on an Rs 11,000 monthly investment in 10 years.
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1/14
Quant Small Cap Fund - Direct Plan
1/14The fund has given 26.13 per cent annualised SIP return in 10 years. It has assets under management (AUM) of Rs 26,222 crore, while its net asset value (NAV) as on June 4, 2025, was Rs 272.9650. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 18.24 per cent annualised return since its starting in January 2013.
2/14
Quant Small Cap Fund - Direct Plan
2/14At 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. A Rs 11,000 monthly SIP investment in the 10-year period, or a total investment of Rs 13,20,000, has swelled to Rs 52,72,314.
3/14
Nippon India Small Cap Fund - Direct Plan
3/14The fund has given 24.66 per cent annualised SIP return in the 10-year time frame. It has AUM of Rs 58,029 crore, while its NAV as on June 4, 2025, was Rs 186.9183. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 25.59 per cent annualised return since its inception in January 2013.
4/14
Nippon India Small Cap Fund - Direct Plan
4/14With an expense ratio of 0.65 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 11,000 monthly SIP investment in the 10 years has grown to Rs 48,70,197.
5/14
Axis Small Cap Fund - Direct Plan
5/14The fund has given 22.5 per cent annualised SIP return in the 10-year period. It has an asset base of Rs 23,318 crore, while its unit price as on June 4, 2025, was Rs 120.7000. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 24.13 per cent annualised return since its beginning in November 2013.
6/14
Axis Small Cap Fund - Direct Plan
6/14At an expense ratio of 0.55 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each. A Rs 11,000 monthly SIP investment in the 10-year time frame has jumped to Rs 43,32,292.
7/14
HDFC Small Cap Fund - Direct Plan
7/14The fund has given 21.57 per cent annualised SIP return in the 10-year time frame. Its AUM is Rs 30,880 crore, while its NAV as on June 4, 2025, was Rs 154.8200. Benchmarked against BSE 250 SmallCap TRI, the fund has given 20.09 per cent annualised return since its launch in January 2013.
8/14
HDFC Small Cap Fund - Direct Plan
8/14At an expense ratio of 0.73 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each. A Rs 11,000 monthly SIP investment in 10 years has sprung to Rs 41,19,731.
9/14
Kotak Small Cap Fund - Direct Plan
9/14The fund has given 21.53 per cent annualised SIP return in the 10-year period. It has a fund size of Rs 15,867 crore, while its NAV as on June 4, 2025, was Rs 304.9410. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.35 per cent annualised return since its starting in January 2013.
10/14
Kotak Small Cap Fund - Direct Plan
10/14With an expense ratio of 0.55 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each. A Rs 11,000 monthly SIP investment in the 10-year time frame has catapulted to Rs 41,11,648.
11/14
HSBC Small Cap Fund - Direct Plan
11/14The fund has given 20.98 per cent annualised SIP return in 10 years. It has a fund size of Rs 14,737 crore, while its NAV as on June 4, 2025, was Rs 89.6293. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 21.09 per cent annualised return since its debut in May 2014.
12/14
HSBC Small Cap Fund - Direct Plan
12/14With an expense ratio of 0.63 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 11,000 monthly SIP investment in the 10-year period has converted into Rs 39,92,038.
13/14
SBI Small Cap Fund - Direct Plan
13/14The fund has given 20.76 per cent annualised SIP return in 10 years. It has an asset base of Rs 31,790 crore, while its unit price as on June 4, 2025, was Rs 193.3241. Benchmarked against BSE 250 SmallCap TRI, the fund has given 24.36 per cent annualised return since its inception in January 2013.
14/14
SBI Small Cap Fund - Direct Plan
14/14At an expense ratio of 0.70 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A Rs 11,000 monthly SIP investment in the 10-year period has grown to Rs 39,43,846.
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