7 small-cap mutual funds that have beaten their benchmarks in last 3 years

Quant Small Cap Fund, Nippon India Small Cap Fund, and Franklin India Smaller Companies Fund are some of the top performers in the last three years. 

Shaghil Bilali | Apr 22, 2024, 02:56 PM IST

7 top small-cap mutual funds: Small-cap mutual funds invest the large percentage of their investments in small-cap companies. Small-cap mutual funds grow fast when the market rises and slips quickly when the market falls. But there are some small-cap mutual funds that have overcome market volatility to a great extent by giving returns of up to 42 per cent in the last three years. Quant Small Cap Fund, Nippon India Small Cap Fund, Franklin India Smaller Companies Fund, are some of the top performers in the last three years. 

Here's a list of small-cap mutual funds with up to 42 per cent returns in the last three years that have also beaten their respective benchmarks. (As per Association of Mutual Funds in India (AMFI) data).

Photos: Unsplash/Pixabay

1/7

Quant Small Cap Fund

Quant Small Cap Fund

Quant Small Cap Fund
The table-topper small-cap mutual fund has given a 41.98% return in the last three years. The fund is benchmarked against NIFTY Smallcap 250 Total Return Index, which has given 31.16% return in the same period.

2/7

Nippon India Small Cap Fund

Nippon India Small Cap Fund

Nippon India Small Cap Fund
The fund from Nippon India at No. 2 position has given 36.56% returns in the three-year period. The fund is benchmarked against NIFTY Smallcap 250 Total Return Index.

3/7

Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
The fund that also made top 3 has given returns to the tune of 34.60%. The fund's benchmarked is NIFTY Smallcap 250 Total Return Index.

4/7

HSBC Small Cap Fund

HSBC Small Cap Fund

HSBC Small Cap Fund
The small-cap fund from HSBC has given a return of 34.55%. It has its benchmark as NIFTY Smallcap 250 Total Return Index.

5/7

Tata Small Cap Fund

Tata Small Cap Fund

Tata Small Cap Fund
The fund from Tata group has given returns of 34.34%. Its benchmark is NIFTY Smallcap 250 Total Return Index.

6/7

HDFC Small Cap Fund

HDFC Small Cap Fund

HDFC Small Cap Fund
The fund's return in the last three years are 33.24%. The fund is benchmarked against S&P BSE 250 SmallCap Total Return Index, which has given returns of 30.32 per cent in the same period.

7/7

Bandhan Small Cap Fund

Bandhan Small Cap Fund

Bandhan Small Cap Fund  
The fund has given 33.08% return in the last three-year period. Its benchmark is S&P BSE 250 SmallCap Total Return Index.

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