Top 5 Small Cap Mutual Funds with highest SIP returns in 10 years: Rs 20,000 monthly investment in No. 1 fund has grown to Rs 91.67 lakh
The small cap mutual funds are ideal for very aggressive investors with a 7+ year investment horizon. It is important to have a long-term investment window while investing in small cap funds, so that you give sufficient time to your investment to generate high returns
According to the Securities and Exchange Board of India (SEBI), small cap schemes need to invest at least 80 per cent of their total assets in small-cap companies. Also, SEBI defines small-cap companies as those that are ranked below the 250th rank in terms of market capitalisation. In monetary terms, these companies have a market capitalisation of less than Rs 5,000 crores. Thus, believed that one can see losses in the short to medium term investment. Therefore, these funds are considered ideal for long-term investments like 7+ years. On that note, explore top 5 Small Cap Mutual Funds with highest SIP returns in 10 years. Rs 15,000 monthly investment in No. 1 fund has grown to Rs 68.76 lakh.
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DISCLAIMER: Not financial advice; invest at your own risk
Quant Small Cap Fund
In 10 years, Quant Small Cap Fund has given a 25.31 per cent annualised SIP return. Its assets under management (AUM) are Rs 24,893 crore, while its net asset value (NAV) is Rs 256.31. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 17.8 per cent since its launch in January 2013.
Quant Small Cap Fund
With an expense ratio of 0.69 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 SIP of Rs 20,000 and a total investment of Rs 24,00,000 in 10 years, the fund has given a total of Rs 91,67,000.
Nippon India Small Cap Fund
Nippon India Small Cap Fund has given a 23.74 per cent annualised SIP return in 10 years. Its assets under management (AUM) are Rs 55,491 crore, while its net asset value (NAV) is Rs 173.3. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 25.05 per cent since its launch in January 2013.
Nippon India Small Cap Fund
With an expense ratio of 0.73 per cent, the fund has Rs 500 as a minimum SIP investment. With a monthly SIP of Rs 20,000 and a total investment of Rs 24,00,000 in 10 years, the fund has given a total of Rs 84,19,000.
Franklin India Smaller Companies Fund
In 10 years, Franklin India Fund has given a 19.04 per cent annualised SIP return. Its assets under management (AUM) are Rs 11,970 crore, while its net asset value (NAV) is Rs 178.71. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 20.91 per cent since its launch in January 2013.
Franklin India Smaller Companies Fund
With an expense ratio of 0.98 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly SIP of Rs 20,000 and a total investment of Rs 24,00,000 in 10 years, the fund has given a total of Rs 65,30,000.
HSBC Small Cap Fund
HSBC Small Cap Fund has given a 20.45 per cent annualised SIP return in 10 years. Its assets under management (AUM) are Rs 14,493 crore, while its net asset value (NAV) is Rs 178.71. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 21.12 per cent since its launch in April 2014.
HSBC Small Cap Fund
With an expense ratio of 0.65 per cent, the fund has Rs 1,000 as a minimum SIP investment and Rs 5,000 as a minimum lump sum investment. With a monthly SIP of Rs 20,000 and a total investment of Rs 24,00,000 in 10 years, the fund has given a total of Rs 70,47,000.
Sundaram Small Cap Fund
In 10 years, Sundaram Small Cap Fund has given a 17.96 per cent annualised SIP return. Its assets under management (AUM) are Rs 2,955 crore, while its net asset value (NAV) is Rs 256.31. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 18.16 per cent since its launch in January 2013.
Sundaram Small Cap Fund
With an expense ratio of 0.94 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 SIP of Rs 20,000 and a total investment of Rs 24,00,000 in 10 years, the fund has given a total of Rs 61,61,000.