As per Sebi's mandate, small cap mutual funds need to have at least 65 per cent of their investments in small cap stocks. The regulatory board defines small-cap companies as those that are ranked above 250 in terms of market capitalisation. 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 91.67 lakh.
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1/10In 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 as of April 28, 2025. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 17.8 per cent since its launch in January 2013.
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 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 as of April 28, 2025. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 25.05 per cent since its launch in January 2013.
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.
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 as of April 28, 2025. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 20.91 per cent since its launch in January 2013.
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.
7/10HSBC 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 as of April 28, 2025. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 21.12 per cent since its launch in April 2014.
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.
9/10In 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 as of April 28, 2025. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 18.16 per cent since its launch in January 2013.
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.