Top 5 Small Cap Index Funds With Highest Returns in 3 Years: Rs 2,50,000 one-time investment in No. 1 scheme has jumped to Rs 3.81 lakh
Top 5 Small Cap Index Funds With Best Returns in 3 Years: These funds replicate the performance of small cap indices such as BSE 250 Smallcap, Nifty Smallcap 250, Nifty Microcap 250, Nifty Smallcap 50, etc. Investors with a long-term investment horizon who want to cash in on the rising momentum of small cap stocks may opt in to such funds.
Top 7 Small Cap Index Funds With Highest Returns in 3 Years: Investors invest in index funds because it makes their stock selection easy, and they don't need to follow up on their investment every now and then. Likewise, smallcap index funds replicate small cap indices that they follow and cash in on the rising momentum of small cap stocks. Some of the prominent small cap indices that the funds follow are BSE 250 Smallcap, Nifty Smallcap 250, Nifty Microcap 250, Nifty Smallcap 50. Since index funds are passive funds, they have a low expense ratio, which leads to higher gains for investors in the long run. Small cap stocks are very high risk, so are small cap index funds. They are suitable for investors with a long-term investment horizon. Here, we take you through the top 5 small cap index mutual funds that have given the highest annualised return (CAGR) in 3 years. Also know how a Rs 2,50,000 one-time investment in each fund has grown during that period!
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Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth
The fund has given 15.11 per cent annualised return in 3 years.
It has assets under management (AUM) of Rs 702 crore, while its net asset value (NAV) is Rs 31.54 as o March 17, 2025.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 22.67 per cent annualised return since its debut in August 2019.
Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth
With an expense ratio of 0.36 per cent, the fund has Rs 500 as the minimum SIP and Rs 510 as the minimum lump sum investment.
The fund has its 91.74 per cent investments in small cap and 8.31 per cent in mid cap stocks.
Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth
In a portfolio of 250 stocks, it has MCX, Blue Star, Laurus Lab, and Crompton Greaves as the main stocks.
A Rs 2,50,000 one-time investment in the fund in the 3-year period has grown to Rs 3.81 lakh.
ICICI Prudential Nifty Smallcap 250 Index Fund Direct - Growth
The fund has given 15.11 per cent annualised return in the 3-year time frame.
It AUM of Rs 383 crore, while its NAV is Rs 14.51.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 11.66 per cent annualised return since its inception in October 2021.
ICICI Prudential Nifty Smallcap 250 Index Fund Direct - Growth
At an expense ratio of 0.33 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
The fund has its 91.5 per cent investments in small cap and 8.29 per cent in mid cap stocks.
ICICI Prudential Nifty Smallcap 250 Index Fund Direct - Growth
In a portfolio of 250 stocks, it has MCX, Blue Star, Laurus Lab, and Crompton Greaves as the main stocks.
A Rs 2,50,000 one-time investment in the fund in 3 years has converted into Rs 3.74 lakh.
Nippon India Nifty Smallcap 250 Index Fund Direct - Growth
The fund has given 14.95 per cent annualised return the 3-year period.
It has an asset base of Rs 1,709 crore, while its unit price is Rs 28.14.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 26.36 per cent annualised return since its launch in September 2020.
Nippon India Nifty Smallcap 250 Index Fund Direct - Growth
With an expense ratio of 0.35 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
The fund has its 91.59 per cent investments in small cap and 8.29 per cent in mid cap stocks.
Nippon India Nifty Smallcap 250 Index Fund Direct - Growth
In a portfolio of 250 stocks, it has MCX, Blue Star, Laurus Lab, and Crompton Greaves as the main stocks.
A Rs 2,50,000 one-time investment in the fund in the 3-year time frame has jumped to Rs 3.8 lakh.
Axis Nifty Smallcap 50 Index Fund Direct-Growth
The fund has given 14.73 per cent annualised return in 3 years.
It has a fund size of Rs 399 crore, while its unit price is Rs 15.44.
Benchmarked against NIFTY Smallcap 50 TRI, the fund has given 15.7 per cent annualised return since its starting in February 2022.
Axis Nifty Smallcap 50 Index Fund Direct-Growth
At an expense ratio of 0.27 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
The fund has its 84.03 per cent investments in small cap and 15.81 per cent in mid cap stocks.
Axis Nifty Smallcap 50 Index Fund Direct-Growth
In a portfolio of 50 stocks, the fund has MCX, Blue Star, Laurus Lab, and Crompton Greaves as the main stocks.
A Rs 2,50,000 one-time investment in the fund in the 3-year period has swelled to Rs 3.78 lakh.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct-Growth
The fund has given 14.71 per cent annualised return in the 3-year time frame.
Its AUM is Rs 184 crore, while its NAV is Rs 17.72.
Benchmarked against NIFTY Smallcap 50 TRI, the fund has given 15.25 per cent annualised return since its beginning in March 2021.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct-Growth
With an expense ratio of 0.46 per cent, the fund has Rs 105 as the minimum SIP and lump sum investment each.
The fund has its 84.09 per cent investments in small cap and 15.8 per cent in mid cap stocks.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct-Growth
In a portfolio of 250 stocks, it has MCX, Blue Star, Laurus Lab, and Crompton Greaves as the main stocks.
A Rs 2,50,000 one-time investment in the fund in 3 years has grown to Rs 3.77 lakh.