Top 7 Small Cap Mutual Funds With Highest Returns in 5 Years: Rs 1,00,000 one-time investment in No. 1 scheme has sprung to Rs 5.59 lakh
Top 7 Small Cap Funds With Highest Returns in 5 Years: Small cap mutual funds are highly vulnerable during market fluctuations, but they can give excellent results in the long term. The small cap mutual fund category has given a 15.55 per cent annualised return (CAGR) in 3 years, 24.36 per cent in 5 years, and 14.46 per cent in 10 years.
Top 7 Small Cap Funds With Highest Returns in 5 Years: Mutual fund investors pick small cap mutual funds for high growth. But with high growth comes high risk. So small cap fund returns can dip fast during market fluctuations. However, once the dust settles and the market recovers, these funds can be the biggest gainer. Small cap funds may perform poorly due to share ups and downs in the market, but they can beat returns of many other categories in the long run. So, investors who have a long-term investment horizon may pick these funds. Since such funds have at least 65 per cent of their investments in small cap stocks, they have great potential for high performance. But the selection of small stocks by the fund manager is very important since they need to pick the stocks with the best potential from a vast pool of stocks. Here, we take you through the top 7 small cap mutual funds that have given the highest annualised returns (CAGR) in 5 years. Also know how the value of the Rs 1,00,000 one-time (lump sum) investment in each fund has grown during this time frame. (The data for mutual funds is as on March 3, 2025)
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Quant Small Cap Fund Direct Plan-Growth
The small cap fund has given 41.10 per cent annualised SIP return in 5 years.
It has assets under management (AUM) of Rs 25,183 crore, while its net asset value (NAV) is Rs 231.67.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 17.06 per cent annualised return since its launch in January 2013.
Quant Small Cap Fund Direct Plan-Growth
At an expense ratio of 0.68 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 1,00,000 one-time investment in the 5-year period has ballooned to Rs 5.59 lakh.
Bandhan Small Cap Fund Direct-Growth
The fund has given 32.86 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 9,236 crore, while its NAV is Rs 40.95.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 32.41 per cent annualised return since its debut in February 2020.
Bandhan Small Cap Fund Direct-Growth
With an expense ratio of 0.45 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 1,00,000 one-time investment in the 5-year time frame has sprung to Rs 4.14 lakh.
Nippon India Small Cap Fund Direct- Growth
The fund has given 30.37 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 57,010 crore, while its unit price is Rs 154.92.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 24.25 per cent annualised return since its beginning in January 2013.
Nippon India Small Cap Fund Direct- Growth
At an expense ratio of 0.72 per cent, the fund has Rs 500 as the minimum SIP investment.
A Rs 1,00,000 one-time investment in 5 years has zoomed to Rs 3.77 lakh.
Bank of India Small Cap Fund Direct-Growth
The fund has given 28.63 per cent annualised SIP return in 5 years.
It has a fund size of Rs 1,556 crore, while its NAV is Rs 41.73.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 25.94 per cent annualised return since its starting in November 2018.
Bank of India Small Cap Fund Direct-Growth
With an expense ratio of 0.54 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 1,00,000 one-time investment in the 5-year period has jumped to Rs 3.52 lakh.
Tata Small Cap Fund Direct - Growth
The fund has given 28.25 per cent annualised SIP return in the 5-year period.
Its AUM is Rs 8,883 crore, while its NAV is Rs 37.31.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.17 per cent annualised return since its inception in October 2018.
Tata Small Cap Fund Direct - Growth
At an expense ratio of 0.36 per cent, the fund has Rs 500 as the minimum SIP investment.
A Rs 1,00,000 one-time investment in the 5-year time frame has jumped to Rs 3.45 lakh.
Canara Robeco Small Cap Fund Direct - Growth
The fund has given 27.85 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 11,528 crore, while its unit price is Rs 35.39.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.25 per cent annualised return since its debut in January 2019.
Canara Robeco Small Cap Fund Direct - Growth
With an expense ratio of 0.51 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 1,00,000 one-time investment in 5 years has grown to Rs 3.42 lakh.
Edelweiss Small Cap Fund Direct - Growth
The fund has given 27.70 per cent annualised SIP return in 5 years.
It has a fund size of Rs 4,171 crore, while its NAV is Rs 39.71.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 25.68 per cent annualised return since its launch in January 2019.
Edelweiss Small Cap Fund Direct - Growth
At an expense ratio of 0.4 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 1,00,000 one-time investment in the 5-year period has converted into Rs 3.4 lakh.