Top Smallcap Mutual Funds: Rs 2.5 lakh lump sum investment in 3 schemes has grown to more than Rs 19.9 lakh in 5 years; see list
Smallcap Mutual Funds: Smallcap funds, also known as small cap funds, are mutual fund schemes that hold assets in small-sized companies. These firms are considered to be in the middle of the mcap spectrum, ranked 251 and beyond. Generally, the smallcap segment is considered riskier than largecap and midcap. In this article, we will cover some of the top-performing smallcap mutual funds in 5 years, according to AMFI data as of January 3, 2025. Read on to learn more about some of the top-performing smallcap MF schemes.
Smallcap Mutual Fund Schemes: Do you know about smallcap mutual funds (also known as 'small cap funds')? Smallcap mutual funds are open-ended equity funds that have allocations in stocks of small-sized businesses. In this article, let's look at some of the top-performing smallcap mutual funds. Five funds have delivered annualised returns to the tune of 32-47 per cent in the last 5 years, according to mutual fund industry body AMFI's website, amfiindia.com. These funds are: Quant Small Cap Fund, Bank of India Small Cap Fund, Nippon India Small Cap Fund, Canara Robeco Small Cap Fund, Edelweiss Small Cap Fund, Tata Small Cap Fund, Invesco India Smallcap Fund, HSBC Small Cap Fund, Kotak Small Cap Fund and LIC MF Small Cap Fund. Read on to learn about these MF schemes in detail.
All these smallcap funds are benchmarked to the Nifty Smallcap 250 Total Return Index.
Top Smallcap Funds | Take a look at the top-performing smallcap mutual funds, as of January 3, 2025:
| Scheme | Benchmark(s) | Category | Annualised 5-year Return (%)-Direct |
| Quant Small Cap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 47.04 |
| Bank of India Small Cap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 38.74 |
| Nippon India Small Cap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 36.01 |
| Canara Robeco Small Cap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 35.1 |
| Edelweiss Small Cap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 34.49 |
| Tata Small Cap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 33.97 |
| Invesco India Smallcap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 33.6 |
| HSBC Small Cap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 32.35 |
| Kotak Small Cap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 31.94 |
| LIC MF Small Cap Fund | NIFTY Smallcap 250 Total Return Index | Smallcap | 31.76 |
Smallcap Mutual Fund Estimated Lump Sum Returns in 5 Years
Data shows that the top 10 funds in this category have rewarded investors with annualised returns of 31.8-47 per cent over 5 years.
Now, let's interpret these returns.
What these returns mean is that one-time investments of Rs 5 lakh in each have grown to approximately Rs 19.89-34.32 lakh in the 5-year period, as per calculations.
Also, the top three schemes have grown to at least Rs 23.26 lakh, calculations show.
Smallcap MF Estimated SIP Returns
Now, let's get to SIP returns.
A monthly SIP of Rs 1,000 in each fund has grown to about Rs 1.43-1.66 lakh in the 10 schemes in the 5-year period.
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