Top 5 Small Cap Mutual Funds with best SIP returns in 1 year: See how Rs 25,000 monthly investment has grown in each scheme
Check out the top 5 small cap mutual funds delivering good SIP returns over the past year. Let’s understand how a monthly investment of Rs 25,000 has grown in each scheme.
A small cap is a type of equity mutual fund that primarily invests in companies with a smaller market capitalisation that are ranked beyond the top 250 companies by market value. Small cap funds are known for their higher risk compared to large cap and mid cap funds due to market volatility and business uncertainties. These funds are ideal for investors with a high-risk appetite and a long-term investment goal. Here we will take a look at the top 5 small cap mutual funds with the best SIP performance in 1 year; check how a monthly investment of Rs 25,000 has grown in each scheme.
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(Disclaimer: Our calculations are projections and not investment advice. Do your own due diligence or consult an expert for financial planning)
Invesco India Mid Cap Fund Direct-Growth
In 1 year, Invesco India mid cap fund has given 35.88 per cent annualised SIP returns. Its assets under management (AUM) are Rs 5,625 crore, while its net asset value (NAV) is Rs 191.81. Benchmarked against BSE 150 MidCap TRI, the fund has given annualised returns of 22.19 per cent since its launch in November 2024.
Invesco India Mid Cap Fund Direct-Growth
With an expense ratio of 0.58 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 25,000 and a total investment of Rs 3,00,000 in 1 year, the fund has given a total of Rs 3,55,000. The fund has 18.81 per cent small cap stocks in its equity holdings.
Edelweiss Mid Cap Direct Plan-Growth
In 1 year, Edelweiss mid cap fund has given 33.27 per cent annualised SIP returns. Its assets under management (AUM) are Rs 7,677 crore, while its net asset value (NAV) is Rs 110.56. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 23.21 per cent since its launch in November 2024.
Edelweiss Mid Cap Direct Plan-Growth
With an expense ratio of 0.4 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 25,000 and a total investment of Rs 3,00,000 in 1 year, the fund has given a total of Rs 3,51,000. The fund has 16.16 per cent small cap stocks in its equity holdings.
Kotak Emerging Equity Fund Direct-Growth
The small cap fund has delivered a 30.41 per cent annualised SIP return in 1 year. It has a fund size of Rs 50,627 crore and a unit price of Rs 148.22. Its benchmark is the NIFTY Midcap 150 TRI, and since its launch in November 2024, it has achieved annualised return of 21.92 per cent.
Kotak Emerging Equity Fund Direct-Growth
With a low expense ratio of 0.38 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In one year, a Rs 25,000 monthly SIP investment has grown to Rs 3,47,000. The fund has 14.15 per cent small cap stocks in its equity holdings.
HSBC Midcap Fund Direct-Growth
The mid cap fund has delivered a 28.75 per cent annualised SIP return over the 1 year. This fund has an an asset base of Rs 11,768 crore and an NAV of Rs 425.75. Its benchmark is the NIFTY Midcap 150 TRI. Since its launch in November 2024, the fund has given annualised return of 21.28 per cent.
HSBC Midcap Fund Direct-Growth
With an expense ratio of 0.68 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 5,000 for lump sum. In one year, a Rs 25,000 monthly SIP has given Rs 3,45,000. The fund has 13.21 per cent small cap stocks in its equity holdings.
Franklin India Prima Direct Fund-Growth
In 1 year, Franklin India Prima Direct fund has given 26.82 per cent annualised SIP returns. Its assets under management (AUM) are Rs 12,318 crore, while its net asset value (NAV) is Rs 2,952.63. Benchmarked against NIFTY Midcap 150 TRI, the fund has given annualised returns of 20.14 per cent since its launch in November 2024.
Franklin India Prima Direct Fund-Growth
With an expense ratio of 0.97 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 25,000 and a total investment of Rs 3,00,000 in 1 year, the fund has given a total of Rs 3,42,000. The fund has 19.36 per cent small cap stocks in its equity holdings.