Top 6 Small-cap SIP Mutual Funds in 10 Years: Know how much monthly SIP in No. 1 fund has turned into Rs 1.17 crore
Top 6 Small-cap Mutual Funds With Highest SIP Returns in 10 Years: The small-cap mutual fund category is one of the top gainers in terms of returns in the recent past. The category has given a 52.99 per cent return in one year, 25.01 per cent in three years, 32.59 per cent in five years, and 20.47 per cent in 10 years (As per Value Research data).
Top 6 Small-cap SIP Mutual Funds in 10 Years: Securities Exchange Board of India (Sebi) categorises small-cap mutual funds as ones that invest 65 per cent of their funds in small-cap companies. As per Association of Mutual Funds in India (AMFI), small-cap companies are ranked 250th and over in terms of highest market capitalisation. The small-cap mutual fund category is one of the top gainers in terms of returns in the recent past. The category has given a 52.99 per cent return in one year, 25.01 per cent in three years, 32.59 per cent in five years, and 20.47 per cent in 10 years (As per Value Research data). In this write-up, know the top small-cap SIP mutual funds in 10 years and what Rs 20,000 monthly SIP in each fund has given.
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Quant Small Cap Fund - Direct Plan
The fund tops the chart with 29.89 per cent annualised SIP returns (XIRR) in 10 years. It has an asset base of Rs 22,967 crore, while its net asset value (NAV) is Rs 297.3315. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given a 20.59 per cent return since its inception in January 2013. At an expense ratio of 0.64 per cent, the minimum lump sum investment in the fund is Rs 5,000, while the minimum SIP investment is Rs 1,000.
Quant Small Cap Fund - Direct Plan
The fund has 98.17 per cent of its investments in equity. In its portfolio of 91 stocks, the fund has Reliance Industries Limited, HDFC Bank, Jio Financial Services, Aegis Logistics, and Bikajo Foods International as the main stocks.
A Rs 20,000 monthly SIP in the fund has given Rs 1,17,43,103 in the 10-year period.
Nippon India Small Cap Fund - Direct Plan
The fund has given 28.69 per cent annualised SIP returns in 10 years. It has assets under management (AUM) of Rs 56,469 crore, while its NAV price is Rs 199.1827. Benchmarked against NIFTY Smallcap 250 TRI, the fund has had a 28.41 per cent CAGR since its launch in January 2013. At an expense ratio of 0.64 per cent, the fund has Rs 5,000 as the minimum lump sum investment and Rs 100 as the minimum SIP investment.
Nippon India Small Cap Fund - Direct Plan
The open ended fund has 95.91 per cent of its investments in equity and 4.08 per cent in cash and cash equivalents. In a large pool of 215 stocks, the fund has HDFC Bank, Tube Investments of India, Kirloskar Brothers, and Voltamp Transformers Ltd as the main stocks.
A Rs 20,000 monthly SIP in the fund has given a total of Rs 1,10,09,260.
SBI Small Cap Fund - Direct Plan
The fund has had annualised SIP returns of 25.26 per cent in the 10-year period. The fund has AUM of Rs 30,836 crore, while its NAV is worth Rs 208.2548. Benchmarked against BSE 250 SmallCap TRI, the fund has had a CAGR of 27.18 per cent since its launch in January 2013. At an expense ratio of 0.66 per cent, the fund has Rs 5,000 as the minimum lump sum investment and Rs 500 as the minimum SIP investment.
SBI Small Cap Fund - Direct Plan
The fund has 92.82 per cent of its investment in equity and 7.18 per cent in cash and cash equivalent. In its 55-stock portfolio, the fund has Blue Star, Finolex, Kalptaru Project, and Ge T&D India as the main stocks.
A Rs 20,000 monthly SIP in the fund has turned into Rs 91,46,769 in 10 years.
HSBC Small Cap Fund- Direct Plan
The fund has had a 24.62 per cent XIRR in the 10-year time frame. Its AUM is Rs 16,397 crore, while its NAV is Rs 95.6775. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.82 per cent CAGR since its launch in May 2014. At an expense ratio of 0.65 per cent, the fund has Rs 5,000 as the minimum lump sum investment and Rs 500 as the minimum SIP investment.
HSBC Small Cap Fund- Direct Plan
The fund's 97.54 per cent investments are in equity and 2.46 per cent in cash and cash equivalents. In its portfolio of 99 stocks, the fund has Apar Industries, Brigade Enterprises, Kei Industries, and Techno Electric & Engineering as the main stocks.
A Rs 20,000 monthly SIP in the fund has given a total of Rs 88,35,692.
Kotak Small Cap Fund - Direct Plan
The fund has given 25.02 per cent annualised SIP returns in 10 years. The fund has an asset base of Rs 16,707 crore, while its NAV price is Rs 320.3890. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 22.52 per cent CAGR since its launch in January 2013. With an expense ratio of 0.49 per cent, the minimum lump sum and SIP investment in the fund is Rs 100.
Kotak Small Cap Fund - Direct Plan
The fund's 94.47 per cent investments are in equity and 5.53 per cent in cash and cash equivalents. In a portfolio of 74 stocks, the fund has Cyient, Techno Electric & Engineering, and Blue Star as the main stocks.
A Rs 20,000 monthly SIP in the fund has grown to Rs 90,25,251 in 10 years.
Axis Small Cap Fund - Direct Plan
The fund in the No. 6 position has given annualised SIP returns of 24.84 per cent in the 10-year time frame. The fund has an asset base of Rs 22,262 crore, while its NAV is Rs 119.6500. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given a CAGR of 26.18 per cent since its launch in November 2013.
Axis Small Cap Fund - Direct Plan
At an expense ratio of 0.55 per cent, the fund has minimum SIP and lump sum investment of Rs 100 each. The fund has 94.56 per cent of its investments in equity and 5.7 per cent in debt. In its large pool of 119 stocks, the fund has Brigade Enterprises, Blue Star, Cholamandalam Financial Holding, and Birlasoft as its main stocks.