Top Smallcap MFs by SIP Returns: Rs 10,000 monthly investment in 5 schemes has grown to at least Rs 12.51 lakh in 5 years; see list
Top Smallcap Mutual Funds in 5 Years by SIP Returns: Can you guess the smallcap equity mutual fund schemes in 5 years in terms of SIP returns? Take a look at some of the top-performing smallcap MFs during this period, as of January 10, according to AMFI data. Here are 5 funds benchmarked to the NIFTY Smallcap 250 Total Return barometer that have rewarded investors handsomely in 5 years. Read on to learn about these schemes and the annualised annual returns that they have delivered.
Can you guess the top-performing smallcap equity mutual funds with outstanding SIP returns over 5 years? Based on AMFI data, as of January 10, here are some of the best-performing smallcap mutual fund schemes in terms of SIP returns. These funds have delivered annualised returns to the tune of 33-45 per cent during this period, creating wealth of Rs 12.51-15.16 lakh through Rs 10,000 monthly investments. Here are five such funds benchmarked against the Nifty Smallcap 250 Total Return gauge.
The index has the maximum weightage to spaces such as financial services (20.6 per cent), capital goods (13.2 per cent), healthcare (12.8 per cent) and chemicals (7.0 per cent).
Read on to learn about the top smallcap mutual fund schemes and their SIP returns.
First things first, which are the top 5 smallcap funds?
These funds are: Quant Small Cap Fund (45.1 per cent annualised return), Bank of India Small Cap Fund (36.4 per cent), Nippon India Small Cap Fund (34.1 per cent), Canara Robeco Small Cap Fund (32.8 per cent) and Edelweiss Small Cap Fund (32.6 per cent).
All 5 smallcap funds have outperformed their benchmark
These funds are benchmarked to the Nifty Smallcap 250 Total Return gauge.
The benchmark has delivered an annualised return of 28.2 per cent in the 5-year period.
Quant Small Cap Fund | Lump Sum Investment Return
A Rs 1 lakh one-time (lump sum) investment in this scheme has grown to approximately Rs 6.44 lakh in 5 years, data shows.
Quant Small Cap Fund | SIP Return
A Rs 10,000 monthly SIP in this scheme has rewarded investors with an estimated corpus of approximately Rs 15.56 lakh in 5 years.
Bank of India Small Cap Fund | Lump Sum Investment Return
A Rs 1 lakh one-time investment in this scheme has grown to approximately Rs 4.73 lakh in 5 years.
Bank of India Small Cap Fund | SIP Return
A Rs 10,000 monthly SIP in this scheme has grown to a corpus of approximately Rs 13.47 lakh in 5 years.
Nippon India Small Cap Fund | Lump Sum Investment Return
A Rs 1 lakh one-time investment in this scheme has grown to approximately Rs 4.35 lakh in 5 years.
Nippon India Small Cap Fund | SIP Return
A Rs 10,000 monthly SIP in this scheme has grown to a corpus of approximately Rs 14.09 lakh in 5 years.
Canara Robeco Small Cap Fund | Lump Sum Investment SIP Return
A Rs 1 lakh one-time investment in this scheme has grown to approximately Rs 4.13 lakh in 5 years.
Canara Robeco Small Cap Fund | Lump Sum Investment Return
A Rs 10,000 monthly SIP in this scheme has grown to a corpus of approximately Rs 12.51 lakh in 5 years.
Edelweiss Small Cap Fund | Lump Sum Investment Return
A Rs 1 lakh one-time investment in this scheme has grown to approximately Rs 4.12 lakh in 5 years.
Edelweiss Small Cap Fund | SIP Return
A Rs 10,000 monthly SIP in this scheme has grown to a corpus of approximately Rs 13.11 lakh in 5 years.