Top 7 small cap mutual funds with highest SIP returns in 3 years: Rs 17,777 monthly SIP investment in this fund is now worth Rs 10,69,833; know about others too
Top 7 small cap mutual funds with highest SIP returns in 3 years: Small cap mutual funds are highly volatile during market fluctuations, but they can give high returns once the market recovers. Investors with a long-term investment horizon can invest in small cap mutual funds.
Top 7 small cap mutual funds with highest SIP returns in 3 years: Small cap mutual funds need to have at least 65 per cent of their investments in small cap stocks, as per Securities Exchange Board of India's classification of mutual funds. This makes them highly vulnerable to market fluctuations and highly lucrative once the market recovers. Since small cap companies are many in number. It's the talent of the fund manager to find the right mix of stocks of the small cap companies that are in the growth stage and can give good returns to the investors. Mutual fund investors have small cap funds in their portfolios for high growth as well as diversification. Since the category has high exposure to small cap stocks, the funds in it are suitable for investors with a long investment horizon. The small cap mutual fund category has given a 12.77 per cent annualised return in 1 year, 16.40 per cent in 3 years, 27.74 per cent in 5 years, and 16.64 per cent in 10 years.
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Bandhan Small Cap Fund Direct-Growth
The small cap fund has given 36.34 per cent annualised SIP return in the 3-year period.
It has assets under management (AUM) of Rs 9,692 crore, while its net asset value (NAV) is Rs 46.4500.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 36.92 per cent annualised return since its launch in February 2020.
Bandhan Small Cap Fund Direct-Growth
With an expense ratio of 0.41 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in 3 years, or a total investment of Rs 6,39,972, has converted into Rs 10,69,833.
ITI Small Cap Fund - Direct Plan
The fund has given 31.26 per cent annualised SIP return in 3 years.
It has AUM of Rs 2,474 crore, while its NAV is Rs 29.0652.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 24.27 per cent annualised return since its inception in February 2020.
ITI Small Cap Fund - Direct Plan
At an expense ratio of 0.42 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 3-year time frame has zoomed to Rs 10,00,663.
Invesco India Smallcap Fund - Direct Plan
The fund has given 31.15 per cent annualised SIP return in the 3-year time frame.
It has an asset base of Rs 6,298 crore, while its unit price is Rs 43.0500.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 26.49 per cent annualised return since its debut in October 2018.
Invesco India Smallcap Fund - Direct Plan
With an expense ratio of 0.41 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 3-year period has ballooned to Rs 9,99,250.
LIC MF Small Cap Fund - Direct Plan
The fund has given 27.4 per cent annualised SIP return in the 3-year period.
It has a fund size of Rs 465 crore, while its NAV is Rs 34.4796.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 17.76 per cent annualised return since its beginning in June 2017.
LIC MF Small Cap Fund - Direct Plan
At an expense ratio of 1.39 per cent, the fund has Rs 200 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in 3 years has jumped to Rs 9,50,198.
Nippon India Small Cap Fund - Direct Plan
The fund has given 26.91 per cent annualised SIP return in 3 years.
Its AUM is Rs 61,974 crore, while its unit price is Rs 179.0570.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 26.07 per cent annualised return since its starting in January 2013.
Nippon India Small Cap Fund - Direct Plan
With an expense ratio of 0.68 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in the 3-year time frame has swelled to Rs 9,43,955.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Direct Plan
The fund has given 26.52 per cent annualised SIP return in the 3-year time frame.
It has a fund size of Rs 251 crore, while its NAV is Rs 19.7279.
Benchmarked against NIFTY Smallcap 50 TRI, the fund has given 19.64 per cent annualised return since its launch in April 2021.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Direct Plan
At an expense ratio of 0.46 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 17,777 monthly SIP investment in the 3-year period has sprung to Rs 9,38,949.
Bank of India Small Cap Fund - Direct Plan
The fund has given 25.87 per cent annualised SIP return in the 3-year period.
It has an asset base of Rs 1,658 crore, while its unit price is Rs 49.4500.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 30.20 per cent annualised return since its debut in December 2018.
Bank of India Small Cap Fund - Direct Plan
With an expense ratio of 0.46 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum investment.
A Rs 17,777 monthly SIP investment in 3 years has grown to Rs 9,30,739.