Top 7 Small Cap Mutual Funds With Highest SIP Returns in 1 Year: Rs 33,333 monthly SIP investment in No 1 fund has zoomed to Rs 4,93,155
Top 7 Small Cap Mutual Funds With Best SIP Returns in 1 Year: Small cap mutual funds need to have at least 65 per cent of their investments in small cap stocks. This exposure provides them with high potential for growth. But the same exposure also makes them risky during market fluctuations. The small cap mutual fund category has given a 26.91 per cent annualised return in 1 year, 22.20 per cent in 3 years, 31.27 per cent in 5 years, and 18.09 per cent in 10 years.
Top 7 Small Cap Mutual Funds With Best SIP Returns in 1 Year: Small cap mutual funds rise faster than large and mid cap funds when the market is rising, but they also fall quicker when the market is falling. It happens because they need to maintain at least 65 per cent of their investments in small cap stocks, as per Securities Exchange Board of India's (Sebi) categorisation for mutual funds. Small cap companies are 250th and above on the list of the firms with the highest market capitalisation. Such a proportion in small cap stocks puts them in a high-risk category where their rises and falls are sharper than large and mid cap funds. Investors like small cap mutual funds for their high-growth potential. But the category is suitable for long-term investors. The small cap mutual fund category has given a 26.91 per cent annualised return (CAGR) in 1 year, 22.20 per cent in 3 years, 31.27 per cent in 5 years, and 18.09 per cent in 10 years, as per Value Research data. Here, we take you through the top 7 mutual funds with highest SIP returns (XIRR) in 1 year. Also know what Rs 33,333 monthly SIP investment in each of them has given in that duration.
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Bandhan Small Cap Fund Direct-Growth
The small cap fund has given 38.17 per cent annualised SIP return in the 1-year period.
It has assets under management (AUM) of Rs 9,248 crore, while its net asset value (NAV) is Rs 50.57.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 39.87 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 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 33,333 monthly SIP investment in 1 year, or a total investment of Rs 3,99,996, has converted into Rs 4,93,155.14.
Invesco India Smallcap Fund Direct - Growth
The fund has given 36.60 per cent annualised SIP return in 1 year.
It has AUM of Rs 5,842 crore, while its NAV is Rs 46.87.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 28.38 per cent annualised return since its inception in October 2018.
Invesco India Smallcap Fund Direct - Growth
At 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 33,333 monthly SIP investment in the 1-year time frame has zoomed to Rs 4,88,878.39.
Bank of India Small Cap Fund Direct-Growth
The fund has given 36.60 per cent annualised SIP return in the 1-year time frame.
It has an asset base of Rs 1,613 crore, while its unit price is Rs 54.54.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 32.67 per cent annualised return since its debut in November 2018.
Bank of India Small Cap Fund Direct-Growth
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 lump sum investment.
A Rs 33,333 monthly SIP investment in the 1-year period has ballooned to Rs 4,70,641.
UTI Small Cap Fund Direct - Growth
The fund has given 29.41 per cent annualised SIP return in the 1-year period.
It has a fund size of Rs 4,651 crore, while its NAV is Rs 28.39.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 29.77 per cent annualised return since its beginning in December 2020.
UTI Small Cap Fund Direct - Growth
At an expense ratio of 0.69 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 33,333 monthly SIP investment in 1 year has jumped to Rs 4,69,810.1.
Tata Small Cap Fund Direct - Growth
The fund has given 26.98 per cent annualised SIP return in 1 year.
Its AUM is Rs 9,572 crore, while its unit price is Rs 46.67.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 28.6 per cent annualised return since its starting in October 2018.
Tata Small Cap Fund Direct - Growth
With an expense ratio of 0.34 per cent, the fund has Rs 500 as the minimum SIP investment.
A Rs 33,333 monthly SIP investment in the 1-year time frame has swelled to Rs 4,63,553.31.
HSBC Small Cap Fund Direct-Growth
The fund has given 26.61 per cent annualised SIP return in the 1-year time frame.
It has a fund size of Rs 17,237 crore, while its NAV is Rs 97.96.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.95 per cent annualised return since its launch in April 2014.
HSBC Small Cap Fund Direct-Growth
At an expense ratio of 0.68 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 33,333 monthly SIP investment in the 1-year period has sprung to Rs 4,62,608.77.
Union Small Cap Fund Direct-Growth
The fund has given 25.29 per cent annualised SIP return in the 1-year period.
It has an asset base of Rs 1,662 crore, while its unit price is Rs 55.89.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 17.69 per cent annualised return since its debut in May 2014.
Union Small Cap Fund Direct-Growth
With an expense ratio of 0.97 per cent, the fund has Rs 1,000 as the minimum SIP and lump sum investment each.
A Rs 33,333 monthly SIP investment in 1 year has grown to Rs 4,59,256.49.