Top 7 Small Cap Mutual Funds With Highest SIP Returns in 15 Years: Rs 8,333 monthly SIP in No. 1 fund has jumped to Rs 1.10 crore
Top 7 small cap mutual funds with best SIP returns in 15 years: Small cap mutual funds need to have at least 65 per cent of their investments in small cap stocks. The small cap mutual fund category has been the top equity fund category in 10 years with 19.26 per cent annualised returns (CAGR). The category's annualised returns in 1, 3, and 5 years have been 40.10 per cent, 21.55 per cent, and 32.26 per cent, respectively.
Top 7 Small Cap Mutual Funds With Highest SIP Returns in 15 Years: The small cap mutual fund is a unique equity fund category that performs excellently when the market is rising and falls sharply when the market is declining. It is a category whose performance in the short term, when the market is faring poorly, may make it appear to be a loser, but in the long run, the category can deliver high returns. Looking at its performance in the last decade, the small cap mutual fund category has given 19.26 per cent annualised returns (CAGR) in the 10-year period to be the table topper among all equity funds, as per Value Research data. The category has given 40.10 per cent returns in 1 year, 21.55 per cent in 3 years, and 32.26 per cent in 5 years. In this write-up, we will give the list of the top 7 small cap mutual funds with the highest annualised SIP returns (XIRR) in 15 years and how the Rs 8,333 monthly SIP in each fund, or total investment of 15 years, has grown in that period.
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SBI Small Cap Fund
The fund at the No.1 position has given 23.61 per cent annualised SIP return in 15 years.
It has assets under management (AUM) of Rs 33,069 crore, while the fund's net asset value (NAV) is Rs 181.1712.
Benchmarked against BSE 250 SmallCap TRI, the scheme has given 21.17 per cent annualised returns (CAGR) since its launch in September 2009.
SBI Small Cap Fund
With an expense ratio of 1.56 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 8,333 monthly SIP in the fund in 15 years, or a total investment of Rs 15 lakh, has grown to Rs 1,09,57,102.
DSP Small Cap Fund - Regular Plan
The fund has given 21.8 per cent annualised SIP return in the 15-year time frame.
It has AUM of Rs 16,572 crore, while its unit price is Rs 195.4420.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 18.71 per cent annualised returns since its debut in June 2007.
DSP Small Cap Fund - Regular Plan
At an expense ratio of 1.70 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 8,333 monthly SIP in the fund has swelled to Rs 93,36,314 in the 15-year period.
Franklin India Smaller Companies Fund
The fund has given 21.33 per cent annualised SIP returns in the 15-year period.
It has an asset base of Rs 25,535 crore, while its NAV is Rs 178.0364.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 16.60 per cent annualised returns since its inception in January 2006.
Franklin India Smaller Companies Fund
With an expense ratio of 1.73 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 8,333 monthly SIP in the fund has converted into Rs 89,55,122 in 15 years.
Quant Small Cap Fund
The small cap fund has given 21.31 per cent annualised SIP returns in 15 years.
It has AUM of Rs 25,535 crore, while its NAV is Rs 268.1652.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 13.46 per cent annualised returns since its beginning in November 1996.
Quant Small Cap Fund
At an expense ratio of 1.60 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 8,333 monthly SIP in the fund has jumped to Rs 89,33,557 in the 15-year time frame.
Kotak Small Cap Fund - Regular Plan
The fund has given 21.17 per cent annualised SIP returns in the 15-year time frame.
It has an asset base of Rs 25,535 crore, while its unit price is Rs 279.3030.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 18.49 per cent annualised returns since its debut in February 2005.
It has an asset base of Rs 25,535 crore, while its unit price is Rs 279.3030.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 18.49 per cent annualised returns since its debut in February 2005.
Kotak Small Cap Fund - Regular Plan
With an expense ratio of 1.64 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 8,333 monthly SIP in the fund has swelled to Rs 88,29,234 in the 15-year period.
HDFC Small Cap Fund - Regular Plan
The fund has given 19.84 per cent annualised SIP returns in the 15-year period.
Its AUM is Rs 33,894 crore, while its NAV is Rs 136.6000.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 17.14 per cent annualised returns since its inception in April 2008.
HDFC Small Cap Fund - Regular Plan
At an expense ratio of 1.57 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 8,333 monthly SIP in the fund has grown to Rs 78,46,253 in 15 years.
ICICI Prudential Smallcap Fund
The fund has given 18.6 per cent annualised SIP return in 15 years.
It has an asset base of Rs 8,731 crore, while its NAV is Rs 89.0900.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 13.74 per cent annualised returns since its launch in October 2007.
ICICI Prudential Smallcap Fund
With an expense ratio of 1.77 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 8,333 monthly SIP in the fund has jumped to Rs 70,38,414 in the 15-year time frame.