Top 7 Small Cap Mutual Funds With Best SIP Returns in 5 Years: Rs 16,666 monthly SIP investment in No. 1 scheme has grown to Rs 29.19 lakh; know about others too
Top 7 Small Cap Mutual Funds With up to 44.44% SIP Returns in 5 Years: Small cap is one of the most sought after category for mutual fund investors. Monthly data released by Association of Mutual Funds in India (AMFI) show the small cap mutual fund category inflows among the high rankers. The category has given 35.21 per cent annualised return in 1 year, 23.22 per cent in 3 years, 32.48 per cent in 5 years, 18.56 per cent in 10 years.
Top 7 Small Cap Mutual Funds With Best SIP Returns in 5 Years: The small cap mutual fund is a sought-after category among mutual fund investors for the high returns they generate. But the category is best suited for long-term investors as small cap mutual funds rise the fastest and fall the steepest amid market fluctuations. The reason is the presence of at least 65 per cent of their investments in small cap stocks, as mandated by Securities Exchange Board of India (Sebi). These stocks are in the growth stage, so they have the potential to give high returns. As per Value Research data, the category has given 35.21 per cent annualised return in 1 year, 23.22 per cent in 3 years, 32.48 per cent in 5 years, and 18.56 per cent in 10 years. Many small cap mutual funds have given good returns in the long run. Here, we take you through the list of the top 7 small cap mutual funds with highest annualised SIP returns (XIRR) in 5 years. Also know how Rs 16,666 monthly SIP investment in each of them has grown to in the same time frame.
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Quant Small Cap Fund - Direct Plan
The fund has given 44.44 per cent annualised SIP return in 5 years.
It has assets under management (AUM) of Rs 26,331 crore, while its net asset value (NAV) is Rs 295.5456 .
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 19.84 per cent annualised return since its launch in January 2013.
Quant Small Cap Fund - Direct Plan
With an expense ratio of 0.64 per cent, the fund has Rs 1,000 as the minimum SIP and Rs 5,000 as the minimum lump sum investment.
A Rs 16,666 monthly SIP investment in the 5-year time frame, or a total investment of Rs 10,00,000, has grown to Rs 29,18,377.
Nippon India Small Cap Fund - Direct Plan
The fund has given 39.68 per cent annualised SIP return in the 5-year time frame.
It has AUM of Rs 61,646 crore, while its NAV is Rs 202.4178 .
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 27.60 per cent annualised return since its debut in January 2013.
Nippon India Small Cap Fund - Direct Plan
At 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 16,666 monthly SIP investment in the fund has jumped to Rs 26,18,331 the 5-year period.
HSBC Small Cap Fund - Direct Plan
The fund has given 37.95 per cent annualised SIP return in the 5-year period.
It has an asset base of Rs 16,920 crore, while its unit price is Rs 101.0894.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.55 per cent annualised return since its inception in May 2014.
HSBC Small Cap Fund - Direct Plan
With an expense ratio of 0.68 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 16,666 monthly SIP investment in the fund has converted into Rs 25,15,902 5 years.
Invesco India Smallcap Fund - Direct Plan
The fund has given 38.16 per cent annualised SIP return in 5 years.
It has a fund size of Rs 5,842 crore, while its NAV is Rs 48.4000.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 29.42 per cent annualised return since its starting in October 2018.
Invesco India Smallcap Fund - Direct Plan
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 16,666 monthly SIP investment in the fund has swelled to Rs 25,28,116 the 5-year time frame.
Bank of India Small Cap Fund - Direct Plan
The fund has given 38.15 per cent annualised SIP return in the 5-year time frame.
It has an asset base of Rs 1,537 crore, while its NAV is Rs 56.7300.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 29.42 per cent annualised return since its beginning in December 2018.
Bank of India Small Cap Fund - Direct Plan
With an expense ratio of 0.47 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 16,666 monthly SIP investment in the fund has grown to Rs 25,28,038 the 5-year period.
Tata Small Cap Fund - Direct Plan
The fund has given 37.85 per cent annualised SIP return in the 5-year period.
Its AUM is Rs 9,464 crore, while its unit price is Rs 48.6840.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 29.74 per cent annualised return since its launch in November 2018.
Tata Small Cap Fund - Direct Plan
At an expense ratio of 0.34 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 16,666 monthly SIP investment in the fund has jumped to Rs 25,10,181 5 years.
LIC MF Small Cap Fund - Direct Plan
The fund has given 36.07 per cent annualised SIP return in 5 years.
It has AUM of Rs 411 crore, while its unit price is Rs 38.3603.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 19.71 per cent annualised return since its inception in June 2017.
LIC MF Small Cap Fund - Direct Plan
With 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 16,666 monthly SIP investment in the fund has grown to Rs 24,09,033 the 5-year time frame.