Top 7 Small Cap Mutual Funds With Best SIP Returns in 10 Years: No. 1 scheme has converted Rs 11,000 monthly SIP investment into over Rs 59 lakh
Top 7 Small Cap SIP Mutual Funds in 10 Years: Small cap mutual funds have high growth potential since they have at least 65 per cent of their investments in small cap stocks. The mutual fund category has given 31.53 per cent annualised return (CAGR) in 1 year, 20.87 per cent in 3 years, 30.68 per cent in 5 years, and 18.23 per cent in 10 years.
Top 7 Small Cap SIP Mutual Funds in 10 Years: Mutual fund investors seeking high growth keep small cap mutual funds in their portfolio. As per Securities Exchange Board of India's (Sebi) mandate, small cap mutual funds need to have 65 per cent of their investments in small cap stocks. This provides them huge growth potential. But at the same time, small cap mutual funds are vulnerable to market fluctuations. They are good for portfolio diversification, but overdependency on them is not a good practice for an investor. Small cap mutual funds are a good for investors with a long-term investment horizon. The small cap mutual fund category has given 31.53 per cent annualised return (CAGR) in 1 year, 20.87 per cent in 3 years, 30.68 per cent in 5 years, and 18.23 per cent in 10 years, as per Value Research data. Here, we take you through the top 7 small cap mutual funds with highest annualised SIP return (XIRR) in 10 years and what Rs 11,000 monthly SIP in each fund has given during that period.
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Quant Small Cap Fund - Direct Plan
The fund has given 28.21 per cent annualised SIP return in the 10-year period.
It has assets under management (AUM) of Rs 26,331 crore, while its net asset value (NAV) is Rs 283.3926.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 19.49 per cent annualised returns since its inception 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 investment and Rs 5,000 as the minimum lump sum investment.
A Rs 11,000 monthly SIP investment in 10 years, or a total investment of Rs 13,20,000, has converted into Rs 59,03,326.
Nippon India Small Cap Fund - Direct Plan
The fund has given 26.92 per cent annualised returns in 10 years.
It has AUM of Rs 40,486 crore, while its NAV is Rs 191.5274.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 27.11 per cent annualised returns 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 11,000 monthly SIP investment in the fund has jumped to Rs 55,06,701 in the 10-year period.
HSBC Small Cap Fund - Direct Plan
The fund has given 23.6 per cent annualised SIP return in the 10-year time frame.
It has an asset base of Rs 16,920 crore, while its NAV is Rs 94.8632.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 22.91 per cent annualised returns since its launch 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 11,000 monthly SIP investment in the fund has swelled to Rs 46,02,057 in the 10-year time frame.
Axis Small Cap Fund - Direct Plan
The fund has given 23.97 per cent annualised SIP return in the 10-year period.
It has a fund size of Rs 33,504 crore, while its unit price is Rs 119.7400.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 21.04 per cent annualised returns since its starting in November 2013.
Axis Small Cap Fund - Direct Plan
At an expense ratio of 0.55 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 11,000 monthly SIP investment in the fund has jumped to Rs 46,95,449 in 10 years.
Kotak Small Cap Fund - Direct Plan
The fund has given 23.8 per cent annualised SIP return in 10 years.
Its AUM is Rs 17,593 crore, while its NAV is Rs 315.9800.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 21.70 per cent annualised returns since its beginning in January 2013.
Kotak Small Cap Fund - Direct Plan
With an expense ratio of 0.49 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 11,000 monthly SIP investment in the fund has grown to Rs 46,51,722 in the 10-year time frame.
SBI Small Cap Fund - Direct Plan
The fund has given 23.4 per cent annualised SIP return in the 10-year time frame.
It has an asset base of Rs 33,107 crore, while its NAV is Rs 201.2427.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 25.98 per cent annualised returns since its launch in January 2013.
SBI Small Cap Fund - Direct Plan
At an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 11,000 monthly SIP investment in the fund has swelled to Rs 45,51,715 in the 10-year period.
HDFC Small Cap Fund - Direct Plan
The fund has given 23.14 per cent annualised SIP return in the 10-year period.
It has AUM of Rs 33,504 crore, while its unit price is Rs 154.5260.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 21.04 per cent annualised returns since its inception in January 2013.
HDFC Small Cap Fund - Direct Plan
With an expense ratio of 0.68 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 11,000 monthly SIP investment in the fund has grown to Rs 44,89,281 in 10years.