Top 7 Small Cap Mutual Funds With Best SIP Returns in 3 Years: Know how Rs 25,000 monthly SIP has evolved in each fund
Top 7 Small Cap SIP Mutual Funds in 3 Years: The small cap mutual fund category has given 43.11 per cent annualised returns (CAGR) in 1 year, 24.40 per cent in 3 years, 33.28 per cent in 5 years, and 19.28 pr cent in the 10-year period.
Top 7 Small Cap Mutual Funds With Highest SIP Returns in 3 Years: Small cap mutual funds are those that have at least 65 per cent of their investments in small cap firms, as per Securities Exchange Board of India (Sebi). Small cap firms are those that are 251st and over in rankings of the highest market capitlisation companies. Since they have their most of their investments in small cap stocks, they are highly vulnerable to market fluctuations. With BSE Sensex and Nifty 50 recovering today (September 10, 2014), the Nifty Smallcap index is also showing signs of recovery. The small cap mutual fund category has given 43.11 per cent annualised returns (CAGR) in 1 year, 24.40 per cent in 3 years, 33.28 per cent in 5 years, and 19.28 pr cent in the 10-year period. In this write-up, get to know about top 7 small cap mutual funds with highest SIP returns (XIRR) in 3 years, and what Rs 25,000 monthly SIP in each of them has turned out to be in the same period.
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Bandhan Small Cap Fund - Direct Plan
The fund has given 48.56 per cent annualised SIP returns in 3 years.
It has assets under management (AUM) of Rs 6,640 crore, while its net asset value (NAV) is Rs 50.7300.
Bandhan Small Cap Fund - Direct Plan
Benchmarked against BSE 250 SmallCap TRI, the fund has given 42.98 per cent annualised returns (CAGR) since its debut in February 2020.
A Rs 25,000 monthly investment in the fund in 3 years, or a total investment of Rs 9 lakh, has grown to Rs 17,55,462 in the 3-year time frame.
Quant Small Cap Fund - Direct Plan
The fund has had 38.33 per cent annualised SIP returns in the 3-year period.
It has an asset base of Rs 25,535 crore, while its NAV is Rs 301.4972.
Quant Small Cap Fund - Direct Plan
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.51 per cent annualised returns since its beginning in January 2013.
A Rs 25,000 monthly investment in the fund has jumped to Rs 16,23,914 in the 3-year period.
ITI Small Cap Fund - Direct Plan
The fund has given 42.03 per cent annualised SIP returns in the 3-year time frame.
It has AUM of Rs 2,313 crore, while its NAV is Rs 31.5509.
ITI Small Cap Fund - Direct Plan
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 28.63 per cent annualised returns since its launch in February 2020.
A Rs 25,000 monthly investment in the fund has converted into Rs 16,17,848 in 3 years.
Nippon India Small Cap Fund - Direct Plan
The fund has given 40.66 per cent annualised SIP returns in 3 years.
Its AUM is Rs 61,000 crore, while its NAV is Rs 199.0000.
Nippon India Small Cap Fund - Direct Plan
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 28.08 per cent annualised returns since its inception in January 2013.
A Rs 25,000 monthly investment in the fund has swelled to Rs 15,89,968 in the 3-year period.
Franklin India Smaller Companies Fund - Direct Plan
The fund has had 39.83 per cent annualised SIP returns in the 3-year period.
It has an asset base of Rs 14,475 crore, while its NAV is Rs 208.0235.
Franklin India Smaller Companies Fund - Direct Plan
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.75 per cent annualised returns since its beginning in January 2013.
A Rs 25,000 monthly investment in the fund has soared to Rs 15,73,271 in 3 years.
Invesco India Smallcap Fund - Direct Plan
The fund has given 40.25 per cent annualised SIP returns in the 3-year time frame.
Its AUM is Rs 5,093 crore, while its NAV is Rs 45.3700.
Invesco India Smallcap Fund - Direct Plan
Benchmarked against BSE 250 SmallCap TRI, the fund has given 29.41 per cent annualised returns since its debut in October 2018.
A Rs 25,000 monthly investment in the fund has jumped to 15,81,782 Rs in the 3-year time frame.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Direct Plan
The fund has had 38.94 per cent annualised SIP returns in 3 years.
Its assets are worth Rs 259 crore, while its NAV is Rs 22.3287.
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Direct Plan
Benchmarked against NIFTY Smallcap 50 TRI, the fund has given 26.27 per cent annualised returns since its launch in April 2021.
A Rs 25,000 monthly investment in the fund has grown to Rs 15,55,493 in the 3-year time frame.