Top 7 Small Cap Mutual Funds With up to 51% Annualised SIP Returns in 5 Years: Rs 16,666 monthly SIP in No. 1 fund has grown to Rs 33.42 lakh
Top 7 Small Cap SIP Mutual Funds in 5 Years: As a category, the small cap category stands third in terms of highest annualised returns (CAGR) in 1 year. The small cap mutual fund category has given 47.70 per cent annualised returns in 1 year, 24.60 per cent in 3 years, 33.27 per cent in 5 years, and 19.68 per cent in 10 years, as per Value Research data.
Top 7 Small Cap Mutual Funds With Highest SIP Returns in 5 Years: Small cap mutual funds are highly volatile since they invest at least 65 per cent of their stocks in small cap stocks. But in the long term, they have high growth prospects. Investors keep small cap mutual funds from growth perspective and to diversify their portfolio. With the rise of the share market in the last few years, small cap mutual funds have given good returns. As a category, the small cap category stands third in terms of highest annualised returns (CAGR) in 1 year. The small cap mutual fund category has given 47.70 per cent annualised returns in 1 year, 24.60 per cent in 3 years, 33.27 per cent in 5 years, and 19.68 per cent in 10 years, as per Value Research data. In this write-up, we take you through the mutual funds with highest SIP returns in 5 years, and how Rs 16,666 monthly SIP in each fund has given.
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Quant Small Cap Fund - Direct Plan
The fund at the top has given 50.47 per cent annualised SIP returns in 5 years.
It has assets under management of Rs 25,535 crore, while its net asset value (NAV) is Rs 304.6397.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.58 per cent annualised returns (CAGR) since its debut in January 2013.
Quant Small Cap Fund - Direct Plan
At 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 in the fund in 5 years, or a total investment of Rs 9,99,960, has converted into to Rs 33,41,412.
Nippon India Small Cap Fund - Direct Plan
The fund at No. 2 has given 43 per cent annualised SIP returns in the 5-year period.
It has AUM of Rs 725 crore, while its NAV is Rs 203.0102.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 28.25 per cent annualised returns since its inception in January 2013.
Nippon India Small Cap Fund - Direct Plan
At an expense ratio of 0.65 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 in the fund has given Rs 28,25,544 in the 5-year time frame.
Bank of India Small Cap Fund - Direct Plan
The fund has given 41.04 per cent annualised SIP returns in the 5-year period.
It has an asset base of Rs 4,808 crore, while its unit price is Rs 55.7200.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 34.96 per cent annualised return since its beginning in December 2018.
Bank of India Small Cap Fund - Direct Plan
At an expense ratio of 0.54 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 in the scheme has jumped to Rs 27,01,825 in the 5-year period.
Tata Small Cap Fund - Direct Plan
The fund has given 40.46 per cent annualised SIP returns in 5 years.
Its AUM is Rs 8,878 crore, while its NAV is Rs 48.3055.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 30.90 per cent annualised return since its launch in November 2018.
Tata Small Cap Fund - Direct Plan
With an expense ratio of 0.30 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 in the scheme has swelled to Rs 26,66,375 in 5 years.
HSBC Small Cap Fund - Direct Plan
The fund has given 39.71 per cent annualised SIP returns in the 5-year time frame.
It has AUM of Rs 16,983 crore, while its NAV is Rs 98.9639.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.88 per cent annualised return since its inception in May 2014.
HSBC Small Cap Fund - Direct Plan
At an expense ratio of 0.68 per cent, the fund has Rs 500 as the minimum SIP and Rs 5,000 as the minimum lump sum investment.
A Rs 16,666 monthly SIP in the scheme has grown to Rs 26,20,783 in the 5-year time frame.
Franklin India Smaller Companies Fund - Direct Plan
The fund has given 38.8 per cent annualised SIP returns in the 5-year period.
It has an asset base of Rs 14,423 crore, while its NAV is Rs 210.5980.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.84 per cent annualised return since its debut in January 2013.
Franklin India Smaller Companies Fund - Direct Plan
With an expense ratio of 0.90 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 in the scheme has converted into Rs 25,66,789 in the 5-year period.
Invesco India Smallcap Fund - Direct Plan
The fund has given 39.85 per cent annualised SIP returns in 5 years.
Its AUM is Rs 5,093 crore, while its unit price is Rs 47.1300.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 30.14 per cent annualised return since its launch in October 2018.
Invesco India Smallcap Fund - Direct Plan
With an expense ratio of 0.41 per cent, the fund has Rs 500 as the minimum SIP and Rs 1,000 as the minimum lump sum investment.
A Rs 16,666 monthly SIP in the scheme has jumped to Rs 26,29,356 in 5 years.