Top 7 Small Cap Mutual Funds With Highest SIP Returns in 10 Years: Rs 10,000 monthly SIP in No 1 fund has grown to Rs 54,35,289
Top 7 Small Cap Mutual Funds With Best SIP Returns in 10 Years: The small cap mutual fund category has slid by 6 per cent in a week, but if, we cast a glance at its performance from short to long term, the category has risen by 37.77 per cent in 1 year, 21.89 per cent in 3 years, 31.09 per cent in 5 years, and 18.98 per cent in the 10-year period, as per Value Research data.
Top 7 Small Cap Mutual Funds With Highest SIP Returns in 10 Years: Even as BSE Sensex and Nifty 50 are falling and the Small Cap Nifty 100 index is also slipping, small cap mutual funds are also at the losing end. But the funds are known for a long-term investment horizon. They may be highly volatile in a short period, but their performance in the long run is better than many other equity fund categories. The small cap mutual fund category has slid by 6 per cent in a week, but if, we cast a glance at its performance from short to long term, the category has risen by 37.77 per cent in 1 year, 21.89 per cent in 3 years, 31.09 per cent in 5 years, and 18.98 per cent in the 10-year period, as per Value Research data. Here, we take you through the top 7 small cap mutual funds with the highest SIP returns in 10 years. Also know how a Rs 10,000 monthly SIP in each fund has turned into in that period.
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Quant Small Cap Fund - Direct Plan
The fund has given 28.45 per cent annualised SIP returns in the 10-year time frame.
It has asset under management (AUM) of Rs 26,645 crore, while its net asset value (NAV) is Rs 283.6053.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 19.67 per cent annualised returns 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 investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the fund has jumped to Rs 54,35,289 in the 10-year period.
Nippon India Small Cap Fund - Direct Plan
The fund has given 27.35 per cent annualised SIP returns in the 10-year period.
It has AUM of Rs 62,260 crore, while its NAV is Rs 193.3281.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 27.45 per cent annualised returns since its inception in January 2013.
Nippon India Small Cap Fund - Direct Plan
With an expense ratio of 0.66 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the fund in 10 years, or a total investment of Rs 12,00,000, has converted into Rs 51,22,697.
HSBC Small Cap Fund - Direct Plan
The fund has given 23.74 per cent annualised SIP returns in 10 years.
It has an asset base of Rs 17,306 crore, while its NAV is Rs 94.4271.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 23.08 per cent annualised returns since its launch in May 2014.
HSBC Small Cap Fund - Direct Plan
At an expense ratio of 0.67 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the fund has grown to Rs 42,13,672 in the 10-year time frame.
Kotak Small Cap Fund - Direct Plan
The fund has given 24.16 per cent annualised SIP returns in the 10-year time frame.
It has AUM of Rs 18,287 crore, while its unit price is Rs 317.7660.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 21.94 per cent annualised returns since its beginning in January 2013.
Kotak Small Cap Fund - Direct Plan
With an expense ratio of 0.48 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 10,000 monthly SIP in the fund has swelled to Rs 43,09,632 in the 10-year period.
Axis Small Cap Fund - Direct Plan
The fund has given 24.15 per cent annualised SIP returns in the 10-year period.
It has an asset base of Rs 24,766 crore, while its NAV is Rs 119.3000.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 25.53 per cent annualised returns since its debut in November 2013.
Axis Small Cap Fund - Direct Plan
At an expense ratio of 0.54 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 10,000 monthly SIP in the fund has jumped to Rs 43,08,221 in 10 years.
SBI Small Cap Fund - Direct Plan
The fund has given 23.97 per cent annualised SIP returns in 10 years.
Its AUM is Rs 34,217 crore, while its unit price is Rs 204.1190.
Benchmarked against BSE 250 SmallCap TRI, the fund given 26.36 per cent annualised returns since its inception in January 2013.
SBI Small Cap Fund - Direct Plan
With an expense ratio of 0.63 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the fund has converted into Rs 42,65,680 in the 10-year time frame.
HDFC Small Cap Fund - Direct Plan
The fund has given 23.15 per cent annualised SIP returns in the 10-year time frame.
It has an asset base of Rs 33,963 crore, while its unit price is Rs 152.5430.
Benchmarked against BSE 250 SmallCap TRI, the fund given 21.09 per cent annualised returns since its launch in January 2013.
HDFC Small Cap Fund - Direct Plan
At an expense ratio of 0.66 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 10,000 monthly SIP in the fund has swelled to Rs 40,81,548 in the 10-year period.