Top 7 Small Cap Mutual Funds With Highest SIP Returns in 3 Years: Rs 17,777 monthly SIP investment in No. 1 fund has turned into Rs 13,23,981
Top 7 small cap mutual funds with best SIP returns in 3 years: During the share market fall, small cap mutual funds slide the fastest, but amid the recovery, they also bounce back the fastest. Investors with high-risk appetite and long-term investment horizon can invest in small cap mutual funds. The small cap mutual fund category has given a 26.31 per cent annualised return in 1 year, 21.31 per cent in 3 years, 30.90 per cent in 5 years, and 17.75 per cent in 10 years.
Top 7 small cap mutual funds with up to 44% SIP returns in 3 years: Small cap mutual funds are high-growth funds. But with high growth prospects comes high risk. Small cap mutual funds need to have at least 65 per cent of their investments in small cap stocks. Small cap firms are ranked 251st and above in terms of market capitalisation. Many of these firms have high potential for growth, providing small cap funds fuel to rise. The fund manager's talent depends on identifying the right set of stocks as it is very tough to find high-potential stocks amid a high-risk market cap bracket. Investors with a high-risk appetite and long-term investment horizon can invest in small cap mutual funds. The small cap mutual fund category has given a 26.31 per cent annualised return in 1 year, 21.31 per cent in 3 years, 30.90 per cent in 5 years, and 17.75 per cent in 10 years, as per Value Research data. Here, we take you through the top 7 small cap mutual funds with the highest annualised SIP returns in 3 years. Also know what Rs 17,777 monthly SIP investment in each fund has given in that duration.
Photos: Unsplash/Pixabay
Bandhan Small Cap Fund Direct-Growth
The fund has given 43.54 per cent annualised SIP return in the 3-year time frame.
It has assets under management (AUM) of Rs 9,248 crore, while its net asset value (NAV) is Rs 50.82.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 39.8 per cent annualised return since its inception in February 2020.
Bandhan Small Cap Fund Direct-Growth
At an expense ratio of 0.41 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 17,777 monthly SIP investment in 3 years, or a total investment of Rs 6,39,972, has converted into Rs 13,23,981.73.
Invesco India Smallcap Fund Direct - Growth
The fund has given 38.31 per cent annualised SIP return in 3 years.
It has AUM of Rs 5,842 crore, while its NAV is Rs 47.26.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 28.44 per cent annualised return since its debut in October 2018.
Invesco India Smallcap Fund Direct - Growth
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 17,777 monthly SIP investment in the 3-year period has grown to Rs 12,06,569.6.
Nippon India Small Cap Fund Direct- Growth
The fund has given 33.41 per cent annualised SIP return in the 3-year period.
It has an asset base of Rs 61,646 crore, while its unit price is Rs 194.8581.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 27.04 per cent annualised return since its launch in January 2013.
Nippon India Small Cap Fund Direct- Growth
At an expense ratio of 0.68 per cent, the fund has Rs 500 as the minimum SIP investment.
A Rs 17,777 monthly SIP investment in the 3-year time frame has jumped to Rs 11,07,454.63.
Tata Small Cap Fund Direct - Growth
The fund has given 33.00 per cent annualised SIP return in the 3-year time frame.
It has a fund size of Rs 9,572 crore, while its unit price is Rs 46.83.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 21.10 per cent annualised return since its beginning in October 2018.
Tata Small Cap Fund Direct - Growth
With an expense ratio of 0.34 per cent, the fund has Rs 500 as the minimum SIP investment.
A Rs 17,777 monthly SIP investment in 3 years has swelled to Rs 10,99,603.57.
HSBC Small Cap Fund Direct-Growth
The fund has given 32.94 per cent annualised SIP return in 3 years.
Its AUM is Rs 17,237 crore, while its NAV is Rs 97.88.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 23.89 per cent annualised return since its starting in April 2014.
HSBC Small Cap Fund Direct-Growth
At an expense ratio of 0.68 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 17,777 monthly SIP investment in the 3-year period has grown to Rs 10,98,460.15.