Top 7 Small Cap Mutual Funds With Best SIP Returns in 15 Years: No. 1 fund has converted Rs 10,000 monthly SIP investment into Rs 1.27 crore
Top 7 Small Cap Mutual Funds With Best SIP Returns in 15 Years: Small cap mutual funds need to have at least 65 per cent of their investment in small cap stocks. That gives them huge potential growth, but these funds are also vulnerable to market fluctuations.
Top 7 Small Cap Mutual Funds With Best SIP Returns in 15 Years: Mutual fund investors have a keen interest in small cap equity mutual funds. The reason is that the category has historically given higher return compared to many other competitor caps in the short and long runs. Small cap funds have great growth potential since, as per Securities Exchange Board of India's (Sebi) instructions, they need to have at least 65 per cent of their investments in small cap stocks. But exposure to small cap stocks to such a large extent also makes them vulnerable to market fluctuations. The mutual fund category's true potential can't be gauged in the short term, as they give promising returns in the long run. While depending heavily on small caps can be farce, mutual fund investors can make them an important part of their portfolio. The category has given 36.81 per cent annualised return (CAGR) in 1 year, 20.61 per cent in 3 years, 30.87 per cent in 5 years, 18.40 per cent in 10 years, as per Value Research data.
In his write-up, we will take you through the top 7 small cap mutual funds with best annualised SIP returns (XIRR) in 15 years. Also know how Rs 10,000 monthly SIP investment in all funds has grown to in the 15-year period.
Photos: Unspalsh/Pixabay
SBI Small Cap Fund
The small cap fund has given 23.18 per cent annualised SIP returns in 15 years.
It has assets under management (AUM) of Rs 33,107 crore, while its net asset value (NAV) is Rs 176.8374.
Benchmarked against BSE 250 SmallCap TRI, the fund given 20.83 per cent annualised returns since its debut in September 2009.
SBI Small Cap Fund
At an expense ratio of 1.56 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 10,000 monthly SIP in the fund in 15 years, or a total investment of Rs 18,00,000, has converted into Rs 1,26,66,168.
DSP Small Cap Fund - Regular Plan
The fund has given 21.65 per cent annualised SIP returns in the 15-year period.
It has AUM of Rs 16,147 crore, while its NAV is Rs 196.2240.
Benchmarked against BSE 250 SmallCap TRI, the fund given 18.63 per cent annualised returns since its launch in June 2007.
DSP Small Cap Fund - Regular Plan
With an expense ratio of 1.71 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 grown to Rs 1,10,51,906 in the 15-year time frame.
Quant Small Cap Fund
The fund has given 21.06 per cent annualised SIP returns in the 15-year time frame.
It has an asset base of Rs 26,331 crore, while its unit price is Rs 265.8741.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 13.38 per cent annualised returns since its inception in November 1996.
Quant Small Cap Fund
At an expense ratio of 1.59 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 swelled to Rs 1,04,90,158 in the 15-year period.
Franklin India Smaller Companies Fund
The fund has given 21.03 per cent annualised SIP returns in 15 years.
Its AUM is Rs 13,944 crore, while its NAV is Rs 175.9077.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 16.44 per cent annualised returns since its beginning in January 2006.
Franklin India Smaller Companies Fund
With an expense ratio of 1.73 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 jumped to Rs 1,04,66,107 in 15 years.
Kotak Small Cap Fund - Regular Plan
The small cap fund has given 20.79 per cent annualised SIP returns in 15 years.
It has AUM of Rs 17,593 crore, while its NAV is Rs 273.5920.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 18.26 per cent annualised returns since its debut in February 2005.
Kotak Small Cap Fund - Regular Plan
At an expense ratio of 1.64 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 in 15 years has converted into Rs 1,02,43,329.
HDFC Small Cap Fund - Regular Plan
The fund has given 19.89 per cent annualised SIP returns in the 15-year period.
It has AUM of Rs 33,504 crore, while its NAV is Rs 138.9040.
Benchmarked against BSE 250 SmallCap TRI, the fund given 17.15 per cent annualised returns since its launch in April 2008.
HDFC Small Cap Fund - Regular Plan
With an expense ratio of 1.57 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 grown to Rs 94,62,143 in the 15-year time frame.
ICICI Prudential Smallcap Fund
The fund has given 18.27 per cent annualised SIP returns in the 15-year time frame.
It has an asset base of Rs 26,331 crore, while its unit price is Rs 87.4600.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 13.54 per cent annualised returns since its inception in October 2007.
ICICI Prudential Smallcap Fund
At an expense ratio of 1.77 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 has swelled to Rs 82,01,790 in the 15-year period.