Top 7 Small Cap Mutual Funds With Best SIP Returns in 10 Years: Rs 11,111 monthly SIP investment in No 1 fund has sprung to Rs 57,30,613; know about others too
Top 7 small cap mutual funds with best SIP returns in 10 years: Small cap mutual funds are high-growth funds, but they are also the most risky among all equity funds. The fund category that is suitable for investors with a long-term horizon has given a 22.09 per cent annualised return in 1 year, 20.18 per cent in 3 years, 30.57 per cent in 5 years, and 17.75 per cent in 10 years.
Top 7 small cap mutual funds with best SIP returns in 10 years: Small cap mutual funds can rise and fall fast depending on the share market's movements. This makes them a popular choice among investors who want to see their investments grow faster. But small cap mutual funds have at least 65 per cent of their investments in small cap stocks, and it makes them equally vulnerable amid a market fall. Investors who see small cap funds as high-growth funds should also be ready to see them slide fast. So, the small cap mutual fund category is good for investors with a long-term horizon. Even as leading indices, BSE Sensex and Nifty 50, have been going through sharp fluctuations for some months, the small cap mutual fund category has given a 22.09 per cent annualised return in 1 year, 20.18 per cent in 3 years, 30.57 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 that have given the highest annualised SIP returns (XIRR) in 10 years. Also know how a Rs 11,111 monthly SIP investment in each of them has jumped in 10 years.
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Quant Small Cap Fund - Direct Plan
The fund has given 27.47 per cent annualised SIP return in 10 years.
It has assets under management (AUM) of Rs 27,161 crore, while its net asset value (NAV) is Rs 278.1743.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 19.10 per cent annualised return since its launch in January 2013.
Quant Small Cap Fund - Direct Plan
With 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 11,111 monthly SIP investment in the 10-year time frame, or a total investment of Rs 13,33,320, has swelled to Rs 57,30,613.
Nippon India Small Cap Fund - Direct Plan
The fund has given 26.38 per cent annualised SIP return in the 10-year period.
It has AUM of Rs 61,646 crore, while its NAV is Rs 191.5597.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 26.82 per cent annualised return since its inception in January 2013.
`Nippon India Small Cap Fund - Direct Plan
At an expense ratio of 0.68 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 11,111 monthly SIP investment in 10 years has converted into Rs 54,02,052.
HSBC Small Cap Fund - Direct Plan
The fund has given 23.34 per cent annualised SIP return in the 10-year time frame.
It has an asset base of Rs 17,237 crore, while its unit price is Rs 45,82,889.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 22.79 per cent annualised return since its debut in May 2013.
HSBC Small Cap Fund - Direct Plan
With an expense ratio of 0.68 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 11,111 monthly SIP investment in the 10-year period has jumped to Rs 45,82,889.
Axis Small Cap Fund - Direct Plan
The fund has given 23.75 per cent annualised SIP return in 10 years.
It has a fund size of Rs 24,353 crore, while its NAV is Rs 121.5300.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 25.20 per cent annualised return since its starting in November 2013.
Axis Small Cap Fund - Direct Plan
At an expense ratio of 0.56 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 11,111 monthly SIP investment in the 10-year time frame has sprung to Rs 46,85,351.
Kotak Small Cap Fund - Direct Plan
The fund has given 23.43 per cent annualised SIP return in the 10-year period.
It has an asset base of Rs 17,732 crore, while its unit price is Rs 318.0030.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 21.53 per cent annualised return since its beginning in January 2013.
Kotak Small Cap Fund - Direct Plan
With an expense ratio of 0.49 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 11,111 monthly SIP investment in 10 years has swelled to Rs 46,06,424.
HDFC Small Cap Fund - Direct Plan
The fund has given 22.82 per cent annualised SIP return in the 10-year time frame.
Its AUM is Rs 33,842 crore, while its unit price is Rs 155.7850.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 20.90 per cent annualised return since its launch in January 2013.
HDFC Small Cap Fund - Direct Plan
At an expense ratio of 0.71 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 11,111 monthly SIP investment in the 10-year period has converted into Rs 44,56,920.
SBI Small Cap Fund - Direct Plan
The fund has given 22.68 per cent annualised SIP return in 10 years.
It has an asset base of Rs 33,285 crore, while its NAV is Rs 199.9325.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 25.64 per cent annualised return since its debut in January 2013.
SBI Small Cap Fund - Direct Plan
With 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 11,111 monthly SIP investment in the 10-year time frame has grown to Rs 44,22,907.