7 small-cap mutual funds with highest returns in 3 years

7 small-cap mutual funds with highest returns in 3 years

ZeeBiz Desk

Feb 20,2024

Small-cap mutual funds have at least 65% of their investments in small-cap companies.

The category has given the third-best return at 30.2% among all mutual fund categories in the last 3 years. (As per Value Research data as on Feb 19, 2024)

Many small-cap mutual funds have given over 30% returns in the last 3 years (As per AMFI data as on Feb 19, 2024).

Here is a list of the 7 small-cap mutual funds with the highest returns in the 3 years.

Quant Small Cap Mutual Fund

The fund has given 46.88% returns in the 3 years. Assets Under Management (AUM) for the fund stand at Rs 16859.99 crore.

The net asset value (NAV) for its direct plan is Rs 257.01.

Nippon India Small Cap Fund

Its returns for the 3 years are 36.42%. Its AUM is Rs 46318.43 crore.

The NAV size for the Nippon fund is Rs 159.34.

HSBC Small Cap Fund

The fund has given 37.01% returns in the 3 years. The AUM of the HSBC fund is Rs 13987.89 crore.

The NAV for it is Rs 79.41.

Tata Small Cap Fund

The fund from Tata has given a return of 35.15%. Its AUM is Rs 5985.57 crore.

The NAV for the Tata fund is Rs 37.14.

HDFC Small Cap Fund

The mutual fund has given returns of 33.93%. The AUM for the fund is Rs 28828.30 crore.

The NAV for the fund from HDFC is Rs 136.96.

Franklin India Smaller Companies Fund

The fund has given a return of 33.27%. The AUM for the fund stands at Rs 11912.20 crore.

The NAV for the fund is worth Rs 169.48.

Canara Robecco Small Cap Fund

The fund's returns in the 3 years are 33.19%. The AUM for the small-cap fund is Rs 9648.22.

The NAV for the fund is Rs 36.62.

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