Check Top 7 Small Cap Mutual Funds Returns In the last 5 Years which can benefit you in your future investment planning.
Top 7 Small Cap SIP Mutual Funds: Recently small cap mutual funds were a popular option among all the investors. Some of the investors are not aware about the Small Cap Mutual Funds which can give huge returns within a short period of time as like as 5 years. Companies above 250 in the list of the highest market value companies fall in the category of small cap firms. Since these companies are in the stage of growth, they can grow faster than a mid cap or a large cap firm. It can help small cap mutual funds grow faster than mid cap and large cap mutual funds.
Risk In Small Cap Mutual Funds
As we discussed benefits of the small cap mutual funds, we also need to consider the risk involved in the small cap mutual funds. Whenever the share market falls, small cap companies will be the first one to fall which makes small cap mutual funds highly vulnerable to market volatility.
Some of the small cap mutual funds have grown 47.91 per cent in 1 year, 24.47 per cent in 3 years, and 32.33 per cent in 5 years, as per Value Research data.
Take a look at the top 7 small cap mutual funds in terms of annualised SIP returns (XIRR) and what Rs 25,000 monthly SIP in each fund has turned into in 5 years.
Quant Small Cap Fund – Direct Plan
The fund tops the chart with 50.4 per cent annualised SIP returns in 5 years. It has assets under management of Rs 24,530 crore, while its net asset value (NAV) is Rs 293.7817.
A Rs 25,000 monthly SIP in 5 years in this fund, or a total investment of Rs 15 lakh, has turned into Rs 50,01,425 in 5 years.
Nippon India Small Cap Fund – Direct Plan
The fund has given 42.28 per cent annualised SIP returns in 5 years. It has AUM of Rs 60,373 crore, while its NAV rate is Rs 193.8841.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 28.00 per cent annualised returns in January 2013. A Rs 25,000 monthly SIP in the fund has grown to Rs 41,67,508 in 5 years.
Bank of India Small Cap Fund – Direct Plan
The fund has given 39.51 per cent annualised SIP return in 5 years. The fund has AUM of Rs 1,341 crore, while its NAV size is Rs 52.0800.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 34.03 per cent annualised return since its inception in December 2018. A Rs 25,000 monthly SIP in the fund has given Rs 39,11,673 in 5 years.
Tata Small Cap Fund – Direct Plan
The fund has had an annualised SIP return of 38.7 in 5 years. It has an asset base of Rs 8,449 crore, while its NAV is worth Rs 45.1081.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 29.93 per cent annualised return since its launch in November 2018.Tata Small Cap Fund – Direct Plan. An Rs 25,000 monthly SIP started 5 years ago in the fund has turned into Rs 38,39,355.
Franklin India Smaller Companies Fund – Direct Plan
The fund has given 38.05 per cent annualised SIP returns in 5 years. It has an asset base of Rs 14,475 crore, while its NAV is Rs 202.1223.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has had a 23.62 per cent return since its launch in January 2013.Franklin India Smaller Companies Fund – Direct Plan The one who started Rs 25,000 monthly SIP in the fund has a total of Rs 37,82,194.
HSBC Small Cap Fund- Direct Plan
The fund has had a 38 per cent annualised SIP return in 5 years. It has AUM of Rs 16,905 crore, while its NAV rate is Rs 92.7790.
Benchmarked against Nifty Smallcap 250 TRI, the fund has given 23.35 per cent annualised SIP return since its launch in May 2014.HSBC Small Cap Fund- Direct Plan. A Rs 25,000 monthly SIP in the fund has swelled to Rs 37,78,023 in the 5-year time frame.
Canara Robeco Small Cap Fund – Direct Plan
The fund has given 37.29 per cent SIP returns in 5 years. It has an asset base of Rs 12,028 crore, while its NAV is Rs 43.4500.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 30.66 per cent annualised SIP return since its launch in February 2019. A Rs 25,000 monthly SIP in the fund has given Rs 37,16,790 in the 5-year time frame.
(Disclaimer: The information provided in this article is for informational purposes only and should not be construed as investment advice. Readers are encouraged to consult with a qualified financial advisor before making any investment decisions.)