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Small Cap Mutual Funds

Small Cap Mutual Funds

Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds

  • ⏱ Horizon: Long
  • 🔢 Total funds: 27
  • 💰 Total AUM: 2,37,766 Cr

Best performing Small Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

Overview of Small Cap Mutual Funds

  • AUM
    ₹ 13,001.83 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    38.49%
Performance
The fund's annualised performance has been 19.73% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.29% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 60.09% along with the largest allocation towards Oil & Gas - Refining & Marketing at 11.04%.
  • AUM
    ₹ 845.39 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    32.78%
Performance
The fund's annualised performance has been 31.59% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.35% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 78.76% along with the largest allocation towards Others at 7.8%.
  • AUM
    ₹ 43,815.61 Cr.
  • Expense Ratio
    0.73%
  • 5Y CAGR
    31.61%
Performance
The fund's annualised performance has been 26.96% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.16% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 70.04% along with the largest allocation towards IT Services & Consulting at 8.51%.
  • AUM
    ₹ 3,002.04 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    31.07%
Performance
The fund's annualised performance has been 31.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.87% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 68.32% along with the largest allocation towards Construction & Engineering at 7.38%.
  • AUM
    ₹ 7,455.41 Cr.
  • Expense Ratio
    0.61%
  • 5Y CAGR
    29.6%
Performance
The fund's annualised performance has been 18.85% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.07% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 69.66% along with the largest allocation towards Construction & Engineering at 10.83%.
  • AUM
    ₹ 5,819.07 Cr.
  • Expense Ratio
    0.31%
  • 5Y CAGR
    29.47%
Performance
The fund's annualised performance has been 27.68% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.73% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 93.37% along with the largest allocation towards Logistics at 6.59%.
  • AUM
    ₹ 3,658.89 Cr.
  • Expense Ratio
    0.36%
  • 5Y CAGR
    29.32%
Performance
The fund's annualised performance has been 26.78% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.06% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 64.16% along with the largest allocation towards Specialized Finance at 9.07%.
  • AUM
    ₹ 18,615.72 Cr.
  • Expense Ratio
    0.53%
  • 5Y CAGR
    29.31%
Performance
The fund's annualised performance has been 25.27% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.62% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 65.6% along with the largest allocation towards Investment Banking & Brokerage at 12.92%.
  • AUM
    ₹ 9,586.09 Cr.
  • Expense Ratio
    0.48%
  • 5Y CAGR
    29.16%
Performance
The fund's annualised performance has been 29.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.85% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 67.2% along with the largest allocation towards Pharmaceuticals at 6.97%.
  • AUM
    ₹ 14,425.52 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    28.63%
Performance
The fund's annualised performance has been 20.91% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.4% vs its category average of 11.17%.
Composition
Small Cap makes up for the majority of the fund at 70.04% along with the largest allocation towards Home Electronics & Appliances at 7.29%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.