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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: 33
  • 💰 Total AUM: 3,69,734 Cr

Best performing Small Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Quant Small Cap Fund30,169.710.757.50%21.59%31.11%
Nippon India Small Cap Fund68,571.850.639.45%20.96%28.83%
Invesco India Smallcap Fund8,999.330.404.88%24.90%28.53%
Bandhan Small Cap Fund17,380.290.425.18%30.13%28.43%
HDFC Small Cap Fund38,020.310.675.27%20.29%26.57%
Edelweiss Small Cap Fund5,330.170.437.47%19.98%26.26%
HSBC Small Cap Fund16,202.830.6415.44%18.07%25.99%
Tata Small Cap Fund11,792.260.3415.72%16.27%25.72%
Bank of India Small Cap Fund1,981.590.6513.31%19.04%25.56%
Canara Rob Small Cap Fund13,285.480.469.38%15.97%25.46%

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Overview of Small Cap Mutual Funds

Quant Small Cap Fund
  • AUM
    ₹ 30,169.71 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    31.11%
Performance
The fund's annualised performance has been 17.48% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.68% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 67.11% along with the largest allocation towards Oil & Gas - Refining & Marketing at 10.16%.
Nippon India Small Cap Fund
  • AUM
    ₹ 68,571.85 Cr.
  • Expense Ratio
    0.63%
  • 5Y CAGR
    28.83%
Performance
The fund's annualised performance has been 24.34% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.47% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 67.63% along with the largest allocation towards Auto Parts at 6.45%.
Invesco India Smallcap Fund
  • AUM
    ₹ 8,999.33 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    28.53%
Performance
The fund's annualised performance has been 23.96% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.92% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 67.45% along with the largest allocation towards Labs & Life Sciences Services at 10.26%.
Bandhan Small Cap Fund
  • AUM
    ₹ 17,380.29 Cr.
  • Expense Ratio
    0.42%
  • 5Y CAGR
    28.43%
Performance
The fund's annualised performance has been 32.13% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.75% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 69.11% along with the largest allocation towards Miscellaneous at 11.52%.
HDFC Small Cap Fund
  • AUM
    ₹ 38,020.31 Cr.
  • Expense Ratio
    0.67%
  • 5Y CAGR
    26.57%
Performance
The fund's annualised performance has been 19.31% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.41% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 76.2% along with the largest allocation towards Auto Parts at 12.65%.
Edelweiss Small Cap Fund
  • AUM
    ₹ 5,330.17 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    26.26%
Performance
The fund's annualised performance has been 25.61% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.55% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 69.51% along with the largest allocation towards Auto Parts at 9.97%.
HSBC Small Cap Fund
  • AUM
    ₹ 16,202.83 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    25.99%
Performance
The fund's annualised performance has been 20.39% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.43% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 71.23% along with the largest allocation towards Pharmaceuticals at 6.52%.
Tata Small Cap Fund
  • AUM
    ₹ 11,792.26 Cr.
  • Expense Ratio
    0.34%
  • 5Y CAGR
    25.72%
Performance
The fund's annualised performance has been 22.12% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.51% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 82.9% along with the largest allocation towards Industrial Machinery at 9.15%.
Bank of India Small Cap Fund
  • AUM
    ₹ 1,981.59 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    25.56%
Performance
The fund's annualised performance has been 25.78% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.24% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 69.26% along with the largest allocation towards Electrical Components & Equipments at 17.21%.
Canara Rob Small Cap Fund
  • AUM
    ₹ 13,285.48 Cr.
  • Expense Ratio
    0.46%
  • 5Y CAGR
    25.46%
Performance
The fund's annualised performance has been 23.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.39% vs its category average of 16.9%.
Composition
Small Cap makes up for the majority of the fund at 68.16% along with the largest allocation towards Pharmaceuticals at 7.58%.
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.