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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: 28
  • 💰 Total AUM: 2,87,175 Cr

Best performing Small Cap Mutual Funds

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

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Overview of Small Cap Mutual Funds

Quant Small Cap Fund
  • AUM
    ₹ 22,967.17 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    46.73%
Performance
The fund's annualised performance has been 20.41% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.58% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 52.18% along with the largest allocation towards Private Banks at 11.95%.
Bank of India Small Cap Fund
  • AUM
    ₹ 1,236.83 Cr.
  • Expense Ratio
    0.57%
  • 5Y CAGR
    39.32%
Performance
The fund's annualised performance has been 34.1% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.38% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 76.68% along with the largest allocation towards Auto Parts at 7.8%.
Nippon India Small Cap Fund
  • AUM
    ₹ 56,468.75 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    38.17%
Performance
The fund's annualised performance has been 28.21% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.99% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 70.36% along with the largest allocation towards Industrial Machinery at 9.91%.
Canara Rob Small Cap Fund
  • AUM
    ₹ 11,499.07 Cr.
  • Expense Ratio
    0.41%
  • 5Y CAGR
    35.87%
Performance
The fund's annualised performance has been 30.87% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 68.21% along with the largest allocation towards Industrial Machinery at 6.96%.
Edelweiss Small Cap Fund
  • AUM
    ₹ 3,816.30 Cr.
  • Expense Ratio
    0.32%
  • 5Y CAGR
    35.51%
Performance
The fund's annualised performance has been 32.69% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.8% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 68.1% along with the largest allocation towards Industrial Machinery at 7.76%.
Tata Small Cap Fund
  • AUM
    ₹ 7,867.72 Cr.
  • Expense Ratio
    0.32%
  • 5Y CAGR
    35.17%
Performance
The fund's annualised performance has been 30.15% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.51% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 90.01% along with the largest allocation towards IT Services & Consulting at 6.82%.
Kotak Small Cap Fund
  • AUM
    ₹ 16,707.37 Cr.
  • Expense Ratio
    0.49%
  • 5Y CAGR
    34.4%
Performance
The fund's annualised performance has been 22.39% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.26% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 67.25% along with the largest allocation towards Auto Parts at 9.09%.
Invesco India Smallcap Fund
  • AUM
    ₹ 4,580.54 Cr.
  • Expense Ratio
    0.46%
  • 5Y CAGR
    34.23%
Performance
The fund's annualised performance has been 28.62% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.32% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 62.56% along with the largest allocation towards Industrial Machinery at 10.74%.
HSBC Small Cap Fund
  • AUM
    ₹ 16,396.94 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    32.34%
Performance
The fund's annualised performance has been 24.49% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.12% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 70.04% along with the largest allocation towards Construction & Engineering at 10.06%.
Union Small Cap Fund
  • AUM
    ₹ 1,425.13 Cr.
  • Expense Ratio
    0.86%
  • 5Y CAGR
    32.14%
Performance
The fund's annualised performance has been 17.82% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.59% vs its category average of 15.52%.
Composition
Small Cap makes up for the majority of the fund at 74.04% along with the largest allocation towards IT Services & Consulting at 7.7%.
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.