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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: 26
  • 💰 Total AUM: 2,15,064 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
    ₹ 11,206.76 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    33.83%
Performance
The fund's annualised performance has been 18.44% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.27% vs its category average of 10.88%.
Composition
Small Cap makes up for the majority of the fund at 65.2% along with the largest allocation towards Miscellaneous at 11.89%.
Nippon India Small Cap Fund
  • AUM
    ₹ 41,018.84 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    29.23%
Performance
The fund's annualised performance has been 26.77% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.71% vs its category average of 10.88%.
Composition
Small Cap makes up for the majority of the fund at 68.38% along with the largest allocation towards Industrial Machinery at 9.26%.
Axis Small Cap Fund
  • AUM
    ₹ 16,369.16 Cr.
  • Expense Ratio
    0.53%
  • 5Y CAGR
    28.18%
Performance
The fund's annualised performance has been 25.1% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.78% vs its category average of 10.88%.
Composition
Small Cap makes up for the majority of the fund at 64.85% along with the largest allocation towards Investment Banking & Brokerage at 15.43%.
Tata Small Cap Fund
  • AUM
    ₹ 6,345.75 Cr.
  • Expense Ratio
    0.3%
  • 5Y CAGR
    27.98%
Performance
The fund's annualised performance has been 27.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.91% vs its category average of 10.88%.
Composition
Small Cap makes up for the majority of the fund at 85.45% along with the largest allocation towards Miscellaneous at 8.92%.
ICICI Pru Smallcap Fund
  • AUM
    ₹ 6,002.84 Cr.
  • Expense Ratio
    0.73%
  • 5Y CAGR
    27.82%
Performance
The fund's annualised performance has been 18.59% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.19% vs its category average of 10.88%.
Composition
Small Cap makes up for the majority of the fund at 71.54% along with the largest allocation towards Miscellaneous at 14.59%.
Kotak Small Cap Fund
  • AUM
    ₹ 12,162.88 Cr.
  • Expense Ratio
    0.44%
  • 5Y CAGR
    27.72%
Performance
The fund's annualised performance has been 20.99% 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 10.88%.
Composition
Small Cap makes up for the majority of the fund at 67.74% along with the largest allocation towards Home Electronics & Appliances at 7.16%.
Invesco India Smallcap Fund
  • AUM
    ₹ 2,869.24 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    26.7%
Performance
The fund's annualised performance has been 26.21% 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 10.88%.
Composition
Small Cap makes up for the majority of the fund at 66.58% along with the largest allocation towards Specialized Finance at 9.51%.
Union Small Cap Fund
  • AUM
    ₹ 1,254.53 Cr.
  • Expense Ratio
    1.01%
  • 5Y CAGR
    26.07%
Performance
The fund's annualised performance has been 16.95% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.79% vs its category average of 10.88%.
Composition
Small Cap makes up for the majority of the fund at 70.24% along with the largest allocation towards Pharmaceuticals at 7.7%.
DSP Small Cap Fund
  • AUM
    ₹ 11,837.10 Cr.
  • Expense Ratio
    0.89%
  • 5Y CAGR
    25.6%
Performance
The fund's annualised performance has been 22.92% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.76% vs its category average of 10.88%.
Composition
Small Cap makes up for the majority of the fund at 84.57% along with the largest allocation towards Iron & Steel at 7.4%.
SBI Small Cap Fund
  • AUM
    ₹ 22,894.86 Cr.
  • Expense Ratio
    0.69%
  • 5Y CAGR
    25.13%
Performance
The fund's annualised performance has been 25.96% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.84% vs its category average of 10.88%.
Composition
Small Cap makes up for the majority of the fund at 67.67% along with the largest allocation towards Miscellaneous at 19.69%.
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.