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: 36
💰 Total AUM: 4,64,161 Cr

Best performing Small Cap Mutual Funds

Name	AUM (Cr)	Base Exp. Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Bank of India Small Cap Fund	3,307.18	0.42	31.31%	22.07%	19.89%
Bandhan Small Cap Fund	34,176.02	0.37	11.24%	23.02%	19.07%
Invesco India Smallcap Fund	15,744.40	0.41	13.97%	21.84%	19.05%
Quant Small Cap Fund	35,557.21	0.62	14.15%	17.48%	18.59%
Nippon India Small Cap Fund	82,580.31	0.52	8.90%	14.78%	18.13%
ITI Small Cap Fund	3,602.85	0.45	20.13%	23.50%	18.11%
LIC MF Small Cap Fund	831.55	0.80	15.61%	17.75%	17.08%
DSP Small Cap Fund	21,658.64	0.65	17.79%	16.82%	16.82%
Union Small Cap Fund	2,667.47	0.77	21.02%	16.93%	16.81%
HSBC Small Cap Fund	18,512.70	0.56	12.99%	14.30%	16.21%

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Overview of Small Cap Mutual Funds

Bank of India Small Cap Fund

AUM
₹ 3,307.18 Cr.
Base Exp. Ratio
0.42%
5Y CAGR
19.89%

Performance

The fund's annualised performance has been 27.82% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.74% vs its category average of 16.28%.

Composition

Small Cap makes up for the majority of the fund at 73.81% along with the largest allocation towards Miscellaneous at 8.62%.

Bandhan Small Cap Fund

AUM
₹ 34,176.02 Cr.
Base Exp. Ratio
0.37%
5Y CAGR
19.07%

Performance

The fund's annualised performance has been 29.98% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.97% vs its category average of 16.28%.

Composition

Small Cap makes up for the majority of the fund at 69.93% along with the largest allocation towards Miscellaneous at 13.27%.

Invesco India Smallcap Fund

AUM
₹ 15,744.40 Cr.
Base Exp. Ratio
0.41%
5Y CAGR
19.05%

Performance

The fund's annualised performance has been 23.35% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.81% vs its category average of 16.28%.

Composition

Small Cap makes up for the majority of the fund at 59.33% along with the largest allocation towards Labs & Life Sciences Services at 12.91%.

Quant Small Cap Fund

AUM
₹ 35,557.21 Cr.
Base Exp. Ratio
0.62%
5Y CAGR
18.59%

Performance

The fund's annualised performance has been 17.65% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.58% vs its category average of 16.28%.

Composition

Small Cap makes up for the majority of the fund at 46.45% along with the largest allocation towards Others at 10.18%.

Nippon India Small Cap Fund

AUM
₹ 82,580.31 Cr.
Base Exp. Ratio
0.52%
5Y CAGR
18.13%

Performance

The fund's annualised performance has been 23.72% 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 16.28%.

Composition

Small Cap makes up for the majority of the fund at 69.35% along with the largest allocation towards Auto Parts at 7.71%.

ITI Small Cap Fund

AUM
₹ 3,602.85 Cr.
Base Exp. Ratio
0.45%
5Y CAGR
18.11%

Performance

The fund's annualised performance has been 22.25% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.53% vs its category average of 16.28%.

Composition

Small Cap makes up for the majority of the fund at 58.99% along with the largest allocation towards Others at 12.33%.

LIC MF Small Cap Fund

AUM
₹ 831.55 Cr.
Base Exp. Ratio
0.8%
5Y CAGR
17.08%

Performance

The fund's annualised performance has been 16.02% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.54% vs its category average of 16.28%.

Composition

Small Cap makes up for the majority of the fund at 80.73% along with the largest allocation towards Electrical Components & Equipments at 9.98%.

DSP Small Cap Fund

AUM
₹ 21,658.64 Cr.
Base Exp. Ratio
0.65%
5Y CAGR
16.82%

Performance

The fund's annualised performance has been 21.34% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.08% vs its category average of 16.28%.

Composition

Small Cap makes up for the majority of the fund at 75.55% along with the largest allocation towards Auto Parts at 14.51%.

Union Small Cap Fund

AUM
₹ 2,667.47 Cr.
Base Exp. Ratio
0.77%
5Y CAGR
16.81%

Performance

The fund's annualised performance has been 16.63% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 18.47% vs its category average of 16.28%.

Composition

Small Cap makes up for the majority of the fund at 68.75% along with the largest allocation towards Auto Parts at 10.72%.

HSBC Small Cap Fund

AUM
₹ 18,512.70 Cr.
Base Exp. Ratio
0.56%
5Y CAGR
16.21%

Performance

The fund's annualised performance has been 20.5% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 17.59% vs its category average of 16.28%.

Composition

Small Cap makes up for the majority of the fund at 65.64% along with the largest allocation towards Pharmaceuticals at 9.13%.

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.