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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: 36
  • 💰 Total AUM: 3,92,636 Cr

Best performing Small Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Bandhan Small Cap Fund25,345.790.345.22%29.55%22.17%
Quant Small Cap Fund30,373.690.697.37%21.34%21.60%
Invesco India Smallcap Fund11,038.230.407.35%24.24%21.51%
Nippon India Small Cap Fund72,672.990.653.71%19.35%21.25%
Bank of India Small Cap Fund2,167.570.4912.88%23.23%21.10%
HSBC Small Cap Fund16,393.560.732.05%17.25%19.36%
DSP Small Cap Fund17,905.820.646.58%20.04%19.01%
Edelweiss Small Cap Fund5,952.010.823.87%18.84%18.94%
LIC MF Small Cap Fund660.051.477.49%18.62%18.80%
Union Small Cap Fund1,979.630.8014.89%20.56%18.73%

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Overview of Small Cap Mutual Funds

Bandhan Small Cap Fund
  • AUM
    ₹ 25,345.79 Cr.
  • Expense Ratio
    0.34%
  • 5Y CAGR
    22.17%
Performance
The fund's annualised performance has been 30.34% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.53% vs its category average of 16%.
Composition
Small Cap makes up for the majority of the fund at 68.56% along with the largest allocation towards Miscellaneous at 14.09%.
Quant Small Cap Fund
  • AUM
    ₹ 30,373.69 Cr.
  • Expense Ratio
    0.69%
  • 5Y CAGR
    21.6%
Performance
The fund's annualised performance has been 17.43% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.15% vs its category average of 16%.
Composition
Small Cap makes up for the majority of the fund at 64.14% along with the largest allocation towards Pharmaceuticals at 11.55%.
Invesco India Smallcap Fund
  • AUM
    ₹ 11,038.23 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    21.51%
Performance
The fund's annualised performance has been 23.22% 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%.
Composition
Small Cap makes up for the majority of the fund at 64.92% along with the largest allocation towards Labs & Life Sciences Services at 12.1%.
Nippon India Small Cap Fund
  • AUM
    ₹ 72,672.99 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    21.25%
Performance
The fund's annualised performance has been 23.87% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.71% vs its category average of 16%.
Composition
Small Cap makes up for the majority of the fund at 68.06% along with the largest allocation towards Electrical Components & Equipments at 7.81%.
Bank of India Small Cap Fund
  • AUM
    ₹ 2,167.57 Cr.
  • Expense Ratio
    0.49%
  • 5Y CAGR
    21.1%
Performance
The fund's annualised performance has been 26.63% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.45% vs its category average of 16%.
Composition
Small Cap makes up for the majority of the fund at 79.52% along with the largest allocation towards Electrical Components & Equipments at 16.19%.
HSBC Small Cap Fund
  • AUM
    ₹ 16,393.56 Cr.
  • Expense Ratio
    0.73%
  • 5Y CAGR
    19.36%
Performance
The fund's annualised performance has been 20.18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.96% vs its category average of 16%.
Composition
Small Cap makes up for the majority of the fund at 68.25% along with the largest allocation towards Pharmaceuticals at 7.5%.
DSP Small Cap Fund
  • AUM
    ₹ 17,905.82 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    19.01%
Performance
The fund's annualised performance has been 21.14% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.9% vs its category average of 15.98%.
Composition
Small Cap makes up for the majority of the fund at 81.07% along with the largest allocation towards Auto Parts at 13.55%.
Edelweiss Small Cap Fund
  • AUM
    ₹ 5,952.01 Cr.
  • Expense Ratio
    0.82%
  • 5Y CAGR
    18.94%
Performance
The fund's annualised performance has been 24.4% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.24% vs its category average of 16%.
Composition
Small Cap makes up for the majority of the fund at 61.17% along with the largest allocation towards Private Banks at 9.18%.
LIC MF Small Cap Fund
  • AUM
    ₹ 660.05 Cr.
  • Expense Ratio
    1.47%
  • 5Y CAGR
    18.8%
Performance
The fund's annualised performance has been 15.29% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.14% vs its category average of 16%.
Composition
Small Cap makes up for the majority of the fund at 87.29% along with the largest allocation towards Electrical Components & Equipments at 13.08%.
Union Small Cap Fund
  • AUM
    ₹ 1,979.63 Cr.
  • Expense Ratio
    0.8%
  • 5Y CAGR
    18.73%
Performance
The fund's annualised performance has been 16.09% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.57% vs its category average of 15.98%.
Composition
Small Cap makes up for the majority of the fund at 67.82% along with the largest allocation towards Industrial Machinery at 11.11%.
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.