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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: 31
  • 💰 Total AUM: 3,56,304 Cr

Best performing Small Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Quant Small Cap Fund29,629.090.7110.04%25.36%35.76%
Nippon India Small Cap Fund65,922.000.647.23%23.96%32.15%
Bandhan Small Cap Fund14,062.190.402.19%30.27%31.56%
Tata Small Cap Fund11,576.030.335.09%23.18%30.80%
Invesco India Smallcap Fund7,580.460.400.72%26.21%30.57%
HSBC Small Cap Fund16,535.820.649.44%20.57%30.19%
HDFC Small Cap Fund36,353.100.710.12%24.07%30.07%
Edelweiss Small Cap Fund4,979.920.433.23%21.45%29.93%
Bank of India Small Cap Fund1,907.820.516.90%21.38%29.42%
Franklin India Small Cap Fund13,824.990.909.41%23.66%29.12%

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Overview of Small Cap Mutual Funds

Quant Small Cap Fund
  • AUM
    ₹ 29,629.09 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    35.76%
Performance
The fund's annualised performance has been 17.73% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.04% vs its category average of 18.36%.
Composition
Small Cap makes up for the majority of the fund at 71.24% along with the largest allocation towards Specialized Finance at 10.91%.
Nippon India Small Cap Fund
  • AUM
    ₹ 65,922.00 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    32.15%
Performance
The fund's annualised performance has been 24.93% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.81% vs its category average of 18.36%.
Composition
Small Cap makes up for the majority of the fund at 70.03% along with the largest allocation towards Electrical Components & Equipments at 6.25%.
Bandhan Small Cap Fund
  • AUM
    ₹ 14,062.19 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    31.56%
Performance
The fund's annualised performance has been 33.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.32% vs its category average of 18.36%.
Composition
Small Cap makes up for the majority of the fund at 69.92% along with the largest allocation towards Miscellaneous at 13%.
Tata Small Cap Fund
  • AUM
    ₹ 11,576.03 Cr.
  • Expense Ratio
    0.33%
  • 5Y CAGR
    30.8%
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 19.12% vs its category average of 18.36%.
Composition
Small Cap makes up for the majority of the fund at 81.77% along with the largest allocation towards Others at 11.88%.
Invesco India Smallcap Fund
  • AUM
    ₹ 7,580.46 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    30.57%
Performance
The fund's annualised performance has been 24.62% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 20.42% vs its category average of 18.36%.
Composition
Small Cap makes up for the majority of the fund at 59.4% along with the largest allocation towards Specialized Finance at 10.05%.
HSBC Small Cap Fund
  • AUM
    ₹ 16,535.82 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    30.19%
Performance
The fund's annualised performance has been 21.1% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 20.71% vs its category average of 18.36%.
Composition
Small Cap makes up for the majority of the fund at 67.54% along with the largest allocation towards Construction & Engineering at 5.9%.
HDFC Small Cap Fund
  • AUM
    ₹ 36,353.10 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    30.07%
Performance
The fund's annualised performance has been 19.9% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.74% vs its category average of 18.36%.
Composition
Small Cap makes up for the majority of the fund at 80.34% along with the largest allocation towards IT Services & Consulting at 12.14%.
Edelweiss Small Cap Fund
  • AUM
    ₹ 4,979.92 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    29.93%
Performance
The fund's annualised performance has been 26.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.71% vs its category average of 18.36%.
Composition
Small Cap makes up for the majority of the fund at 68.67% along with the largest allocation towards Auto Parts at 9.07%.
Bank of India Small Cap Fund
  • AUM
    ₹ 1,907.82 Cr.
  • Expense Ratio
    0.51%
  • 5Y CAGR
    29.42%
Performance
The fund's annualised performance has been 27.23% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 22.58% vs its category average of 18.36%.
Composition
Small Cap makes up for the majority of the fund at 70.77% along with the largest allocation towards Electrical Components & Equipments at 18.08%.
Franklin India Small Cap Fund
  • AUM
    ₹ 13,824.99 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    29.12%
Performance
The fund's annualised performance has been 20.76% 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 18.36%.
Composition
Small Cap makes up for the majority of the fund at 80.34% along with the largest allocation towards Private Banks at 10.57%.
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.