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Small Cap Mutual Funds
Find here some best Small Cap fund to invest
- Annual Returns 15.87%
- Average Risk Very High
- Total Funds 28
What is Small Cap Mutual Fund?
Small Cap Mutual Funds are among the best category of equity funds that focuses on small companies in India. These funds primarily target early-stage growth companies with a market capitalisation of 1000 to 15000 Crore. Small cap funds provide very high returns than large cap funds but also have high volatility in the short term. So investors are suggested to have high-risk tolerance and invest for a long-term horizon of at least 5 years.
- The CAGR of small cap mutual funds ranges between 15-18%, with a balanced risk-reward ratio.
- The small cap funds have a highly volatile nature.
- The best recommended time for minimum investment is 2-3 years.
Top 5 Small Cap Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Small Cap Funds in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIFTY SMLCAP 250 |
1.27% | 9.15% | -14.70% | -17.87% | -15.62% | 5.45% | 33.21% | 17.73% | 36.57% | - | |||
| 4061.82 | 1 years | -0.44% | 7.07% | -15.6% | -10.32% | -16.28% | 19.45% | - | - | - | - | Invest | |
| 9236.21 | 5 years | -2.53% | 7.8% | -13.33% | -16.42% | -13.93% | 18.52% | 41.68% | 23.92% | 35.91% | - | Invest | |
| 5904.85 | 6 years | -0.49% | 7.93% | -14.56% | -13.86% | -15.35% | 13.26% | 33.92% | 21.74% | 34.77% | - | Invest | |
| 4351.22 | 4 years | -0.83% | 7.29% | -13.88% | -14.36% | -14.67% | 12.8% | 26.32% | 15.5% | - | - | Invest | |
| 8883.39 | 6 years | -1.37% | 7.72% | -13.19% | -16.84% | -14.32% | 11.84% | 25.85% | 21.88% | 36.38% | - | Invest | |
| 491.39 | 7 years | -2.99% | 9.64% | -18.51% | -19.1% | -19.31% | 11.6% | 26% | 16.44% | 33.7% | - | Invest | |
| 23139.08 | 11 years | -0.62% | 7.48% | -10.3% | -12.9% | -11.16% | 10.97% | 26.23% | 16.62% | 31.48% | 17.69% | Invest | |
| 2253.76 | 5 years | -2.26% | 10.43% | -13.14% | -13.97% | -13.89% | 9.82% | 33.62% | 23.28% | 31.42% | - | Invest | |
| 1555.78 | 6 years | -2.93% | 10.93% | -14.87% | -17.69% | -15.82% | 9.5% | 27.63% | 16.55% | 36.43% | - | Invest | |
| 14995.68 | 17 years | -1.28% | 7.09% | -15.34% | -16.22% | -15.94% | 8.96% | 26.59% | 16.08% | 34.4% | 16.19% | Invest | |
| 16450.27 | 20 years | 0.14% | 8.09% | -14.37% | -18.24% | -14.97% | 8.69% | 24.03% | 14% | 35.24% | 16.75% | Invest | |
| 1413.28 | 3 years | -0.28% | 7.15% | -11.78% | -14.79% | -11.89% | 7.8% | 19.68% | 9.49% | - | - | Invest | |
| 4170.69 | 6 years | -1.69% | 7.56% | -13.78% | -16.38% | -14.32% | 7.09% | 25.88% | 16.9% | 35.79% | - | Invest | |
| 57009.7 | 14 years | -1.18% | 7.44% | -14.16% | -17.94% | -14.78% | 6.1% | 30.17% | 21.73% | 40.82% | 20.41% | Invest | |
| 31227.19 | 15 years | -0.75% | 6.68% | -11.91% | -16.86% | -12.66% | 5.44% | 21.65% | 15.87% | 30.79% | 18.75% | Invest | |
| 3540.92 | 2 years | -1% | 8.33% | -13.84% | -19.99% | -14.71% | 5.34% | 33.7% | - | - | - | Invest | |
| 11527.91 | 6 years | -1.52% | 6.66% | -14.4% | -18.17% | -14.93% | 4.91% | 22.44% | 13.29% | 35.98% | - | Invest | |
| 4585.45 | 17 years | -0.38% | 8.62% | -13.99% | -18.3% | -14.72% | 4.62% | 25.58% | 14.31% | 30.21% | 12.51% | Invest | |
| 15453.03 | 10 years | -1.11% | 8.13% | -18.1% | -19.05% | -18.82% | 4.34% | 26.06% | 17.79% | 37.22% | 17.83% | Invest | |
| 7870.56 | 17 years | -0.48% | 6.74% | -10.64% | -16.83% | -11.06% | 3.32% | 22.42% | 15.92% | 33.96% | 14.26% | Invest | |
| 31230.11 | 16 years | 0.63% | 6.62% | -12.67% | -14.45% | -13.5% | 3.1% | 24.85% | 19.76% | 36.11% | 17.09% | Invest | |
| 3167.78 | 20 years | -1.53% | 8.3% | -13.27% | -17.65% | -13.86% | 3.02% | 24.1% | 15.43% | 33.67% | 12.2% | Invest | |
| 12861.81 | 19 years | -0.72% | 5.89% | -15.63% | -18.49% | -16.11% | 2.92% | 27.09% | 20.3% | 35.09% | 14.96% | Invest | |
| 1255.25 | 1 years | -0.82% | 8.55% | -14.84% | -18.2% | -15.44% | 2.85% | - | - | - | - | Invest | |
| 1049.52 | 2 months | -0.77% | 8.88% | - | - | - | - | - | - | - | - | Invest | |
| 15.92 | 2 months | -0.97% | 8.94% | - | - | - | - | - | - | - | - | Invest | |
| 595.33 | 9 months | -1.12% | 7.45% | -15.62% | -18.74% | -16.1% | - | - | - | - | - | Invest | |
| 25183.45 | 28 years | -1.11% | 6.67% | -11.3% | -19.33% | -12.34% | -0.22% | 30.94% | 21.15% | 50.51% | 18.57% | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Mar-2025 | Mar-2025 | Feb-2025 | Jan-2025 | Dec-2024 | Nov-2024 | Oct-2024 | Sep-2024 | Aug-2024 | Jul-2024 | Jun-2024 | May-2024 |
|---|
| Fund Name | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 |
|---|
| Fund Name | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 4061.82 | Very High |
-9.92%
|
-6.35%
|
-
|
-
|
-
|
-
|
5.02%
|
Invest | |
| 9236.21 | Very High |
-10.05%
|
-11.22%
|
20.71%
|
27.68%
|
27.62%
|
-
|
28.29%
|
Invest | |
| 5904.85 | Very High |
-9.79%
|
-11.49%
|
14.83%
|
21.89%
|
25.23%
|
-
|
25.27%
|
Invest | |
| 4351.22 | Very High |
-10.58%
|
-13.4%
|
8.43%
|
14.72%
|
-
|
-
|
16.27%
|
Invest | |
| 8883.39 | Very High |
-10.82%
|
-15.99%
|
8.96%
|
17.11%
|
24.2%
|
-
|
24.76%
|
Invest | |
| 491.39 | Very High |
-13.87%
|
-20.68%
|
8.35%
|
15.61%
|
22.33%
|
-
|
19.31%
|
Invest | |
| 23139.08 | Very High |
-7.39%
|
-9.92%
|
9.7%
|
15.94%
|
21.27%
|
19.9%
|
19.8%
|
Invest | |
| 2253.76 | Very High |
-8.81%
|
-14.22%
|
14.86%
|
23.36%
|
22.34%
|
-
|
22.79%
|
Invest | |
| 1555.78 | Very High |
-11.26%
|
-17.83%
|
8.57%
|
16.82%
|
23.07%
|
-
|
25.79%
|
Invest | |
| 14995.68 | Very High |
-10.79%
|
-16.38%
|
6.22%
|
14.41%
|
20.92%
|
17.68%
|
19.67%
|
Invest | |
| 16450.27 | Very High |
-11.23%
|
-18.42%
|
5.91%
|
12.82%
|
20.23%
|
18.8%
|
17.04%
|
Invest | |
| 1413.28 | Very High |
-8.92%
|
-13.46%
|
5.71%
|
9.97%
|
-
|
-
|
9.57%
|
Invest | |
| 4170.69 | Very High |
-11.05%
|
-16.81%
|
7.46%
|
15.76%
|
22.61%
|
-
|
24.31%
|
Invest | |
| 57009.7 | Very High |
-11.4%
|
-20.33%
|
7.31%
|
17.84%
|
26.44%
|
22.3%
|
23.2%
|
Invest | |
| 31227.19 | Very High |
-9.49%
|
-17.85%
|
4.9%
|
11.75%
|
18.61%
|
18.73%
|
20.97%
|
Invest | |
| 3540.92 | Very High |
-11.3%
|
-20.82%
|
9.37%
|
-
|
-
|
-
|
15.89%
|
Invest | |
| 11527.91 | Very High |
-11.66%
|
-20.23%
|
4.05%
|
11.36%
|
20.78%
|
-
|
23.21%
|
Invest | |
| 4585.45 | Very High |
-10.94%
|
-20.16%
|
3.56%
|
12.28%
|
17.09%
|
13.3%
|
14.59%
|
Invest | |
| 15453.03 | Very High |
-13.84%
|
-23.33%
|
3.95%
|
14.38%
|
23.45%
|
19.15%
|
18.88%
|
Invest | |
| 7870.56 | Very High |
-9.68%
|
-19.03%
|
3.29%
|
11.68%
|
20.45%
|
17.53%
|
15.89%
|
Invest | |
| 31230.11 | Very High |
-9.97%
|
-17.05%
|
4.75%
|
15.36%
|
22.96%
|
18.84%
|
17.89%
|
Invest | |
| 3167.78 | Very High |
-11.08%
|
-18.51%
|
4.84%
|
14.02%
|
20.59%
|
15.67%
|
15.72%
|
Invest | |
| 12861.81 | Very High |
-12.5%
|
-23.51%
|
4.66%
|
16.12%
|
23.24%
|
17.42%
|
17.81%
|
Invest | |
| 1255.25 | Very High |
-10.63%
|
-20.39%
|
-
|
-
|
-
|
-
|
-5.76%
|
Invest | |
| 1049.52 | Moderately High |
-
|
-
|
-
|
-
|
-
|
-
|
109.52%
|
Invest | |
| 15.92 | Very High |
-
|
-
|
-
|
-
|
-
|
-
|
84.23%
|
Invest | |
| 595.33 | Very High |
-11.64%
|
-
|
-
|
-
|
-
|
-
|
-26.42%
|
Invest | |
| 25183.45 | Very High |
-10.73%
|
-22.67%
|
6.74%
|
18.19%
|
28.97%
|
23.9%
|
13.77%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
17.776%
|
4.369%
|
0.905%
|
0.978%
|
Invest | |
| Very High |
16.892%
|
3.629%
|
0.794%
|
0.805%
|
Invest | |
| Very High |
15.798%
|
-
|
0.797%
|
0.643%
|
Invest | |
| Very High |
15.861%
|
3.356%
|
0.736%
|
0.793%
|
Invest | |
| Very High |
16.47%
|
1.666%
|
0.823%
|
0.817%
|
Invest | |
| Very High |
11.78%
|
1.37%
|
0.68%
|
0.61%
|
Invest | |
| Very High |
16.273%
|
3.041%
|
0.804%
|
0.897%
|
Invest | |
| Very High |
14.69%
|
0.31%
|
0.85%
|
0.52%
|
Invest | |
| Very High |
18.367%
|
-
|
0.891%
|
0.526%
|
Invest | |
| Very High |
16.741%
|
-
|
0.8%
|
0.383%
|
Invest | |
| Very High |
16.654%
|
-
|
0.772%
|
0.213%
|
Invest | |
| Very High |
15.599%
|
0.98%
|
0.803%
|
0.8%
|
Invest | |
| Very High |
14.53%
|
4.77%
|
0.83%
|
0.8%
|
Invest | |
| Very High |
11.59%
|
0.29%
|
0.7%
|
0.53%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
16.598%
|
-
|
0.801%
|
0.432%
|
Invest | |
| Very High |
17.578%
|
-
|
0.854%
|
0.355%
|
Invest | |
| Very High |
18.203%
|
-
|
0.882%
|
0.572%
|
Invest | |
| Very High |
15.276%
|
-
|
0.719%
|
0.586%
|
Invest | |
| Very High |
16.223%
|
1.828%
|
0.784%
|
0.719%
|
Invest | |
| Very High |
14.09%
|
0.62%
|
0.77%
|
0.55%
|
Invest | |
| Very High |
14.27%
|
3.52%
|
0.82%
|
0.71%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Moderately High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
18.497%
|
1.342%
|
0.929%
|
0.792%
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹500
|
₹500
|
1.84%
|
Ajay Khandelwal
|
26-Dec 2023
|
Invest | |
|
₹100
|
₹1000
|
1.72%
|
Manish Gunwani
|
26-Feb 2020
|
Invest | |
|
₹500
|
₹1000
|
1.78%
|
Taher Badshah
|
30-Oct 2018
|
Invest | |
|
₹500
|
₹5000
|
1.9%
|
Ankit Agarwal
|
22-Dec 2020
|
Invest | |
|
₹100
|
₹5000
|
1.7%
|
Chandraprakash Padiyar
|
12-Nov 2018
|
Invest | |
|
₹1000
|
₹5000
|
2.42%
|
Yogesh Patil
|
21-Jun 2017
|
Invest | |
|
₹100
|
₹100
|
1.61%
|
Tejas Sheth
|
29-Nov 2013
|
Invest | |
|
₹500
|
₹5000
|
1.95%
|
Dhimant Shah
|
14-Feb 2020
|
Invest | |
|
₹1000
|
₹5000
|
1.98%
|
Dhruv Bhatia
|
19-Dec 2018
|
Invest | |
|
₹100
|
₹100
|
1.71%
|
Vinit Sambre
|
14-Jun 2007
|
Invest | |
|
₹100
|
₹100
|
1.65%
|
Arjun Khanna
|
24-Feb 2005
|
Invest | |
|
₹1000
|
₹5000
|
2.07%
|
Puneet Pal
|
29-Jul 2021
|
Invest | |
|
₹100
|
₹100
|
1.84%
|
Trideep Bhattacharya
|
07-Feb 2019
|
Invest | |
|
₹500
|
₹5000
|
1.45%
|
Samir Rachh
|
16-Sep 2010
|
Invest | |
|
₹500
|
₹5000
|
1.59%
|
Rama Iyer Srinivasan
|
09-Sep 2009
|
Invest | |
|
₹500
|
₹1000
|
1.85%
|
Abhinav Khandelwal
|
12-Dec 2022
|
Invest | |
|
₹1000
|
₹5000
|
1.7%
|
Pranav Gokhale
|
15-Feb 2019
|
Invest | |
|
₹100
|
₹1000
|
1.89%
|
Vishal Gajwani
|
31-May 2007
|
Invest | |
|
₹500
|
₹5000
|
1.67%
|
Venugopal Manghat
|
12-May 2014
|
Invest | |
|
₹500
|
₹5000
|
1.81%
|
Anish Tawakley
|
18-Oct 2007
|
Invest | |
|
₹100
|
₹100
|
1.57%
|
Chirag Setalvad
|
03-Apr 2008
|
Invest | |
|
₹100
|
₹100
|
1.97%
|
Ravi Gopalakrishnan
|
15-Feb 2005
|
Invest | |
|
₹500
|
₹5000
|
1.76%
|
R Janakiraman
|
13-Jan 2006
|
Invest | |
|
₹500
|
₹5000
|
2.19%
|
Shiv Chanani
|
27-Oct 2023
|
Invest | |
|
₹5000
|
₹5000
|
-
|
Varun Goel
|
31-Jan 2025
|
Invest | |
|
₹100
|
₹100
|
0.73%
|
Devender Singhal
|
30-Jan 2025
|
Invest | |
|
₹100
|
₹5000
|
2.32%
|
Asit Bhandarkar
|
24-Jun 2024
|
Invest | |
|
₹1000
|
₹5000
|
1.6%
|
Sanjeev Sharma
|
30-Oct 1996
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
12.4511
(28-03-2025)
|
12.4753
(27-03-2025)
|
-0.19%
|
15.1496
|
10.61
|
Invest | |
|
40.652
(31-03-2025)
|
40.655
(28-03-2025)
|
-0.01%
|
48.975
|
35.07
|
Invest | |
|
36.74
(28-03-2025)
|
36.55
(27-03-2025)
|
0.52%
|
44.26
|
33.01
|
Invest | |
|
23.0183
(28-03-2025)
|
23.0648
(27-03-2025)
|
-0.2%
|
27.661
|
20.8054
|
Invest | |
|
36.2719
(28-03-2025)
|
36.5749
(27-03-2025)
|
-0.83%
|
44.6599
|
33.1534
|
Invest | |
|
27.7034
(31-03-2025)
|
27.7082
(28-03-2025)
|
-0.02%
|
34.7121
|
25.2686
|
Invest | |
|
95.58
(28-03-2025)
|
95.53
(27-03-2025)
|
0.05%
|
110.81
|
87.6
|
Invest | |
|
25.3766
(31-03-2025)
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25.3806
(28-03-2025)
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-0.02%
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30.3971
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22.9805
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Invest | |
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41.73
(31-03-2025)
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41.74
(28-03-2025)
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-0.02%
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51.76
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37.62
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Invest | |
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170.423
(28-03-2025)
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170.469
(27-03-2025)
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-0.03%
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207.45
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157.053
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Invest | |
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236.304
(28-03-2025)
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235.926
(27-03-2025)
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0.16%
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290.417
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217.725
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Invest | |
|
14.23
(28-03-2025)
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14.23
(27-03-2025)
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0%
|
16.95
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13.23
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Invest | |
|
38.846
(31-03-2025)
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38.851
(28-03-2025)
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-0.01%
|
46.968
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36.114
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Invest | |
|
149.8593
(28-03-2025)
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149.9804
(27-03-2025)
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-0.08%
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183.534
|
138.645
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Invest | |
|
156.4390
(28-03-2025)
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156.5291
(27-03-2025)
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-0.06%
|
188.828
|
145.989
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Invest | |
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17.1312
(28-03-2025)
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17.1846
(27-03-2025)
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-0.31%
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21.4722
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15.7947
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Invest | |
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34.4100
(28-03-2025)
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34.4900
(27-03-2025)
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-0.23%
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42.35
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32.19
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Invest | |
|
75.6666
(28-03-2025)
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75.6958
(27-03-2025)
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-0.04%
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94.0269
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69.1769
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Invest | |
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72.5753
(28-03-2025)
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72.8153
(27-03-2025)
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-0.33%
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92.063
|
66.9021
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Invest | |
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76.96
(28-03-2025)
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77.09
(27-03-2025)
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-0.17%
|
93.01
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72.1
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Invest | |
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121.314
(28-03-2025)
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121.626
(27-03-2025)
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-0.26%
|
146.29
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112.997
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Invest | |
|
224.2680
(31-03-2025)
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224.2966
(28-03-2025)
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-0.01%
|
272.958
|
207.082
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Invest | |
|
151.6510
(28-03-2025)
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151.7516
(27-03-2025)
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-0.07%
|
188.144
|
142.247
|
Invest | |
|
11.7400
(28-03-2025)
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11.7706
(27-03-2025)
|
-0.26%
|
14.4912
|
10.8148
|
Invest | |
|
9.916
(28-03-2025)
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9.909
(27-03-2025)
|
0.07%
|
10.189
|
9.074
|
Invest | |
|
9.787
(28-03-2025)
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9.793
(27-03-2025)
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-0.06%
|
10.442
|
8.926
|
Invest | |
|
8.9643
(28-03-2025)
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8.9671
(27-03-2025)
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-0.03%
|
11.064
|
8.3067
|
Invest | |
|
229.3282
(28-03-2025)
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230.9812
(27-03-2025)
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-0.72%
|
284.289
|
213.989
|
Invest |
Join 50,000+ Investors Who Tested Their Suitability
Are Small Cap Funds Suitable for You?
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Comparison of Top Small Cap Funds
LIC MF Small Cap Fund Regular - Growth
3Y Returns 16.44%
VS
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns 13.29%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns 13.29%
VS
SBI Small Cap Fund Regular Growth
3Y Returns 15.87%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns 15.43%
VS
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns 13.29%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns 29.48%
VS
HDFC Infrastructure Fund - Growth Plan
3Y Returns 29.91%
Small Cap Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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How Do Small Cap Mutual Funds Work?
According to SEBI guidelines, small cap mutual funds need to put at least 65% of their money into small companies. Among the thousands of listed companies, small caps are usually ranked beyond 250 and have a market value between 1000 to 15000 crore.
These companies provide investors with higher returns over a long time, but small cap funds also come with more risks and can be unpredictable, so the fund manager tries to control risk by diversifying the portfolio between 50-70 stocks. Also, the remaining 35% of money is allocated as per market conditions in tough situations it is kept in large or mid cap stocks and more money goes into small cap stocks when see the good opportunities in the market.
Best Small Cap Mutual Funds Advantages
Investing in top small cap mutual funds has its own advantages compared to other types of Mutual Funds. Here are some of the benefits:
-
Early Investment Opportunities in Emerging Companies
Small cap funds provide investors with the chance to invest early in emerging companies that are ready for development. These small companies are often under-researched and undervalued but have a high potential to become industry leaders, fund managers & their teams identify these companies at a very early stage.
-
High Growth Potential
Smaller companies with the right business model and strong management teams often grow faster than larger ones, which means they are offering the chance for substantial returns in the long run. When these companies perform well in business, their stock prices can rise quickly.
-
Highest Returns Equity Funds
Small cap funds offer some higher returns within their equity category. Even though they can be riskier because they invest in smaller companies, but these equity stocks have the potential to generate higher returns sometimes more than large and mid cap funds.
-
Access to 50+ Best Companies in a Single Portfolio
Firstly, it offers diversification, spreading the risk across different companies and reducing the impact of any single company's poor performance. The top small cap mutual funds carefully select high-potential companies for investment, managed by experienced professionals.
Moving on, let’s get you a list of the best small cap mutual funds 2025 to begin an early systematic investment plan online.
Top 5 Small Cap Mutual Funds To Invest in 2025
Here are the 5 Best Small Cap Mutual Funds 2025 to begin your SIP (systematic investment plan) with:
-
Bandhan Small Cap Fund
After being launched on February 1st, 2020, this Bandhan Small Cap Fund has made long strides by delivering 43.30% returns in just one year. Although being a newcomer in the small cap mutual funds category, it manages a robust AUM (Asset Under Management) at Rs.9,236 Cr as of 31.01.25. It is a good investment option for 2-3 years, starting your SIP with just Rs.1000 on today's date.
-
Invesco India Small Cap Fund
The Invesco India Small Cap Fund has given an impressive return of 29.73% in 5 years, supposedly beating its benchmark at 20.62%. This small cap mutual fund is managing an AUM of Rs.5,904 Crores as of 31.01.25. Investing in this fund will be a smart decision if driving benefits from the fast-growing business is what you need in your portfolio.
-
Tata Small Cap Fund
Starting the year with a high reward-giving small cap fund, the Tata Small Cap Fund has delivered 32.74% returns in the last 3 years. Apart from the Tata Mutual Fund legacy, it manages a strong AUM of 8,883 Cr as of 31.01.25. It is a good investment choice if you are willing to invest a premium amount for a higher return.
-
Quant Small Cap Fund
The Quant Small Cap Fund has done well in recent years, with a strong return of 41% over the last 3 years, outstandingly beating its benchmark return of 25.66%. It is managed by Quant Mutual Fund and currently has an AUM of Rs.102 Crores. This small cap mutual fund keeps its major investment in smaller companies that have the potential to grow, making it a good choice for investors who are okay with taking some risk for the chance of higher returns in the future.
-
Mahindra Manulife Small Cap Fund
The Mahindra Manulife Small Cap Fund has also performed well, with a return of about 35% over the last 3 years. This fund, managed by Mahindra Manulife Investment Managers, has an AUM of Rs.3540 Crores as of 31.01.25. It invests in small-sized companies that are expected to grow, which could provide good returns for investors who are willing to take on a bit more risk for the potential of higher profits down the road.
Pro Tip: Fast track your investments using the SIP Calculator and get your estimated returns in minutes.
How to Invest in Small Cap Mutual Funds via MySIPonline?
Here is an easy way to start your investment with MySIPonline:
- Step 1:Verify your KYC (Know Your Customer) details.
- Step 2:Fill out personal & banking information.
- Step 3:Choose from the best small cap funds or seek assistance from our expert advisors.
- Step 4:Decide whether to invest through SIP or Lumpsum.
- Step 5:Place funds in the cart and complete online payment via UPI or Net Banking.
- Step 6:Track investment regularly on our dashboard with detailed analytical reports.
Pro Tip: level up your portfolio with Step Up SIP Calculator for maximum growth.
Should I Invest in Small Cap Mutual Funds in 2025?
The following points will help investors identify if the top small cap mutual funds are the right match for them in the new financial year:
-
Investors with Long Term Investing Goals
Small cap funds are ideal for investors with long-term goals. These funds focus on small companies with strong growth potential, making them suitable for patient investors who are ready to keep their assets for five years or more to maximize growth chances.
-
Investors Having High Risk & High Returns Investing Style
The small cap mutual funds are a good match for investors who are okay with taking high risks in exchange for the possibility of making high returns. These investors don't mind when prices go up and down a lot because they believe they can make big profits in the long run.
-
Growth Focused Investor
Small cap funds invest in small companies that are in their initial stage but have the potential to grow a lot while making them attractive to investors who are seeking capital appreciation.
In short, investments in the best small cap funds will take you one step closer to achieving your desired goals.
Is it Safe to Invest in Small Cap Mutual Funds for Long Term?
Before investing in the small cap mutual funds, it is important to understand the risks that are involved:
-
High Volatility
As small cap funds largely invest their portfolio in small cap stocks that have very low traded volume. Therefore, any changing factors like market sentiments, company performance, economic condition creates high buying volume or high selling volume that fluctuate stock prices very rapidly. That is why small cap stocks have higher volatility than large cap-stocks. Hence, the small cap fund NAV (Net Asset Value) price always shows the same kind of volatility.
-
Higher Drawdown or Fall
During every market crash or correction small cap stocks tend to fall very sharply. So investing can cause more significant declines compared to larger companies. Investors should be prepared for potential losses during these periods.
-
Liquidity Risk
Investing in small cap funds carries liquidity risk, where buying or selling shares can affect the price of your mutual funds investment due to lower trading volumes and fewer market participants. This can result in bigger differences between buying and selling prices and make it harder to buy or sell shares, especially when the market is unpredictable.
Pro Tip: Smartly plan your tax via the Tax Calculator within seconds.
Frequently Asked Questions
Small cap funds invest in companies with a smaller market size (below Rs.5,000 crore). They aim for high growth, but their stock prices can be more volatile.
Small cap funds are riskier than Large Cap Funds because they invest in smaller, less established companies. However, they have the potential for higher returns in the long term.
Past performance varies, but some small cap funds with high returns over the years include:
| Fund Name | 3 Yrs Returns (%) | Consistency |
|---|---|---|
| Bandhan Small Cap Fund | 32.26 | 100 |
| NIFTY Smallcap 250 TRI | 33.53 | 100 |
| Invesco India Small Cap | 30.41 | 100 |
| NIFTY Smallcap 250 TRI | 26.68 | 99.83 |
| Tata Small Cap Fund | 32.74 | 100 |
| NIFTY Smallcap 250 TRI | 27.1 | 100 |
| Edelweiss Small Cap | 33.85 | 100 |
| NIFTY Smallcap 250 TRI | 27.74 | 100 |
| Quant Small Cap | 41 | 97.16 |
| NIFTY Smallcap 250 TRI | 25.66 | 85.43 |
*As on 20-02-2025
Small cap funds are taxed as equity funds. Long-term capital gains (LTCG) over Rs.1 lakh are taxed at 10%, while short-term capital gains (STCG) are taxed at 15%.
The best small cap mutual fund depends on your investment goals and risk tolerance. Here is a list of the best small cap mutual funds to begin your SIP:
| Scheme Name | Launch Date | AUM (Cr as of 31.01.25) |
|---|---|---|
| Bandhan Small Cap Fund | 01.02.2020 | 9,236 |
| Edelweiss Small Cap Fund | 01.02.2019 | 4,170 |
| Quant Small Cap Fund | 24.11.1996 | 24,812 |
*As on 20-02-2025
Yes, small cap funds are suitable for long-term investors who can handle short-term volatility. Over time, they have the potential to deliver higher returns compared to large caps.
Compare funds based on their past performance, NAV, expense ratio, portfolio holdings and risk factors. At MySIPonline you get expert analysis between schemes.
New small cap funds (New Fund Offer) may offer growth potential however, comes with higher risks. It's important to research the fund's strategy, portfolio and manager before investing.
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