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Small Cap Mutual Funds

Find here some best Small Cap fund to invest

  • Annual Returns 22.59%
  • Average Risk Very High
  • Total Funds 27

What is Small Cap Mutual Fund?

Small Cap Funds are among the best category of equity funds that focuses on Small companies in India. These funds primarily target early-stage growth companies and have a market capitalization between 1000 to 15000 Crore. Small cap mutual 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.

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Top Performing Small Cap in India for High Return

AMC List

  • Kotak
  • Aditya Birla Sun Life
  • ICICI
  • Tata
  • HDFC
  • SBI
  • UTI
  • Nippon
  • Sundaram
  • Canara
  • Invesco
  • Axis
  • Baroda BNP Paribas
  • DSP
  • EDELWEISS
  • Franklin
  • HSBC
  • LIC
  • Mirae Asset
  • Motilal Oswal
  • Mahindra
  • PGIM
  • WOC
  • Bandhan
  • 360 One
  • Bajaj Finserv
  • Quant
  • Parag Parikh
  • ITI

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

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Lumpsum 3Y P.a 32.65%
SIP 3Y P.a. 68.93%
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Lumpsum 3Y P.a 30.37%
SIP 3Y P.a. 58.86%
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Lumpsum 3Y P.a 29.25%
SIP 3Y P.a. 63.91%
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Lumpsum 3Y P.a 28.98%
SIP 3Y P.a. 64.56%
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Lumpsum 3Y P.a 28.98%
SIP 3Y P.a. 64.56%
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Lumpsum 3Y P.a 28.4%
SIP 3Y P.a. 50.59%
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Lumpsum 3Y P.a 27.65%
SIP 3Y P.a. 55.36%
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Lumpsum 3Y P.a 27.36%
SIP 3Y P.a. 52.08%
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Lumpsum 3Y P.a 27.02%
SIP 3Y P.a. 45.29%
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Lumpsum 3Y P.a 25.32%
SIP 3Y P.a. 47.78%
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Short Term

Long Term

SIP

Rolling Term

1 Week 0.22%
1 Month 1.5%
3 Months 10.31%
6 Months 17.99%
1 Year 56.18%
Invest
1 Week 1.42%
1 Month 1.86%
3 Months 14.21%
6 Months 22.79%
1 Year 46%
Invest
1 Week 2.12%
1 Month 7.7%
3 Months 24.02%
6 Months 34.27%
1 Year 75.34%
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1 Week -0.25%
1 Month -5.24%
3 Months -3.36%
6 Months 12.64%
1 Year 43.12%
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1 Week -0.25%
1 Month -5.24%
3 Months -3.36%
6 Months 12.64%
1 Year 43.12%
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1 Week 1.61%
1 Month 3.8%
3 Months 18.08%
6 Months 27.62%
1 Year 48.69%
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1 Week 1.78%
1 Month 4.93%
3 Months 16.37%
6 Months 25.67%
1 Year 57.27%
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1 Week 0.22%
1 Month 2.23%
3 Months 13.71%
6 Months 16.9%
1 Year 37.8%
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1 Week 0.34%
1 Month 2.65%
3 Months 14.04%
6 Months 22.69%
1 Year 43.46%
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1 Week 1.36%
1 Month 0.98%
3 Months 10.83%
6 Months 18.57%
1 Year 38.59%
Invest
2 Years 46.05%
3 Years 32.65%
5 Years 49.46%
Annual Rt 13.67%
Invest
2 Years 37.25%
3 Years 30.37%
5 Years 32.48%
Annual Rt 23.46%
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2 Years 47.99%
3 Years 29.25%
5 Years -
Annual Rt 40.92%
Invest
2 Years 37.34%
3 Years 28.98%
5 Years 35.35%
Annual Rt 22.36%
Invest
2 Years 37.34%
3 Years 28.98%
5 Years 35.35%
Annual Rt 22.36%
Invest
2 Years 37.94%
3 Years 28.4%
5 Years 34.43%
Annual Rt 28.24%
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2 Years 39.21%
3 Years 27.65%
5 Years 34.19%
Annual Rt 27.26%
Invest
2 Years 36.87%
3 Years 27.36%
5 Years 30.29%
Annual Rt 17.5%
Invest
2 Years 28.96%
3 Years 27.02%
5 Years 36.17%
Annual Rt 29.12%
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2 Years 30.57%
3 Years 25.32%
5 Years 30.94%
Annual Rt 13.96%
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Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.62%
Fund Manager Sanjeev Sharma
Launch Date 24-Nov 1996
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.7%
Fund Manager Venugopal Manghat
Launch Date 12-May 2014
Invest
Min SIP ₹100
Min Lumpsum ₹1000
Expense Ratio 1.77%
Fund Manager Manish Gunwani
Launch Date 25-Feb 2020
Invest
Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 1.47%
Fund Manager Samir Rachh
Launch Date 16-Sep 2010
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Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.43%
Fund Manager Samir Rachh
Launch Date 01-Sep 2010
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Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 1.72%
Fund Manager Chandraprakash Padiyar
Launch Date 02-Nov 2018
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Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 1.83%
Fund Manager Taher Badshah
Launch Date 05-Oct 2018
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Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.58%
Fund Manager Chirag Setalvad
Launch Date 02-Apr 2008
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Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.69%
Fund Manager Pranav Gokhale
Launch Date 05-Feb 2019
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.77%
Fund Manager Anish Tawakley
Launch Date 01-Oct 2007
Invest
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Comparison of Top Small Cap Funds

Small Cap Funds Return Calculator

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  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Benefits of Investing in Small Cap Mutual Funds

Investing in small-cap 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 team 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

    These 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 Single Portfolio

    Firstly, it offers diversification, spreading the risk across different companies and reducing the impact of any single company's poor performance. These funds carefully select high-potential companies for investment, managed by experienced professionals.

How Do Small Cap Mutual Funds Works?

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 they 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 remaining 35% of money is allocated as per market conditions in tough situation it keeps in large or mid cap stocks and shifts more money into Small Cap Stocks when see the good opportunities in market.

How to Invest in Small Cap Mutual Funds with MYsiponline?

Here's an easy way to start your investment with mysiponline:

Step 1: Verify your KYC Details

Step 2: Fill out Personal & Banking Information

Step 3: Choose your preferred Preferred small cap funds scheme or seek assistance from our expert advisors

Step 4: Decide whether to invest through SIP or Lump-sum

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 detail analytical reports

 

Who Should Invest in Small Cap Mutual Funds?

The following points will help investors to identify if this scheme is the right match for them:

  • 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

    These 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

    These 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 for capital appreciation.

Risk Involved While Investing in Small Cap Mutual Funds

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. So on 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 funds NAV price always shows 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 impact the fund's price 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.

Frequently Asked Questions

Who should invest in Small Cap Mutual Funds?
Small cap funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
How small cap fund is different from midcap and large cap funds?
Small cap funds invests majorly in the stocks of small caps which are companies that rank 251 and more in the equity market in terms of market capitalization. Whereas, large and mid caps funds invests predominantly in companies that rank 1-100, and 101-250 in the equity market, respectively.
Why to invest in small cap funds?
Small cap funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
Are Small Cap Funds for long term investment?
Yes, small cap funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in small cap mutual funds.
What is the benchmark of Small Cap Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different small cap funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What is the minimum investment required for investing in small cap funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by small cap companies?
The fund manager of small cap fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
How risky are small cap funds?
Small cap funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in small cap funds.
Is SIP option available for Small Cap Mutual Funds?
Yes, small cap funds also gives the privilege of SIP (Systematic Investment Plan) along with lumpsum mode of investment to the investors. The minimum SIP amount vary from scheme to scheme ranging from Rs. 500- Rs. 1000.
What are the taxes applied on Small Cap Mutual Funds?
Small cap funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.

Top Videos and Blogs on Small Cap Mutual Funds

Videos

Blogs

https://www.youtube.com/watch?v=A6DFMI_BRDU&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Best Small Cap Mutual Funds 2024 | 2-3X Returns in 5 Yrs | Comparison of Top 5 Small Cap Funds https://www.youtube.com/watch?v=HdXEp5aaaUs&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Market Crash 2024 | Top 3 Reasons - Inflation & Interest Rate | Small Cap Bubble | FII https://www.youtube.com/watch?v=PB4vi9c9j3A&list=PL0iuspj5vV4XK0joFYBx0RbOldMM16B49 Best Small Cap Mutual Funds 2024 Research | Small cap mutual funds for long term https://www.youtube.com/watch?v=PB4vi9c9j3A&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Best Small Cap Mutual Funds 2024 Research | Small cap mutual funds for long term https://www.youtube.com/watch?v=UIWFdkGBWL0&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Axis Small Cap Fund Direct Growth | Detailed Analysis for Investment or Selling Decisions by TMFT https://www.youtube.com/watch?v=SiHdBBksmaM&list=PL0iuspj5vV4VHqnF4pQ-Q3C_8CHfBTeAg SIP Mutual Funds Returns in 2021| Top & Bottom - Large Cap, Mid cap & Small Cap Sip Funds https://www.youtube.com/watch?v=WxS15vxSW5g&list=PL0iuspj5vV4XK0joFYBx0RbOldMM16B49 Top 5 Small Cap Funds 2021 | Best Mutual Funds in 2021 | High Returns Mutual Funds 2021 https://www.youtube.com/watch?v=Iq2xBIFGHxA&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj What are Small Cap Funds? | New SEBI Categorization 2018 | Who can Invest? | Past Performance https://www.youtube.com/watch?v=h85pd3X9sA4&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Small Cap Mutual Funds - Analysis & Performance | Expert Analysis on Small Cap Category 2018 https://www.youtube.com/watch?v=LoO3L6jbYB4&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Top 5 Small Cap Mutual Funds | Best Recommended Small Cap Funds 2018 -19 https://www.youtube.com/watch?v=MoL15f-a2hQ&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj SBI Small Cap Fund 2018 | Mutual fund Review | SBI Small Cap Mutual Fund Analysis & Performance https://www.youtube.com/watch?v=NSf5hl1ehak&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Nippon India Small Cap Fund | Mutual Fund Analysis | Top Performing Mutual Fund https://www.youtube.com/watch?v=R1f6uqri42Q&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj HDFC Small Cap Fund Review 2018 | HDFC Small Cap Mutual Fund Analysis & Performance https://www.youtube.com/watch?v=hAnqAa9ZMNY&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Canara Robeco Small Cap Fund Review 2021 | Best Small Cap fund | Top Performing Mutual Fund 2021 https://www.youtube.com/watch?v=97q4-T4azVc&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Quant Small Cap Fund Review | 302% Returns* | Quant Mutual Fund | Best Analysis https://www.youtube.com/watch?v=0iQSeiylVec&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj L&T Emerging Businesses Fund Review 2022 | High Return Small Cap Fund | Rise, Fall & Comeback Story https://www.youtube.com/watch?v=1-NTeiHJB40&list=PL0iuspj5vV4XrAPhyeyvNNYaVkDEIonGj Best Small Cap Mutual Fund 2023 |Compare SBI small cap vs Nippon Small Cap vs Quant small cap & More https://www.youtube.com/watch?v=WQ5xD-sPcVE&list=PL0iuspj5vV4UDJ1y5Y0tPdFttqQqcAZ-x Large Cap vs Mid Cap vs Small Cap Mutual Funds | Performance of Mutual Funds https://www.youtube.com/watch?v=1-NTeiHJB40&list=PL0iuspj5vV4UDJ1y5Y0tPdFttqQqcAZ-x Best Small Cap Mutual Fund 2023 |Compare SBI small cap vs Nippon Small Cap vs Quant small cap & More
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