Best Small Cap Mutual Funds


Fund Name

NAV (Rs.)
AUM (Cr.)
Returns Since inception
Returns
Is it a Sahi Mutual Fund?

Past

Avg Rolling
Quality
Performance
39.66 8,427
13
03 Apr' 08
-6.79
10.99
13.17
11.63
22.17
17.05
17.50
17.71
Risky
Somewhat Good
36.71 8,234
15.8
16 Sep' 10
-7.69
9.5
13.75
0
24.03
27.39
28.11
0.00
Risky
Very Good
49.39 7,369
12.5
13 Jan' 06
-10.9
2.95
11.14
14.63
26.15
19.09
19.11
18.62
Risky
Very Good
22.41 6,079
16.8
12 May' 14
-11.46
10.08
13.1
0
17.87
21.89
15.32
0.00
Risky
Very Good
50.88 5,131
14.4
14 Jun' 07
-7.76
1.47
12.43
13.34
30.08
22.75
23.01
21.88
Risky
Very Good
31.38 2,366
9.76
31 May' 07
-14.29
2.87
9.99
10.5
23.14
17.24
17.28
16.70
Risky
Very Good
49.32 2,258
17.5
09 Sep' 09
-1.42
11.84
18.46
18.02
22.82
24.69
27.71
19.07
Risky
Very Good
67.02 1,225
14.1
24 Feb' 05
-7.12
4.19
10.96
11.32
21.69
15.11
14.98
14.59
Risky
Very Good
73.52 1,151
14.8
15 Feb' 05
-13.23
-1.16
7.66
8.9
23.47
16.92
16.85
16.24
Risky
Not Good
44.61 747
11.1
19 May' 05
-13.01
0.74
7.56
7.34
20.12
12.06
11.51
11.01
Risky
Not Good
28.22 493
20.2
29 Nov' 13
7.87
10.04
12.92
0
19.25
16.38
18.59
0.00
Risky
Not Good
24.39 369
7.87
18 Oct' 07
0.37
5.08
6.96
10.35
16.77
13.74
14.56
13.56
Risky
Not Good
10.34 356
7.63
07 Feb' 19
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
9.86 353
-2.01
12 Nov' 18
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
9.68 322
-4.36
30 Oct' 18
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
12.54 317
4.52
10 Jun' 14
-12.61
-0.76
3.71
0
5.21
7.69
4.74
0.00
Somewhat Good
Not Good
9.38 304
-13.74
15 Feb' 19
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
7.88 169
-16.89
09 Apr' 18
-11.76
0
0
0
-11.68
0.00
0.00
0.00
NA
NA
7.66 157
-17.65
09 Mar' 18
-11.24
0
0
0
-13.11
0.00
0.00
0.00
NA
NA
8.74 149
-6.25
21 Jun' 17
-11.81
0
0
0
-9.25
0.00
0.00
0.00
Risky
NA
*Based on the Fund’s Ranking within its Category
<< First    < Previous | 1 | | |

FAQs

  • What are small cap funds?
  • Small cap funds invest in companies beyond Top 250 according to average market capitalisation (Rs 10 Crore – Rs 500 Crore). Minimum investment in Equity & Equity-related instruments of Small-Cap companies is 65% of total assets.
  • What percentage of portfolio should be invested in Small Cap Funds?
  • Small cap stocks have the ability to grow twice or thrice their size within a few years, given their small size. However, the return from these funds is also subject to high volatility. The performance of small cap funds is highly inconsistent and can outperform the benchmark only when invested right at the start of the Bull Run. However, these funds are also the ones to lose maximum value in a bear market. Thus, we recommend not more then 10-15% of your portfolio should be invested in Small cap funds/stocks.
Loading...
Hold on
Puchho Befikar