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Best Small Cap Mutual 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.
Small Cap Mutual Funds as on Aug-2020

Fund Name

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

Past

Avg Rolling
Quality
Performance
37.29 7,898
14.2
16 Sep' 10
7.25
-1.39
6.77
16.38
20.22
23.53
23.89
15.58
Risky
Very Good
34.54 7,511
10.6
03 Apr' 08
-6.7
-2.66
4.64
10.76
12.35
15.30
15.92
15.18
Risky
Somewhat Good
42.30 5,050
10.4
13 Jan' 06
-9.05
-8.22
0.81
13.21
16.67
18.12
17.39
17.57
Risky
Very Good
19.64 4,697
11.4
12 May' 14
-6.61
-6.91
4.75
0
11.13
14.66
9.13
0.00
Risky
Very Good
52.91 4,442
13.5
14 Jun' 07
10.51
-4.22
3.94
14.98
19.07
20.05
20.79
19.76
Risky
Very Good
52.33 3,917
16.4
09 Sep' 09
11.27
4.53
9.46
19.04
20.42
22.41
24.95
18.26
Risky
Very Good
29.93 2,310
17.8
29 Nov' 13
10.52
5.48
7.55
0
17.46
14.07
13.42
0.00
Risky
Somewhat Good
26.66 1,812
7.62
31 May' 07
-9.44
-11.15
0.6
9.28
12.57
14.97
15.48
14.83
Risky
Very Good
69.95 1,402
13.4
24 Feb' 05
11.71
-1.66
4.62
12.31
14.64
14.83
13.96
14.04
Risky
Very Good
22.86 1,111
6.67
18 Oct' 07
-1.25
-4.59
1.4
9.32
11.00
12.12
12.94
12.25
Risky
Not Good
68.95 906
13.3
15 Feb' 05
1.01
-10.53
-2.07
9.82
13.35
14.20
14.78
15.02
Risky
Not Good
10.05 614
0.29
12 Nov' 18
6.69
0
0
0
-3.76
0.00
0.00
0.00
Risky
NA
10.28 542
1.57
30 Oct' 18
10.54
0
0
0
1.02
0.00
0.00
0.00
Risky
NA
10.92 540
21.8
25 Feb' 20
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
11.30 449
8.51
07 Feb' 19
15.54
0
0
0
-3.24
0.00
0.00
0.00
Risky
NA
10.33 375
2.23
15 Feb' 19
16.19
0
0
0
-5.50
0.00
0.00
0.00
Risky
NA
14.17 301
5.82
10 Jun' 14
18.48
-1.7
1.49
0
3.98
4.87
2.43
0.00
Risky
Not Good
41.74 287
9.84
19 May' 05
0.48
-8.17
-0.5
9.36
11.56
11.19
10.41
10.40
Risky
Not Good
8.59 201
-27.71
17 Feb' 20
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
10.89 167
7.14
13 May' 19
17.98
0
0
0
2.88
0.00
0.00
0.00
Risky
NA
*Based on the Fund’s Ranking within its Category
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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.
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