Best Small Cap Mutual Funds - Top Small-Cap Funds to invest in 2022 (Page 1 )

**Small Cap Mutual Funds as on Nov-2022**
Fund Name	NAV (Rs.)	AUM (Cr.)	Returns Since inception	Returns	Is it a Sahi Mutual Fund?
Nippon India Small Cap Fund	94.05	22,844	20.1 16 Sep' 10	11.22 34.61 16.3 27.14	30.33 22.94 22.17 22.33	Risky	Very Good
SBI Small Cap Fund	115.24	14,869	20.3 09 Sep' 09	8.55 28.85 14.69 27.72	29.10 22.29 23.43 22.34	Somewhat Good	Very Good
HDFC Small Cap Fund	79.36	14,100	15.1 03 Apr' 08	7.14 27.34 12.67 19.45	21.68 14.65 15.81 16.27	Risky	Somewhat Good
AXIS Small Cap Fund	64.01	10,992	22.9 29 Nov' 13	5.65 26.6 17.96 0	23.90 17.61 16.31 22.90	Somewhat Good	Somewhat Good
DSP Small Cap Fund	113.36	9,082	17 14 Jun' 07	3.9 29.64 11.45 24.02	26.79 19.41 19.65 20.72	Risky	Very Good
Kotak Small Cap Fund	163.71	8,614	17 24 Feb' 05	-3.38 31.87 15.47 22.4	25.02 17.37 16.46 15.78	Risky	Very Good
L&T Emerging Businesses Fund	47.50	8,496	19.9 12 May' 14	6.45 28.1 11.69 0	22.27 14.78 12.93 0.00	Risky	Very Good
Franklin India Smaller Companies Fund	95.52	7,298	14.3 13 Jan' 06	3.61 24.82 9.44 20.42	25.02 17.96 18.26 18.33	Risky	Very Good
ICICI Prudential Smallcap Fund	54.55	4,388	11.8 18 Oct' 07	4.72 29.52 13.09 17.47	20.35 13.92 13.35 13.73	Risky	Not Good
Canara Robeco Small Cap Fund	24.99	4,063	27.2 15 Feb' 19	10.39 38.24 0 0	42.37 34.88 0.00 0.00	Risky	NA
Aditya Birla Sun Life Small Cap Fund	52.31	3,023	11.1 31 May' 07	-5.05 19.99 3.92 17.06	20.53 13.94 14.70 15.45	Risky	Somewhat Good
Tata Small Cap Fund	23.93	2,664	23.8 12 Nov' 18	8.22 31.18 0 0	32.86 28.09 0.00 0.00	Risky	Very Good
UTI Small Cap Fund	15.82	2,386	26.6 22 Dec' 20	2.54 0 0 0	23.44 0.00 0.00 0.00	Risky	NA
Quant Small Cap Fund	140.90	2,355	10.6 16 Oct' 96	5.38 50.45 22.18 16.1	20.28 11.89 9.75 9.88	Risky	Not Good
PGIM India Small Cap Fund	11.29	2,132	9 29 Jul' 21	0.81 0 0 0	4.80 0.00 0.00 0.00	Risky	NA
Sundaram Small Cap Fund	151.06	2,080	16.5 15 Feb' 05	0.1 26.03 7.16 20.1	23.59 14.46 14.28 15.75	Risky	Somewhat Good
IDFC Emerging Businesses Fund	21.32	1,482	31.4 25 Feb' 20	-4.63 0 0 0	45.52 0.00 0.00 0.00	Risky	NA
Invesco India Smallcap Fund	21.84	1,404	21 30 Oct' 18	1.4 27.15 0 0	30.38 26.69 0.00 0.00	Risky	Very Good
Edelweiss Small Cap Fund	25.57	1,382	27.9 07 Feb' 19	5.07 32.86 0 0	38.08 30.98 0.00 0.00	Risky	NA
Union Small Cap Fund	30.11	1,161	13.9 10 Jun' 14	3.97 29.45 13.3 0	16.39 11.34 9.86 0.00	Risky	Not Good

Small Cap mutual funds invest a minimum of 65% of their portfolio in small cap companies. This includes companies with a market capitalization of less than 5000 Cr or the 251st company onwards, according to SEBI classification of market capitalization.

Only investors with a longer term time frame of more than 7 years should look to invest in Small cap mutual funds. Also, remember all your small-mid cap investment put together should not be more than 20-30% of your portfolio.

For details read, ‘How to achieve the right diversification in Mutual Funds?’

Once you login to your profile, MoneyWorks4me's Decision Maker provides you all the key info necessary to help you make an informed decision.

Funds that hold a reasonable proportion of good quality companies are colour coded Green, while those with a higher percentage of companies marked as "risky" are shown in RED. Similarly, funds with a good return consistency are indicated as Green, while those with poor return consistency are coded Red.

More info in the video below:

Fund Name	Nav (Rs.)	AUM (Cr.)	Returns Since Inception	Past Returns	5 Yr Avg Rolling Returns	Quality	Performance
SBI Small Cap Fund	75.93	6,594	19.4	19.63	24.29	Risky	Very Good
Nippon India Small Cap Fund	54.76	10,637	17.8	17.63	22.94	Risky	Very Good
DSP Small Cap Fund	74.20	5,812	15.8	13.56	20.21	Risky	Very Good
Franklin India Smaller Companies Fund	64.50	6,216	13.2	11.79	17.02	Risky	Very Good
HDFC Small Cap Fund	51.34	9,069	13.6	15.88	15.65	Risky	Somewhat Good
Aditya Birla Sun Life Small Cap Fund	39.49	2,310	10.5	11.07	15.03	Risky	Very Good
Sundaram Small Cap Fund	99.79	1,208	15.5	9.44	14.05	Risky	Not Good
Kotak Small Cap Fund	110.56	2,539	16.2	17.65	13.93	Risky	Very Good
AXIS Small Cap Fund	42.08	3,632	22.1	17.38	13.60	Risky	Somewhat Good
ICICI Prudential Smallcap Fund	35.08	1,778	9.91	13.89	12.74	Risky	Not Good

Capital gains received within a one-year holding a mutual fund is known as short-term capital gains or STCG, which is taxed at a rate of 15 per cent. Long-term capital gains (LTCG), or a capital gains realised after a holding period of over a year, are exempt up to an amount of Rs 1 lakh. Over Rs 1 lakh, the gains will be taxed at 10 per cent.

Advantages:

1. High Returns: Small cap companies have higher growth potential than their mid/large cap counterparts. High growth often translates to higher stock price appreciation.
2. Relatively Low Risk: Investing in small cap fund is a very good method to gain exposure to the space without taking on the risk of investing in individual stocks.
3. Professional help: Experienced fund managers managing your money further reduce the chances of you losing your hard earned money.

Disadvantages:

1. Volatility: Small cap funds come with a certain risk owing to its highly volatile nature. This is in contrast to large cap or multi cap funds that are relatively more stable.
2. Long periods of underperformance: Small cap stocks and thereby the funds that own them too are often plagued with long periods of underperformance.

MoneyWorks4me empowers retail investors to find the right Small Cap Mutual Fund best suited for your portfolio, all through its amazing free features. So register now at MoneyWorks4me.com.

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