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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 Jul-2020

Fund Name

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

Past

Avg Rolling
Quality
Performance
33.11 7,511
10.3
03 Apr' 08
-19.42
-4.24
5.35
9.43
12.72
15.46
16.03
15.28
Risky
Somewhat Good
35.51 6,944
13.8
16 Sep' 10
-6.96
-2.64
7.81
15.32
20.34
23.82
24.14
15.42
Risky
Very Good
18.87 4,697
10.9
12 May' 14
-18.64
-7.81
5.88
0
11.44
15.22
9.34
0.00
Risky
Very Good
40.48 4,601
10.2
13 Jan' 06
-21.37
-9.52
1.27
12.1
17.05
18.23
17.52
17.62
Risky
Very Good
50.48 4,442
13.2
14 Jun' 07
-5.5
-6.33
4.5
13.95
19.70
20.21
20.95
19.85
Risky
Very Good
50.48 3,374
16.1
09 Sep' 09
0.4
3.63
9.58
17.68
20.53
22.60
25.15
18.20
Risky
Very Good
28.92 2,310
17.4
29 Nov' 13
0.8
4.11
8.5
0
17.65
14.25
13.60
0.00
Risky
Somewhat Good
25.48 1,619
7.33
31 May' 07
-21.35
-11.96
1.06
8.64
13.06
15.11
15.61
14.93
Risky
Very Good
66.10 1,402
13.1
24 Feb' 05
-4.85
-3.38
4.69
11.14
14.94
14.85
14.04
14.05
Risky
Very Good
22.21 971
6.49
18 Oct' 07
-11.62
-4.97
1.66
8.36
11.19
12.25
13.04
12.30
Risky
Not Good
66.27 803
13.1
15 Feb' 05
-15.13
-12.2
-0.9
8.9
13.66
14.42
14.97
15.07
Risky
Not Good
10.12 542
0.88
30 Oct' 18
-0.59
0
0
0
0.25
0.00
0.00
0.00
Risky
NA
9.61 527
-2.18
12 Nov' 18
-4.93
0
0
0
-4.90
0.00
0.00
0.00
Risky
NA
10.23 507
6.52
25 Feb' 20
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
10.54 420
3.83
07 Feb' 19
-2.13
0
0
0
-6.18
0.00
0.00
0.00
Risky
NA
9.55 375
-3.01
15 Feb' 19
-1.94
0
0
0
-10.21
0.00
0.00
0.00
Risky
NA
12.98 301
4.38
10 Jun' 14
-0.38
-4.39
0.63
0
3.72
5.00
2.30
0.00
Risky
Not Good
40.58 287
9.72
19 May' 05
-12.8
-8.39
1.03
8.16
11.84
11.26
10.52
10.40
Risky
Not Good
8.41 201
-34.94
17 Feb' 20
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
10.14 167
1.46
13 May' 19
1.8
0
0
0
-3.41
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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