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.

Fund Name

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

Past

Avg Rolling
Quality
Performance
38.27 9,137
12.2
03 Apr' 08
-8.71
9.91
9.03
9.92
20.46
16.69
17.13
16.77
Risky
Somewhat Good
38.27 8,425
15.7
16 Sep' 10
-3.65
10.3
10.31
15.75
22.74
26.32
26.78
15.96
Risky
Very Good
49.03 7,031
12.1
13 Jan' 06
-5.31
3.69
6.98
13.45
24.75
19.00
18.68
18.27
Risky
Very Good
22.54 6,112
16
12 May' 14
-7.69
8.07
11.28
0
15.79
19.95
13.17
0.00
Risky
Very Good
52.02 4,905
14.2
14 Jun' 07
-2.27
2.21
8.28
12.29
28.90
21.93
22.41
21.01
Risky
Very Good
53.54 2,915
17.9
09 Sep' 09
8.62
14.26
15.87
17.58
22.05
24.08
27.01
18.65
Risky
Very Good
29.98 2,283
9.19
31 May' 07
-10.96
1.24
6.38
9.19
21.50
16.60
16.85
16.02
Risky
Very Good
71.43 1,300
14.3
24 Feb' 05
5.45
6.83
8.13
10.63
20.81
15.10
14.77
14.36
Risky
Very Good
31.57 1,200
21.3
29 Nov' 13
22.62
13.08
12.29
0
19.02
15.79
16.62
0.00
Risky
Not Good
75.63 1,088
14.7
15 Feb' 05
-2.56
1.41
3.41
8.31
21.53
16.23
16.44
15.79
Risky
Not Good
43.45 690
10.7
19 May' 05
-9.7
2.56
4.25
5.89
18.84
11.89
11.31
10.72
Risky
Not Good
24.96 528
7.92
18 Oct' 07
8.24
5.79
5.49
9.2
16.00
13.35
14.14
13.13
Risky
Not Good
10.52 430
4.92
12 Nov' 18
4.79
0
0
0
4.48
0.00
0.00
0.00
Risky
NA
10.88 424
11.2
07 Feb' 19
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
10.61 394
5.51
30 Oct' 18
5.06
0
0
0
4.34
0.00
0.00
0.00
Risky
NA
13.84 332
6.15
10 Jun' 14
2.59
5.37
3.24
0
4.46
6.75
4.03
0.00
Risky
Not Good
9.46 330
-7.6
15 Feb' 19
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
8.17 163
-11.79
09 Apr' 18
-0.12
0
0
0
-8.36
0.00
0.00
0.00
NA
NA
10.14 155
1.36
13 May' 19
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
7.94 150
-12.72
09 Mar' 18
-1.12
0
0
0
-9.61
0.00
0.00
0.00
NA
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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