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 Jan-2020

Fund Name

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

Past

Avg Rolling
Quality
Performance
40.88 9,232
12.6
03 Apr' 08
-4.74
10.56
9.16
11.68
18.55
16.57
16.93
16.44
Risky
Somewhat Good
41.71 8,525
16.4
16 Sep' 10
4.31
10.17
10.22
17.34
22.36
25.89
26.15
16.32
Risky
Very Good
52.58 6,929
12.5
13 Jan' 06
-1.03
4.23
6.72
15.49
22.93
18.99
18.46
18.17
Risky
Very Good
24.27 5,941
16.8
12 May' 14
-1.27
9.61
10.95
0
15.13
19.30
12.58
0.00
Risky
Very Good
57.87 4,918
14.9
14 Jun' 07
8.64
3.73
8.89
15.52
27.10
21.60
22.10
20.73
Risky
Very Good
56.30 3,156
18
09 Sep' 09
11.81
14.88
13.74
18.79
21.85
23.86
26.59
18.60
Risky
Very Good
32.99 2,255
9.76
31 May' 07
-3.64
2.8
6.68
11.63
19.56
16.35
16.62
15.80
Risky
Very Good
33.36 1,542
21.5
29 Nov' 13
23.83
15.15
11.59
0
19.12
15.70
15.91
0.00
Risky
Not Good
78.06 1,360
14.8
24 Feb' 05
12.46
8.36
8.66
13.29
19.47
15.18
14.66
14.32
Risky
Very Good
81.87 1,057
15.1
15 Feb' 05
0.87
2
3.19
10.7
19.40
15.93
16.21
15.63
Risky
Not Good
27.32 799
8.49
18 Oct' 07
15.93
7.31
6.2
10.59
14.82
13.23
13.94
12.99
Risky
Not Good
11.23 579
9.91
12 Nov' 18
8.54
0
0
0
6.65
0.00
0.00
0.00
Risky
NA
11.78 448
19
07 Feb' 19
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
11.55 426
11.4
30 Oct' 18
11.75
0
0
0
8.09
0.00
0.00
0.00
Risky
NA
47.03 371
11.1
19 May' 05
-3.73
2.31
4.15
8.54
17.04
11.88
11.17
10.64
Risky
Not Good
10.34 345
2.94
15 Feb' 19
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
15.06 327
7.47
10 Jun' 14
10.55
6.13
3.95
0
4.62
6.67
3.85
0.00
Risky
Not Good
8.85 162
-7.01
09 Apr' 18
3.78
0
0
0
-6.03
0.00
0.00
0.00
NA
NA
10.99 159
13.9
13 May' 19
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
8.52 148
-8.6
09 Mar' 18
2.05
0
0
0
-7.52
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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