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Best Small Cap Mutual Funds 2023

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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.
Decizen:- Q: Quality, P: Performance, E: Expenses
Compare Funds

Fund Name

NAV (Rs.)
AUM (Cr.)
Returns Since
inception (%)
Returns
Mutual Fund DeciZen

Past

Avg Rolling
Q
P
E
Nippon India Small Cap Fund
91.20 23,701
19.4
16 Sep' 10
5.63
29.1
13.25
25.34
29.85
23.09
21.98
22.46
Q
P
E
SBI Small Cap Fund
110.73 15,348
19.6
09 Sep' 09
7
24.22
11.93
26.13
28.76
22.61
23.22
22.49
Q
P
E
HDFC Small Cap Fund
78.54 14,649
14.8
03 Apr' 08
3.66
23.57
10.45
18.61
21.32
14.96
15.73
16.34
Q
P
E
AXIS Small Cap Fund
62.90 11,390
22
29 Nov' 13
2.73
22.06
16.67
22.75
23.45
17.76
16.33
22.80
Q
P
E
DSP Small Cap Fund
111.19 9,161
16.6
14 Jun' 07
-1.06
23.86
9.25
22.66
26.23
19.60
19.74
20.76
Q
P
E
HSBC Small Cap Fund-Reg(G)(Adjusted)
46.51 8,697
18.2
12 May' 14
1.01
23.87
9.65
0
0.00
0.00
0.00
0.00
Q
P
E
HSBC Small Cap Fund-Reg(G)
46.51 8,697
19.1
12 May' 14
1.01
23.87
9.65
0
21.82
15.10
12.80
0.00
Q
P
E
Kotak Small Cap Fund
159.85 8,498
16.6
24 Feb' 05
-1.41
25.75
13.7
21.57
24.31
17.63
16.68
15.89
Q
P
E
Franklin India Smaller Companies Fund
94.15 7,288
13.9
13 Jan' 06
3.89
20.95
7.94
19.55
24.38
18.16
18.38
18.36
Q
P
E
ICICI Prudential Smallcap Fund
53.38 4,599
11.5
18 Oct' 07
5.63
24.14
11.33
17.11
20.06
14.20
13.51
13.82
Q
P
E
Canara Robeco Small Cap Fund
24.11 4,568
24.5
15 Feb' 19
3.26
31.68
0
0
40.31
34.82
0.00
0.00
Q
P
E
Tata Small Cap Fund
23.50 3,117
22
12 Nov' 18
7.32
26.78
0
0
31.64
28.27
0.00
0.00
Q
P
E
Aditya Birla Sun Life Small Cap Fund
51.66 2,979
10.9
31 May' 07
-5.07
15.52
2.79
16.14
20.04
14.12
14.75
15.47
Q
P
E
Quant Small Cap Fund
143.94 2,870
10.6
16 Oct' 96
3.99
46.81
22.43
16.08
20.19
12.55
10.02
9.97
Q
P
E
UTI Small Cap Fund
15.40 2,389
21.9
22 Dec' 20
-0.39
0
0
0
19.95
0.00
0.00
0.00
Q
P
E
PGIM India Small Cap Fund
10.67 2,109
3.5
29 Jul' 21
-6.15
0
0
0
1.81
0.00
0.00
0.00
Q
P
E
Sundaram Small Cap Fund(G)(Adjusted)
147.84 2,021
16.4
15 Feb' 05
-0.93
21.1
5.48
19.33
23.40
15.14
14.56
15.95
Q
P
E
Sundaram Small Cap Fund(G)
147.84 2,021
16.1
15 Feb' 05
-0.93
21.1
5.48
19.33
22.97
14.80
14.36
15.81
Q
P
E
IDFC Emerging Businesses Fund
20.79 1,470
27.9
25 Feb' 20
-5.82
0
0
0
41.27
0.00
0.00
0.00
Q
P
E
Edelweiss Small Cap Fund
24.94 1,438
25.5
07 Feb' 19
2.58
27.19
0
0
36.02
30.78
0.00
0.00
Q
P
E
*Based on the Fund’s Ranking within its Category
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FAQ's
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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