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 May-2020

Fund Name

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

Past

Avg Rolling
Quality
Performance
25.45 2,169
15.4
29 Nov' 13
-11.14
1.56
5.82
0
18.14
14.73
14.21
0.00
Risky
Somewhat Good
42.83 3,280
14.5
09 Sep' 09
-16.64
-0.04
7.4
16.14
20.86
23.01
25.59
18.24
Risky
Very Good
55.42 1,318
11.8
24 Feb' 05
-22.39
-8.53
1.48
9.54
15.78
14.93
14.24
14.13
Risky
Very Good
29.76 6,995
11.8
16 Sep' 10
-27.02
-6.98
4.24
13.3
20.83
24.46
24.72
15.41
Risky
Very Good
54.70 834
11.8
15 Feb' 05
-34.76
-16.03
-4.3
6.99
14.55
14.90
15.37
15.23
Risky
Not Good
41.53 3,973
11.6
14 Jun' 07
-25.7
-11.66
0.76
12.08
21.15
20.61
21.30
20.09
Risky
Very Good
34.57 4,900
8.91
13 Jan' 06
-36.56
-13.98
-2.27
10.45
18.05
18.44
17.81
17.78
Risky
Very Good
27.33 6,835
8.56
03 Apr' 08
-37.33
-8.93
1.36
7.56
13.79
15.81
16.29
15.58
Risky
Somewhat Good
33.67 269
8.39
19 May' 05
-31.47
-12.7
-2.47
6.5
12.67
11.42
10.78
10.45
Risky
Not Good
16.02 4,268
8.11
12 May' 14
-33.46
-11.36
2.54
0
12.35
16.45
9.95
0.00
Risky
Very Good
21.38 1,651
5.87
31 May' 07
-39.29
-16.65
-2.29
7.28
14.26
15.39
15.92
15.18
Risky
Very Good
34.97 2
5.37
16 Oct' 96
-26.37
-11.33
-4.02
1.76
5.42
7.15
8.21
10.30
Risky
Not Good
18.07 982
4.72
18 Oct' 07
-30.38
-11.13
-3.56
6.14
11.81
12.56
13.31
12.48
Risky
Not Good
11.44 281
2.28
10 Jun' 14
-15.2
-7.02
-1.55
0
3.82
5.53
2.59
0.00
Risky
Not Good
8.97 77
-2.29
21 Oct' 15
-36.11
-13.71
0
0
5.70
2.97
0.00
0.00
NA
NA
8.90 45
-2.47
05 Nov' 15
-36.33
-13.85
0
0
5.21
2.63
0.00
0.00
NA
NA
8.66 29
-3.16
07 Dec' 15
-37.38
-14.45
0
0
4.57
1.90
0.00
0.00
NA
NA
9.57 52
-3.43
19 Dec' 18
-10.45
0
0
0
1.66
0.00
0.00
0.00
Risky
NA
9.20 423
-6.43
07 Feb' 19
-18.78
0
0
0
-9.44
0.00
0.00
0.00
Risky
NA
7.91 70
-7.85
23 Jun' 17
-19.61
0
0
0
-2.34
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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