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 Feb-2020

Fund Name

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

Past

Avg Rolling
Quality
Performance
31.60 2,374
9.51
31 May' 07
5.33
-0.03
5.97
12.66
18.56
16.20
16.50
15.73
Risky
Very Good
34.73 2,084
22.2
29 Nov' 13
36.97
14.99
12.52
0
19.45
15.73
15.77
0.00
Risky
Not Good
12.09 51
16.6
19 Dec' 18
23.05
0
0
0
13.78
0.00
0.00
0.00
Risky
NA
10.74 396
8.82
15 Feb' 19
8.99
0
0
0
8.34
0.00
0.00
0.00
Risky
NA
57.47 5,264
14.8
14 Jun' 07
17.8
2.01
8.51
16.68
26.06
21.43
21.95
20.64
Risky
Very Good
12.20 509
21.2
07 Feb' 19
23.51
0
0
0
21.07
0.00
0.00
0.00
Risky
NA
50.28 7,188
12.2
13 Jan' 06
4.36
1.6
5.81
15.74
21.94
18.97
18.35
18.14
Risky
Very Good
39.10 9,872
12.1
03 Apr' 08
-3.62
7.46
8.88
12.28
17.58
16.48
16.83
16.31
Risky
Somewhat Good
46.70 394
11
19 May' 05
7.97
0.03
4.3
10.06
16.21
11.88
11.12
10.65
Risky
Not Good
27.18 1,030
8.6
18 Oct' 07
28.19
6.94
6.02
11.56
14.41
13.17
13.85
12.96
Risky
Not Good
9.45 134
-2.08
21 Jun' 17
8.12
0
0
0
-7.09
0.00
0.00
0.00
Risky
NA
12.06 522
15.8
30 Oct' 18
29.81
0
0
0
13.59
0.00
0.00
0.00
Risky
NA
9.84 0
-48.01
17 Feb' 20
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
78.74 1,592
14.7
24 Feb' 05
20.95
6.24
8.89
14.94
18.90
15.24
14.62
14.33
Risky
Very Good
22.84 6,123
15.7
12 May' 14
3.33
5.5
9.92
0
14.83
18.86
12.27
0.00
Risky
Very Good
41.30 9,064
16.3
16 Sep' 10
17.11
9.27
11.01
18.1
22.26
25.67
25.88
16.69
Risky
Very Good
11.26 178
17.2
13 May' 19
0
0
0
0
0.00
0.00
0.00
0.00
Risky
NA
43.83 2
6.53
16 Oct' 96
-9.03
-3.35
1.13
4.03
6.38
7.66
8.60
10.46
Risky
Not Good
56.87 3,493
18.2
09 Sep' 09
23.11
13.36
14.07
20.07
21.87
23.76
26.41
18.71
Risky
Very Good
8.58 160
-7.48
09 Mar' 18
11.14
0
0
0
-5.94
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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