Best Small Cap Mutual Funds


Fund Name

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

Past

Avg Rolling
Quality
Performance
33.09 2,487
10.3
31 May' 07
-15.35
7.12
11.66
11.97
23.28
17.38
17.36
16.86
Risky
Very Good
54.59 5,273
15.1
14 Jun' 07
-6.64
6.15
15.39
15.16
30.09
22.95
23.14
22.10
Risky
Very Good
44.88 2
6.84
16 Oct' 96
-11.69
-0.66
3.23
6.61
8.17
8.59
9.38
10.51
Risky
Not Good
52.64 7,577
13.1
13 Jan' 06
-8.52
7.63
13.67
16.34
26.31
19.09
19.18
18.69
Risky
Very Good
47.58 779
11.7
19 May' 05
-12.73
6.05
9.82
8.97
20.17
12.08
11.55
11.06
Risky
Not Good
25.27 316
8.25
18 Oct' 07
-0.71
8.53
8.43
11.19
16.77
13.83
14.65
13.65
Risky
Not Good
70.44 1,276
14.6
24 Feb' 05
-5.92
8.5
12.84
12.68
21.73
15.09
15.01
14.64
Risky
Very Good
80.76 1,196
15.7
15 Feb' 05
-12.44
5.13
10.06
10.86
23.72
17.04
16.93
16.35
Risky
Not Good
41.98 8,403
13.6
03 Apr' 08
-6.43
15.81
14.84
12.78
22.34
17.11
17.55
17.93
Risky
Somewhat Good
50.74 2,188
18
09 Sep' 09
-2.12
15.83
21.57
18.88
23.09
24.85
27.86
19.15
Risky
Very Good
39.14 8,438
16.8
16 Sep' 10
-6.61
14.56
15.91
0
24.41
27.64
28.41
0.00
Risky
Very Good
13.20 326
5.66
10 Jun' 14
-11.53
3.34
5.25
0
5.64
8.04
5.05
0.00
Risky
Not Good
28.86 402
20.9
29 Nov' 13
8.62
12.83
14.01
0
19.49
16.58
19.24
0.00
Risky
Not Good
23.44 6,177
18.1
12 May' 14
-10.23
14.96
15.09
0
18.52
22.36
15.99
0.00
Risky
Very Good
14.09 52
8.19
08 Apr' 15
0.5
11.15
0
0
11.89
11.88
0.00
0.00
NA
NA
14.12 54
8.58
22 Apr' 15
0.57
11.38
0
0
12.07
12.09
0.00
0.00
NA
NA
13.47 117
8.43
21 Oct' 15
-9.9
8.25
0
0
12.14
9.73
0.00
0.00
NA
NA
9.84 98
-0.64
28 Dec' 16
-14.88
0
0
0
-4.44
0.00
0.00
0.00
NA
NA
9.50 72
-2.13
08 Feb' 17
-14.65
0
0
0
-9.56
0.00
0.00
0.00
NA
NA
13.39 69
8.35
05 Nov' 15
-10.13
8.17
0
0
11.73
9.89
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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