SIP Return in Small Cap Fund :If you want to see how big a job small savings can do, then you can check the returns of small SIPs in some old schemes in the mutual fund market. An example of this is the Quant Small Cap Fund, a fund that comes in the smallcap category. If someone has saved Rs 100 a day and done a SIP of Rs 3000 a month in this fund since its launch, then he would have become the owner of Rs 1.50 crore now. The 27-year return data of this fund will explain to you the full importance of small savings. After which you too can be inspired to save something on a daily basis. This fund has proved to be a super star in every phase since its launch on November 24, 1996.
How has the return been in 5 years
Annualized return on lump sum investment in 5 years: 49.79%
Absolute return on lump sum investment in 5 years: 655.84%
Value of Rs 1 lakh investment in 5 years: Rs 7,55,836
Annualized return on SIP in 5 years: 50.33%
Total Return on SIP in 5 years: 233.21%
Value of Rs 5000 monthly SIP in 5 years: Rs 9,99,625
How was the return in 10 years
Annualized return on lump sum investment in 10 years: 22.33%
Absolute return on lump sum investment in 10 years: 651.60%
Value of Rs 1 lakh investment in 10 years: Rs 7,51,595
Annualized return on SIP in 10 years: 29.39%
Total return on SIP in 10 years: 377.12%
Value of Rs 5000 monthly SIP in 10 years: Rs 28,62,713
Best and worst years for schemes
The best year for Quant Smallcap Fund has been between 18 May 2020 and 18 May 2021. During this period, this fund has given a return of 218.73 percent.
The worst year for Quant Smallcap Fund has been between 22 March 2019 and 23 March 2020. During this period, this fund has given a negative return of -43.67 percent.
Fund Size and Expense Ratio
Total assets of the fund: Rs 24,530 crore (as of July 31, 2024)
Expense Ratio: 1.64% (by June 30, 2024)
Minimum investment: Rs 5,000
Minimum SIP: Rs 1,000
Launch Date : November 24, 1996
Benchmark : NIFTY Smallcap 250 TRI
How is the portfolio of this scheme
Quant Smallcap Fund has major exposure to Energy & Utilities, Consumer, Financial, Healthcare, Materials, Technology sectors.
The stocks of this sector in which this scheme invests include Aegis Logistics, Aditya B Fashion, HFCL, Sun Tv Network, Adani Power, Bikaji Foods, RBL Bank, NALCO, Poly Medicure, ARVIND, Orchid Pharma and Jio Financial.
What are small cap funds?
Small-cap mutual funds primarily invest in stocks of companies with a market capitalization of less than Rs 5,000 crore. It is a sub-category of equity mutual funds and their performance is affected by market fluctuations. Small-cap companies show higher volatility during market downturns. However, the best small-cap mutual funds have the potential to deliver high returns in the long term. In a small-cap fund, the fund manager invests at least 65 per cent of the portfolio in small-cap stocks.
(Note: We have given information here based on the performance of a mutual fund scheme. This is not an investment advice. There are risks in the market, so consult a financial advisor before investing.)
