Small Cap Mutual Funds Return :Even though the stocks of smallcap companies are volatile compared to largecaps, they are known to give high returns in the long term. In the last 5 years, the BSE Smallcap Index has given a return of about 325 percent. As a result, the performance of smallcap mutual funds has also been excellent. Talking about 5 years, smallcap funds have been at the forefront in giving returns. Out of the top 10 schemes of equity funds giving the highest returns in 5 years, 6 schemes are from the smallcap category. They have given an absolute return of up to 655 percent on lump sum investment and up to 224 percent on SIP investment in 5 years.
NCD: Adani Enterprises’ NCD gives 9.9% annual return, you can invest for up to 5 years, the scheme will open from September 4
Quantum Small Cap Reg
Quant Smallcap Fund has given 49.76 percent annualized return to lump sum investors and 48.93 percent annualized return to SIP investors in the last 5 years. The size of this fund is Rs 24529.77 crore. While the expense ratio is 1.61%.
SIP Calculator
Monthly SIP: Rs 5000
Annualized Return: 48.93%
Absolute Return: 223.42%
Value of SIP in 5 years: Rs 9,70,260
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration : 5 years
Annualized Return: 49.76%
Absolute Return: 654.97%
Value of lump sum in 5 years: Rs 7,54,972
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Nippon India Small Cap Fund
Nippon India Smallcap Fund has given 39.10 percent annualized return to lump sum investors and 41.79 percent annualized return to SIP investors in the last 5 years. The size of this fund is Rs 60372.55 crore. While the expense ratio is 1.42%.
SIP Calculator
Monthly SIP: Rs 5000
Annualized Return: 41.79%
Absolute Return: 175.22%
Value of SIP in 5 years: Rs 8,25,675
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration : 5 years
Annualized Return: 39.10%
Absolute Return: 421.61%
Value of lump sum in 5 years: Rs 5,21,610
PPF: Raise 1 crore fund from PPF, then the income on the same account will be more than 50 thousand monthly, this is the special rule
Bank of India Small Cap Reg
Bank of India Smallcap Fund has given 39.31 percent annualized return to lump sum investors and 38.26 percent annualized return to SIP investors in the last 5 years. The size of this fund is Rs 1341 crore. While the expense ratio is 2.08%.
SIP Calculator
Monthly SIP: Rs 5000
Annualized Return: 38.26%
Absolute Return: 153.85%
Value of SIP in 5 years: Rs 7,61,553
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration : 5 years
Annualized Return: 39.31%
Absolute Return: 425.69%
Value of lump sum in 5 years: Rs 5,25,690
SIP in Child Plan: Child plans with 14 to 16% annualized return, 2 crores earned by saving 5 thousand monthly, where will you get so much benefit
Canara Robeco Small Cap
Canara Robeco Smallcap Fund has given 36.70 percent annualized return to lump sum investors and 35.95 percent annualized return to SIP investors in the last 5 years. The size of this fund is Rs 12028.48 crore. While the expense ratio is 1.67%.
SIP Calculator
Monthly SIP: Rs 5000
Annualized Return: 35.95%
Absolute Return: 140.6%
Value of SIP in 5 years: Rs 7,21,801
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration : 5 years
Annualized Return: 36.70%
Absolute Return: 378.19%
Value of lump sum in 5 years: Rs 4,78,190
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Edelweiss Small Cap
Edelweiss Smallcap Fund has given 35.14 percent annualized return to lump sum investors and 36.08 percent annualized return to SIP investors in the last 5 years. The size of this fund is Rs 3986.11 crore. While the expense ratio is 1.85%.
SIP Calculator
Monthly SIP: Rs 5000
Annualized Return: 36.08%
Absolute Return: 141.31%
Value of SIP in 5 years: Rs 7,23,935
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration : 5 years
Annualized Return: 35.14%
Absolute Return: 351.43%
Value of lump sum in 5 years: Rs 4,51,430
(Source: Value Research)
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: Here we have given information only about the returns of smallcap funds. This is not an investment advice. There are risks in the market, so take investment decisions only after consulting an advisor.)
