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Small Cap Mutual Funds

Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds

  • ⏱ Horizon: Long
  • 🔢 Total funds: 36
  • 💰 Total AUM: 3,62,992 Cr

Best performing Small Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Quant Small Cap Fund27,653.650.810.23%19.14%23.08%
Bandhan Small Cap Fund20,474.120.494.80%29.33%22.52%
Nippon India Small Cap Fund67,641.500.651.65%19.31%21.20%
Invesco India Smallcap Fund9,716.400.405.01%22.86%21.05%
Bank of India Small Cap Fund1,903.700.511.66%19.44%19.44%
HSBC Small Cap Fund15,028.860.702.17%15.09%19.24%
HDFC Small Cap Fund37,423.940.731.28%16.24%18.88%
Edelweiss Small Cap Fund5,369.040.452.96%18.63%18.81%
Canara Rob Small Cap Fund12,768.620.551.67%14.78%18.68%
DSP Small Cap Fund16,885.540.797.49%19.61%18.62%

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Overview of Small Cap Mutual Funds

Quant Small Cap Fund
  • AUM
    ₹ 27,653.65 Cr.
  • Expense Ratio
    0.81%
  • 5Y CAGR
    23.08%
Performance
The fund's annualised performance has been 16.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.84% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 66.68% along with the largest allocation towards Pharmaceuticals at 10.71%.
Bandhan Small Cap Fund
  • AUM
    ₹ 20,474.12 Cr.
  • Expense Ratio
    0.49%
  • 5Y CAGR
    22.52%
Performance
The fund's annualised performance has been 28.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.61% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 71.22% along with the largest allocation towards Miscellaneous at 10.58%.
Nippon India Small Cap Fund
  • AUM
    ₹ 67,641.50 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    21.2%
Performance
The fund's annualised performance has been 22.95% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.4% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 65.09% along with the largest allocation towards Auto Parts at 7.24%.
Invesco India Smallcap Fund
  • AUM
    ₹ 9,716.40 Cr.
  • Expense Ratio
    0.4%
  • 5Y CAGR
    21.05%
Performance
The fund's annualised performance has been 21.37% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.36% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 68.74% along with the largest allocation towards Labs & Life Sciences Services at 12.99%.
Bank of India Small Cap Fund
  • AUM
    ₹ 1,903.70 Cr.
  • Expense Ratio
    0.51%
  • 5Y CAGR
    19.44%
Performance
The fund's annualised performance has been 23.67% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.28% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 68.49% along with the largest allocation towards Electrical Components & Equipments at 12.99%.
HSBC Small Cap Fund
  • AUM
    ₹ 15,028.86 Cr.
  • Expense Ratio
    0.7%
  • 5Y CAGR
    19.24%
Performance
The fund's annualised performance has been 18.88% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.91% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 70.12% along with the largest allocation towards Private Banks at 8.36%.
HDFC Small Cap Fund
  • AUM
    ₹ 37,423.94 Cr.
  • Expense Ratio
    0.73%
  • 5Y CAGR
    18.88%
Performance
The fund's annualised performance has been 17.79% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.59% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 70.71% along with the largest allocation towards Auto Parts at 13.62%.
Edelweiss Small Cap Fund
  • AUM
    ₹ 5,369.04 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    18.81%
Performance
The fund's annualised performance has been 22.91% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.8% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 61.91% along with the largest allocation towards Private Banks at 10.18%.
Canara Rob Small Cap Fund
  • AUM
    ₹ 12,768.62 Cr.
  • Expense Ratio
    0.55%
  • 5Y CAGR
    18.68%
Performance
The fund's annualised performance has been 20.71% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.77% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 65.9% along with the largest allocation towards Private Banks at 9.29%.
DSP Small Cap Fund
  • AUM
    ₹ 16,885.54 Cr.
  • Expense Ratio
    0.79%
  • 5Y CAGR
    18.62%
Performance
The fund's annualised performance has been 20.14% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.83% vs its category average of 16.68%.
Composition
Small Cap makes up for the majority of the fund at 88.1% along with the largest allocation towards Auto Parts at 14.67%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.