Continue with your investments or hold them for a long term to earn big returns. "This focus on value, quality, and predictability has stood the portfolio in good stead over the long term, enabling it to generate returns comfortably ahead of both the benchmark and peers over the 10 years to 30 June 2018. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch. And, You are Ready to Invest! Small-cap mutual funds are investing in the Small-Cap companies which may be new and undervalued, these companies may show their exponential growth in the market. DateValue31 Dec 15₹10,00031 Dec 16₹10,88631 Dec 17₹15,67931 Dec 18₹12,96631 Dec 19₹13,62031 Dec 20₹18,279 Kotak Small Cap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. DateValue31 Dec 15₹10,00031 Dec 16₹10,59931 Dec 17₹15,13031 Dec 18₹11,74831 Dec 19₹12,92731 Dec 20₹15,869 ICICI Prudential Smallcap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹415,684. One should be able to tolerate volatility of small-caps. Ranked 23 in Small Cap category. A fund manager is responsible for making investment decisions for the fund’s portfolio. Ranked 2 in Small Cap category. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies. "The process starts with the analysts who undertake detailed business assessment, extensive management meetings, in-depth industry reviews, and proprietary financial forecasting. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch. The benchmark for this fund is Nifty Small Cap 100. Small caps are typically defined as firms with a market capitalization (MC=no of shares issued by the company X market price per share) of less than INR 500 Crore. The article is current as at date of publication. We have a very straightforward winner in the small cap category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch. Below is the key information for Nippon India Small Cap Fund Nippon India Small Cap Fund Growth Launch Date 16 Sep 10 NAV (22 Jan 21) ₹51.1004 ↓ -0.46 (-0.89 %) Net Assets (Cr) ₹10,916 on 31 Dec 20 Category Equity - Small CapAMC Nippon Life Asset Management Ltd. As of June 2020, the mutual fund held about $26 billion in small- and mid-cap stocks that track the CRSP U.S. Small-Cap Value Index. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch. The portfolio is well-diversified across all sectors typically with 40-60 names (pleasingly, down from 70-80 in 2012). Ranked 26 in Small Cap category. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. The lack of a performance fee is unusual in this sector and makes it very attractive on a total-cost basis. Terms & Conditions.Processing...Get Started. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. Below is the key information for Kotak Small Cap Fund. "An agile but rigorous investment approach applied by an insightful portfolio manager allows Fidelity Future Leaders to stand out from competitors. HDFC Small Cap Fund To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Abela alters the composition of these four segment weightings over time, within set ranges, which results in the portfolio tilting to growth or value, depending on financial market and economic conditions. Sundaram Small Cap Fund (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. Please read our, Colonial First State Australian Small Companies Fund (7006), Investors Mutual Smaller Companies Fund (5340). This was a big step forward in the alignment of unitholders' interests with that of the investment team. Below is the key information for HDFC Small Cap Fund HDFC Small Cap Fund Growth Launch Date 3 Apr 08 NAV (22 Jan 21) ₹47.563 ↓ -0.45 (-0.93 %) Net Assets (Cr) ₹9,596 on 31 Dec 20 Category Equity - Small CapAMC HDFC Asset Management Company Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.19Sharpe Ratio 0.56Information Ratio 0.73Alpha Ratio -1.87Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Choose small cap mutual fund schemes if you have a long-term investment horizon and a high risk appetite. This increases the chance of earning significant market beating returns. Typically, the portfolio contains 40-70 stocks with turnover averaging between 60 per cent and 80 per cent per year. However, this year has so far been a different story: in the first three months of 2019, the market has bounced back strongly. Open Free Investment Account for Lifetime at Fincash.com. The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Franklin India Smaller Companies Fund The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Ranked 7 in Small Cap category. Invest in top performing small cap mutual funds with ETMONEY. Investors wanting to maximise their returns in the long-run, and who have a high-risk appetite, can plan their investments in small-cap funds. Best Small Cap Funds - Indias Top Performing Small Cap Mutual Funds to consider to Invest in 2021 with Groww.in. In our view: all three demonstrate strong insights across the small-cap market, and the team works well together. Net Profit of ₹76,357 Invest Now Invest Now Returns for Sundaram Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. DateValue31 Dec 15₹10,00031 Dec 16₹11,02131 Dec 17₹18,35031 Dec 18₹15,83231 Dec 19₹14,54231 Dec 20₹16,790 L&T Emerging Businesses Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹426,080. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Tube Investments of India Ltd Ordinary Shares, Johnson Controls - Hitachi Air Conditioning India Ltd, Small caps tend to be more flexible than the large caps. © Copyright
Purchasing individual stocks involves a substantial amount of research and requires regular rebalancing to keep risk factors in check. As per norms, the portfolio of small-cap funds should have at least 65 percent of its total assets in small-cap stocks. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. The strategy, based on three-year trailing returns to 30 June 2018, has materially outperformed most category peers and the index. No reproduction is permitted without the prior written consent of Morningstar. Net Profit of ₹147,579 Invest Now Invest Now Returns for Kotak Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Net Profit of ₹85,859 Invest Now Invest Now Returns for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Ranked 26 in Small Cap category. The fund is closed to new institutional mandates, but this remains a watchpoint. DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. These funds can rise the most in a bull market and can also suffer the steepest falls in a bear market. as on 22 Jan 21 DurationReturns1 Month 8.4% 3 Month 22.4% 6 Month 46.6% 1 Year 15.3% 3 Year -5.7% 5 Year 9.8% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis YearReturns2020 19.8% 2019 -11.5% 2018 -22.6% 2017 56.7% 2016 9.7% 2015 13.4% 2014 66.3% 2013 4.8% 2012 31.9% 2011 -23.3% Fund Manager information for Aditya Birla Sun Life Small Cap Fund NameSinceTenureKunal Sangoi14 May 200.63 Yr.Dhaval Gala14 May 200.63 Yr.Nitesh Jain14 May 200.63 Yr.Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueBasic Materials21.1%Financial Services15.49%Industrials14.81%Consumer Cyclical12.44%Consumer Defensive10.32%Health Care9.41%Technology9%Communication Services4.43%Real Estate1.08%Utility1.08% Asset Allocation Asset ClassValueCash0.85%Equity99.15% Top Securities Holdings / Portfolio NameHoldingValueQuantity Deepak Nitrite Ltd (Basic Materials)Equity, Since 30 Jun 17 | 5064014%₹87 Cr928,959 ↓ -66,177 JK Cement Ltd (Basic Materials)Equity, Since 31 Mar 18 | JKCEMENT3%₹77 Cr400,000 Cholamandalam Financial Holdings Ltd (Financial Services)Equity, Since 31 Dec 18 | 5049733%₹64 Cr1,200,000 Multi Commodity Exchange of India Ltd (Financial Services)Equity, Since 31 Mar 19 | MCX3%₹62 Cr356,119 Strides Pharma Science Ltd (Healthcare)Equity, Since 30 Jun 20 | STAR2%₹60 Cr684,095 KEC International Ltd (Industrials)Equity, Since 30 Sep 15 | 5327142%₹57 Cr1,564,266 ↓ -193,587 Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)Equity, Since 31 Oct 17 | 5233982%₹57 Cr212,929 Radico Khaitan Ltd (Consumer Defensive)Equity, Since 31 May 20 | 5324972%₹56 Cr1,230,984 Cyient Ltd (Industrials)Equity, Since 30 Jun 14 | CYIENT2%₹56 Cr1,095,078 Just Dial Ltd (Communication Services)Equity, Since 30 Nov 19 | 5356482%₹55 Cr865,78310. Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% . Aditya Birla Sun Life Small Cap Fund (Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. ICICI Prudential Smallcap Fund (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. This is an ideal play for 2020 if you believe that the current economic cycle can keep going. Best small cap mutual funds to invest in 2020. We've asked Ross Macmillan, senior analyst for Morningstar Manager Research, for his three top fund picks in the domestic equity small-cap segment. Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% . There are many firms in the small-cap space that have the potential to become success stories in the future. Small cap companies are young firms which have a great potential for sustainable growth in the long run. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies. The index fell 8.7 per cent overall, with the most volatility occurring in the final three months of 2018. Easy investment process. 1. Ranked 7 in Small Cap category. You should be able to bear downfalls in bad market phase. Return for 2020 was 34.2%, 2019 was 5% and 2018 was -17.3%. Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% . However, there can be no assurance that the investment objective of the Scheme will be realized. The Wasatch Ultra Growth Fund (NASDAQMUTFUND:WAMCX) did something stunning in 2019. All Rights Reserved, 2021 Shepard Technologies Private Limited. Below is the key information for SBI Small Cap Fund, Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by Net Profit of ₹95,578 Invest Now Invest Now Returns for Franklin India Smaller Companies Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. (Ross MacMillan). This fund has a stellar track record and is managed by Mr. Chirag Setalvad. The average three year return of large-cap Equity Funds was 17.518 per cent on 9 January 2012. Well, small-cap funds are among one of the best wealth creation tools for long-term Financial goals. Importantly, this fund separated from its large-cap cousin, CFS Australian Equities Large Cap Core, in mid-2016, resulting in a far more autonomous structure, including the benefits of performance incentives. He has managed this fund since 2002, providing a level of continuity that is rare among peers. Return for 2020 was 34.2% , 2019 was 5% and 2018 was -17.3% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. Ranked 4 in Small Cap category. Importantly, the manager has remained consistent in its time-tested process, and the first half of 2018 has seen much better performance. Ranked 7 in Small Cap category. This list highlights the best small-cap funds of 2020, based on each fund ⦠Ranked 23 in Small Cap category. As portfolio manager of this strategy, since inception in 2013, James Abela has established a well-structured and highly competent investment approach. To primarily achieve capital appreciation by Net Profit of ₹181,656 Invest Now Invest Now Returns for SBI Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. NSIDX is passively managed and invests in both growth and value stocks of small-cap U.S. companies. Small Cap Fund : These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization). The focus remains on unearthing companies with sustainable competitive advantages, but the emphasis on balance-sheet strength and cash flow has increased. 2. "The strategy employs a disciplined investment process, seeking attractively priced investments that pass a strict quality filter to ensure the avoidance of ‘value traps’. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. Pleasingly, this enhances the quality aspect of the strategy, which we think is useful in the small-cap space. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch. investing in diversified stocks that are Investments are made through a blend of growth and value. Ranked 1 in Small Cap category. Chemicals & Pharmaceuticals Ltd (Healthcare)Equity, Since 30 Jun 14 | 5069432%₹146 Cr1,436,587 ↓ -190,000 9. The table below includes fund flow data for all U.S. listed Vanguard Small Cap ETFs. Below is the key information for L&T Emerging Businesses Fund L&T Emerging Businesses Fund Growth Launch Date 12 May 14 NAV (22 Jan 21) ₹27.061 ↓ -0.26 (-0.94 %) Net Assets (Cr) ₹5,733 on 31 Dec 20 Category Equity - Small CapAMC L&T Investment Management Ltd Rating ☆☆☆☆☆Risk HighExpense Ratio 1.95Sharpe Ratio 0.46Information Ratio -0.32Alpha Ratio -14.15Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. The best small-cap mutual funds invest predominantly in stocks of small companies that have the potential to grow. In the past few years, five members of the Sydney-based research analyst team and the director of research have departed. as on 22 Jan 21 DurationReturns1 Month 6.3% 3 Month 19% 6 Month 41.3% 1 Year 25.8% 3 Year 0.2% 5 Year 12.8% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis YearReturns2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% 2014 101.8% 2013 3.8% 2012 40.5% 2011 -27.2% Fund Manager information for DSP BlackRock Small Cap Fund NameSinceTenureVinit Sambre21 Jun 1010.54 Yr.Jay Kothari1 Mar 137.84 Yr.Resham Jain16 Mar 182.8 Yr.Data below for DSP BlackRock Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueConsumer Cyclical32.63%Basic Materials26.6%Industrials12.13%Health Care8.95%Financial Services7.35%Consumer Defensive4.33%Technology3.5%Communication Services1.01% Asset Allocation Asset ClassValueCash3.45%Equity96.55% Top Securities Holdings / Portfolio NameHoldingValueQuantity Atul Ltd (Basic Materials)Equity, Since 31 Jul 13 | ATUL5%₹278 Cr433,042 Ipca Laboratories Ltd (Healthcare)Equity, Since 30 Nov 14 | 5244944%₹258 Cr1,177,305 ↓ -81,426 APL Apollo Tubes Ltd (Basic Materials)Equity, Since 31 Dec 10 | 5337584%₹223 Cr2,520,035 ↓ -77,085 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 31 Jan 19 | 5407623%₹205 Cr2,562,150 Ratnamani Metals & Tubes Ltd (Basic Materials)Equity, Since 31 Dec 14 | 5201113%₹194 Cr1,230,588 Nilkamal Ltd (Consumer Cyclical)Equity, Since 31 Jan 17 | 5233853%₹188 Cr1,255,308 Chambal Fertilisers & Chemicals Ltd (Basic Materials)Equity, Since 31 Jul 14 | 5000853%₹174 Cr7,642,403 Manappuram Finance Ltd (Financial Services)Equity, Since 30 Nov 13 | 5312133%₹169 Cr10,188,255 Welspun India Ltd (Consumer Cyclical)Equity, Since 31 Jan 18 | 5141622%₹149 Cr21,943,370 Suprajit Engineering Ltd (Consumer Cyclical)Equity, Since 30 Jun 14 | 5325092%₹149 Cr7,442,4277. Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% . Below is the key information for HDFC Small Cap Fund. Small-cap stocks represent the balance. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. Where this strategy has truly shone in the past is in falling markets, achieving a downside capture of just 39.9 per cent since inception. So, investors should go through the performance of the funds managed by the particular fund manager, especially during the tough market phases. To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . We view this level of turnover as too high. Return for 2020 was 26.2% , 2019 was -6.1% and 2018 was -29.2% . Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . A fund house with a long-standing record, large assets under management, star funds or good performing fund, etc., is the one to invest in. Ideally, whenever you are planning to invest in a Mutual Fund scheme, you should thoroughly evaluate the past performances of the fund. 4-star and 5-star rated mutual funds. Compare top 10 best small cap funds to earn higher returns on your savings. However, the strategy's success is highly dependent on Abela's decisions, abilities, and skill, which is judicious, given the recent high turnover of analyst in the investment team. There is nothing like a best small cap fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. Smaller companies can adapt changes quicker than the larger companies, hence they can show explosive growth, Since these are the companies at their early stage of development, they can grow rapidly, Small cap stocks are priced lower than mid cap and large cap stocks, With high risk comes the potential of making high returns. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. Janakiraman1 Apr 0713.76 Yr.Hari Shyamsunder2 May 164.67 Yr.Mayank Bukrediwala24 Aug 200.35 Yr.Data below for Franklin India Smaller Companies Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials24.77%Financial Services18.41%Consumer Cyclical12.77%Basic Materials12.4%Health Care6.36%Communication Services5.6%Consumer Defensive5.18%Technology5.14%Real Estate4.99%Energy2.2% Asset Allocation Asset ClassValueCash2.19%Equity97.81% Top Securities Holdings / Portfolio NameHoldingValueQuantity Deepak Nitrite Ltd (Basic Materials)Equity, Since 31 Jan 16 | 5064017%₹409 Cr4,342,967 ↓ -100,000 Infosys Ltd (Technology)Equity, Since 30 Apr 18 | INFY4%₹249 Cr1,982,437 HDFC Bank Ltd (Financial Services)Equity, Since 31 Oct 14 | HDFCBANK4%₹237 Cr1,649,964 Brigade Enterprises Ltd (Real Estate)Equity, Since 30 Jun 14 | 5329293%₹193 Cr7,737,595 ↓ -208,000 Vardhman Textiles Ltd (Consumer Cyclical)Equity, Since 30 Nov 17 | 5029863%₹158 Cr1,459,507 ↓ -196,168 Cyient Ltd (Industrials)Equity, Since 30 Jun 14 | CYIENT3%₹157 Cr3,066,552 ↓ -237,000 Jyothy Labs Ltd (Consumer Defensive)Equity, Since 31 Dec 15 | 5329262%₹150 Cr10,263,765 Nesco Ltd (Industrials)Equity, Since 31 Dec 13 | 5053552%₹147 Cr2,672,305 ↓ -100,000 CCL Products (India) Ltd (Consumer Defensive)Equity, Since 30 Apr 19 | 5196002%₹146 Cr5,467,185 J.B. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. Below is the key information for DSP BlackRock Small Cap Fund DSP BlackRock Small Cap Fund Growth Launch Date 14 Jun 07 NAV (22 Jan 21) ₹72.262 ↓ -0.45 (-0.62 %) Net Assets (Cr) ₹6,001 on 31 Dec 20 Category Equity - Small CapAMC DSP BlackRock Invmt Managers Pvt. DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. Return for 2020 was 20.2% , 2019 was -9.5% and 2018 was -8.1% . Below is the key information for ICICI Prudential Smallcap Fund. Small Cap Fund Schemes invest in stocks of all companies except largest 250 stocks (as per market capitalization). Here are our handpicked small cap schemes for you. as on 22 Jan 21 DurationReturns1 Month 6.8% 3 Month 24.2% 6 Month 42.6% 1 Year 29.4% 3 Year 4.3% 5 Year 18.5% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis YearReturns2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% Fund Manager information for SBI Small Cap Fund NameSinceTenureR. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch. Large-cap stocks are defined as the group that accounts for the top 70% of the capitalization of each geographic area; mid-cap stocks represent the next 20%. Return for 2020 was 15.5% , 2019 was -8.1% and 2018 was -13.7% . In the December quarter, the small ordinaries plunged 14 per cent. Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% . Portfolio Manager Simon Conn is an astute and experienced investor we hold in high regard. HDFC Small Cap Fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch. But, the risk of failure is higher with small caps compared to large and mid-cap companies. Morningstar, Inc. All rights reserved. Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I Below is the key information for Aditya Birla Sun Life Small Cap Fund. Net Profit of ₹115,684 Invest Now Invest Now Returns for DSP BlackRock Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Get the list of Best Small Cap Funds on the basis of latest NAV, Returns, Performance, Ratings, and Top Holdings with Analysis. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Net Profit of ₹115,684 Invest Now Invest Now Returns for ICICI Prudential Smallcap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. The only problem with SBI Small Cap Fund is that it is closed for lumpsum investments. © 2021 Morningstar, Inc. All rights reserved. (Michael Malseed, senior analyst), Emma Rapaport
DateValue31 Dec 15₹10,00031 Dec 16₹9,98731 Dec 17₹15,53731 Dec 18₹11,00431 Dec 19₹10,33831 Dec 20₹13,042 Sundaram Small Cap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹376,357. Below is the key information for ICICI Prudential Smallcap Fund ICICI Prudential Smallcap Fund Growth Launch Date 18 Oct 07 NAV (22 Jan 21) ₹32.64 ↓ -0.14 (-0.43 %) Net Assets (Cr) ₹1,778 on 31 Dec 20 Category Equity - Small CapAMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.49Sharpe Ratio 0.61Information Ratio 0.94Alpha Ratio -2.26Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Nippon India small cap fund: The Nippon India small cap fund opts for a buy and hold policy, builds a portfolio across various growth areas of the economy. The fund manager of small cap fund targets the best small sized companies having the potential to generate excellent gains in the future. Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . In a broader market where returns have been dominated by a handful of high-P/E growth stocks, the underperformance of value is not unexpected. as on 22 Jan 21 DurationReturns1 Month 10.3% 3 Month 27.2% 6 Month 52.1% 1 Year 31.5% 3 Year 6.7% 5 Year 15.9% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis YearReturns2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% 2013 -4.9% 2012 50.2% 2011 -26.9% Fund Manager information for Kotak Small Cap Fund NameSinceTenurePankaj Tibrewal21 Jan 1010.95 Yr.Data below for Kotak Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials26.28%Consumer Cyclical25.41%Basic Materials22.28%Technology9.87%Financial Services6.67%Consumer Defensive2.92%Health Care2.67%Real Estate1.18%Energy0.72% Asset Allocation Asset ClassValueCash2%Equity98% Top Securities Holdings / Portfolio NameHoldingValueQuantity Century Plyboards (India) Ltd (Consumer Cyclical)Equity, Since 31 Oct 18 | 5325484%₹98 Cr4,216,277 ↑ 339,719 Sheela Foam Ltd (Consumer Cyclical)Equity, Since 30 Jun 18 | 5402034%₹97 Cr558,508 ↑ 26,656 Supreme Industries Ltd (Consumer Cyclical)Equity, Since 31 May 14 | 5099304%₹87 Cr532,079 ↑ 47,879 Persistent Systems Ltd (Technology)Equity, Since 31 Jul 13 | PERSISTENT4%₹85 Cr558,601 ↑ 60,000 Dixon Technologies (India) Ltd (Technology)Equity, Since 30 Sep 17 | 5406993%₹80 Cr59,779 Carborundum Universal Ltd (Industrials)Equity, Since 30 Jun 18 | 5133753%₹77 Cr1,901,676 ↑ 209,813 Ratnamani Metals & Tubes Ltd (Basic Materials)Equity, Since 31 Jan 18 | 5201113%₹75 Cr476,581 ↑ 21,716 Hawkins Cookers Ltd (Consumer Cyclical)Equity, Since 31 Aug 11 | 5084863%₹74 Cr125,717 ↑ 4,561 APL Apollo Tubes Ltd (Basic Materials)Equity, Since 31 Dec 17 | 5337583%₹70 Cr797,850 ↓ -50,000 JK Cement Ltd (Basic Materials)Equity, Since 31 Jul 14 | JKCEMENT3%₹68 Cr354,8383. DateValue31 Dec 15₹10,00031 Dec 16₹11,01931 Dec 17₹15,80931 Dec 18₹13,05531 Dec 19₹12,39931 Dec 20₹14,716 Franklin India Smaller Companies Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹395,578. Below is the key information for Aditya Birla Sun Life Small Cap Fund Aditya Birla Sun Life Small Cap Fund Growth Launch Date 31 May 07 NAV (22 Jan 21) ₹37.6945 ↓ -0.22 (-0.57 %) Net Assets (Cr) ₹2,431 on 31 Dec 20 Category Equity - Small CapAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 2.28Sharpe Ratio 0.55Information Ratio 0.07Alpha Ratio -2.05Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch. Ranked 2 in Small Cap category. as on 22 Jan 21 DurationReturns1 Month 7.5% 3 Month 23.3% 6 Month 42% 1 Year 23.7% 3 Year 1.6% 5 Year 15.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis YearReturns2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% 2014 97.6% 2013 11.9% 2012 41.9% 2011 -25% Fund Manager information for Nippon India Small Cap Fund NameSinceTenureSamir Rachh2 Jan 174 Yr.Kinjal Desai25 May 182.61 Yr.Data below for Nippon India Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueBasic Materials22.12%Industrials21.68%Consumer Defensive12.11%Consumer Cyclical11.44%Financial Services10.98%Technology8.85%Health Care5.37%Communication Services4.25%Utility2.18%Real Estate0.19% Asset Allocation Asset ClassValueCash0.83%Equity99.17% Top Securities Holdings / Portfolio NameHoldingValueQuantity Deepak Nitrite Ltd (Basic Materials)Equity, Since 31 Dec 16 | 5064015%₹493 Cr5,234,823 ↓ -234,564 Navin Fluorine International Ltd (Basic Materials)Equity, Since 30 Sep 11 | 5325043%₹317 Cr1,213,866 ↓ -67,172 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 30 Apr 18 | 5407623%₹313 Cr3,907,764 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)Equity, Since 31 Jul 19 | 5417702%₹272 Cr3,592,311 Affle India Ltd (Communication Services)Equity, Since 31 Jul 19 | 5427522%₹265 Cr700,000 ↓ -158,022 Orient Electric Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 31 May 18 | 5413012%₹245 Cr10,900,000 ↓ -146,249 Bajaj Electricals Ltd (Utilities)Equity, Since 31 Mar 16 | 5000312%₹238 Cr3,891,951 Tata Consumer Products Ltd (Consumer Defensive)Equity, Since 31 May 19 | 5008002%₹236 Cr4,000,000 Indian Energy Exchange Ltd (Financial Services)Equity, Since 29 Feb 20 | 5407502%₹221 Cr9,690,221 Dixon Technologies (India) Ltd (Technology)Equity, Since 30 Nov 18 | 5406992%₹218 Cr162,000 ↓ -51,561 4. 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