Discover Mutual Funds
Large-cap mutual funds are investment funds that primarily invest in the stocks of large, established companies with a market capitalization typically above ₹20,000 Crores. These companies are often industry leaders and are considered more stable and less volatile than smaller firms, making large-cap mutual funds a relatively safer investment option for conservative investors.
Market winners
| Fund Name | 1 Yr. Return | 3 Yr. Return | 5 Yr. Return | Fund Size | Expense Ratio | ||
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Quant Small Cap Fund - Direct (G) | -2.22% | 21.27% | 49.83% | ₹24893 Cr | 0.69% | |
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Nippon India Small Cap Fund - Direct (G) | 6.41% | 22.68% | 40.16% | ₹55491 Cr | 0.74% | |
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Invesco India Smallcap Fund - Direct (G) | 16.01% | 24.55% | 36.08% | ₹5885 Cr | 0.41% | |
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Tata Small Cap Fund - Direct (G) | 9.68% | 22.91% | 37.43% | ₹9203 Cr | 0.3% | |
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Edelweiss Small Cap Fund - Direct (G) | 9.04% | 20.3% | 36.56% | ₹4064 Cr | 0.39% | |
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HSBC Small Cap Fund - Direct (G) | 4.31% | 19.61% | 37.12% | ₹14493 Cr | 0.65% | |
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Franklin India Smaller Companies Fund - Direct (G) | 4.03% | 22.45% | 35.63% | ₹11970 Cr | 0.98% | |
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Bank of India Small Cap Fund - Direct (G) | 10.07% | 21.09% | 37.23% | ₹1574 Cr | 0.49% | |
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HDFC Small Cap Fund - Direct (G) | 2.83% | 20.6% | 35.75% | ₹30223 Cr | 0.93% | |
 |
Canara Robeco Small Cap Fund - Direct (G) | 5.99% | 15.18% | 36.54% | ₹11087 Cr | 0.5% |
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Understanding Small Cap Mutual Funds
Small cap funds invest in small companies with high growth potential, though they are more volatile.
Small cap mutual funds are geared towards investors looking to capitalize on the growth of smaller, less-established companies. These funds can offer significant returns, as small companies often have the potential for rapid expansion. However, they are also more susceptible to market fluctuations, making them riskier than mid or large-cap funds. Small cap funds are best suited for long-term investors who can tolerate higher volatility and are interested in investing in the early stages of a company’s growth. They’re a popular choice for aggressive investors who seek high returns and are willing to ride out market ups and downs.
Best for aggressive investors with a long-term view who can handle higher risk.
Short term capital gains on {{fund_type}} mutual funds are 15%, while long term capital gains are 12.5% (above ₹1.25 lakh).
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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