Best Small Cap Mutual Funds

  • No. of Funds
    29
  • Average Return
    7.81% p.a.
Large Cap Fund
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Discover Mutual Funds

What are Small Cap 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.

Key Benefits of Small Cap Mutual Funds:

  • Offer stability with lower risk due to investments in well-established companies
  • Provide consistent, long-term returns
  • Potential for regular dividend income from large-cap companies
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Market winners

Top Small Cap Mutual Funds

Fund Name 1 Yr. Return 3 Yr. Return 5 Yr. Return Fund Size Expense Ratio
quant-small-cap-fund-direct-g
Quant Small Cap Fund - Direct (G) 0.74% 22.55% 52.42% ₹22832 Cr 0.68%
nippon-india-small-cap-fund-direct-g
Nippon India Small Cap Fund - Direct (G) 6.92% 22.75% 42.03% ₹50826 Cr 0.74%
invesco-india-smallcap-fund-direct-g
Invesco India Smallcap Fund - Direct (G) 14.84% 23.5% 36.82% ₹5312 Cr 0.41%
tata-small-cap-fund-direct-g
Tata Small Cap Fund - Direct (G) 13.4% 23.84% 38.69% ₹8274 Cr 0.37%
edelweiss-small-cap-fund-direct-g
Edelweiss Small Cap Fund - Direct (G) 8.65% 19.75% 38.11% ₹3719 Cr 0.43%
hsbc-small-cap-fund-direct-g
HSBC Small Cap Fund - Direct (G) 5.41% 19.01% 38.66% ₹13334 Cr 0.66%
franklin-india-smaller-companies-fund-direct-g
Franklin India Smaller Companies Fund - Direct (G) 3.77% 21.32% 36.23% ₹11257 Cr 0.98%
bank-of-india-small-cap-fund-direct-g
Bank of India Small Cap Fund - Direct (G) 11.18% 19.16% 38.4% ₹1390 Cr 0.48%
hdfc-small-cap-fund-direct-g
HDFC Small Cap Fund - Direct (G) 4.01% 20.88% 37.4% ₹28120 Cr 0.82%
canara-robeco-small-cap-fund-direct-g
Canara Robeco Small Cap Fund - Direct (G) 6.2% 14.86% 38.05% ₹10277 Cr 0.51%
quant-small-cap-fund-direct-g
  • Return 0.74%
  • Fund Size ₹22832Cr
  • Expense Ratio 0.68%
nippon-india-small-cap-fund-direct-g
  • Return 6.92%
  • Fund Size ₹50826Cr
  • Expense Ratio 0.74%
invesco-india-smallcap-fund-direct-g
  • Return 14.84%
  • Fund Size ₹5312Cr
  • Expense Ratio 0.41%
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Calculate Your Returns from Top Small Cap Mutual Funds

Find out how much your investment would have grown to

of
for
in
Total investment 3.2 Crs
Profit 1.22 Crs

Current value 4.43 Crs
This fund has generated an XIRR of 22.14% over the past 3 years
Large Cap Fund
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Understanding Small Cap Mutual Funds

How {{fund_type}} work?

Small cap funds invest in small companies with high growth potential, though they are more volatile.

Why should you invest in {{fund_type}}?

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.

Who should invest in {{fund_type}}?

Best for aggressive investors with a long-term view who can handle higher risk.

What are the taxes on {{fund_type}}?

Short term capital gains on {{fund_type}} mutual funds are 15%, while long term capital gains are 12.5% (above ₹1.25 lakh).

How to invest in {{fund_type}}?

  1. Open Appreciate account.
  2. Choose the fund you want to invest in.
  3. Make the payment and track your investment.

Frequently Asked Questions about Small Cap Mutual Funds

  1. Are {{fund_type}} risky?

    Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high-risk appetite and are seeking high growth over the long term.

  3. How long should I stay invested in {{fund_type}}?

    A long-term holding period of five to ten years is ideal to capture growth in small companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.

  5. What are the expenses involved in {{fund_type}}?

    These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.

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