New Delhi: A small-cap fund is a type of mutual fund that invests in shares of small-cap companies. Small-cap companies are those that have a market capitalisation (M-cap) of or below Rs 5,000 crore. Small-cap stocks represent emerging businesses with higher potential for growth but also exhibit higher risks.
The following is a list of small-cap mutual funds that have given stellar five-year returns on investments. A monthly investment of Rs 15000 in these funds has grown to around Rs 20 lakh in a time span of just five (5) years.
Bandhan Small Cap Fund
Launched in February 2020, Bandhan Small Cap Fund has proved to be the multibagger with the yearly return of around 20 percent, as per the data obtained from AMFI (Association of Mutual Fund of India). The NAV (Net Asset Value) of the fund stands at Rs 50.85 at the time of writing this article. The fund has an expense ratio of 0.38 percent. The asset under management (AUM) of the fund stands at Rs 11,744 crore. The fund has given bumper returns to the investors since its inception, standing at around 37 percent.
The fund has a minimum SIP investment of Rs 500 and Rs 1000 as a lump sum investment. If an investor had made an investment of SIP of Rs 15000, the fund would have grown to be around Rs 20 lakh, giving approximately double returns.
Quant Small Cap Fund
Launched in January 2013, Quant Small Cap Fund has proved to be the multibagger with the yearly return of around 32 percent, as per the data obtained from AMFI (Association of Mutual Fund of India). The NAV (Net Asset Value) of the fund stands at Rs 276 at the time of writing this article. The asset under management (AUM) of the fund stands at Rs 28205 crore. The fund has given returns to the investors since its inception, standing at around 19 percent.
The fund has a minimum SIP investment of Rs 500 and Rs 1,000 as a lump sum investment. The fund has an expense ratio of 0.66 percent. If an investor had made an investment of SIP of Rs 15000, the fund would have grown to be around Rs 20 lakh in 5 years, giving approximately double returns.
Invesco Small Cap Fund
Launched in October 2018, Invesco India Small Cap Fund has proved to be the multibagger with the yearly return of around 30 percent, as per the data obtained from AMFI (Association of Mutual Fund of India). The NAV (Net Asset Value) of the fund stands at Rs 45.86 at the time of writing this article. The asset under management (AUM) of the fund stands at Rs 6822 crore. The fund has given returns to the investors since its inception, standing at around 26 percent.
The fund has a minimum SIP investment of Rs 500 and Rs 1,000 as a lump sum investment. The fund has an expense ratio of 0.66 percent. If an investor had made an investment of SIP of Rs 15000, the fund would have grown to be around Rs 19 lakh in 5 years.
Nippon India Small Cap Fund
Launched in January 2013, the Nippon India Small Cap Fund has proved to be the multibagger with the yearly return of around 30 percent, as per the data obtained from AMFI (Association of Mutual Fund of India). The NAV (Net Asset Value) of the fund stands at Rs 188.64 at the time of writing this article. The asset under management (AUM) of the fund stands at Rs 63007 crore. The fund has given returns to the investors since its inception, standing at around 26 percent.
The fund has a minimum SIP investment of Rs 500 and Rs 1000 as a lump sum investment. The fund has an expense ratio of 0.65 percent. If an investor had made an investment of SIP of Rs 15000, the fund would have grown to be around Rs 18.5 lakh in 5 years.
TATA Small Cap Fund
Launched in October 2018, the TATA Small Cap Fund has proved to be the multibagger with the annualised return of around 28 percent, as per the data obtained from AMFI (Association of Mutual Fund of India). The NAV (Net Asset Value) of the fund stands at Rs 45.38 at the time of writing this article. The asset under management (AUM) of the fund stands at Rs 10529 crore. The fund has given returns to the investors since its inception, standing at around 26 percent.
The fund has a minimum SIP investment of Rs 500 and Rs 1000 as a lump sum investment. The fund has an expense ratio of 0.34 percent. If an investor had made an investment of SIP of Rs 15000, the fund would have grown to be around Rs 18 lakh in 5 years.
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Investing in small-cap mutual funds can yield significant returns. This article showcases five top-performing small-cap funds in India, for example, Bandhan, Quant, Invesco, Nippon India, and Tata Small Cap Fund, highlighting their five-year returns, NAVs, expense ratios, and minimum investment amounts. Personal Finance Business News – Personal Finance News, Share Market News, BSE/NSE News, Stock Exchange News Today
