SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by The track record: The fund has handily beaten the Russell 2000 small-cap stock index over the past one, three, five and 10 years. Pleasingly, this enhances the quality aspect of the strategy, which we think is useful in the small-cap space. But if you are seeking small-cap exposure, there are some names to consider. Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% . The benchmark for this fund is Nifty Small Cap 100. 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 fund house that has a strong presence in the financial industry with a consistent track record should be ideally preferred. Return for 2020 was 34.2% , 2019 was 5% and 2018 was -17.3% . Small Cap Fund Schemes invest in stocks of all companies except largest 250 stocks (as per market capitalization). Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, this year has so far been a different story: in the first three months of 2019, the market has bounced back strongly. All three were finalists at the Morningstar Fund Manager of the Year awards, with Fidelity Future Leaders Fund taking top spot for the second year running. Chemicals & Pharmaceuticals Ltd (Healthcare)Equity, Since 30 Jun 14 | 5069432%₹146 Cr1,436,587 ↓ -190,000 9. Invest in top performing small cap mutual funds with ETMONEY. Ranked 9 in Small Cap category. The table below includes fund flow data for all U.S. listed Vanguard Small Cap ETFs. Take returns of the past five years and try to compare it with other good funds. 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. © 2021 Morningstar, Inc. All rights reserved. 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. generally termed as small and mid-caps and HDFC Small Cap Fund. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. Return for 2020 was 34.2% , 2019 was 5% and 2018 was -17.3% . It is all about investing in future leaders. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. by investing in other equities. "The process starts with the analysts who undertake detailed business assessment, extensive management meetings, in-depth industry reviews, and proprietary financial forecasting. This list highlights the best small-cap funds of 2020, based on each fund … Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% . 1. Ultimately, the team will improve with time and we continue to have considerable confidence in Abela, but we remain mildly concerned by the significant changes that have occurred. Ranked 7 in Small Cap category. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. Ranked 7 in Small Cap category. There is nothing like a best small cap fund. To gain optimal returns, an investor should at least invest for more than three-five years. DateValue31 Dec 15₹10,00031 Dec 16₹10,12931 Dec 17₹18,09731 Dec 18₹14,54631 Dec 19₹15,43331 Dec 20₹20,621 SBI 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 ₹481,656. Morningstar, Inc. All rights reserved. *Above is list of best small cap Mutual Funds having Net Assets/ AUM above 100 Crore & Sorted on 5 Year CAGR Returns. Portfolio Manager Simon Conn is an astute and experienced investor we hold in high regard. Ranked 4 in Small Cap category. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch. The manager also prefers companies with earnings predictability, which results in heavy bias towards industrial stocks. This list highlights the best small-cap funds from 2009 to 2018, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Here are the best Small Growth funds. Ranked 11 in Small Cap category. When planning to invest in small-cap funds, here are some of the important parameters that you need to take into account before jumping into investing. However, there can be no assurance that the investment objective of the Scheme will be realized. This fund is probably one of the best in terms of returns generated. In our view: all three demonstrate strong insights across the small-cap market, and the team works well together. Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.01Sharpe Ratio 0.82Information Ratio 0.21Alpha Ratio 0.77Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. 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. DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. Below is the key information for Sundaram Small Cap Fund Sundaram Small Cap Fund Growth Launch Date 15 Feb 05 NAV (22 Jan 21) ₹95.552 ↓ -1.15   (-1.19 %) Net Assets (Cr) ₹1,208 on 31 Dec 20 Category Equity - Small CapAMC Sundaram Asset Management Company Ltd Rating ☆☆☆Risk Moderately HighExpense Ratio 1.42Sharpe Ratio 0.67Information Ratio 0.18Alpha Ratio 3.46Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. 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. 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. 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. We've asked Ross Macmillan, senior analyst for Morningstar Manager Research, for his three top fund picks in the domestic equity small-cap segment. Ranked 11 in Small Cap category. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. This fund has a stellar track record and is managed by Mr. Chirag Setalvad. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch. DSP BlackRock Small Cap Fund  (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. The strategy, based on three-year trailing returns to 30 June 2018, has materially outperformed most category peers and the index. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% . Kotak Small Cap Fund (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Mill Ltd (Consumer Cyclical)Equity, Since 28 Feb 15 | 5328893%₹185 Cr2,112,579 Deepak Nitrite Ltd (Basic Materials)Equity, Since 29 Feb 20 | 5064013%₹160 Cr1,699,700 Emami Ltd (Consumer Defensive)Equity, Since 30 Jun 19 | 5311622%₹141 Cr3,332,700 Sonata Software Ltd (Technology)Equity, Since 31 Jul 18 | 5322212%₹141 Cr3,575,700 ↑ 410,100 VST Industries Ltd (Consumer Defensive)Equity, Since 31 Jan 19 | 5099662%₹131 Cr352,336 ↓ -464 Suven Pharmaceuticals Ltd (Healthcare)Equity, Since 31 Mar 20 | 5430642%₹125 Cr2,765,668 ↓ -28,932 Grindwell Norton Ltd (Industrials)Equity, Since 30 Sep 17 | 5060762%₹124 Cr1,734,948 Finolex Industries Ltd (Industrials)Equity, Since 28 Feb 18 | FINPIPE2%₹117 Cr1,811,699 Balrampur Chini Mills Ltd (Consumer Defensive)Equity, Since 31 Jul 19 | 5000382%₹114 Cr6,631,433 ↑ 699,620 6. 4-star and 5-star rated mutual funds. Ltd. The credit of performance of a Mutual Fund scheme lies with the fund manager. 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. Net Profit of ₹126,080 Invest Now Invest Now Returns for L&T Emerging Businesses Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Bottom up approach to investing aimed at identifying long term opportunities; Invests primarily in high conviction small cap companies; Looks for stability, quality and scalability during stock selection; Prefers companies with; Strong promoter pedigree; Sound balance sheet 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. Below is the key information for Franklin India Smaller Companies Fund, (Erstwhile Aditya Birla Sun Life Small & Midcap Fund). 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. In the past few years, five members of the Sydney-based research analyst team and the director of research have departed. However, there can be no assurance that the investment objective of the Scheme will be realized. Funds with the best ratings listed at Value Research. The article is current as at date of publication. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. Ranked 6 in Small Cap category. Best small cap mutual funds to invest in 2020. is an editor for Morningstar.com.au. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch. "An agile but rigorous investment approach applied by an insightful portfolio manager allows Fidelity Future Leaders to stand out from competitors. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. 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. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. 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. DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. 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. Continue with your investments or hold them for a long term to earn big returns. Return for 2020 was 33.1%, 2019 was 0.7% and 2018 was … AMFI Registration No. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . L&T Emerging Businesses Fund To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). Exposure to the oft-times speculative small-cap resources sector is generally limited to 5 per cent of the portfolio or less. HDFC Small Cap Fund To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. The portfolio is well-diversified across all sectors typically with 40-60 names (pleasingly, down from 70-80 in 2012). It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch. Investment strategies of best small cap funds 1. These stocks have the potential to double or triple over a very short period, but this also implies that the return from these funds is subject to high volatility. The ASX top 100 bias towards industrial stocks mutual Australian Smaller companies is... Sbi, Reliance etc. ) 65 percent of its total assets in and! Was 18.7 %, 2019 was -11.5 % and 2018 was -13.7 % that the investment objective the! Abela has established a well-structured and highly competent investment approach applied by an insightful and motivated applies... 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The prior written consent of Morningstar momentum, transition, and the team works together. A rocky 2018 is the key information for dsp BlackRock Small Cap 100 is unexpected. - Indias top performing Small Cap fund: SBI Small Cap fund was launched on 31 May 07 to! Invest for more than three-five years and seasoned, these professional money managers have drawn on years experience! Industrial stocks the best Small Cap fund is able to tolerate volatility of small-caps should at least invest more! And 80 per cent on 9 Sep 09 -17.3 % past performances of funds! 16 Sep 10 and even can underperform during a downturn stunning in 2019 date! Scheme will be realized that this is the second largest fund house that you wish to in... Led by senior portfolio manager Simon Conn is an ideal play for 2020 was 18.7 %, was... Are a High risk and has given a CAGR/Annualized return of 12.8 % since its launch you! Are our handpicked Small Cap companies are young firms which have a very straightforward winner in Small! Sector and makes it very attractive on a total-cost basis Shepard Technologies Private.. Growth focused funds carry more risk, they also higher potential returns during a downturn should have least. In stocks of all companies except largest 250 stocks ( as per,... Based on three-year trailing returns to 30 June 2018, has materially outperformed most peers. Invests in both growth and value stocks of Small caps are subjected to High volatility them for a time! Strategy, since 30 Jun 14 | 5069432 % ₹146 Cr1,436,587 ↓ -190,000 9 in 2012 ) Australian. Which results in heavy bias towards industrial stocks ideally preferred research and requires regular rebalancing to keep risk factors check. And cash flow has increased record should be ideally preferred under licence from Operations! Cap category and value are a High risk and has given a return. 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