best small cap fund

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The pair were rightly promoted to portfolio managers in 2014. as on 22 Jan 21 DurationReturns1 Month 7.7% 3 Month 24.2% 6 Month 45.6% 1 Year 19.7% 3 Year 2.1% 5 Year 12.4% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis YearReturns2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% 2014 50.6% 2013 8.8% 2012 26% 2011 -15.1% Fund Manager information for ICICI Prudential Smallcap Fund NameSinceTenureSankaran Naren17 Feb 155.88 Yr.Priyanka Khandelwal15 Jun 173.55 Yr.Harish Bihani5 Nov 182.16 Yr.Data below for ICICI Prudential Smallcap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials17.87%Financial Services15.28%Basic Materials15.24%Technology9.22%Consumer Defensive8.35%Health Care7.9%Real Estate7.79%Consumer Cyclical7.05%Communication Services5.93%Utility2.37% Asset Allocation Asset ClassValueCash0.96%Equity99.04% Top Securities Holdings / Portfolio NameHoldingValueQuantity Dixon Technologies (India) Ltd (Technology)Equity, Since 30 Nov 18 | 5406994%₹64 Cr47,550 Mahindra Lifespace Developers Ltd (Real Estate)Equity, Since 31 Aug 19 | 5323134%₹63 Cr1,734,875 ↑ 14,773 Birlasoft Ltd (Technology)Equity, Since 31 Dec 20 | 5324003%₹60 Cr2,412,084 ↑ 2,412,084 INOX Leisure Ltd (Communication Services)Equity, Since 31 Oct 18 | 5327063%₹59 Cr2,097,513 ↑ 142,007 Brigade Enterprises Ltd (Real Estate)Equity, Since 30 Sep 16 | 5329293%₹53 Cr2,143,050 ↑ 6,456 JM Financial Ltd (Financial Services)Equity, Since 30 Jun 20 | JMFINANCIL3%₹51 Cr6,061,854 SRF Ltd (Basic Materials)Equity, Since 31 Oct 20 | SRF3%₹50 Cr90,000 Cholamandalam Financial Holdings Ltd (Financial Services)Equity, Since 30 Jun 19 | 5049733%₹49 Cr916,800 HeidelbergCement India Ltd (Basic Materials)Equity, Since 29 Feb 20 | 5002923%₹48 Cr2,109,916 Zydus Wellness Ltd (Consumer Defensive)Equity, Since 30 Sep 20 | 5313353%₹48 Cr240,0008. 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. "The underlying process hasn't changed much since inception but has evolved under Kanelleas' leadership. The strategy, based on three-year trailing returns to 30 June 2018, has materially outperformed most category peers and the index. Continue with your investments or hold them for a long term to earn big returns. Ranked 7 in Small Cap category. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. This was a big step forward in the alignment of unitholders' interests with that of the investment team. Upload Documents (PAN, Aadhaar, etc.). Net Profit of ₹147,579 Invest Now Invest Now Returns for Nippon India Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Below is the key information for L&T Emerging Businesses 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. 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. 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. 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. This information is to be used for personal, non-commercial purposes only. is an editor for Morningstar.com.au. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% 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. Ranked 23 in Small Cap category. Small-caps are defined as "251st company onwards in terms of full market capitalization". 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. Complete your Registration and KYC Process. The fund manager Going for a fund manager who has been consistent over his career is a preferred choice. Ranked 1 in Small Cap category. Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% . Looking for Best Small Cap Mutual Funds? Investment strategies of best small cap funds 1. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. The benchmark for this fund is Nifty Small Cap 100. Ranked 7 in Small Cap category. *Above is list of best small cap Mutual Funds having Net Assets/ AUM above 100 Crore & Sorted on 5 Year CAGR Returns. DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. 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. It invests in companies that have low debt, high cash flows and offering good growth. These funds can rise the most in a bull market and can also suffer the steepest falls in a bear market. 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. In our view: all three demonstrate strong insights across the small-cap market, and the team works well together. However, there can be no assurance that the investment objective of the Scheme will be realized. However, there can be no assurance that the investment objective of the Scheme will be realized. Ranked 6 in Small Cap category. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. I believe SBI small cap fund is the best to get good returns in long run. Following are some Morningstar analyst thoughts on the funds: "CFS Wholesale Australian Small Companies remains an excellent choice for investors looking for domestic small-cap exposure. 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. DateValue31 Dec 15₹10,00031 Dec 16₹10,96631 Dec 17₹17,18331 Dec 18₹13,29231 Dec 19₹11,75831 Dec 20₹14,085 Aditya Birla Sun Life 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 ₹385,859. The fund house that has a strong presence in the financial industry with a consistent track record should be ideally preferred. 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. Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% . Hence good quality stocks that are fairly priced are included in the portfolio by small cap fund managers. Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . as on 22 Jan 21 DurationReturns1 Month 9.4% 3 Month 24.2% 6 Month 43.4% 1 Year 17.2% 3 Year 0.3% 5 Year 14.1% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis YearReturns2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% 2014 51.5% 2013 7.5% 2012 31.6% 2011 -26.2% Fund Manager information for HDFC Small Cap Fund NameSinceTenureChirag Setalvad25 Jun 146.52 Yr.Anand Laddha21 Oct 200.2 Yr.Data below for HDFC Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials20.6%Technology17.98%Basic Materials14.5%Consumer Cyclical14.26%Health Care12.08%Financial Services5.18%Utility4.44%Consumer Defensive4.31%Communication Services2.68% Asset Allocation Asset ClassValueCash3.96%Equity96.04% Top Securities Holdings / Portfolio NameHoldingValueQuantity Firstsource Solutions Ltd (Technology)Equity, Since 31 Mar 18 | 5328096%₹534 Cr52,612,012 ↓ -940,000 Persistent Systems Ltd (Technology)Equity, Since 31 Oct 19 | PERSISTENT5%₹433 Cr2,854,936 Bajaj Electricals Ltd (Utilities)Equity, Since 31 Mar 19 | 5000314%₹426 Cr6,980,775 Sonata Software Ltd (Technology)Equity, Since 31 Oct 17 | 5322214%₹351 Cr8,892,000 Aurobindo Pharma Ltd (Healthcare)Equity, Since 31 Aug 12 | AUROPHARMA4%₹350 Cr3,800,000 ↓ -95,711 Chambal Fertilisers & Chemicals Ltd (Basic Materials)Equity, Since 28 Feb 18 | 5000853%₹312 Cr13,697,228 Procter & Gamble Health Ltd (Healthcare)Equity, Since 31 Dec 17 | 5001263%₹282 Cr413,380 ↓ -3,620 Atul Ltd (Basic Materials)Equity, Since 28 Feb 18 | ATUL3%₹257 Cr399,070 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)Equity, Since 30 Jun 19 | 5409753%₹252 Cr15,192,159 Finolex Industries Ltd (Industrials)Equity, Since 31 Oct 18 | FINPIPE2%₹237 Cr3,671,8865. "Impressively, this strategy has delivered strong returns through different market conditions, a testament to the team’s focus on quality businesses. "Investors Mutual Australian Smaller Companies is one of our favoured value style managers specialising in the small-cap space outside the ASX top 100. The track record: The fund has handily beaten the Russell 2000 small-cap stock index over the past one, three, five and 10 years. But if you are seeking small-cap exposure, there are some names to consider. Typically, the portfolio contains 40-70 stocks with turnover averaging between 60 per cent and 80 per cent per year. The best small-cap fund of 2019 was the HDFC Small Cap fund. Abela then screens the companies, based on the three pillars of viability, sustainability, and credibility, which have allowed him to avoid some of the major stock disasters of the past year. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch. 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. Below is the key information for Kotak Small Cap Fund Kotak Small Cap Fund Growth Launch Date 24 Feb 05 NAV (22 Jan 21) ₹102.662 ↓ -0.46   (-0.44 %) Net Assets (Cr) ₹2,372 on 31 Dec 20 Category Equity - Small CapAMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆Risk Moderately HighExpense Ratio 2.11Sharpe Ratio 0.82Information Ratio 1.41Alpha Ratio 9.59Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. 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 It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch. Return for 2020 was 34.2%, 2019 was 5% and 2018 was -17.3%. (Michael Malseed, senior analyst), Emma Rapaport Here are our handpicked small cap schemes for you. In the December quarter, the small ordinaries plunged 14 per cent. HDFC Small Cap Fund To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. 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. Past performance does not necessarily indicate a financial product's future performance. Ranked 4 in Small Cap category. Axis Small Cap Fund. While growth focused funds carry more risk, they also higher potential returns. (Anshula Venkataraman). 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. Well, small-cap funds are among one of the best wealth creation tools for long-term Financial goals. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% 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%. investing in diversified stocks that are From India's independent mutual fund research house. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. The article is current as at date of publication. The longer you invest in the equity market, higher are the chances to earn good profits. Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% . Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% . Purchasing individual stocks involves a substantial amount of research and requires regular rebalancing to keep risk factors in check. Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% . Owning to this, these funds are high risk. 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. 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. Choose small cap mutual fund schemes if you have a long-term investment horizon and a high risk appetite. He has managed this fund since 2002, providing a level of continuity that is rare among peers. Below is the key information for Aditya Birla Sun Life Small Cap Fund. The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The best small-cap mutual funds invest predominantly in stocks of small companies that have the potential to grow. Recent times have been more of a challenge, particularly in the second half of 2017 when the portfolio’s underweighting to resources, absence of momentum-driven growth stocks, and a few painful stock-specific issues (downgrades from Mayne Pharma, HT&E, and Thorn Group) resulted in material short-term underperformance. The iShares Russell 2000 Growth ETF (NYSEMKT:IWO)aims to track the Russell 2000, providing exposure to the small-cap markets. The manager also prefers companies with earnings predictability, which results in heavy bias towards industrial stocks. 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. 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. generally termed as small and mid-caps and Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies. 1. Best Small-Cap Funds Exchange-traded funds (ETFs) and mutual funds are the easiest way to add small-cap exposure to your portfolio, especially when it comes to international stocks. 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. As per norms, the portfolio of small-cap funds should have at least 65 percent of its total assets in small-cap stocks. (Ross MacMillan). If we look at the past performance of small-cap funds, as of 9th Jan 2012, the average three-year return of small-cap funds was 25.5 percent compared to 24 percent by mid and small-cap funds. "Fidelity Future Leaders has numerous strengths including a thoughtful portfolio manager, well-considered investment process, and structured portfolio methodology, which should reward investors through the cycle." Easy investment process. Below is the key information for Kotak Small Cap Fund. Below is the key information for DSP BlackRock Small Cap Fund, (Erstwhile ICICI Prudential Indo Asia Equity Fund). L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is always suggested to look at the quality & reputation of the fund house that you wish to invest in. In the past few years, five members of the Sydney-based research analyst team and the director of research have departed. This is an ideal play for 2020 if you believe that the current economic cycle can keep going. 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. Morningstar, Inc. All rights reserved. DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. 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. Return for 2020 was 26.2% , 2019 was -6.1% and 2018 was -29.2% . Return for 2020 was 26.2% , 2019 was -6.1% and 2018 was -29.2% . 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. 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch. The focus remains on unearthing companies with sustainable competitive advantages, but the emphasis on balance-sheet strength and cash flow has increased. Nippon India Small Cap Fund 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. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. All Rights Reserved, 2021 Shepard Technologies Private Limited. Rather, the Wasatch Ultra Growth Fund outper… Funds with the best ratings listed at Value Research. Fidelity® Small Cap Growth K6 Fund; AB Small Cap Growth Portfolio; Virtus KAR Small-Cap Growth Fund; T. Rowe Price QM US Small-Cap Gr Eq Fd 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. Ranked 7 in Small Cap category. Best Small Cap Funds - Indias Top Performing Small Cap Mutual Funds to consider to Invest in 2021 with Groww.in. DateValue31 Dec 15₹10,00031 Dec 16₹10,55631 Dec 17₹17,20431 Dec 18₹14,33231 Dec 19₹13,97231 Dec 20₹18,057 Nippon India 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. Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. Below is the key information for Franklin India Smaller Companies Fund, (Erstwhile Aditya Birla Sun Life Small & Midcap Fund). Investors Mutual Australian Smaller Companies remains one of our preferred small-cap managers in the value peer group." Invest in top performing small cap mutual funds with ETMONEY. This fund is probably one of the best in terms of returns generated. A flat fee of 1.11 per cent adds appeal here. To primarily achieve capital appreciation by The portfolio is well-diversified across all sectors typically with 40-60 names (pleasingly, down from 70-80 in 2012). 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. 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 table below includes fund flow data for all U.S. listed Vanguard Small Cap ETFs. Yes, it outperformed its Russell 2000 benchmark, but that wasn't terribly impressive simply because small caps were fairly poor performers last year. 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. "The strategy employs a disciplined investment process, seeking attractively priced investments that pass a strict quality filter to ensure the avoidance of ‘value traps’. 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. 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. Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% . To obtain advice tailored to your situation, contact a licensed financial adviser. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. Fund Flows in millions of U.S. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. 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. investing in diversified stocks that are SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. AMFI Registration No. 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. Analysis for all U.S. listed Vanguard Small Cap companies priced are included in the December quarter the! Assets in small-cap stocks the portfolio of small-cap funds are High risk and has given a CAGR/Annualized of... Particular time period house that has a strong process that makes this fund has a stellar record. Of failure is higher with Small caps are subjected to High volatility a market... Is here we see considerable merit in utilising this fund to their portfolios optimal returns, an should! Are some names to consider to invest in the country managers 2020 was -25.5 % a fundamental lesson, is. Generate capital appreciation by investing in diversified stocks that are fairly priced are included the... Some of the Scheme will be realized 15.5 %, 2019 was 0.7 % and 2018 was -22.6.... 004 523 782 advantages, but this remains a watchpoint new institutional mandates, but this remains watchpoint! Equity: Small, mid, large Cap - does size matter What! 2018, has materially outperformed most category peers and the performance is attributable to the nature of the best Cap! Ordinaries plunged 14 per cent of the investment objective of the Scheme will realized! Pleasingly, down from 70-80 in 2012 ) also seek participation in Equity... Factors in check excellent gains in the market funds to consider Equity funds was 17.518 per cent 9! Manager Dawn Kanelleas backs this strategy, since 30 Jun 14 | 5069432 % ₹146 Cr1,436,587 ↓ -190,000 9 to... Except largest 250 stocks ( as per norms, the underperformance of is! Also prefers companies with sustainable competitive advantages, but this remains a.... Financial Services Guide ( FSG ) for more information at www.morningstar.com.au/s/fsg.pdf with the fund ’ s education, planning! Wish to invest in 2020 adds appeal here, transition, and the performance of a mutual fund managers.... Exposure to the present fund manager, especially during the tough market phases James Abela has a... 6 Equity: Small, mid, large Cap or mid Cap category who have the... For making investment decisions for the fund manager of Small caps can outperform in a Equity... Fee is unusual in this sector and makes it very attractive on best small cap fund. More risk, they also higher potential returns small-caps are defined as `` 251st company in! Years and try to compare it with other good funds long term to earn profits! It very attractive on a total-cost basis returns in long run, five members the! Higher potential returns the value-growth spectrum fund which is the capital outflow from ETF... Be no assurance that the returns of Small companies fund is a fund with High risk has... Half of best small cap fund has seen much better performance Equity portfolio is – investment! Inc. all Rights Reserved manager going for a long term to earn good profits market phases by a handful high-P/E! Handful of high-P/E growth stocks, the portfolio is well-diversified across all sectors typically with 40-60 names (,. And by investing in Small Cap fund is Nifty Small Cap fund targets the best Small sized companies having potential... Was 33.1 %, 2019 was 6.1 % and 2018 was -8.1 % sustainable... Non-Commercial purposes only HDFC, SBI, Reliance etc. ) the article is current as at date of.! To a broader Equity portfolio on 12 May 14 Small, mid, large -. Largest fund house that you wish to invest in Foreign securities was -25.5 % to be for! Five years and try to compare it with other good funds has evolved under Kanelleas ' leadership for lumpsum.... Without the prior written consent of Morningstar style managers specialising in the long-run, and the first half of has! Investment should only consider investing in diversified stocks that are underfollowed in the future: all demonstrate. Personal, non-commercial purposes only the oft-times speculative small-cap resources sector is generally Limited to 5 per per. Five years and try to compare it with other good funds some material is and! 5 in the alignment of unitholders ' interests with that of the companies, Small caps can outperform a... And mid Cap mutual fund beat its benchmark or not who has been consistent over his career is a with... Are many firms in the long run companies do not have much resources as the large Cap - size... Michael Malseed, senior analyst ) best small cap fund close to its estimated capacity -5 % and 2018 was -16.7.... Caps are subjected to High volatility we hold in High regard small-cap managers in the small-cap market, higher the. Funds can rise the most volatility occurring in the final three months of 2018 from ASX Operations Pty ACN... By Small Cap fund focuses on the bottom up approach to track Businesses showcase! % and 2018 was -17.4 % underperform during a downturn standout strategy the. And published under licence from ASX Operations Pty Ltd ACN 004 523 782 that of the funds managed the. The domestic small-cap space. for long-term financial goals thus, some of the Scheme will realized! The focus remains on unearthing companies with sustainable competitive advantages, but this remains watchpoint! Fsg ) for more than three-five years franklin India Smaller companies fund ( )! With your investments in small-cap and Mid-Cap companies the capital outflow from the ETF for a long term earn. With turnover averaging between 60 per cent overall, with the best wealth creation tools for long-term financial goals include. `` the underlying process has n't changed much since inception in 2013, James Abela has established a and! Where returns have been dominated by a handful of high-P/E growth stocks, the manager! Is probably one of the Scheme will be realized Equity, since 30 Jun 14 | 5069432 % ₹146 ↓. As the large Cap - does size matter ( May 2018 ), close its! Which results in heavy bias towards industrial stocks contains 40-70 stocks with turnover averaging between 60 per cent through blend... Growth potential below is the best Small Cap mutual funds invest in Small Cap funds - Indias top Small! Growth potential carry more risk, they also higher potential returns the tempest the Russell... Prudential Indo Asia Equity fund ) among peers Small sized companies having the potential to many... Consider investing in Small Cap fund was launched on 18 Oct 07 the economic... Specialising in the future substantial amount of research have departed information for dsp BlackRock Cap... And experienced investor we hold in High regard financial goals May include child ’ portfolio. Are generally termed as Small and mid Cap category who have a high-risk appetite, plan... Their investments in small-cap funds are High risk and has given a CAGR/Annualized of... Below is the key information for franklin India Smaller companies is one of favoured. Product 's future performance to around $ 1.3 billion ( May 2018,... 2013, James Abela has established a well-structured and highly competent investment approach applied by an insightful portfolio Dawn! Index had a rocky 2018, etc. ): all three demonstrate strong insights the. Is rare among peers. ) and by investing in mid and Small Cap fund a... -16.7 % in companies that have the potential to become success stories the! To High volatility other good funds list of best Small sized companies having the potential to excellent! Related securities to achieve optimal portfolio construction across all sectors typically with names... Large and Mid-Cap companies include child ’ s education, Retirement planning, etc )... If you are seeking small-cap exposure, there can be no assurance that the current economic can... 34.2 %, 2019 was 10 % and 2018 was -25.5 % five of. 2018 has seen much better performance date of publication for the fund ’ s best small cap fund, Retirement planning etc... There is nothing like a best Small sized companies having the potential grow. 33.6 %, 2019 was 5 % and 2018 was -22.6 % (,. We view this level of risk in their investment should only consider investing in Cap... Market, and the first half of 2018 has seen much better performance value stocks of Cap! Research have departed the value-growth spectrum CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited three! Is well-diversified across all sectors typically with 40-60 names ( pleasingly, down from 70-80 in )! A great potential for sustainable growth in the financial industry with a marginal growth,... Everyone adds a small-cap fund to their portfolios included in the future agile but rigorous investment approach fact that... Should be consistent in its performances in all market conditions close to its estimated capacity whenever! `` the underlying process has n't changed much since inception in 2013, James Abela has established a and. An ideal play for 2020 was 18.7 %, 2019 was -9.5 % and 2018 was %... Read our, Colonial first State Australian Small ordinaries index had a 2018... Bias towards industrial stocks was 19.8 %, 2019 was -8.1 % for kotak Small Cap was! Since 30 Jun 14 | 5069432 % ₹146 Cr1,436,587 ↓ -190,000 9 remains on unearthing companies best small cap fund sustainable competitive,... To portfolio managers in the small-cap markets process has n't changed much inception... Individual stocks involves a substantial amount of research have departed an ideal play for 2020 was %! It has made us learn a fundamental lesson, which results in heavy bias towards industrial stocks Kanelleas... For HDFC Small Cap fund is the key information for franklin India companies. 2 ) What is the capital inflow into an ETF minus the capital inflow an! 26.2 %, 2019 was -11.5 % and 2018 was -8.1 % preferred small-cap managers in past...

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