Small cap Mutual Funds

Small-cap funds are a category of equity mutual funds that primarily invest in smaller companies in India, typically those with a market capitalization of less than Rs.5,000 crores. These firms fall outside the top 250 companies and are generally not well-known in everyday life. While small-cap funds have the potential to generate impressive returns, they are highly volatile, often experiencing significant fluctuations and potential losses, especially in the short to medium term. This inherent risk makes them suitable for investors with a higher risk tolerance and a long-term investment horizon.
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Total schemes: 52

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"Bandhan Small Cap Fund - Regular Plan Growth"
"equity" "small cap" VERY HIGH
Value Research Rating : 5

Min. investment

Rs. 100.0

5 Year Returns

23.27%

Invest Now

"Nippon India Small Cap Fund - Growth Plan - Growth Option"
"equity" "small cap" VERY HIGH
Value Research Rating : 4

Min. investment

Rs. 100.0

5 Year Returns

22.80%

Invest Now

"Invesco India Smallcap Fund - Regular Plan - Growth"
"equity" "small cap" VERY HIGH
Value Research Rating : 5

Min. investment

Rs. 500.0

5 Year Returns

22.32%

Invest Now

"Quant Small Cap Fund - Growth - Regular Plan"
"equity" "small cap" VERY HIGH
Value Research Rating : 4

Min. investment

Rs. 1000.0

5 Year Returns

21.78%

Invest Now

"Bank Of India Small Cap Fund Regular Plan Growth"
"equity" "small cap" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 1000.0

5 Year Returns

20.65%

Invest Now

"Franklin India Small Cap Fund-Growth"
"equity" "small cap" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 500.0

5 Year Returns

20.18%

Invest Now

"DSP Small Cap Fund - Regular - Growth"
"equity" "small cap" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 100.0

5 Year Returns

20.05%

Invest Now

"Edelweiss Small Cap Fund - Regular Plan - Growth"
"equity" "small cap" VERY HIGH
Value Research Rating : 4

Min. investment

Rs. 100.0

5 Year Returns

19.74%

Invest Now

"Sundaram Small Cap Fund Regular Plan - Growth"
"equity" "small cap" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 100.0

5 Year Returns

19.68%

Invest Now

"HDFC Small Cap Fund - Growth Option"
"equity" "small cap" VERY HIGH
Value Research Rating : 4

Min. investment

Rs. 100.0

5 Year Returns

19.55%

Invest Now

"LIC Mf Small Cap Fund-Regular Plan-Growth"
"equity" "small cap" VERY HIGH
Value Research Rating : 2

Min. investment

Rs. 200.0

5 Year Returns

19.17%

Invest Now

"Union Small Cap Fund - Regular Plan - Growth Option"
"equity" "small cap" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 500.0

5 Year Returns

19.10%

Invest Now
  • 1
{amc_logo=/mf/static/kbprofiles/amc/Bandhan_AMC_logo.png, fund_type="small cap", vr_rating=5, returns_5_yr=23.2730636701792, name="Bandhan Small Cap Fund - Regular Plan Growth", amcfundscheme_id=4858, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/bandhan-small-cap-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/nippon_mutual_fund.png, fund_type="small cap", vr_rating=4, returns_5_yr=22.7994982024568, name="Nippon India Small Cap Fund - Growth Plan - Growth Option", amcfundscheme_id=4880, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/nippon-india-small-cap-fund-growth-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/invesco.png, fund_type="small cap", vr_rating=5, returns_5_yr=22.3210911320334, name="Invesco India Smallcap Fund - Regular Plan - Growth", amcfundscheme_id=4862, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/invesco-india-smallcap-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/Quant_logo.png, fund_type="small cap", vr_rating=4, returns_5_yr=21.7825650913717, name="Quant Small Cap Fund - Growth - Regular Plan", amcfundscheme_id=4890, type="equity", minimum_investment_amount=1000.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/quant-small-cap-fund-growth-regular-plan},{amc_logo=/mf/static/kbprofiles/amc/bank_of_india.png, fund_type="small cap", vr_rating=3, returns_5_yr=20.6477457705299, name="Bank Of India Small Cap Fund Regular Plan Growth", amcfundscheme_id=4821, type="equity", minimum_investment_amount=1000.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/bank-of-india-small-cap-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/franklin_mutual_fund.jpg, fund_type="small cap", vr_rating=3, returns_5_yr=20.1830616512643, name="Franklin India Small Cap Fund-Growth", amcfundscheme_id=4838, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/franklin-india-small-cap-fund-growth},{amc_logo=/mf/static/kbprofiles/amc/DSP.png, fund_type="small cap", vr_rating=3, returns_5_yr=20.046649316995, name="DSP Small Cap Fund - Regular - Growth", amcfundscheme_id=4829, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/dsp-small-cap-fund-regular-growth},{amc_logo=/mf/static/kbprofiles/amc/edelweiiss.png, fund_type="small cap", vr_rating=4, returns_5_yr=19.7408783957674, name="Edelweiss Small Cap Fund - Regular Plan - Growth", amcfundscheme_id=4833, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/edelweiss-small-cap-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/sundaram.png, fund_type="small cap", vr_rating=3, returns_5_yr=19.6839375076837, name="Sundaram Small Cap Fund Regular Plan - Growth", amcfundscheme_id=4902, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/sundaram-small-cap-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/hdfc.png, fund_type="small cap", vr_rating=4, returns_5_yr=19.5529190992836, name="HDFC Small Cap Fund - Growth Option", amcfundscheme_id=4839, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/hdfc-small-cap-fund-growth-option},{amc_logo=/mf/static/kbprofiles/amc/LIC.png, fund_type="small cap", vr_rating=2, returns_5_yr=19.1702601276763, name="LIC Mf Small Cap Fund-Regular Plan-Growth", amcfundscheme_id=29736, type="equity", minimum_investment_amount=200.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/lic-mf-small-cap-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/union_1.png, fund_type="small cap", vr_rating=3, returns_5_yr=19.1016539826834, name="Union Small Cap Fund - Regular Plan - Growth Option", amcfundscheme_id=4912, type="equity", minimum_investment_amount=500.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/union-small-cap-fund-regular-plan-growth-option}

What are small-cap mutual funds

How do Small Cap funds work?

Features of small cap mutual funds

Advantages of small cap mutual funds

Risks associated with investing in small-cap mutual funds

How to choose small cap mutual funds

Who should invest in small cap mutual funds

Taxation on small cap funds

How to invest in small cap funds?

Risks involved in small cap mutual funds

Factors to consider before investing in small cap mutual funds

Key takeaway

Frequently asked questions

Are small-cap mutual funds a good investment option?

Small-cap mutual funds may offer high growth potential but come with higher risk and are susceptible to market volatility. This makes them suitable investment options for investors with a higher risk tolerance and long-term investment horizon.

Which small-cap fund is the best for a 5-year investment horizon?

There are many top small-cap mutual funds suitable for a 5-year investment horizon. It is advisable to compare multiple funds to determine the one that suits you best. Also, remember to consider factors such as your financial objectives and risk profile when selecting a fund.

How to select a small-cap fund?

When selecting a small-cap mutual fund, you must consider factors like historical performance, expense ratio, Sharpe ratio, standard deviation, fund manager's track record, risk management measures and the fund's investment strategy.

Can I invest in 2 small-cap funds at the same time?

Yes. You can invest in two small-cap funds simultaneously. However, it is advisable to diversify your investment portfolio by investing in different mutual funds. Doing so can help reduce risk and protect your capital against adverse market movements.

Are small-cap funds risky?

Yes, small-cap funds are generally riskier due to their susceptibility to market volatility. However, they may also offer substantial returns, especially in the long term.

Should I invest in small-cap mutual funds?

If you possess high-risk tolerance, a long-term investment horizon and the ability to withstand market fluctuations, you may consider investing in small-cap funds.

What are the expected returns of small-cap funds?

The expected returns of small-cap mutual funds vary depending on the type of fund. It is important to remember that the returns are not guaranteed and are dependent on market conditions.

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