Small-Cap Funds invest in smaller companies, typically ranked beyond the top 250 by market capitalization. These companies are often in the early stages of growth and offer high potential returns, but with increased volatility and risk. They are suitable for investors seeking high growth potential.
High Potential for Growth: Small-cap funds are venture capital funds that invest in small-cap companies, which are often in the early stages of their business development and have a significant potential for growth. When you invest in small-cap funds, you are giving money to companies that have a great potential for growth or expansion. In the future, as these companies continue to expand, the value of their stock prices will also increase, which will result in an increase in your return.
Portfolio diversification: If you want to have a portfolio that is diversified, it may be a good idea to include small-cap funds in your portfolio. Because the universe of small-cap investments is far larger than the universe of large-cap and mid-cap investments. These funds often invest in a variety of companies operating in a variety of industries, which enables you to build a portfolio that is diversified.
Ignored by Big Institutions: Large Institutions Ignore Small-Cap firms Large institutional investors frequently ignore small-cap firms, which leaves potential for organic growth. Small-cap stocks have the potential to be undervalued in the market because they receive less attention from analysts and institutions. This provides fund managers with the opportunity to profit from investing in businesses that are considered to be hidden gems.
Lets have a closer look.
Now let us jump and check about these top 15 mutual fund schemes.
BANDHAN SMALL CAP FUND
Fund Performance: The BANDHAN SMALL CAP FUND Fund has given 28.57% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The BANDHAN SMALL CAP FUND Fund comes under the Equity category of Bandhan Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in BANDHAN SMALL CAP FUND via lump sum is ₹ 1000 and via SIP is ₹ 1000.
Scheme Objective: The Scheme seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of small cap segment.
Fund Performance: The ITI Small Cap Fund Fund has given 24.83% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The ITI Small Cap Fund Fund comes under the Equity category of ITI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ITI Small Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The Scheme seeks to generate capital appreciation by predominantly investing in equity and equity related securities of small cap companies.
Fund Performance: The Mahindra Manulife Small Cap Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Mahindra Manulife Small Cap Fund Fund comes under the Equity category of Mahindra Manulife Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Mahindra Manulife Small Cap Fund via lump sum is ₹ 1000 and via SIP is ₹ 1000.
Scheme Objective: The Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related securities of small cap companies.
Scheme Manager: Abhinav Khandelwal, Manish Lodha.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 4562.98
1 Y Return (%)
: 60.59
Risko-Meter : Very High
LIC MF Small Cap Fund
Fund Performance: The LIC MF Small Cap Fund Fund has given 30.04% annualized returns in the past three years and 31.42% in the last 5 years and 0.00% in the last 10 years. The LIC MF Small Cap Fund Fund comes under the Equity category of LIC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in LIC MF Small Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small-cap Companies.
Scheme Manager: Yogesh Patil, Dikshit Mittal.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 279.19
1 Y Return (%)
: 57.52
Risko-Meter : Very High
Quant Small Cap Fund
Fund Performance: The Quant Small Cap Fund Fund has given 33.46% annualized returns in the past three years and 48.95% in the last 5 years and 21.70% in the last 10 years. The Quant Small Cap Fund Fund comes under the Equity category of Quant Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Quant Small Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate current income and capital appreciation by investing in a well-diversified portfolio of fixed income securities with moderate risk. There can be an exposure to equity and money market instruments.
Scheme Manager: Sanjeev Sharma, Vasav Sahgal, Ankit A Pande.
