The below table shows a list Of the Top Performing Small Cap Fund in 10 years based on AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | NAV (Rs) | Minimum SIP (Rs) |
| Nippon India Small Cap Fund | 56468.75 | 194.92 | 100 |
| HDFC Small Cap Fund | 29175.05 | 153.92 | 5000 |
| SBI Small Cap Fund | 28375.34 | 203.74 | 100 |
| Axis Small Cap Fund | 20504.37 | 115.98 | 100 |
| Kotak Small Cap Fund | 16707.37 | 315.21 | 100 |
| Franklin India Smaller Cos Fund | 14023.15 | 204.71 | 100 |
| DSP Small Cap Fund | 13781.07 | 208.93 | 100 |
| ICICI Pru Smallcap Fund | 7795.29 | 98.98 | 100 |
Content:
- What Is The Small Cap Fund?
- Best Top Performed Small Cap Fund in 10 years
- List Of Top Performed Small Cap Fund in 10 years
- Top Performed Small Cap Fund in 10 years
- Who Should Invest In Top Performed Small Cap Fund in 10 years?
- How To Invest In Top Performed Small Cap Fund in 10 years?
- Performance Metrics Of the Best Performed Small Cap Fund in 10 years
- Benefits Of Investing In Top Performed Small Cap Fund in 10 years
- Challenges Of Investing In Best Performed Small Cap Fund in 10 years
- Introduction to Top Performed Small Cap Fund in 10 years
- Best Top Performed Small Cap Fund in 10 years – FAQs
What Is The Small Cap Fund?
A Small Cap Fund is a type of mutual fund that primarily invests in stocks of small-sized companies with relatively lower market capitalization. These funds typically focus on companies ranked beyond the top 250 in terms of market capitalization, aiming to capitalize on the growth potential of emerging businesses.
Small Cap Funds offer investors exposure to potentially high-growth companies that are often overlooked by larger institutional investors. They can provide opportunities for significant returns but also come with higher volatility and risk compared to large-cap funds.
These funds require careful selection and management, as small-cap companies can be more sensitive to economic changes and market fluctuations. Investors in Small Cap Funds should be prepared for higher risk and longer investment horizons to realize potential gains.
Best Top Performed Small Cap Fund in 10 years
The table below shows the Best Top Performed Small Cap Fund in 10 years based on the lowest to highest expense ratio.
| Name | Expense Ratio (%) | Minimum SIP (Rs) |
| Kotak Small Cap Fund | 0.49 | 100 |
| Axis Small Cap Fund | 0.55 | 100 |
| Nippon India Small Cap Fund | 0.64 | 100 |
| HDFC Small Cap Fund | 0.65 | 5000 |
| SBI Small Cap Fund | 0.66 | 100 |
| ICICI Pru Smallcap Fund | 0.69 | 100 |
| DSP Small Cap Fund | 0.84 | 100 |
| Franklin India Smaller Cos Fund | 0.91 | 100 |
List Of Top Performed Small Cap Fund in 10 years
The table below shows the List Of Top Performing Small Cap Fund in 10 years based on the Highest 3Y CAGR.
| Name | CAGR 3Y (Cr) | Minimum SIP (Rs) |
| Nippon India Small Cap Fund | 33.01 | 100 |
| Franklin India Smaller Cos Fund | 31.21 | 100 |
| HDFC Small Cap Fund | 26.17 | 5000 |
| DSP Small Cap Fund | 25.18 | 100 |
| ICICI Pru Smallcap Fund | 25.15 | 100 |
| SBI Small Cap Fund | 24.97 | 100 |
| Axis Small Cap Fund | 24.29 | 100 |
| Kotak Small Cap Fund | 24.02 | 100 |
Top Performed Small Cap Fund in 10 years
The table below shows the Top Performing Small Cap Fund in 10 years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load (%) |
| Nippon India Small Cap Fund | Nippon Life India Asset Management Limited | 1 |
| Franklin India Smaller Cos Fund | Franklin Templeton Asset Management (India) Private Limited | 1 |
| HDFC Small Cap Fund | HDFC Asset Management Company Limited | 1 |
| DSP Small Cap Fund | DSP Investment Managers Private Limited | 1 |
| ICICI Pru Smallcap Fund | ICICI Prudential Asset Management Company Limited | 1 |
| SBI Small Cap Fund | SBI Funds Management Limited | 1 |
| Axis Small Cap Fund | Axis Asset Management Company Ltd. | 1 |
| Kotak Small Cap Fund | Kotak Mahindra Asset Management Company Limited | 1 |
Who Should Invest In Top Performed Small Cap Fund in 10 years?
Investors with a high risk tolerance and a long-term investment horizon should consider Top Performed Small Cap Funds. These funds are suitable for those seeking potential high returns and willing to withstand significant market volatility. Ideal investors have a stable financial foundation and can commit funds for 7-10 years.
Small Cap Funds can be appropriate for investors looking to diversify their portfolio with exposure to potentially high-growth companies. They offer a way to participate in the growth stories of emerging businesses that may become future market leaders.
These funds may suit investors who understand and accept the higher risks associated with small-cap investing. They should be comfortable with the possibility of short-term losses in pursuit of long-term capital appreciation.
How To Invest In Top Performed Small Cap Fund in 10 years?
To invest in Top Performed Small Cap Funds, begin by researching various funds, and comparing their performance, expense ratios, and investment strategies. Assess your risk tolerance and ensure it aligns with the high-risk nature of small-cap investing. Open an account with Alice Blue to access your chosen fund.
Decide between making a lump sum investment or setting up a Systematic Investment Plan (SIP) for regular contributions. Consider seeking advice from a financial advisor to guide your fund selection and investment strategy.
Monitor your investment regularly and be prepared for market fluctuations. Maintain a long-term perspective, typically 7-10 years, to allow your investment to potentially overcome short-term volatility and realize gains.
Performance Metrics Of the Best Performed Small Cap Fund in 10 years
Key performance metrics for the Best Performed Small Cap Funds include returns over various time periods (1-year, 3-year, 5-year, and 10-year), risk-adjusted returns (Sharpe ratio), and consistency of performance. These metrics help investors assess the fund’s historical performance and risk management capabilities.
Other important indicators include the fund’s alpha (excess return compared to the benchmark), beta (volatility relative to the market), and standard deviation (measure of risk). These metrics provide insights into the fund’s ability to generate returns and manage risk.
Additionally, investors should consider the fund’s expense ratio, portfolio turnover rate and sector allocation. These factors can impact the overall returns and suitability of the fund for an investor’s specific goals and risk tolerance.
Benefits Of Investing In Top Performed Small Cap Fund in 10 years
The main benefits of investing in Top Performed Small Cap Funds include high growth potential, diversification, opportunity for market-beating returns, and exposure to emerging companies. These funds offer investors a chance to participate in the growth stories of smaller, potentially undervalued companies with significant upside potential.
- High Growth Potential: Small-cap companies often have more room for growth compared to larger, established firms. This can translate into higher returns for investors if these companies succeed and expand their market presence over time.
- Diversification: Small Cap Funds can add diversification to an investment portfolio, especially for those heavily invested in large-cap stocks. This diversification can help spread risk and potentially enhance overall portfolio returns.
- Market-Beating Returns: Small-cap stocks have historically outperformed large-cap stocks over long periods, although with higher volatility. Top-performing Small Cap Funds may offer the potential for returns that exceed broader market indices.
- Exposure to Emerging Companies: These funds provide access to innovative, niche companies that may be overlooked by larger investors. This exposure can be valuable as some of these companies may become future market leaders.
Challenges Of Investing In Best Performed Small Cap Fund in 10 years
The main challenges of investing in Best Performed Small Cap Funds include higher volatility, increased risk, potential for underperformance in certain market conditions, and the need for a longer investment horizon. Investors should be prepared for significant price fluctuations and potential losses.
- Higher Volatility: Small-cap stocks are often more volatile than large-cap stocks. This can lead to significant short-term price swings, which may be unsettling for some investors and require a strong stomach to withstand market turbulence.
- Increased Risk: Small companies are generally more vulnerable to economic downturns, competition, and other business risks. This higher risk can translate into a greater chance of business failure or significant underperformance.
- Liquidity Concerns: Small-cap stocks may have lower trading volumes, which can make it difficult to buy or sell large quantities without affecting the stock price. This can impact the fund’s ability to manage inflows and outflows efficiently.
- Economic Sensitivity: Small-cap companies are often more sensitive to economic cycles. During economic downturns, these funds may underperform as investors seek the relative safety of larger, more established companies.
Introduction to Top Performed Small Cap Fund in 10 years
Nippon India Small Cap Fund Direct-Growth
Nippon India Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.
Nippon India Small Cap Fund, categorized as a Small Cap Fund, has an AUM of 56468.75 crores. It has delivered a 5-year CAGR of 38.17%. The fund imposes an exit load of 1% and has an expense ratio of 0.64%. SEBI categorizes its risk level as Very High. The fund’s asset allocation is Equity 95.85% and Cash & Equivalents 4.15%.
HDFC Small Cap Fund
HDFC Small Cap Fund Direct-Growth, from HDFC Mutual Fund, is a small-cap scheme launched on January 1, 2013. It has been operational for 11 years and 7 months.
HDFC Small Cap Fund, categorized as a Small Cap Fund, has an AUM of 29175.05 crores. It has delivered a 5-year CAGR of 29.65%. The fund charges an exit load of 1% and has an expense ratio of 0.65%. SEBI rates its risk level as Very High. The fund’s portfolio consists of Equity 97.40%, Cash & Equivalents 2.08%, and Mutual Funds 0.52%.
SBI Small Cap Fund
SBI Small Cap Fund Direct-Growth is offered by SBI Mutual Fund. Established on January 1, 2013, this small-cap mutual fund scheme has a history of 11 years and 7 months.
SBI Small Cap Fund, categorized as a Small Cap Fund, has an AUM of 28375.34 crores. It has generated a 5-year CAGR of 31.14%. The fund imposes an exit load of 1% and has an expense ratio of 0.66%. SEBI classifies its risk level as Very High. The fund’s asset allocation is Equity 74.57%, Corporate Debt 11.03%, Government Securities 10.42%, Cash & Equivalents 3.90%, and Treasury Bills 0.09%.
Axis Small Cap Fund
Axis Small Cap Fund Direct-Growth, from Axis Mutual Fund, is a small-cap mutual fund scheme initiated on November 11, 2013, and has been active for 10 years and 8 months.
Axis Small Cap Fund, categorized as a Small Cap Fund, has an AUM of 20504.37 crores. It has delivered a 5-year CAGR of 31.17%. The fund charges an exit load of 1% and has an expense ratio of 0.55%. SEBI rates its risk level as Very High. The fund’s portfolio comprises Equity 66.14%, Corporate Debt 13.16%, Government Securities 10.75%, Cash & Equivalents 7.51%, and REITs & InvIT 2.44%.
Kotak Small Cap Fund
Kotak Small Cap Fund Direct-Growth, a product of Kotak Mahindra Mutual Fund, was launched on January 1, 2013. This small-cap fund has been around for 11 years and 7 months.
Kotak Small Cap Fund, categorized as a Small Cap Fund, has an AUM of 16707.37 crores. It has achieved a 5-year CAGR of 34.4%. The fund imposes an exit load of 1% and has an expense ratio of 0.49%. SEBI classifies its risk level as Very High. The fund’s asset allocation is Treasury Bills at 39.05%, Certificate of Deposit at 34.38%, Commercial Paper at 18.27%, Cash & Equivalents at 3.91%, Government Securities at 3.00%, and other instruments at 1.40%.
Franklin India Smaller Cos Fund
Franklin India Smaller Companies Direct Fund-Growth is a small-cap fund from Franklin Templeton Mutual Fund, launched on January 1, 2013, with a duration of 11 years and 7 months.
Franklin India Smaller Cos Fund, categorized as a Small Cap Fund, has an AUM of 14023.15 crores. It has generated a 5-year CAGR of 31.21%. The fund charges an exit load of 1% and has an expense ratio of 0.91%. SEBI rates its risk level as Very High. The fund’s portfolio consists of Equity 68.57%, Government Securities 13.92%, Cash & Equivalents 8.59%, Corporate Debt 5.69%, REITs & InvIT 3.12%, and other instruments 0.11%.
DSP Small Cap Fund
DSP Small Cap Direct Plan-Growth, provided by DSP Mutual Fund, has been in existence since January 1, 2013. This small-cap mutual fund spans 11 years and 7 months.
DSP Small Cap Fund, categorized as a Small Cap Fund, has an AUM of 13781.07 crores. It has delivered a 5-year CAGR of 31.96%. The fund imposes an exit load of 1% and has an expense ratio of 0.84%. SEBI classifies its risk level as Very High. The fund’s asset allocation stands at Equity 94.85% and Cash & Equivalents 5.15%.
ICICI Pru Smallcap Fund
ICICI Prudential Small Cap Fund Direct Plan-Growth, from ICICI Prudential Mutual Fund, started on January 1, 2013. This small-cap fund has a history of 11 years and 7 months.
ICICI Pru Smallcap Fund, categorized as a Small Cap Fund, has an AUM of 7795.29 crores. It has delivered a 5-year CAGR of 31.27%. The fund charges an exit load of 1% and has an expense ratio of 0.69%. SEBI rates its risk level as Very High. The fund’s portfolio comprises Equity 69.92%, Government Securities at 15.01%, Cash & Equivalents at 6.66%, Mutual Funds at 4.74%, Corporate Debt at 2.88%, and other instruments at 0.79%.
Best Top Performed Small Cap Fund in 10 years – FAQs
Best Performed Small Cap Fund in 10 years #1: Nippon India Small Cap Fund
Best Performed Small Cap Fund in 10 years #2: HDFC Small Cap Fund
Best Performed Small Cap Fund in 10 years #3: SBI Small Cap Fund
Best Performed Small Cap Fund in 10 years #4: Axis Small Cap Fund
Best Performed Small Cap Fund in 10 years #5: Kotak Small Cap Fund
These funds are listed based on the Highest AUM
The top-performing small-cap funds over 10 years, based on expense ratio, include Kotak Small Cap Fund, Axis Small Cap Fund, Nippon India Small Cap Fund, HDFC Small Cap Fund, and SBI Small Cap Fund. These funds offer robust returns with competitive expense ratios.
Yes, you can invest in Top Performed Small Cap Funds. These funds are generally open to retail investors and can be accessed through investment platforms like Alice Blue. However, consider your risk tolerance and investment horizon before investing, as small-cap funds carry higher risk.
Investing in Top Performed Small Cap Funds can be good for investors with high risk tolerance and long-term horizons. They offer the potential for high returns but come with increased volatility. Consider your financial goals and ability to withstand market fluctuations before investing.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
