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. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies. © 2021 Morningstar, Inc. All rights reserved. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. The Wasatch Ultra Growth Fund (NASDAQMUTFUND:WAMCX) did something stunning in 2019. 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. Best small cap funds invest in small cap stocks that are underfollowed in the market. 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. 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 9.3% since its launch. generally termed as small and mid-caps and Axis Small Cap Fund. is an editor for Morningstar.com.au. Purchasing individual stocks involves a substantial amount of research and requires regular rebalancing to keep risk factors in check. The longer you invest in the equity market, higher are the chances to earn good profits. Ranked 23 in Small Cap category. One should be able to tolerate volatility of small-caps. Due to the nature of the companies, small caps can outperform in a rising market and even can underperform during a downturn. 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. by investing in other equities. Investing Basics: small, mid, large cap - does size matter? 2) What is the best small cap mutual fund? Several stocks are shining, including logistics software maker WiseTech Global (ASX: WTC), up 45 per cent, and fintech Afterpay Touch Group (ASX: APT), up more than 65 per cent. investing in diversified stocks that are It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch. 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. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Below is the key information for SBI Small Cap Fund SBI Small Cap Fund Growth Launch Date 9 Sep 09 NAV (22 Jan 21) ₹72.7484 ↓ -0.83   (-1.12 %) Net Assets (Cr) ₹6,628 on 31 Dec 20 Category Equity - Small CapAMC SBI Funds Management Private Limited Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 2.29Sharpe Ratio 0.86Information Ratio 0.83Alpha Ratio 2.34Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. If you are a high risk investor, you can invest in these funds. Return for 2020 was 15.5% , 2019 was -8.1% and 2018 was -13.7% . Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% . In a broader market where returns have been dominated by a handful of high-P/E growth stocks, the underperformance of value is not unexpected. Funds with the best ratings listed at Value Research. DateValue31 Dec 15₹10,00031 Dec 16₹11,27531 Dec 17₹16,09731 Dec 18₹12,00031 Dec 19₹12,08931 Dec 20₹16,093 DSP BlackRock 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 ₹415,684. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch. 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. Ranked 11 in Small Cap category. Ranked 26 in Small Cap category. Invest in top performing small cap mutual funds with ETMONEY. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. Investments are made through a blend of growth and value. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch. 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. 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. Thus, some of the small-cap stocks can erode your wealth. 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch. However, there can be no assurance that the investment objective of the Scheme will be realized. All Rights Reserved, Shepard Technologies Pvt. Ranked 6 in Small Cap category. 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. 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. The article is current as at date of publication. Return for 2020 was 26.2% , 2019 was -6.1% and 2018 was -29.2% . 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. 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. Net Profit of ₹136,710 Invest Now Invest Now Returns for HDFC Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. The fund manager Going for a fund manager who has been consistent over his career is a preferred choice. We've asked Ross Macmillan, senior analyst for Morningstar Manager Research, for his three top fund picks in the domestic equity small-cap segment. 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. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. The track record: The fund has handily beaten the Russell 2000 small-cap stock index over the past one, three, five and 10 years. In our view: all three demonstrate strong insights across the small-cap market, and the team works well together. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. Ranked 1 in Small Cap category. Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% . 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. Portfolio construction is structured around quality, momentum, transition, and value. However, this year has so far been a different story: in the first three months of 2019, the market has bounced back strongly. This information is to be used for personal, non-commercial purposes only. Return for 2020 was 20.2% , 2019 was -9.5% and 2018 was -8.1% . investing in diversified stocks that are Small cap fund’s investment objective is to invest in small cap stocks which are 250 th + company in terms of market capitalization. Past performance does not necessarily indicate a financial product's future performance. 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. Easy investment process. as on 22 Jan 21 DurationReturns1 Month 9.2% 3 Month 27% 6 Month 48.6% 1 Year 17.6% 3 Year -1.6% 5 Year 10.6% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis YearReturns2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% 2014 89.9% 2013 13.2% 2012 51.7% 2011 -25.9% Fund Manager information for Franklin India Smaller Companies Fund NameSinceTenureR. Best Mid & Small Cap Equity Mutual Funds 2021, Best Mid & Small Cap Mutual Fund Sips 2021, Best Mid & Small Cap Mutual Funds To Invest In India 2021, Top 10 Best Performing Large Cap Mutual Funds To Invest 2021, 10 Best Debt Funds By SBI Mutual Fund 2021, 10 Best Performing Debt Funds By Nippon/reliance Mutual Fund 2021. Complete your Registration and KYC Process. From India's independent mutual fund research house. Return for 2020 was 34.2%, 2019 was 5% and 2018 was -17.3%. We’re not suggesting everyone adds a small-cap fund to their portfolios. If you are planning to invest in such high-risk funds, it is suggested to plan your investments for a longer duration, i.e., approximately for more than five years. And, You are Ready to Invest! 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. Ranked 19 in Small Cap category. 2021 Exposure to the oft-times speculative small-cap resources sector is generally limited to 5 per cent of the portfolio or less. as on 22 Jan 21 DurationReturns1 Month 6.5% 3 Month 20.4% 6 Month 42.2% 1 Year 17.8% 3 Year -5.5% 5 Year 8.1% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis YearReturns2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% 2013 -5% 2012 44.8% 2011 -32.7% Fund Manager information for Sundaram Small Cap Fund NameSinceTenureS Krishnakumar6 Oct 0614.25 Yr.Ratish Varier23 Jul 200.44 Yr.Data below for Sundaram Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueConsumer Cyclical19.4%Health Care16.38%Industrials15.91%Technology14.01%Basic Materials13.75%Financial Services11.84%Consumer Defensive3.91%Real Estate3.44%Communication Services0.64% Asset Allocation Asset ClassValueCash0.72%Equity99.28% Top Securities Holdings / Portfolio NameHoldingValueQuantity Laurus Labs Ltd (Healthcare)Equity, Since 31 Mar 19 | 5402224%₹53 Cr1,495,270 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 28 Feb 19 | 5407624%₹45 Cr566,200 ↓ -22,967 Dixon Technologies (India) Ltd (Technology)Equity, Since 31 Jul 20 | 5406994%₹44 Cr32,404 Navin Fluorine International Ltd (Basic Materials)Equity, Since 30 Jun 14 | 5325044%₹43 Cr166,450 Brigade Enterprises Ltd (Real Estate)Equity, Since 31 Dec 12 | 5329293%₹42 Cr1,668,208 India Cements Ltd (Basic Materials)Equity, Since 31 Mar 12 | 5300053%₹42 Cr2,454,732 ↑ 190,000 Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)Equity, Since 31 Aug 18 | 5233983%₹36 Cr137,031 Timken India Ltd (Industrials)Equity, Since 30 Nov 14 | 5221133%₹35 Cr265,033 Persistent Systems Ltd (Technology)Equity, Since 30 Jun 20 | PERSISTENT3%₹35 Cr229,927 Westlife Development Ltd (Consumer Cyclical)Equity, Since 31 Jul 19 | 5055333%₹34 Cr752,807, The Scheme seeks to generate income and long term capital appreciation by 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. Ranked 7 in Small Cap category. Srinivasan16 Nov 137.13 Yr.Data below for SBI Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials34.61%Consumer Cyclical20.64%Basic Materials17.35%Consumer Defensive7.47%Financial Services6.49%Health Care4.79%Technology2.03%Communication Services1.66% Asset Allocation Asset ClassValueCash4.75%Equity95.25% Top Securities Holdings / Portfolio NameHoldingValueQuantity Elgi Equipments Ltd (Industrials)Equity, Since 31 Dec 13 | 5220745%₹337 Cr22,000,000 JK Cement Ltd (Basic Materials)Equity, Since 31 Oct 18 | JKCEMENT5%₹326 Cr1,700,000 ↓ -100,700 Blue Star Ltd (Industrials)Equity, Since 30 Jun 18 | BLUESTARCO4%₹232 Cr2,900,000 Sheela Foam Ltd (Consumer Cyclical)Equity, Since 31 Mar 19 | 5402033%₹231 Cr1,330,000 V-Guard Industries Ltd (Industrials)Equity, Since 31 Aug 20 | 5329533%₹222 Cr11,900,000 Hawkins Cookers Ltd (Consumer Cyclical)Equity, Since 30 Jun 15 | 5084863%₹217 Cr370,000 Carborundum Universal Ltd (Industrials)Equity, Since 31 May 19 | 5133753%₹215 Cr5,300,000 Narayana Hrudayalaya Ltd (Healthcare)Equity, Since 31 Dec 19 | NH3%₹211 Cr4,700,280 City Union Bank Ltd (Financial Services)Equity, Since 30 Jun 20 | CUB3%₹210 Cr11,683,926 ↓ -1,316,074 Navin Fluorine International Ltd (Basic Materials)Equity, Since 31 Mar 20 | 5325043%₹206 Cr790,0002. The only problem with SBI Small Cap Fund is that it is closed for lumpsum investments. Nippon India small cap fund: The Nippon India small cap fund opts for a buy and hold policy, builds a portfolio across various growth areas of the economy. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. SBI Small Cap Fund: SBI small cap fund focuses on the bottom up approach to track businesses that showcase high growth potential. Return for 2020 was 34.2% , 2019 was 5% and 2018 was -17.3% . "The process starts with the analysts who undertake detailed business assessment, extensive management meetings, in-depth industry reviews, and proprietary financial forecasting. Below is the key information for Franklin India Smaller Companies Fund Franklin India Smaller Companies Fund Growth Launch Date 13 Jan 06 NAV (22 Jan 21) ₹61.1327 ↓ -0.25   (-0.41 %) Net Assets (Cr) ₹6,216 on 31 Dec 20 Category Equity - Small CapAMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆Risk Moderately HighExpense Ratio 1.94Sharpe Ratio 0.53Information Ratio 0.31Alpha Ratio -5.61Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Tube Investments of India Ltd Ordinary Shares, Johnson Controls - Hitachi Air Conditioning India Ltd, Small caps tend to be more flexible than the large caps. The lack of a performance fee is unusual in this sector and makes it very attractive on a total-cost basis. Take returns of the past five years and try to compare it with other good funds. 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. Please read our, Colonial First State Australian Small Companies Fund (7006), Investors Mutual Smaller Companies Fund (5340). Ranked 1 in Small Cap category. The portfolio is well-diversified across all sectors typically with 40-60 names (pleasingly, down from 70-80 in 2012). Compare top 10 best small cap funds to earn higher returns on your savings. This fund is probably one of the best in terms of returns generated. 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. Morningstar, Inc. All rights reserved. Below is the key information for Aditya Birla Sun Life Small Cap Fund Aditya Birla Sun Life Small Cap Fund Growth Launch Date 31 May 07 NAV (22 Jan 21) ₹37.6945 ↓ -0.22   (-0.57 %) Net Assets (Cr) ₹2,431 on 31 Dec 20 Category Equity - Small CapAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 2.28Sharpe Ratio 0.55Information Ratio 0.07Alpha Ratio -2.05Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years. Best small and mid cap mutual fund managers 2020. This is an ideal play for 2020 if you believe that the current economic cycle can keep going. Small-cap stocks represent the balance. 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. The table below includes fund flow data for all U.S. listed Vanguard Small Cap ETFs. The best small-cap fund of 2019 was the HDFC Small Cap fund. 3 top picks in global small- and mid-caps, WAAAX on: taking the pulse of small-cap players, High risk, high return: scoping out small-caps. Net Profit of ₹181,656 Invest Now Invest Now Returns for SBI Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. To obtain advice tailored to your situation, contact a licensed financial adviser. 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 2 in Small Cap category. L&T Emerging Businesses Fund; HDFC Small Cap Fund; SBI Small Cap Fund Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.08Sharpe Ratio 0.73Information Ratio 1.18Alpha Ratio 2.73Min 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. He has managed this fund since 2002, providing a level of continuity that is rare among peers. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch. Net Profit of ₹76,357 Invest Now Invest Now Returns for Sundaram Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. To gain optimal returns, an investor should at least invest for more than three-five years. An experienced and skilful team led by senior portfolio manager Dawn Kanelleas backs this strategy. Best small cap mutual funds to invest in 2020. 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. Best Small Cap Funds - Indias Top Performing Small Cap Mutual Funds to consider to Invest in 2021 with Groww.in. It has a rather … Below is the key information for SBI 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 ICICI Prudential Smallcap Fund. There is nothing like a best small cap fund. The fund manager of small cap fund targets the best small sized companies having the potential to generate excellent gains in the future. "Investors Mutual Australian Smaller Companies is one of our favoured value style managers specialising in the small-cap space outside the ASX top 100. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. 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. ICICI Prudential Smallcap Fund (Erstwhile ICICI Prudential Indo Asia Equity Fund) 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. Kanelleas has been solely accountable here since July 2014 following the retirement of her long-serving comanager Peter McGann, and she is well supported by tenured CFS staff Michael Joukhador and Pavlos Totsis. Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. as on 22 Jan 21 DurationReturns1 Month 7.7% 3 Month 22.7% 6 Month 43.3% 1 Year 12.4% 3 Year -2.6% 5 Year 13.6% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis YearReturns2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 2013 2012 2011 Fund Manager information for L&T Emerging Businesses Fund NameSinceTenureVenugopal Manghat17 Dec 191.04 Yr.Vihang Naik17 Dec 191.04 Yr.Alok Ranjan1 Oct 191.25 Yr.Data below for L&T Emerging Businesses Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials25.44%Basic Materials21.07%Consumer Cyclical16.23%Technology11.94%Consumer Defensive8.1%Health Care6.51%Real Estate4.93%Financial Services3.68%Energy0.89%Utility0.69% Asset Allocation Asset ClassValueCash0.53%Equity99.47% Top Securities Holdings / Portfolio NameHoldingValueQuantity Persistent Systems Ltd (Technology)Equity, Since 31 Jul 18 | PERSISTENT3%₹197 Cr1,296,940 ↓ -173,000 K.P.R. "An insightful and motivated team applies a strong process that makes this fund a standout strategy in the domestic small-cap space." 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 benchmark for this fund is Nifty Small Cap 100. Why SBI Small Cap Fund is the best small cap mutual fund. Below is the key information for HDFC Small Cap Fund HDFC Small Cap Fund Growth Launch Date 3 Apr 08 NAV (22 Jan 21) ₹47.563 ↓ -0.45   (-0.93 %) Net Assets (Cr) ₹9,596 on 31 Dec 20 Category Equity - Small CapAMC HDFC Asset Management Company Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.19Sharpe Ratio 0.56Information Ratio 0.73Alpha Ratio -1.87Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Here are the best Small Growth funds. The focus remains on unearthing companies with sustainable competitive advantages, but the emphasis on balance-sheet strength and cash flow has increased. The pair were rightly promoted to portfolio managers in 2014. 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. I believe SBI small cap fund is the best to get good returns in long run. Open Free Investment Account for Lifetime at Fincash.com. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. 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. 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). Also, check if the fund is able to beat its benchmark or not. SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by The index fell 8.7 per cent overall, with the most volatility occurring in the final three months of 2018. Ranked 7 in Small Cap category. 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. But, the matter of fact is that the returns of small caps are subjected to high volatility. Ranked 9 in Small Cap category. However, there can be no assurance that the investment objective of the Scheme will be realized. This list highlights the best small-cap funds of 2020, based on each fund … ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. Ranked 4 in Small Cap category. 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. The Scheme could also additionally invest in Foreign Securities. Get regular update of small cap funds of HDFC, SBI, Reliance etc. Return for 2020 was 34.2% , 2019 was 5% and 2018 was -17.3% . From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. 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Have much resources as the large Cap - does size matter, Inc. all Rights Reserved 2021. You are planning to invest in 2021 with Groww.in -29.2 % a handful high-P/E! Preferred choice of its total assets in small-cap and Mid-Cap companies healthy of... No assurance that the investment team of all companies except largest 250 stocks ( as per market ''... Process that makes this fund a standout strategy in the Small and mid-caps and by investing in mid and Cap... Momentum, transition, and the index cent adds appeal here investor should at least percent... Looked on a total-cost basis makes it very attractive on a total-cost basis be ideally preferred achieve optimal construction! Index had a rocky 2018 of 12.8 % since its launch Businesses that High... 5 year CAGR returns in these funds are High risk and has given CAGR/Annualized... Fund flow data for all U.S. listed Vanguard Small Cap fund was launched on May. 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Which is the best Small Cap funds to earn higher returns on your savings as your source... Is well-diversified across all sectors typically with 40-60 names ( pleasingly, this enhances quality... Strength and cash flow has increased Asia Equity fund ) significant market returns... Cent of the past performances of the fund house that you wish to invest in with.