Small Cap Mutual Fund Schemes invest in Small Cap Stocks which ranked between 251 to 500 based on Market Capitalization of Companies. These are much riskier than Large Cap and less riskier than Mid Cap Funds.
Recommend Investment Duration: 5 to 6 Years
Min. SIP: Rs. 500 / Month
Min. Lumpsum: Rs. 5000
Here below are Annual Performance of Small Cap Funds from 2010 - 2020:
Scheme Name |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
Kotak
Small Cap Fund |
34% |
4% |
-17% |
44% |
8% |
7% |
74% |
-6% |
50% |
-27% |
28% |
Nippon
India Small Cap Fund |
28% |
-3% |
-17% |
63% |
5% |
14% |
96% |
11% |
42% |
-25% |
3% |
Union
Small Cap Fund |
29% |
2% |
-20% |
43% |
-4% |
1% |
22% |
- |
- |
- |
- |
Axis
Small Cap Fund |
23% |
19% |
-9% |
38% |
4% |
9% |
84% |
2% |
- |
- |
- |
ICICI
Prudential Smallcap Fund |
22% |
9% |
-22% |
43% |
6% |
1% |
51% |
9% |
26% |
-15% |
17% |
HDFC
Small Cap Fund |
19% |
-10% |
-8% |
61% |
5% |
6% |
52% |
6% |
32% |
-26% |
23% |
HSBC
Small Cap Equity Fund |
27% |
-11% |
-25% |
60% |
0% |
10% |
84% |
-4% |
48% |
-43% |
12% |
IDBI
Small Cap Fund |
19% |
-5% |
-15% |
12% |
- |
- |
- |
- |
- |
- |
- |
DSP
Small Cap Fund |
32% |
0% |
-26% |
43% |
12% |
19% |
100% |
3% |
40% |
-27% |
42% |
Aditya
Birla Sun Life Small cap Fund |
19% |
-13% |
-23% |
57% |
9% |
13% |
66% |
4% |
32% |
-23% |
19% |
Sundaram
Small Cap Fund |
25% |
-7% |
-29% |
56% |
-1% |
7% |
108% |
-6% |
45% |
-33% |
10% |
L&T
Emerging Businesses Fund |
15% |
-8% |
-14% |
67% |
9% |
11% |
40% |
- |
- |
- |
- |
Franklin
India Smaller Companies Fund - |
17% |
-6% |
-17% |
43% |
10% |
9% |
89% |
12% |
52% |
-26% |
19% |
ITI
Small Cap Fund |
13% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Principal
Small Cap Fund |
38% |
2% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
IDFC
Emerging Businesses Fund |
49% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Invesco
India Smallcap Fund |
24% |
4% |
4% |
- |
- |
- |
- |
- |
- |
- |
- |
Tata
Small Cap Fund - Regular Plan |
22% |
2% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
Edelweiss
Small Cap Fund - Regular Plan |
34% |
11% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Canara
Robeco Small Cap Fund |
41% |
-5% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
BOI AXA
Small Cap Fund - Regular Plan |
52% |
4% |
0% |
- |
- |
- |
- |
- |
- |
- |
- |
UTI
Small Cap Fund |
1% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Select Micro Cap - Series XIV |
21% |
-10% |
-28% |
24% |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Select Micro Cap - Series XV |
19% |
-12% |
-27% |
21% |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Select Micro Cap - Series XVI |
22% |
-12% |
-28% |
16% |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Select Micro Cap - Series XVII |
22% |
-13% |
-27% |
10% |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Emerging Small Cap - Series 1 - |
17% |
-5% |
-17% |
- |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Emerging Small Cap - Series 2 |
16% |
-4% |
-15% |
- |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Emerging Small Cap - Series 3 - Growth Small Cap Fund |
16% |
-2% |
-8% |
- |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Emerging Small Cap - Series 4 - Growth Small Cap Fund |
16% |
-1% |
-5% |
- |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Emerging Small Cap - Series 5 |
15% |
-3% |
-3% |
- |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Emerging Small Cap - Series 6 |
17% |
3% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Emerging Small Cap - Series 7 |
25% |
5% |
2% |
- |
- |
- |
- |
- |
- |
- |
- |
Quant
Small Cap |
74% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
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