Friday, December 03, 2021

2010 to 2020 - Small Cap Mutual Fund Schemes Yearly Performance

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%

-

-

-

-

-

-

-

-

-

-


Which Small Cap Mutual Fund did you Invested or Planning to Invest?
     Please mention in the comments.

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