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Small-Cap Equity Mutual Funds, invest in companies that have market capitalization, less than INR 500 Crore, and are ranked below 250 in terms of market capitalization.
These funds take the advantage of the growing potential of the small-cap companies in the long run as they are young firms, but at the same time, the risk of investing in small-cap is a bit high than another member of the Equity category.
Investors who plan to invest for long and can bear the volatility of the market should look towards investing in small-cap equity mutual funds. These funds can rise the most in a bull market and can also suffer the steepest falls in a bear market.
If you are searching for funds that help you gain good returns in long run then stop and have a look at the BEST SMALL-CAP FUNDS that we have listed below, for your assistance!
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
HDFC Small Cap Fund (G)
A small-cap category equity mutual fund, run and managed by HDFC Mutual Fund House. The fund has 95.12% investment in Indian stocks, out of which 1.77% is in large-cap stocks, 5.04% is in mid-cap stocks, 81.25% in small-cap stocks.
The fund size of the scheme is around Rs 13,725 crores and it charges a total expense ratio of around 1.83%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The objective of the fund is to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
DSP Small Cap Fund - Regular Plan-Growth
A small-cap category equity mutual fund, run and managed by DSP Mutual Fund House. The fund has 97.62% investment in Indian stocks, out of which, 11.6% is in mid-cap stocks, 79.83% in small-cap stocks.
The fund size of the scheme is around Rs 8,266 crores and it charges a total expense ratio of around 1.9%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The objective of the fund is to generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity-related securities of small-cap companies. This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Sundaram Small Cap Fund - Growth
A small-cap category equity mutual fund, run and managed by Sundaram Mutual Fund House. The fund has 94.91% investment in Indian stocks, out of which, 3.63% is in mid-cap stocks, 73% in small-cap stocks.
The fund size of the scheme is around Rs 1,534 crores and it charges a total expense ratio of around 2.27%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The objective of the fund is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small-cap stocks. This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Aditya Birla Sun Life Small-cap Fund - Regular Plan-Growth
A small-cap category equity mutual fund, run and managed by Aditya Birla Sun Life Mutual Fund House. The fund has 98.31% investment in Indian stocks, out of which 2.11% is in large-cap stocks, 6.63% is in mid-cap stocks, 74.03% in small-cap stocks.
The fund size of the scheme is around Rs 3,058 crores and it charges a total expense ratio of around 2.18%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The objective of the fund is to generate consistent long-term capital appreciation by investing predominantly in equity and equity-related securities of Small cap companies. This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at- [email protected].
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).