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Small-Cap Equity Mutual Funds, are schemes that invest in firms with a market capitalization of less than INR 500 Crore. These firms are young which have a great potential for sustainable growth in the long run. But the risk of failure is higher with small caps compared to large and mid-cap companies.
Well, small-cap funds are among one of the best wealth creation tools for long-term financial goals. These financial goals may include a child’s education, retirement planning, etc.
These funds help diversify portfolios and investors can take a small allocation (5-10%) in the overall portfolio which can outperform over a long investment period.
If you are in search of such kind of investment then stop a bit here 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!
SBI Small Cap Fund
A small-cap category equity mutual fund, run and managed by SBI Mutual Fund House. The fund has 98.38% investment in Indian stocks, out of which, 8.98% is in mid-cap stocks, 70.85% in small-cap stocks.
The fund size of the scheme is around Rs 9,714 crores and it charges a total expense ratio of around 1.93%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well-diversified basket of equity stocks of small-cap companies.
These funds are best recommended to investors looking to invest money for at least 5 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
Nippon India Small Cap Fund
A small-cap category equity mutual fund, run and managed by Nippon India Mutual Fund House. The fund has 98.45% investment in Indian stocks, out of which 5.52% is in large-cap stocks, 6.55% is in mid-cap stocks, 76.84% is in small-cap stocks.
The fund size of the scheme is around Rs 16,633 crores and it charges a total expense ratio of around 1.82%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 30 days.
The prime objective of the fund is to generate long term capital appreciation by investing predominantly in equity and equity-related instruments of small-cap companies and the secondary objective are to generate consistent returns by investing in debt and money market securities
These funds are best recommended to investors looking to invest money for at least 5 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
Kotak Small Cap Fund
A small-cap category equity mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 93.22% investment in Indian stocks of which 1.7% is in large-cap stocks, 11.21% is in mid-cap stocks, 69.06% in small-cap stocks.
The fund size of the scheme is around Rs 5,642 crores and it charges a total expense ratio of around 1.97%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to generate capital appreciation from a diversified portfolio of equity and equity-related securities by investing predominantly in small-cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
These funds are best recommended to investors looking to invest money for at least 5 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
HDFC Small Cap Fund
A small-cap category equity mutual fund, run and managed by HDFC Mutual Fund House. The fund has 94.6% investment in Indian stocks of which 1.59% is in large-cap stocks, 4.44% is in mid-cap stocks, 81.93% in small-cap stocks.
The fund size of the scheme is around Rs 12,913 crores and it charges a total expense ratio of around 1.88%. The fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime 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.
These funds are best recommended to investors looking to invest money for at least 5 years or more and looking for high returns. At the same time, these investors should also be ready for the possibility of moderate losses in their investments.
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).
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