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Small-Cap Equity Mutual Funds, predominantly invest in stocks and shares of small-cap companies, that have market capitalization, less than INR 500 crores and rank below 250 in terms of market capitalization.
These funds recently gave a good performance, however after some of these funds experienced a pause the situation got reversed. The indices providing the performance of small-cap scrips have fallen by a substantial bit for the current ongoing month, with Nifty small-cap down by almost 4%.
Well…Well…. Well…. in all this we cannot ignore the massive gains of 42% on the Nifty small-cap 100 indexes on a YTD basis. Already we know that small-cap funds are risky that compared to their peer members in equity fund groups, but they do also deliver good returns when invested in for long-term.
While past performance is not always a criterion to pick up a suitable mutual fund scheme, however, it can surely be considered for still having a better sense of which mutual funds performed well in a category.
Here we list 3 such small-cap mutual funds that have delivered the highest returns in the last three years. You can consider investing in these if you are planning to invest for the long term and expect higher returns.
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Quant Small-Cap - Regular Plan-Growth
A small-cap category equity mutual fund, run and managed by Quant Mutual Fund House. The fund has 94.75% investment in Indian stocks, out of which 4.09% is in large-cap stocks, 1.72% is in mid-cap stocks, 75.33% in small-cap stocks.
The fund size of the scheme is around Rs 1,053 crores and it charges a total expense ratio of around 0.5%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of 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.
Axis Small Cap Fund – Growth
A small-cap category equity mutual fund, run and managed by Axis Mutual Fund House. The fund has 89.16% investment in Indian stocks, out of which 0.72% is in large-cap stocks, 6.89% is in mid-cap stocks, 70.99% in small-cap stocks.
The fund size of the scheme is around Rs 6,785 crores and it charges a total expense ratio of around 1.95%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prominent investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity-related instruments 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.
Kotak Small Cap Fund – Growth
A small-cap category equity mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 93.15% investment in Indian stocks, out of which 1.66% is in large-cap stocks, 11.82% is in mid-cap stocks, 69.23% in small-cap stocks.
The fund size of the scheme is around Rs 5,349 crores and it charges a total expense ratio of around 1.97%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity-related securities by investing predominantly in 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).