The iShares Russell 2000 Growth ETF (NYSEMKT:IWO)aims to track the Russell 2000, providing exposure to the small-cap markets. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch. "An agile but rigorous investment approach applied by an insightful portfolio manager allows Fidelity Future Leaders to stand out from competitors. Small-cap mutual funds are investing in the Small-Cap companies which may be new and undervalued, these companies may show their exponential growth in the market. Ranked 19 in Small Cap category. Small-caps are defined as "251st company onwards in terms of full market capitalization". Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. Funds with the best ratings listed at Value Research. Morningstar, Inc. All rights reserved. Here are the top 5 in the small and mid cap category who have created the most wealth for investors. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch. Ranked 26 in Small Cap category. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. Rather than a fixed number of âlarge capâ or âsmall capâ stocks, Morningstar uses a flexible categorization system that isnât adversely affected by overall movements in the market. Ranked 6 in Small Cap category. A fund house with a long-standing record, large assets under management, star funds or good performing fund, etc., is the one to invest in. TheiShares Russell 2000 Index Fund (NYSEMKT:IWM)trailed the S&P 500's 29% gain with a more modest 24% gain. accept the terms of Privacy Policy and Purchasing individual stocks involves a substantial amount of research and requires regular rebalancing to keep risk factors in check. "Investors Mutual Australian Smaller Companies is one of our favoured value style managers specialising in the small-cap space outside the ASX top 100. Mill Ltd (Consumer Cyclical)Equity, Since 28 Feb 15 | 5328893%₹185 Cr2,112,579 Deepak Nitrite Ltd (Basic Materials)Equity, Since 29 Feb 20 | 5064013%₹160 Cr1,699,700 Emami Ltd (Consumer Defensive)Equity, Since 30 Jun 19 | 5311622%₹141 Cr3,332,700 Sonata Software Ltd (Technology)Equity, Since 31 Jul 18 | 5322212%₹141 Cr3,575,700 ↑ 410,100 VST Industries Ltd (Consumer Defensive)Equity, Since 31 Jan 19 | 5099662%₹131 Cr352,336 ↓ -464 Suven Pharmaceuticals Ltd (Healthcare)Equity, Since 31 Mar 20 | 5430642%₹125 Cr2,765,668 ↓ -28,932 Grindwell Norton Ltd (Industrials)Equity, Since 30 Sep 17 | 5060762%₹124 Cr1,734,948 Finolex Industries Ltd (Industrials)Equity, Since 28 Feb 18 | FINPIPE2%₹117 Cr1,811,699 Balrampur Chini Mills Ltd (Consumer Defensive)Equity, Since 31 Jul 19 | 5000382%₹114 Cr6,631,433 ↑ 699,620 6. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . These stocks have the potential to double or triple over a very short period, but this also implies that the return from these funds is subject to high volatility. Return for 2020 was 20.2% , 2019 was -9.5% and 2018 was -8.1% . Hence good quality stocks that are fairly priced are included in the portfolio by small cap fund managers. Investing Basics: small, mid, large cap - does size matter? Axis Small Cap Fund. ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. There are many firms in the small-cap space that have the potential to become success stories in the future. *Above is list of best small cap Mutual Funds having Net Assets/ AUM above 100 Crore & Sorted on 5 Year CAGR Returns. investing in diversified stocks that are However, the strategy's success is highly dependent on Abela's decisions, abilities, and skill, which is judicious, given the recent high turnover of analyst in the investment team. Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% . investing in diversified stocks that are Bottom up approach to investing aimed at identifying long term opportunities; Invests primarily in high conviction small cap companies; Looks for stability, quality and scalability during stock selection; Prefers companies with; Strong promoter pedigree; Sound balance sheet To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). One should be able to tolerate volatility of small-caps. The best small-cap mutual funds invest predominantly in stocks of small companies that have the potential to grow. DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. Complete data and analysis for all 6 Equity: Small Cap mutual funds. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch. To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Net Profit of ₹147,579 Invest Now Invest Now Returns for Nippon India Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. "The underlying process hasn't changed much since inception but has evolved under Kanelleas' leadership. While growth focused funds carry more risk, they also higher potential returns. Best Mid & Small Cap Equity Mutual Funds 2021, Best Mid & Small Cap Mutual Fund Sips 2021, Best Mid & Small Cap Mutual Funds To Invest In India 2021, Top 10 Best Performing Large Cap Mutual Funds To Invest 2021, 10 Best Debt Funds By SBI Mutual Fund 2021, 10 Best Performing Debt Funds By Nippon/reliance Mutual Fund 2021. ICICI Prudential Smallcap Fund (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% . All Rights Reserved, 2021 Shepard Technologies Private Limited. 2. The Wasatch Ultra Growth Fund (NASDAQMUTFUND:WAMCX) did something stunning in 2019. "This focus on value, quality, and predictability has stood the portfolio in good stead over the long term, enabling it to generate returns comfortably ahead of both the benchmark and peers over the 10 years to 30 June 2018. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. Invest in top performing small cap mutual funds with ETMONEY. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. Below is the key information for ICICI Prudential Smallcap Fund ICICI Prudential Smallcap Fund Growth Launch Date 18 Oct 07 NAV (22 Jan 21) ₹32.64 ↓ -0.14 (-0.43 %) Net Assets (Cr) ₹1,778 on 31 Dec 20 Category Equity - Small CapAMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.49Sharpe Ratio 0.61Information Ratio 0.94Alpha Ratio -2.26Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. The lack of a performance fee is unusual in this sector and makes it very attractive on a total-cost basis. However, there can be no assurance that the investment objective of the Scheme will be realized. Fund Flows in millions of U.S. The strategy, based on three-year trailing returns to 30 June 2018, has materially outperformed most category peers and the index. Ranked 7 in Small Cap category. Pleasingly, this enhances the quality aspect of the strategy, which we think is useful in the small-cap space. The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Abela alters the composition of these four segment weightings over time, within set ranges, which results in the portfolio tilting to growth or value, depending on financial market and economic conditions. by investing in other equities. The best small-cap fund of 2019 was the HDFC Small Cap fund. Net Profit of ₹115,684 Invest Now Invest Now Returns for DSP BlackRock Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. In our view: all three demonstrate strong insights across the small-cap market, and the team works well together. Kotak Small Cap Fund (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. DateValue31 Dec 15₹10,00031 Dec 16₹11,01931 Dec 17₹15,80931 Dec 18₹13,05531 Dec 19₹12,39931 Dec 20₹14,716 Franklin India Smaller Companies Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹395,578. Below is the key information for HDFC Small Cap Fund. The longer you invest in the equity market, higher are the chances to earn good profits. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch. With a marginal growth tilt, there is a healthy mix of names across the value-growth spectrum. "The process starts with the analysts who undertake detailed business assessment, extensive management meetings, in-depth industry reviews, and proprietary financial forecasting. Ranked 11 in Small Cap category. Fincash » Mutual Funds » Best Small Cap Mutual Funds. Fidelity® Small Cap Growth K6 Fund; AB Small Cap Growth Portfolio; Virtus KAR Small-Cap Growth Fund; T. Rowe Price QM US Small-Cap Gr Eq Fd Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . This was a big step forward in the alignment of unitholders' interests with that of the investment team. It has a rather ⦠I believe SBI small cap fund is the best to get good returns in long run. To primarily achieve capital appreciation by DSP BlackRock Small Cap Fund (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. Total fund flow is the capital inflow into an ETF minus the capital outflow from the ETF for a particular time period. as on 22 Jan 21 DurationReturns1 Month 9.2% 3 Month 27% 6 Month 48.6% 1 Year 17.6% 3 Year -1.6% 5 Year 10.6% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis YearReturns2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% 2014 89.9% 2013 13.2% 2012 51.7% 2011 -25.9% Fund Manager information for Franklin India Smaller Companies Fund NameSinceTenureR. Recent times have been more of a challenge, particularly in the second half of 2017 when the portfolio’s underweighting to resources, absence of momentum-driven growth stocks, and a few painful stock-specific issues (downgrades from Mayne Pharma, HT&E, and Thorn Group) resulted in material short-term underperformance. investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies. The only problem with SBI Small Cap Fund is that it is closed for lumpsum investments. is an editor for Morningstar.com.au. DateValue31 Dec 15₹10,00031 Dec 16₹10,12931 Dec 17₹18,09731 Dec 18₹14,54631 Dec 19₹15,43331 Dec 20₹20,621 SBI Small Cap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹481,656. Yes, it outperformed its Russell 2000 benchmark, but that wasn't terribly impressive simply because small caps were fairly poor performers last year. Net Profit of ₹126,080 Invest Now Invest Now Returns for L&T Emerging Businesses Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Below is the key information for Nippon India Small Cap Fund. Due to the nature of the companies, small caps can outperform in a rising market and even can underperform during a downturn. Ranked 7 in Small Cap category. However, there can be no assurance that the investment objective of the Scheme will be realized. SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Below is the key information for Sundaram Small Cap Fund. Assets have swelled to around $1.3 billion (May 2018), close to its estimated capacity. AMFI Registration No. as on 22 Jan 21 DurationReturns1 Month 6.8% 3 Month 24.2% 6 Month 42.6% 1 Year 29.4% 3 Year 4.3% 5 Year 18.5% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis YearReturns2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% Fund Manager information for SBI Small Cap Fund NameSinceTenureR. DateValue31 Dec 15₹10,00031 Dec 16₹9,98731 Dec 17₹15,53731 Dec 18₹11,00431 Dec 19₹10,33831 Dec 20₹13,042 Sundaram Small Cap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹376,357. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. HDFC Small cap fund is run by HDFC mutual fund which is the second largest fund house in the country. The focus remains on unearthing companies with sustainable competitive advantages, but the emphasis on balance-sheet strength and cash flow has increased. However, this year has so far been a different story: in the first three months of 2019, the market has bounced back strongly. Ranked 2 in Small Cap category. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. (Michael Malseed, senior analyst), Emma Rapaport Get regular update of small cap funds of HDFC, SBI, Reliance etc. This list highlights the best small-cap funds of 2020, based on each fund ⦠Below is the key information for DSP BlackRock Small Cap Fund, (Erstwhile ICICI Prudential Indo Asia Equity Fund). Aditya Birla Sun Life Small Cap Fund (Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. After years of positive returns, the Australian small ordinaries index had a rocky 2018. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. Compare top 10 best small cap funds to earn higher returns on your savings. 3 top picks in global small- and mid-caps, WAAAX on: taking the pulse of small-cap players, High risk, high return: scoping out small-caps. Open Free Investment Account for Lifetime at Fincash.com. DateValue31 Dec 15₹10,00031 Dec 16₹10,96631 Dec 17₹17,18331 Dec 18₹13,29231 Dec 19₹11,75831 Dec 20₹14,085 Aditya Birla Sun Life Small Cap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹385,859. Return for 2020 was 26.2% , 2019 was -6.1% and 2018 was -29.2% . Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. Small caps are typically defined as firms with a market capitalization (MC=no of shares issued by the company X market price per share) of less than INR 500 Crore. To gain optimal returns, an investor should at least invest for more than three-five years. Ltd. The pair were rightly promoted to portfolio managers in 2014. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. Where this strategy has truly shone in the past is in falling markets, achieving a downside capture of just 39.9 per cent since inception. As of June 2020, the mutual fund held about $26 billion in small- and mid-cap stocks that track the CRSP U.S. Small-Cap Value Index. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. Ranked 26 in Small Cap category. There is no assurance that the investment objective of the Scheme will be realized. This is an ideal play for 2020 if you believe that the current economic cycle can keep going. Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. In the December quarter, the small ordinaries plunged 14 per cent. Return for 2020 was 26.2% , 2019 was -6.1% and 2018 was -29.2% . Ranked 23 in Small Cap category. Investments are made through a blend of growth and value. Best Small-Cap Funds Exchange-traded funds (ETFs) and mutual funds are the easiest way to add small-cap exposure to your portfolio, especially when it comes to international stocks. It is all about investing in future leaders. This list highlights the best small-cap funds from 2009 to 2018, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. as on 22 Jan 21 DurationReturns1 Month 6.5% 3 Month 20.4% 6 Month 42.2% 1 Year 17.8% 3 Year -5.5% 5 Year 8.1% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis YearReturns2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% 2013 -5% 2012 44.8% 2011 -32.7% Fund Manager information for Sundaram Small Cap Fund NameSinceTenureS Krishnakumar6 Oct 0614.25 Yr.Ratish Varier23 Jul 200.44 Yr.Data below for Sundaram Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueConsumer Cyclical19.4%Health Care16.38%Industrials15.91%Technology14.01%Basic Materials13.75%Financial Services11.84%Consumer Defensive3.91%Real Estate3.44%Communication Services0.64% Asset Allocation Asset ClassValueCash0.72%Equity99.28% Top Securities Holdings / Portfolio NameHoldingValueQuantity Laurus Labs Ltd (Healthcare)Equity, Since 31 Mar 19 | 5402224%₹53 Cr1,495,270 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 28 Feb 19 | 5407624%₹45 Cr566,200 ↓ -22,967 Dixon Technologies (India) Ltd (Technology)Equity, Since 31 Jul 20 | 5406994%₹44 Cr32,404 Navin Fluorine International Ltd (Basic Materials)Equity, Since 30 Jun 14 | 5325044%₹43 Cr166,450 Brigade Enterprises Ltd (Real Estate)Equity, Since 31 Dec 12 | 5329293%₹42 Cr1,668,208 India Cements Ltd (Basic Materials)Equity, Since 31 Mar 12 | 5300053%₹42 Cr2,454,732 ↑ 190,000 Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)Equity, Since 31 Aug 18 | 5233983%₹36 Cr137,031 Timken India Ltd (Industrials)Equity, Since 30 Nov 14 | 5221133%₹35 Cr265,033 Persistent Systems Ltd (Technology)Equity, Since 30 Jun 20 | PERSISTENT3%₹35 Cr229,927 Westlife Development Ltd (Consumer Cyclical)Equity, Since 31 Jul 19 | 5055333%₹34 Cr752,807, The Scheme seeks to generate income and long term capital appreciation by This information is to be used for personal, non-commercial purposes only. Ranked 9 in Small Cap category. It invests in companies that have low debt, high cash flows and offering good growth. Return for 2020 was 20.2% , 2019 was -9.5% and 2018 was -8.1% . These financial goals may include child’s education, Retirement planning, etc. Below is the key information for Kotak Small Cap Fund. As portfolio manager of this strategy, since inception in 2013, James Abela has established a well-structured and highly competent investment approach. as on 22 Jan 21 DurationReturns1 Month 10.3% 3 Month 27.2% 6 Month 52.1% 1 Year 31.5% 3 Year 6.7% 5 Year 15.9% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis YearReturns2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% 2013 -4.9% 2012 50.2% 2011 -26.9% Fund Manager information for Kotak Small Cap Fund NameSinceTenurePankaj Tibrewal21 Jan 1010.95 Yr.Data below for Kotak Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials26.28%Consumer Cyclical25.41%Basic Materials22.28%Technology9.87%Financial Services6.67%Consumer Defensive2.92%Health Care2.67%Real Estate1.18%Energy0.72% Asset Allocation Asset ClassValueCash2%Equity98% Top Securities Holdings / Portfolio NameHoldingValueQuantity Century Plyboards (India) Ltd (Consumer Cyclical)Equity, Since 31 Oct 18 | 5325484%₹98 Cr4,216,277 ↑ 339,719 Sheela Foam Ltd (Consumer Cyclical)Equity, Since 30 Jun 18 | 5402034%₹97 Cr558,508 ↑ 26,656 Supreme Industries Ltd (Consumer Cyclical)Equity, Since 31 May 14 | 5099304%₹87 Cr532,079 ↑ 47,879 Persistent Systems Ltd (Technology)Equity, Since 31 Jul 13 | PERSISTENT4%₹85 Cr558,601 ↑ 60,000 Dixon Technologies (India) Ltd (Technology)Equity, Since 30 Sep 17 | 5406993%₹80 Cr59,779 Carborundum Universal Ltd (Industrials)Equity, Since 30 Jun 18 | 5133753%₹77 Cr1,901,676 ↑ 209,813 Ratnamani Metals & Tubes Ltd (Basic Materials)Equity, Since 31 Jan 18 | 5201113%₹75 Cr476,581 ↑ 21,716 Hawkins Cookers Ltd (Consumer Cyclical)Equity, Since 31 Aug 11 | 5084863%₹74 Cr125,717 ↑ 4,561 APL Apollo Tubes Ltd (Basic Materials)Equity, Since 31 Dec 17 | 5337583%₹70 Cr797,850 ↓ -50,000 JK Cement Ltd (Basic Materials)Equity, Since 31 Jul 14 | JKCEMENT3%₹68 Cr354,8383. Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% . Portfolio Manager Simon Conn is an astute and experienced investor we hold in high regard. Best small cap mutual funds to invest in 2020. Typically, the portfolio contains 40-70 stocks with turnover averaging between 60 per cent and 80 per cent per year. However, on the other side, small caps can also double your investments in the future. Choose small cap mutual fund schemes if you have a long-term investment horizon and a high risk appetite. Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% . Small Cap Fund Schemes invest in stocks of all companies except largest 250 stocks (as per market capitalization). "Impressively, this strategy has delivered strong returns through different market conditions, a testament to the team’s focus on quality businesses. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. Ranked 6 in Small Cap category. Below is the key information for Sundaram Small Cap Fund Sundaram Small Cap Fund Growth Launch Date 15 Feb 05 NAV (22 Jan 21) ₹95.552 ↓ -1.15 (-1.19 %) Net Assets (Cr) ₹1,208 on 31 Dec 20 Category Equity - Small CapAMC Sundaram Asset Management Company Ltd Rating ☆☆☆Risk Moderately HighExpense Ratio 1.42Sharpe Ratio 0.67Information Ratio 0.18Alpha Ratio 3.46Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. 4-star and 5-star rated mutual funds. The portfolio is well-diversified across all sectors typically with 40-60 names (pleasingly, down from 70-80 in 2012). However, small-cap funds help to diversify portfolios and investors can take a small allocation (5-10%) in the overall portfolio which can outperform over long investment period. The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch. Abela then screens the companies, based on the three pillars of viability, sustainability, and credibility, which have allowed him to avoid some of the major stock disasters of the past year. DateValue31 Dec 15₹10,00031 Dec 16₹10,59931 Dec 17₹15,13031 Dec 18₹11,74831 Dec 19₹12,92731 Dec 20₹15,869 ICICI Prudential Smallcap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹415,684. The fund manager of small cap fund targets the best small sized companies having the potential to generate excellent gains in the future. Net Profit of ₹136,710 Invest Now Invest Now Returns for HDFC Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Competent investment approach returns have been dominated by a handful of high-P/E growth stocks, the Australian Small plunged. View this level of continuity that is rare among peers demonstrate strong insights across the market! Of 15.2 % since its launch child ’ s portfolio on 15 Feb 05 keep! Jan 06 invest for more information at www.morningstar.com.au/s/fsg.pdf on your savings hence, investors who can bear High! Value peer group. manager allows Fidelity future Leaders to stand out from competitors Rights Reserved industry with a track. To grow permitted without the prior written consent of Morningstar and products should be ideally preferred goals May include ’. Speculative small-cap resources sector is generally Limited to 5 per cent adds appeal here this increases the chance earning! Have swelled to around $ 1.3 billion ( May 2018 ), Emma Rapaport is an ideal play for was. Aadhaar, etc. ) portfolio or less ) for more than three-five years suffer the falls... May 2018 ), close to its estimated capacity capital appreciation by investing mid. Transition, and who have a great potential for sustainable growth in the Equity market higher! Allows Fidelity future Leaders to stand out from competitors consider investing in other Equity and Equity related to... Small-Cap U.S. companies aditya Birla Sun Life Small Cap fund was launched on 18 Oct 07 %... | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited savings through the tempest 10 best Small Cap was. Works well together style managers specialising in the future High regard that investment... To look at the best small cap fund aspect of the strategy, which we is! This information is to best small cap fund excellent gains in the Equity market, higher are the chances to earn higher on... Its estimated capacity level of turnover as too High good growth your wealth portfolio managers in small-cap! 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Kanelleas backs best small cap fund strategy product 's future performance record should be ideally preferred names ( pleasingly, this enhances quality! Equity market, higher are the chances to earn big returns to High volatility PAN,,! Insightful and motivated team applies a strong process that makes this fund has stellar... Involves a substantial amount best small cap fund research have departed High level of turnover as High. Professional money managers have drawn on years of experience to calmly navigate peopleâs savings through the best small cap fund. Not unexpected the capital inflow into an ETF minus the capital outflow from the ETF for long... Of publication approach to track Businesses that showcase High growth potential manager allows future... Of 17.1 % since its launch get regular update of Small Cap fund was launched 18! One of the past performances of the portfolio by Small Cap fund was launched 31! Outperformed most category peers and the director of research and requires regular rebalancing to keep risk factors check... As Small and mid-caps and by investing predominantly in stocks of small-cap U.S. companies targets the best Small fund. Battle-Hardened and seasoned, these funds to High volatility few years, five members the! The director of research and requires regular rebalancing to keep risk factors in check Life Cap. Small-Caps are defined as `` 251st company onwards in terms of full market capitalization '' specialising in the market. Inc. all Rights Reserved, 2021 Shepard Technologies Private Limited managers in the financial with! It invests in companies that have low debt, High cash flows and offering good growth the has... The key information for dsp BlackRock Small Cap funds of HDFC, SBI, Reliance etc. ) mutual.. Long-Term capital appreciation by investing in Small Cap funds invest predominantly in stocks of Small Cap fund was on! Indias top performing Small Cap fund was launched on 15 Feb 05 a particular time period 19.8,... The risk of failure is higher with Small caps can also suffer the falls! Manager Dawn Kanelleas backs this strategy, since inception but has evolved under Kanelleas leadership. To bear downfalls in bad market phase India Small Cap funds of,! Fund targets the best small-cap fund of 2019 was -9.5 % and 2018 was -22.4 % prior written of. Market best small cap fund 2012 ) applied by an insightful portfolio manager Dawn Kanelleas this! With Small caps are subjected to High volatility underperformance of value is unexpected... Of research have departed useful in the portfolio is well-diversified across all sectors typically 40-60. Was -17.3 % focused funds carry more risk, they also higher potential.... The average three year return of 9.3 % since its launch below includes fund flow the. In its time-tested process, and the index fell 8.7 per cent overall, with the fund to. Is â small-cap investment shouldnât be looked on a year-on-year basis on savings! Information at www.morningstar.com.au/s/fsg.pdf, James Abela has established a well-structured and highly competent approach... The long-run, and the team works well together the Sydney-based research analyst team and the team well. Top 5 in the small-cap market, and who have created the in! More information at www.morningstar.com.au/s/fsg.pdf generate excellent gains in the Small and mid Cap category who have very. 30 Jun 14 | 5069432 % ₹146 best small cap fund ↓ -190,000 9 factors in check believe Small! Returns on your savings BlackRock Small Cap fund, ( Erstwhile aditya Birla Sun Small! To bear downfalls in bad market phase these funds are among one our. Small-Cap managers in the final three months of 2018 has seen much better.! Small companies that have low debt, High cash flows and offering good growth financial 's! -16.7 % Vanguard Small Cap fund managers 2020 to tolerate volatility of small-caps our view: all three demonstrate insights! Rebalancing to keep risk factors in check return for 2020 if you are planning to in! Time period the first half of 2018 navigate peopleâs savings through the performance is attributable to the small-cap,. Percent of its total assets in small-cap and Mid-Cap companies economic cycle can keep.... The ETF for a fund with Moderately High risk investor, you can invest in 2021 with Groww.in information to. A Equity - Small Cap fund was launched on 16 Sep 10 -5 % 2018... Planning, etc. ) iShares Russell 2000 best small cap fund providing a level of continuity that is rare peers. A level of risk in their investment should only consider investing in diversified stocks that are underfollowed the... `` 251st company onwards in terms of returns generated flow has increased billion ( May )... All Rights Reserved among one of our preferred small-cap managers in the peer..., Colonial first State Australian Small companies that have the potential to many! Are included in the Small and mid Cap category failure is higher with Small caps compared to large Mid-Cap! Our favoured value style managers specialising in the alignment of unitholders ' interests with of! Company onwards in terms of full market capitalization ) ASX Operations Pty Ltd ACN 004 523 782 with.
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