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10 Best Small Cap Mutual Funds 2025
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. Small cap companies are young firms 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.
Looking for Best Small Cap Mutual Funds? Well, small-cap funds are among one of the best wealth creation tools for long-term Financial goals. These financial goals may include child’s education, Retirement planning, etc. 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.
What are Small Cap Mutual Funds?
Small-caps are defined as "251st company onwards in terms of full market capitalization". As per norms, the portfolio of small-cap funds should have at least 65 percent of its total assets in small-cap stocks. Investors wanting to maximise their returns in the long-run, and who have a high-risk appetite, can plan their investments in small-cap funds. One should be able to tolerate Volatility of small-caps. These funds can rise the most in a bull market and can also suffer the steepest falls in a Bear Market. To gain optimal returns, an investor should at least invest for more than three-five years.
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Why Should you Invest in Small Cap Funds?
Some of the benefits of investing in a small-cap fund are:
- Small caps tend to be more flexible than the large caps. Smaller companies can adapt changes quicker than the larger companies, hence they can show explosive growth
- At times, Small cap funds tend to perform better than the Large cap funds, but their volatility can be much higher
- Since these are the companies at their early stage of development, they can grow rapidly
- Small cap stocks are priced lower than mid cap and large cap stocks
- With high risk comes the potential of making high returns
Top 10 Best Small Cap Funds to Invest in FY 25 - 26
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹151.637
↓ -2.02 ₹50,826 -13.1 -17 8.9 22.1 42.5 26.1 L&T Emerging Businesses Fund Growth ₹73.4051
↓ -0.95 ₹13,334 -17.5 -18.3 7.5 18.2 38.9 28.5 HDFC Small Cap Fund Growth ₹121.354
↓ -0.76 ₹28,120 -12.4 -15.2 3.8 19.5 37.3 20.4 Franklin India Smaller Companies Fund Growth ₹153.213
↓ -1.54 ₹11,257 -14.5 -18 5.1 20.7 36.3 23.2 Kotak Small Cap Fund Growth ₹236.845
↓ -1.52 ₹14,407 -13.7 -17.9 9.9 14.2 36.1 25.5 IDBI Small Cap Fund Growth ₹28.0867
↓ -0.47 ₹434 -17 -17.1 14.3 18.1 35.6 40 DSP BlackRock Small Cap Fund Growth ₹171.442
↓ -3.00 ₹13,277 -14.9 -16.2 10.1 16.3 35.6 25.6 ICICI Prudential Smallcap Fund Growth ₹77.44
↓ -0.55 ₹6,912 -10.2 -16.2 4.1 16.2 35.3 15.6 Sundaram Small Cap Fund Growth ₹225.848
↓ -1.92 ₹2,763 -12.6 -16.9 4.5 16.5 35.1 19.1 SBI Small Cap Fund Growth ₹158.724
↓ -0.45 ₹28,453 -10.5 -15.4 7.8 16.3 32.4 24.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Mar 25 100 Crore & Sorted on 5 Year CAGR Returns.
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. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on 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). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (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. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on (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. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. 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. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on (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. 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. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a Below is the key information for SBI Small Cap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
CAGR/Annualized return of 20.6% since its launch. Ranked 6 in Small Cap category. Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (25 Mar 25) ₹151.637 ↓ -2.02 (-1.32 %) Net Assets (Cr) ₹50,826 on 28 Feb 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.31 Information Ratio 0.66 Alpha Ratio 3.26 Min 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,616 28 Feb 22 ₹20,593 28 Feb 23 ₹23,276 29 Feb 24 ₹36,606 28 Feb 25 ₹35,820 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 5% 3 Month -13.1% 6 Month -17% 1 Year 8.9% 3 Year 22.1% 5 Year 42.5% 10 Year 15 Year Since launch 20.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.1% 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.16 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 23.92% Financial Services 13.39% Consumer Cyclical 12.69% Basic Materials 12.3% Technology 9.17% Consumer Defensive 8.8% Health Care 7.92% Utility 1.94% Communication Services 1.89% Energy 1.82% Real Estate 0.61% Asset Allocation
Asset Class Value Cash 5.07% Equity 94.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,130 Cr 6,650,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,061 Cr 1,851,010 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹831 Cr 4,472,130 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹830 Cr 2,499,222 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹757 Cr 31,784,062 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹705 Cr 470,144
↓ -42,211 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹703 Cr 9,100,000 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹674 Cr 899,271 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹620 Cr 614,648
↑ 23 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹603 Cr 27,190,940 2. L&T Emerging Businesses Fund
CAGR/Annualized return of 20.1% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (25 Mar 25) ₹73.4051 ↓ -0.95 (-1.27 %) Net Assets (Cr) ₹13,334 on 28 Feb 25 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio -0.4 Information Ratio -0.11 Alpha Ratio 1.44 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,360 28 Feb 22 ₹19,560 28 Feb 23 ₹21,407 29 Feb 24 ₹32,546 28 Feb 25 ₹30,656 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 4.5% 3 Month -17.5% 6 Month -18.3% 1 Year 7.5% 3 Year 18.2% 5 Year 38.9% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 5.21 Yr. Cheenu Gupta 1 Oct 23 1.42 Yr. Sonal Gupta 1 Oct 23 1.42 Yr. Data below for L&T Emerging Businesses Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 27.7% Consumer Cyclical 16.29% Financial Services 14.59% Basic Materials 10.53% Technology 9.98% Real Estate 5.2% Health Care 4.47% Consumer Defensive 3.38% Energy 1.4% Asset Allocation
Asset Class Value Cash 3.74% Equity 96.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE3% ₹452 Cr 852,600 Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -3% ₹422 Cr 299,000 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000402% ₹344 Cr 1,595,574
↓ -11,705 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹306 Cr 3,286,897 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329292% ₹293 Cr 2,499,622
↓ -132,457 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹285 Cr 11,291,100 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 5900032% ₹284 Cr 11,912,400 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 20 | AMBER2% ₹273 Cr 420,449 Time Technoplast Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | TIMETECHNO2% ₹273 Cr 6,810,500 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹267 Cr 2,473,042 3. HDFC Small Cap Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 9 in Small Cap category. Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (25 Mar 25) ₹121.354 ↓ -0.76 (-0.62 %) Net Assets (Cr) ₹28,120 on 28 Feb 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio -0.57 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,975 28 Feb 22 ₹18,494 28 Feb 23 ₹21,025 29 Feb 24 ₹32,235 28 Feb 25 ₹30,389 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 2.8% 3 Month -12.4% 6 Month -15.2% 1 Year 3.8% 3 Year 19.5% 5 Year 37.3% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 10.68 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 23.81% Consumer Cyclical 18.74% Technology 14.88% Financial Services 12.19% Health Care 12.18% Basic Materials 6.7% Communication Services 2.25% Consumer Defensive 2.16% Utility 0.43% Asset Allocation
Asset Class Value Cash 6.66% Equity 93.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹1,852 Cr 55,266,841
↓ -2,668,839 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM4% ₹1,196 Cr 24,326,653
↑ 150,000 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,142 Cr 3,735,096
↑ 16,189 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹999 Cr 46,828,792 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328433% ₹797 Cr 12,453,275 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW3% ₹781 Cr 14,771,477
↓ -171,966 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹728 Cr 5,930,068
↑ 105,875 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹697 Cr 11,442,105 Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SUDARSCHEM2% ₹573 Cr 5,734,275
↑ 196,665 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹555 Cr 12,056,000
↑ 20,000 4. Franklin India Smaller Companies Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (25 Mar 25) ₹153.213 ↓ -1.54 (-0.99 %) Net Assets (Cr) ₹11,257 on 28 Feb 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.43 Information Ratio 0.28 Alpha Ratio 0.6 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,706 28 Feb 22 ₹17,681 28 Feb 23 ₹19,861 29 Feb 24 ₹31,030 28 Feb 25 ₹29,522 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 3.7% 3 Month -14.5% 6 Month -18% 1 Year 5.1% 3 Year 20.7% 5 Year 36.3% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.2% 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.09 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Akhil Kalluri 8 Sep 22 2.48 Yr. Data below for Franklin India Smaller Companies Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 21.19% Financial Services 19.04% Consumer Cyclical 13.99% Basic Materials 10.49% Health Care 10.39% Technology 6.22% Real Estate 4.75% Consumer Defensive 3.48% Utility 2.37% Energy 0.92% Communication Services 0.05% Asset Allocation
Asset Class Value Cash 5.53% Equity 94.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329294% ₹453 Cr 3,868,691 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹394 Cr 8,018,630
↓ -455,151 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900033% ₹337 Cr 14,155,680
↓ -1,243,237 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR3% ₹323 Cr 1,387,967 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹320 Cr 48,064,081 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹284 Cr 3,262,700
↑ 300,000 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹256 Cr 1,448,723 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹250 Cr 4,963,469 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹237 Cr 6,900,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹229 Cr 1,866,828 5. Kotak Small Cap Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 23 in Small Cap category. Return for 2024 was 25.5% , 2023 was 34.8% and 2022 was -3.1% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (25 Mar 25) ₹236.845 ↓ -1.52 (-0.64 %) Net Assets (Cr) ₹14,407 on 28 Feb 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.22 Information Ratio -0.66 Alpha Ratio 4.91 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹15,207 28 Feb 22 ₹20,581 28 Feb 23 ₹21,087 29 Feb 24 ₹28,987 28 Feb 25 ₹28,863 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 4.7% 3 Month -13.7% 6 Month -17.9% 1 Year 9.9% 3 Year 14.2% 5 Year 36.1% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.5% 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 1.36 Yr. Data below for Kotak Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 31.48% Consumer Cyclical 21.06% Health Care 17.37% Basic Materials 13.84% Real Estate 4.45% Financial Services 3.58% Consumer Defensive 2.57% Communication Services 2.12% Technology 0.29% Asset Allocation
Asset Class Value Cash 3.24% Equity 96.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹529 Cr 6,569,467 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹520 Cr 3,574,852
↑ 400,000 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433503% ₹509 Cr 4,918,037
↑ 276,702 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 24 | ASTERDM3% ₹494 Cr 10,044,419
↑ 577,857 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹493 Cr 8,096,930 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹458 Cr 2,518,929 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Aug 24 | 5329293% ₹431 Cr 3,678,404
↑ 1,172,924 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 18 | AMBER2% ₹401 Cr 616,512 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE2% ₹387 Cr 3,591,305
↑ 31,513 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES2% ₹380 Cr 4,635,632
↑ 115,297 6. IDBI Small Cap Fund
CAGR/Annualized return of 14.2% since its launch. Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (25 Mar 25) ₹28.0867 ↓ -0.47 (-1.65 %) Net Assets (Cr) ₹434 on 28 Feb 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.14 Information Ratio -0.24 Alpha Ratio 8.11 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,000 28 Feb 22 ₹18,418 28 Feb 23 ₹19,451 29 Feb 24 ₹28,178 28 Feb 25 ₹28,053 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 4.4% 3 Month -17% 6 Month -17.1% 1 Year 14.3% 3 Year 18.1% 5 Year 35.6% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 40% 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 0.67 Yr. Mahesh Bendre 1 Jul 24 0.67 Yr. Data below for IDBI Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 35.29% Consumer Cyclical 15.69% Basic Materials 13.93% Utility 8.07% Consumer Defensive 6.62% Financial Services 5.66% Health Care 4.38% Technology 3.26% Communication Services 2.92% Real Estate 1.01% Asset Allocation
Asset Class Value Cash 3.16% Equity 96.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹16 Cr 1,701,359
↑ 278,525 International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL3% ₹15 Cr 303,787
↑ 9,087 Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER3% ₹14 Cr 207,228
↑ 102,234 Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | SANATHAN3% ₹13 Cr 375,636
↑ 206,487 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO3% ₹13 Cr 553,477
↑ 225,390 Navkar Corp Ltd (Industrials)
Equity, Since 31 Jul 24 | 5393323% ₹12 Cr 1,008,833
↑ 420,515 Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5140433% ₹12 Cr 772,695
↑ 226,995 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP2% ₹11 Cr 118,679
↓ -5,406 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL2% ₹11 Cr 286,201
↑ 42,054 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419742% ₹11 Cr 102,604
↑ 21,667 7. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 17.3% since its launch. Ranked 7 in Small Cap category. Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (25 Mar 25) ₹171.442 ↓ -3.00 (-1.72 %) Net Assets (Cr) ₹13,277 on 28 Feb 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio -0.29 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,972 28 Feb 22 ₹18,688 28 Feb 23 ₹19,763 29 Feb 24 ₹29,423 28 Feb 25 ₹28,645 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 3.5% 3 Month -14.9% 6 Month -16.2% 1 Year 10.1% 3 Year 16.3% 5 Year 35.6% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.7 Yr. Resham Jain 16 Mar 18 6.96 Yr. Data below for DSP BlackRock Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 32% Basic Materials 20.51% Industrials 16.34% Health Care 8.42% Consumer Defensive 7.68% Financial Services 4.12% Technology 3.82% Communication Services 0.92% Utility 0.17% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹553 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹489 Cr 1,600,000
↑ 13,685 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹482 Cr 6,500,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹426 Cr 3,750,000
↑ 111,652 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT3% ₹424 Cr 2,916,084
↑ 468,385 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230253% ₹393 Cr 1,629,601 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹377 Cr 9,260,495 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹374 Cr 9,587,705 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹353 Cr 9,200,000
↑ 56,263 Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH2% ₹334 Cr 6,150,000 8. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 26 in Small Cap category. Return for 2024 was 15.6% , 2023 was 37.9% and 2022 was 5.7% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (25 Mar 25) ₹77.44 ↓ -0.55 (-0.71 %) Net Assets (Cr) ₹6,912 on 28 Feb 25 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio -0.57 Information Ratio -0.2 Alpha Ratio -2.42 Min 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,649 28 Feb 22 ₹18,006 28 Feb 23 ₹19,901 29 Feb 24 ₹29,068 28 Feb 25 ₹27,435 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 3.5% 3 Month -10.2% 6 Month -16.2% 1 Year 4.1% 3 Year 16.2% 5 Year 35.3% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.6% 2023 37.9% 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 1.45 Yr. Sri Sharma 18 Sep 23 1.45 Yr. Sharmila D’mello 30 Jun 22 2.67 Yr. Data below for ICICI Prudential Smallcap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Basic Materials 26.11% Industrials 20.52% Consumer Cyclical 13.66% Health Care 8.16% Financial Services 4.97% Utility 3.7% Consumer Defensive 2.87% Communication Services 2.19% Real Estate 1.9% Technology 1.56% Energy 1.05% Asset Allocation
Asset Class Value Cash 13.3% Equity 86.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 24 | 5327023% ₹213 Cr 6,156,844
↓ -230,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT3% ₹212 Cr 593,777 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL2% ₹187 Cr 347,671 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 5332482% ₹184 Cr 12,091,797
↑ 1,111,553 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | MARUTI2% ₹176 Cr 143,161
↓ -32,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5325382% ₹172 Cr 149,768 Kesoram Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | KESORAMIND2% ₹166 Cr 7,538,679 Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 24 | TATACHEM2% ₹162 Cr 1,638,616
↑ 651,047 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | HEROMOTOCO2% ₹156 Cr 360,091 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5200562% ₹149 Cr 159,482
↑ 7,182 9. Sundaram Small Cap Fund
CAGR/Annualized return of 16.8% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (25 Mar 25) ₹225.848 ↓ -1.92 (-0.84 %) Net Assets (Cr) ₹2,763 on 28 Feb 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.55 Information Ratio -0.3 Alpha Ratio -1.92 Min 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,034 28 Feb 22 ₹17,480 28 Feb 23 ₹18,441 29 Feb 24 ₹28,128 28 Feb 25 ₹26,498 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 4.3% 3 Month -12.6% 6 Month -16.9% 1 Year 4.5% 3 Year 16.5% 5 Year 35.1% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.1% 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.33 Yr. Data below for Sundaram Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 20.93% Financial Services 17.7% Consumer Cyclical 17.05% Basic Materials 10.1% Health Care 8.7% Technology 4.98% Consumer Defensive 4.76% Communication Services 3.4% Real Estate 3.37% Utility 1.46% Asset Allocation
Asset Class Value Cash 4.32% Equity 95.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹87 Cr 361,386
↓ -26,454 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹86 Cr 1,754,705
↑ 64,033 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹74 Cr 490,718 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹73 Cr 483,211
↓ -31,978 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹73 Cr 2,082,801 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹72 Cr 1,031,166 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹68 Cr 18,825,767 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | NAVINFLUOR2% ₹67 Cr 161,159 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹67 Cr 759,818
↑ 40,374 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹66 Cr 936,780 10. SBI Small Cap Fund
CAGR/Annualized return of 19.5% since its launch. Ranked 4 in Small Cap category. Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (25 Mar 25) ₹158.724 ↓ -0.45 (-0.28 %) Net Assets (Cr) ₹28,453 on 28 Feb 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.39 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,270 28 Feb 22 ₹18,087 28 Feb 23 ₹20,011 29 Feb 24 ₹27,399 28 Feb 25 ₹26,721 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Mar 25 Duration Returns 1 Month 6.1% 3 Month -10.5% 6 Month -15.4% 1 Year 7.8% 3 Year 16.3% 5 Year 32.4% 10 Year 15 Year Since launch 19.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.1% 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.3 Yr. Pradeep Kesavan 31 Dec 23 1.17 Yr. Mohan Lal 1 May 24 0.83 Yr. Data below for SBI Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 28.84% Consumer Cyclical 19.36% Financial Services 15.45% Basic Materials 10.92% Consumer Defensive 5.03% Health Care 2.4% Real Estate 1.66% Communication Services 1.55% Technology 0.53% Asset Allocation
Asset Class Value Cash 14.07% Equity 85.76% Debt 0.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO3% ₹909 Cr 5,000,000
↓ -531,552 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹836 Cr 7,900,000 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹819 Cr 3,300,000 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹764 Cr 9,324,049 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC2% ₹761 Cr 89,318,180 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹751 Cr 12,323,990 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET2% ₹749 Cr 9,716,991 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB2% ₹747 Cr 43,000,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹718 Cr 7,700,000 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE2% ₹710 Cr 34,595,699
Who Should Invest in Small Cap Mutual Funds?
As small-cap funds invest in small-cap stocks and small companies like startups, they have a huge potential for future growth. But, the matter of fact is that the returns of small caps are subjected to high volatility. Thus, some of the small-cap stocks can erode your wealth. However, on the other side, small caps can also double your investments in the future.
Due to the nature of the companies, small caps can outperform in a rising market and even can Underperform during a downturn. Hence, investors who can bear a high level of risk in their investment should only consider Investing in small cap funds. You should be able to bear downfalls in bad market phase. If you are planning to invest in such high-risk funds, it is suggested to plan your investments for a longer duration, i.e., approximately for more than five years. The longer you invest in the equity market, higher are the chances to earn good profits.
How to Invest in Small Cap Funds Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
Tips to Invest in Best Small Cap Equity Funds
When planning to invest in small-cap funds, here are some of the important parameters that you need to take into account before jumping into investing.
Evaluate past performances
Ideally, whenever you are planning to invest in a Mutual Fund scheme, you should thoroughly evaluate the past performances of the fund. Take returns of the past five years and try to compare it with other good funds. A fund should be consistent in its performances in all market conditions. Also, check if the fund is able to beat its benchmark or not.
The scheme should belong to a quality fund house
It is always suggested to look at the quality & reputation of the fund house that you wish to invest in. 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. The fund house that has a strong presence in the financial Industry with a consistent track record should be ideally preferred.
Check the experience of the fund manager
The credit of performance of a Mutual Fund scheme lies with the fund manager. A fund manager is responsible for making investment decisions for the fund’s portfolio. So, investors should go through the performance of the funds managed by the particular fund manager, especially during the tough market phases. The fund manager Going for a fund manager who has been consistent over his career is a preferred choice.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Good n nice
I believe SBI small cap fund is the best to get good returns in long run.