Top Small Cap Funds: Which small cap fund has given the highest returns in 3 years? What is this? Should you invest or not?
Through mutual funds, you can invest in different asset classes, including shares, bonds, ETFs, and more. Today, we'll discuss one type of mutual fund: small-cap funds. First, let's find out which small-cap fund has delivered the highest returns over three years.
Highest Returns?
Fund Returns NAV (Price of One Unit)
Nippon India Small Cap Fund 22.12% ₹182.78
HDFC Small Cap Fund 20.13% ₹153.42
SBI Small Cap Fund 14.77% ₹186.21
Quant Small Cap Fund 20.83% ₹260.15
Axis Small Cap Fund 19.17% ₹119.49
As we can see in the table above, Nippon India Small Cap Fund has delivered the highest returns over three years. This fund has delivered a return of 22.12% over 3 years. Its NAV is ₹43.34. This NAV means that one unit of this fund is worth ₹43.34.
Let's now understand the holdings of the different funds.
Nippon India Small Cap Fund
Fund Holdings
MCX (Multi Commodity Exchange) 3.37%
HDFC Bank 2.16%
State Bank of India 1.69%
Axis Bank 1.69%
Karur Vysya Bank Limited 1.64%
HDFC Small Cap Fund
Fund Holdings
Firstsource Solutions Limited 4.79%
Bank of Baroda 3.80%
eClerx Services Limited 3.78%
Aster DM Healthcare Limited 3.58%
Eris Lifesciences Limited 2.44%
SBI Small Cap Fund
Fund Holdings
City Union Bank 3.63%
Ather Energy Limited 3.62%
ZF Commercial Vehicle Control Systems India 3.05%
Naveen Fluorine International Limited 2.66%
Kalpataru Projects International Limited 2.62%
Quant Small Cap Fund
Share Name Holdings
Reliance Industries 9.46%
Jio Finance Services 5.62%
RBL Bank 4.14%
Aegis Logistics Limited 3.52%
ICICI Bank 3.03%
Axis Small Cap Fund
Share Name
MCX (Multi Commodity Exchange) 3.27%
CCL Products (India) 2.62%
Krishna Institute of Medical Sciences 2.40%
City Union Bank 2.33%
J.B. Chemicals & Chemicals 2.19%
What is a Small-Cap Fund?
Small-cap funds mostly target small companies. These include companies with a market capitalization of 251 billion or less. According to SEBI regulations, 65 to 80 percent of the corpus under a small-cap fund is invested in small-cap stocks.
Should you invest or not?
Small-cap funds invest in small companies, so the risk is higher. However, you are more likely to get maximum returns only in small cap funds.
Disclaimer: This content has been sourced and edited from Dainik Jagran. While we have made modifications for clarity and presentation, the original content belongs to its respective authors and website. We do not claim ownership of the content.
