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Top 10 Small Cap Equity Funds in India – Review Best Small Cap Equity Funds of 2019

Here is an unbiased review of Top 10 Small Cap Equity Funds in India. These are high risk & high return funds. In this Article, We will discuss about Best Small Cap Equity Funds available for Investment in India for 2019. And we will analyze in-depth performance of these list of Small Cap Equity Funds.


What are Small Cap Equity Funds?

Small-cap could be a term accustomed classifies firms with a comparatively little capitalization. A company’s capitalization is that the market price of its outstanding shares. The definition of the little cap will vary among brokerages; however, it’s usually an organization with a capitalization of between $300 million and $2 billion.

It is the professionally managed investment schemes on record of the performance and growth of the funds. Mutual funds that diversify investments in between middle and tiny cap firm’s area unit termed as middle and tiny cap funds. The proportion of investments between midcap and tiny cap might vary from fund to fund.

Small-Cap and Mid-Cap funds ought to be endowed in with a minimum of 7-10 year investment horizon. It’s laborious to present you a recommendation while not the information of your current split across the assorted fund classes.

It’s necessary to seem at your investments from a holistic portfolio perspective once understanding your risk comes objectives. Ideally, corp. funds ought to ideally kind the core holding of any investor’s portfolio. Small-capitalization stocks are wonderful wealth creators over the future, however, can also be quite volatile within the short term.

2018 may be a classic case in purpose, whereby tiny cap stocks have fallen quite considerably and then have tiny cap funds. However, if you are doing so have a protracted term horizon, tiny cap funds will serve you well.

  • SIP should be continued for a minimum period of 5 years to get the highest return.
  • Never leave the exciting SIPs for low returns.
  • Move from debt funds to fixed deposits for certain returns.

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Ranking of Top 10 Small Cap Equity Funds in India

Here is list of Best Small Cap Equity Funds in India:

RankName of the Small cap Fund    1 yr. Return3 Yr. Return
1L&T Emerging Businesses Direct-G9.46%19.43%
2Reliance Small Cap Direct-G7.56%16.07%
3HDFC Small Cap Fund Regular-Growth-0.77%17.25%
4Aditya Birla SL Small Cap Direct-G19.93%12.63%
5Franklin India Smaller Companies Direct-G12.28%11.45%
6Kotak Small Cap Direct-G-12.64%10.40%
7SBI Small Cap Direct-G-9.50%17%
8DSP Small Cap Direct Plan-Growth17.79%9.18%
9HSBC Small Cap Equity Direct-G-20.15%9.01%
10Sundaram Select Micro Cap Series VIII Direct-G20.21%9.50%

What are Small Cap Funds?

Small caps area unit usually outlined as firms with market caps that area unit but $2 billion. Several little caps area unit young firms with vital growth potential. However, the danger of failure is bigger with small-capitalization stocks than with capitalization and mid-cap stocks.

As a result, small-capitalization stocks tend to be the additional volatile (and thus riskier) than capitalization and mid-cap stocks. Traditionally, small-capitalization stocks have usually underperformed capitalization stocks throughout recessions; however, have outperformed capitalization stocks because the economy has emerged from recessions.

A small cap stock could be a stock of a publically listed company whose capitalization ranges from $300 million to just about $2 billion. The word “cap” during this term refers to a company’s capitalization.


Details of Best Small Cap Equity Funds of 2019:

The below-mentioned mutual funds are in the list of top 10 small cap equity funds in India which you can consider for your next investment.

L&T Emerging Businesses Equity Fund

In the Indian markets with key theme focus are raising firms (small cap stocks). The theme may additionally to boot invest in Foreign Securities. Rising firms are businesses that are usually within the early stage of development and have the potential to grow their revenues and profits at the next rate as compared to the broader market.

This fund for the small cap to invest was launch on May 06, 2014 with a benchmark “S&P BSE Small Cap” the Minimum Investment is of Rs.5000 in this company. The asset size is Rs. 4066.84 Cr and date is 14 March 2014.

The return of this fund is as follows:

PeriodReturn
6th Month-4.40%
1st Year9. 46%
3rd Year19.43%

Reliance Small Cap Fund

The primary investment objective of the theme is to come up with long-run capital appreciation by investment preponderantly in equity and equity connected instruments of tiny cap corporations and therefore the secondary objective is to come up with consistent returns by investing in debt and marketable securities.

This fund for the small cap to invest was launch on Jan 01, 2013with a benchmark“ S&P BSE Small Cap” the Minimum Investment is of Rs.5000 in this company. The asset size is Rs. 6007. 68 Cr and date is 30 Sep. 2018.

The return of this fund is as follows:

PeriodReturn
6th Month-4.10%
1st Year7.56%
3rd Year16.07%

HDFC Small Cap Fund Regular-Growth Fund

The aim is to provide semi-permanent capital appreciation /income by finance preponderantly in small-capitalization firms. There’s no assurance that the investment objective of the theme is going to be completed.

The benchmark is “S&P BSE 200” the Minimum Investment is of Rs.5000 in this company. The asset size is Rs. 3539.92 Cr and date is 30 Sep. 2018.

The return of this fund is as follows:

PeriodReturn
6th Month-2.10%
1st Year-0.77%
3rd Year17.25%

Aditya Birla SL Small Cap Fund

The theme seeks to get consistent long-run capital appreciation by investment preponderantly in equity and equity connected securities of tiny cap firms.

This fund for the small cap to invest was launch on Feb 01, 2013with a benchmark “NIFTY SMALLCAP” the Minimum Investment is of Rs.1000 in this company. The asset size is Rs. 1776. 85 Cr and date is 30 Sep 2018.

The return of this fund is as follows:

PeriodReturn
6th Month-10.40%
1st Year19.93%
3rd Year12.63%

Franklin India Smaller Companies Direct-G Fund

The theme is stratified three in Small Cap Fund class by Crisil (for quarter complete Sept 2018) rank unchanged from last quarter. If you’re already invested with during this theme, you’ll still keep invested with. But, do keep a check on its performance.

This fund for the small cap to invest was launch on Jan 01, 2013with a benchmark “NIFTY MIDCAP 100” the Minimum Investment is of Rs.5000 in this company. The asset size is Rs. 1558.7 Cr and date is 30 Sep0 2018.

The return of this fund is as follows:

PeriodReturn
6th Month-7.60%
1st Year12.28%
3rd Year11.45%

Kotak Small Cap Direct-G Fund

The theme is stratified three in Small Cap Fund class by Crisil (for quarter complete Sept 2018) rank unchanged from last quarter. If you’re already invested with during this theme, you’ll still keep invested with. But, do keep a check on its performance.

This fund for the small cap to invest was launch on Jan 01, 2013 with a benchmark “NIFTY MIDCAP 100” the Minimum Investment is of Rs.5000 in this company. The asset size is Rs. 55.22 Cr and date is 30 Sep0 2018.

The return of this fund is as follows:

PeriodReturn
6th Month-7.00%
1st Year-12.64%
3rd Year10. 40%

SBI Small Cap Direct-G Fund

To provide investors with opportunities for semi-permanent growth in capital together with the liquidity of an open-ended theme by finance preponderantly in an exceedingly well-varied basket of equity stocks of small-cap firms.

This fund for the small cap to invest was launch on Jan 03, 2001with a benchmark “S&P BSE Small Cap” the Minimum Investment is of Rs.5000 in this company. The asset size is Rs. 211.75 Cr and date is 30 Sep0 2018.

The return of this fund is as follows:

PeriodReturn
6th Month-1.50%
1st Year-9. 50%
3rd Year17.00%

DSP Small Cap Direct Plan-Growth

The primary investment objective is to seek to come up with future capital appreciation from a portfolio that’s considerably recognized of equity and equity connected securities of small-cap firms.

From time to time, the fund manager will obtain participation in different equity and equity connected securities to attain best portfolio construction. There’s no assurance that the investment objective of the theme is complete.

This fund for the small cap to invest was launch on Jan 01, 2013with a benchmark “S&P BSE Small Cap” the Minimum Investment is of Rs.500 in this company. The asset size is Rs. 804.04 Cr and date is 14 March 2014.

The return of this fund is as follows:

PeriodReturn
6th Month-6.60%
1st Year17.79%
3rd Year9. 18%

HSBC Small Cap Equity Direct-G Fund

To generate future capital growth from an actively managed portfolio of equity and equity connected securities of preponderantly small-cap firms.

However, it might move a little of its assets towards fixed income securities if the fund manager becomes negative on the Indian equity markets. However, there is no assurance or guarantee that the investment objective of the theme would be achieved.

This fund for the small cap to invest was launch on Jan 01, 2013 with a benchmark “S&P BSE Mid Cap” the Minimum Investment is of Rs.5000 in this company. The asset size is Rs. 0.04 Cr and date is 14 March 2014.

The return of this fund is as follows:

PeriodReturn
6th Month
1st Year-20.15%
3rd Year9.01%

Sundaram Select Micro Cap Series VIII Direct-G Fund

To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro-caps.

This fund for the small cap to invest was launch on Oct 15, 2015with a benchmark “S&P BSE Small-Cap” the Minimum Investment is of Rs. 5000 in this company. The asset size is Rs. 3.9 Cr and date is 20 Sep. 2018.

The return of this fund is as follows:

PeriodReturn
6th Month-7.20%
1st Year20.21%
3rd Year9.50%

Invest in Best Small Cap Equity Funds of 2019 – Fill up the Form Below

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  1. Invest in Mutual FundOpen Demat Account


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