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Home Mutual Funds Highest return giving Small Cap Mutual Funds since inception

Highest return giving Small Cap Mutual Funds since inception

%return of Small Cap Mutual Fund Schemes since inception

Small Cap Mutual Funds are one of the best option available to the investor in comparison with other asset class options available in the market.

Small Cap Mutual Funds Schemes are available to investor under Regular plan and Direct Plan. Both the plans have different NAV’s due to variation in Expense Ratio of the plans.

In Regular Plan, Investor will get the service of Intermediary – Mutual Funds Agent this add the costs of Fees given to Intermediary by the respective AMC (Asset Management Company)

Whereas in case of Direct Plan, Investor can invest directly in the respective Mutual Fund Small Cap Schemes that saves the costs to the Scheme.

Here is the List of Small Cap Mutual Funds Scheme available to the investor.

Aditya Birla Sun Life Tax Relief 96 Fund – Tax Saving Fund

Scheme NameSum of Return 1 Year (%) DirectSum of Return 3 Year (%) DirectSum of Return 5 Year (%) RegularSum of Return Since Launch Direct
Aditya Birla Sun Life Small Cap Fund110.086.7312.2817.37
Axis Small Cap Fund87.8923.0519.5225.18
BOI AXA Small Cap Fund113.26  38.35
Canara Robeco Small Cap Fund109.36  30.99
DSP Small Cap Fund102.6114.0114.6121.96
Edelweiss Small Cap Fund105.98  35.86
Franklin India Smaller Companies Fund103.748.7412.0720.15
HDFC Small Cap Fund111.0710.9917.5918.43
HSBC Small Cap Equity Fund96.267.8711.8416.48
ICICI Prudential Smallcap Fund118.5316.5316.2816.18
IDBI Small Cap Fund94.1211.29 10.53
IDFC Emerging Businesses Fund98.21  65.15
Invesco India Smallcap Fund91.24  25.78
ITI Small Cap Fund99.33  34.73
Kotak Small Cap Fund131.3521.3119.2620.63
L&T Emerging Businesses Fund106.409.9618.2920.37
Nippon India Small Cap115.4116.7220.8625.08
Principal Small Cap Fund109.00  37.61
Quant Small Cap Fund201.1428.6118.2614.81
SBI Small Cap Fund96.9218.8522.1127.15
Sundaram Small Cap Fund108.338.2111.9116.80
Tata Small Cap Fund106.26  27.40
Union Small Cap Fund99.9215.8014.5113.98

Open-ended Equity ELSS Tax Saving Fund Performance May 2021

Click here to know the detailed information about the Return% over a period of 1 year, 3 years, 5 years, 10 years, and since inception in regular and direct scheme of the respective Small Cap Mutual funds



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