Mutual Fund Investing: These are the top five small cap mutual funds that gave over 30% return in last three years

Updated: 30 Aug 2022, 01:26 PM IST
TL;DR.

There are 24 schemes in the category of small cap mutual funds, as per the Association of Mutual Funds in India data. Together these funds saw a net inflow of 1,779 crore in July against 1,615 crore in June. Total net assets under management (AUM) stood at 1.13 lakh crore as on July 31.

Launched in November 1996, Quant Small Cap Fund gave a direct return of 53.15 percent. The fund delivered a regular return of 51.31 percent, shows the AMFI data as on Aug 29. The fund has daily assets under management (AUM) of 2,037 crore. At the same time, the benchmark index gave a return of 28.65 percent.

Launched in Feb 2019, Canara Robeco Small Cap fund gave a direct return of 43.36 percent. The fund delivered a regular return of 40.88 percent, shows the AMFI data as on Aug 29. The fund has daily assets under management (AUM) of 3,384 crore. At the same time, the benchmark index (NIFTY Smallcap 250 Total Return Index) gave a return of 28.65 percent. 

Launched in December 2018, Bank of India Small Cap Fund gave a direct return of 42.98 percent. The fund delivered a regular return of 40.54 percent, shows the AMFI data as on Aug 29. The fund has assets under management (AUM) of 346.76 crore.  At the same time, the benchmark index (NIFTY Small Cap 250 Total Return Index) gave a return of 28.65 percent.    

Launched in February 2005, Kotak Small Cap Fund gave a direct return of 38.69 percent. The fund delivered a regular return of 36.72 percent, shows the AMFI data as on Aug 29. The fund has daily assets under management (AUM) of 8,241.60 crore. At the same time, the benchmark index (NIFTY Smallcap 250 Total Return Index) gave a return of 28.65 percent.   

Launched in September 2010, Nippon India Small Cap Fund gave a direct return of 37.61 percent. The fund delivered a regular return of 36.41 percent, shows the AMFI data as on Aug 29. The daily assets under management (AUM) were 21,404 crore. At the same time, the benchmark index (NIFTY Smallcap 250 Total Return Index) gave a return of 28.65 percent.   

First Published: 30 Aug 2022, 01:26 PM IST