scorecardresearchMutual Fund Returns: These small cap funds gave more than 30% annualised return in 3 years

Mutual Fund Returns: These small cap funds gave more than 30% annualised return in 3 years

Updated: 07 Nov 2022, 01:54 PM IST
TL;DR.
These small cap funds delivered a high return of more than 30 percent in past three years. We share more details about these funds that are known for being volatile
Nippon India Small Cap gave a three-year return of 33.91 percent against the benchmark returns of 26.15 percent

Nippon India Small Cap gave a three-year return of 33.91 percent against the benchmark returns of 26.15 percent

Assessing the returns of a mutual fund is imperative to assess its overall performance. Aside from this, there are numerous factors that woo investors to invest in a mutual fund scheme. The other factors include a mutual fund house’s reputation, past performance of fund managers, category of fund i.e., active or passive, among others.

Here, we shed light on the performance of top-performing small cap funds, particularly in the past five years.

As we can see in the chart below, Nippon India Small Cap fund (regular) gave annualised return of 33.91 percent in past three years against the benchmark return of 26.15 percent, according to the Association of Mutual Funds in India (AMFI) data as on November 3, 2022.

It was followed by Edelweiss Small Cap Fund that gave a return of 32.43 percent, whereas Kotak Small Cap Fund delivered a return of 32.18 percent.

Small cap funds                   3-year-returns (%)Benchmark returns (%) 
Nippon India Small Cap               33.9126.15
Edelweiss Small Cap Fund       32.4326.15
Kotak Small Cap Fund                     32.1826.15
Tata Small Cap Fund                          30.5326.15

(Source: AMFI, Benchmark: Nifty Smallcap 250 Total Return Index)

 

Some of the top-performing small cap mutual funds:
 

Nippon India Small Cap: It was launched on September 2010. The fund scheme has given a return of 20.07 percent against the benchmark return of 10.69 percent. This means, if one had invested 10,000 at the time of scheme's launch, it would have swelled to 90,593.

Its top constituent stocks include Tube Investments, KPIT Technologies, Poonawalla Fincorp, Fine Organic Industries, Tejas Networks, CreditAccess Grameen.

Edelweiss Small Cap Fund: The scheme was launched in February 2019. Its annualised return since inception was 28.56%. This means if you had invested 10,000 at the time of scheme's launch, it would have swelled to 25,653.

Its top constituent stocks include JB Chemicals & Pharma, Westlife Development, Kei Industries, GMM Pfaudler, City Union Bank, Brigade Enterprises, Kajaria Ceramics, Federal Bank.

Kotak Small Cap Fund: The mutual fund was launched on February 2005. The scheme has given an annualised return of 20.32 percent. This means if someone had invested a sum of 10,000 at the time of launch, it would have swelled to 61,783.

The key constituents of the scheme include consumer durables (21.38%), capital goods (15.13%), chemicals (11.75%), services (5.33%) and automobile and auto components (5.02%).

Tata Small Cap Fund: The scheme was launched in November 2018. It has given an annualised return of 23.62. This means if someone had invested 10,000 at the time of launch, it would have swelled to 23,353.

The key constituent stocks include Basf India, Allcargo Logistics, Redington, Tube Investments of India, Kirloskar Pneumatic Company, Dcb Bank, Greenply Industries and others.

Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision.

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First Published: 07 Nov 2022, 01:54 PM IST