Top 5 Small-Cap Funds With Best SIP Returns in 3 Years: What Rs 5,000 and Rs 10,000 SIPs Have Given

Small-Cap Funds

Overview:

As a category, small-cap mutual funds have been stellar performers over the past three years, outpacing many others with an impressive average return of 25.92%. The top 15 small-cap funds have delivered annual SIP returns (XIRR) of 30% or more, with Quant Small Cap, Nippon India Small Cap, and ITI Small Cap leading the pack. Below, we break down the top 5 small-cap funds by their SIP returns over the last three years, showing the returns on SIP investments of Rs 5,000 and Rs 10,000.

  1. Quant Small Cap Fund – Direct Plan
    Annual SIP Return (XIRR): 41.45%
    Benchmark: NIFTY Smallcap 250 Total Return Index
    AUM: Rs 21,140.11 crore
    NAV: Rs 273.3696
    Investment Composition: 93.75% in equities (2.09% large caps, 35.13% mid caps, 36.57% small caps)
    Top Sectors: Financials, Energy and Utilities, Materials, Industrials
    Top Holdings: Reliance Industries, Jio Financial Services, Irb Infrastructure Developers, Hindustan Copper
    Returns:
    Rs 5,000 SIP: Rs 3,24,720
    Rs 10,000 SIP: Rs 6,49,439
  1. Nippon India Small Cap Fund – Direct Plan
    Annual SIP Return (XIRR): 37.94%
    AUM: Rs 52,458.42 crore
    NAV: Rs 176.6637
    Investment Composition: 95.54% in equities (43.45% mid caps, 39.07% small caps, 9.62% large caps)
    Top Sectors: Industrials, Financials, Consumer Discretionary, Materials
    Top Holdings: Tube Investments, HDFC Bank, Voltamp Transformers, Apar Industries
    Returns:
    Rs 5,000 SIP: Rs 6,21,119
    Rs 10,000 SIP: Rs 3,10,559
  1. ITI Small Cap Fund – Direct Plan
    Annual SIP Return (XIRR): 37.46%
    Benchmark: NIFTY Smallcap 250 Total Return Index
    AUM: Rs 2,022.00 crore
    NAV: Rs 28.1064
    Investment Composition: 95.48% in equities (60.01% mid caps, 22.19% small caps, 11.45% large caps)
    Top Sectors: Industrials, Financials, Materials, Consumer Discretionary
    Top Holdings: Jindal Stainless, NCC, Kirloskar Oil, Bharat Dynamics
    Returns:
    Rs 5,000 SIP: Rs 3,08,270
    Rs 10,000 SIP: Rs 6,16,541
  1. Bandhan Small Cap Fund – Direct Plan
    Annual SIP Return (XIRR): 37.02%
    Benchmark: S&P BSE 250 SmallCap Total Return Index
    AUM: Rs 5,199.79 crore
    NAV: Rs 40.9440
    Investment Composition: 89.63% in equities (8.84% large caps, 42.54% mid caps, 45.35% small caps)
    Top Sectors: Financials, Consumer Discretionary, Materials, Industrials
    Top Holdings: Cholamandalam Financial Holding, REC Ltd, Apar Industries, Arvind Ltd.
    Returns:
    Rs 5,000 SIP: Rs 3,06,716
    Rs 10,000 SIP: Rs 6,13,431
  1. Franklin India Smaller Companies Fund – Direct Plan
    Annual SIP Return (XIRR): 36.86%
    Benchmark: NIFTY Smallcap 250 Total Return Index
    AUM: Rs 12,882.22 crore
    NAV: Rs 184.9019
    Investment Composition: 95.18% in equities (56.41% mid caps, 37.41% small caps, 0.97% large caps)
    Top Sectors: Industrials, Financials, Consumer Discretionary, Materials
    Top Holdings: Brigade Enterprises, Equitas SF Bank, Kalyan Jewellers, MCX
    Returns:
    Rs 5,000 SIP: Rs 3,05,912
    Rs 10,000 SIP: Rs 6,11,823

Disclaimer

The information provided in this article is for informational purposes only and should not be construed as financial advice. Always consult with a qualified financial advisor before making any investment decisions. The stock market is subject to risks, and past performance is not indicative of future results. The opinions expressed by market analysts are their own and do not necessarily reflect the views of this publication.

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