112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. Below is the key information for Nippon India Small Cap Fund. Small-cap mutual funds are investing in the Small-Cap companies which may be new and undervalued, these companies may show their exponential growth in the market. (Michael Malseed, senior analyst), Emma Rapaport 1. Return for 2020 was 34.2%, 2019 was 5% and 2018 was -17.3%. L&T Emerging Businesses Fund To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). After years of positive returns, the Australian small ordinaries index had a rocky 2018. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. Best small cap funds invest in small cap stocks that are underfollowed in the market. The best small-cap mutual funds invest predominantly in stocks of small companies that have the potential to grow. DateValue31 Dec 15₹10,00031 Dec 16₹11,27531 Dec 17₹16,09731 Dec 18₹12,00031 Dec 19₹12,08931 Dec 20₹16,093 DSP BlackRock Small Cap Fund  SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹415,684. investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies. 3 top picks in global small- and mid-caps, WAAAX on: taking the pulse of small-cap players, High risk, high return: scoping out small-caps. Nippon India small cap fund: The Nippon India small cap fund opts for a buy and hold policy, builds a portfolio across various growth areas of the economy. The average three year return of large-cap Equity Funds was 17.518 per cent on 9 January 2012. Ranked 26 in Small Cap category. Small caps are typically defined as firms with a market capitalization (MC=no of shares issued by the company X market price per share) of less than INR 500 Crore. Also, check if the fund is able to beat its benchmark or not. Net Profit of ₹85,859 Invest Now Invest Now Returns for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. DateValue31 Dec 15₹10,00031 Dec 16₹9,98731 Dec 17₹15,53731 Dec 18₹11,00431 Dec 19₹10,33831 Dec 20₹13,042 Sundaram Small Cap Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹376,357. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . Ranked 7 in Small Cap category. 1. The best small-cap fund of 2019 was the HDFC Small Cap fund. This information is to be used for personal, non-commercial purposes only. Franklin India Smaller Companies Fund The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. All three were finalists at the Morningstar Fund Manager of the Year awards, with Fidelity Future Leaders Fund taking top spot for the second year running. "An agile but rigorous investment approach applied by an insightful portfolio manager allows Fidelity Future Leaders to stand out from competitors. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch. Small Cap Fund Schemes invest in stocks of all companies except largest 250 stocks (as per market capitalization). If we look at the past performance of small-cap funds, as of 9th Jan 2012, the average three-year return of small-cap funds was 25.5 percent compared to 24 percent by mid and small-cap funds. The article is current as at date of publication. The longer you invest in the equity market, higher are the chances to earn good profits. Below is the key information for Sundaram Small Cap Fund. Net Profit of ₹126,080 Invest Now Invest Now Returns for L&T Emerging Businesses Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Ranked 11 in Small Cap category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. Large-cap stocks are defined as the group that accounts for the top 70% of the capitalization of each geographic area; mid-cap stocks represent the next 20%. Net Profit of ₹147,579 Invest Now Invest Now Returns for Kotak Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. Dollars. One should be able to tolerate volatility of small-caps. So, investors should go through the performance of the funds managed by the particular fund manager, especially during the tough market phases. Where this strategy has truly shone in the past is in falling markets, achieving a downside capture of just 39.9 per cent since inception. Ideally, whenever you are planning to invest in a Mutual Fund scheme, you should thoroughly evaluate the past performances of the fund. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. In our view: all three demonstrate strong insights across the small-cap market, and the team works well together. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. The fund manager of small cap fund targets the best small sized companies having the potential to generate excellent gains in the future. ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. 2) What is the best small cap mutual fund? (Anshula Venkataraman). Ranked 1 in Small Cap category. As of June 2020, the mutual fund held about $26 billion in small- and mid-cap stocks that track the CRSP U.S. Small-Cap Value Index. The benchmark for this fund is Nifty Small Cap 100. DateValue31 Dec 15₹10,00031 Dec 16₹10,55631 Dec 17₹17,20431 Dec 18₹14,33231 Dec 19₹13,97231 Dec 20₹18,057 Nippon India Small Cap Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. 2021 Importantly, this fund separated from its large-cap cousin, CFS Australian Equities Large Cap Core, in mid-2016, resulting in a far more autonomous structure, including the benefits of performance incentives. Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . Below is the key information for Kotak Small Cap Fund. as on 22 Jan 21 DurationReturns1 Month 9.2% 3 Month 27% 6 Month 48.6% 1 Year 17.6% 3 Year -1.6% 5 Year 10.6% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis YearReturns2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% 2014 89.9% 2013 13.2% 2012 51.7% 2011 -25.9% Fund Manager information for Franklin India Smaller Companies Fund NameSinceTenureR. Axis Small Cap Fund. Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.01Sharpe Ratio 0.82Information Ratio 0.21Alpha Ratio 0.77Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). Net Profit of ₹147,579 Invest Now Invest Now Returns for Nippon India Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Ranked 11 in Small Cap category. Easy investment process. Ranked 19 in Small Cap category. "Investors Mutual Australian Smaller Companies is one of our favoured value style managers specialising in the small-cap space outside the ASX top 100. Invest in top performing small cap mutual funds with ETMONEY. These financial goals may include child’s education, Retirement planning, etc. In the past few years, five members of the Sydney-based research analyst team and the director of research have departed. © 2021 Morningstar, Inc. All rights reserved. Compare top 10 best small cap funds to earn higher returns on your savings. Ranked 23 in Small Cap category. An experienced and skilful team led by senior portfolio manager Dawn Kanelleas backs this strategy. Fidelity® Small Cap Growth K6 Fund; AB Small Cap Growth Portfolio; Virtus KAR Small-Cap Growth Fund; T. Rowe Price QM US Small-Cap Gr Eq Fd SBI Small Cap Fund (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by To primarily achieve capital appreciation by The fund manager Going for a fund manager who has been consistent over his career is a preferred choice. Past performance does not necessarily indicate a financial product's future performance. Importantly, this fund separated from its large-cap cousin, CFS Australian Equities Large Cap Core, in mid-2016, resulting in a far more autonomous structure, including the benefits of performance incentives. "Impressively, this strategy has delivered strong returns through different market conditions, a testament to the team’s focus on quality businesses. Ranked 6 in Small Cap category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. (Ross MacMillan). Return for 2020 was 15.5% , 2019 was -8.1% and 2018 was -13.7% . It has a rather … The fund house that has a strong presence in the financial industry with a consistent track record should be ideally preferred. Below is the key information for Franklin India Smaller Companies Fund Franklin India Smaller Companies Fund Growth Launch Date 13 Jan 06 NAV (22 Jan 21) ₹61.1327 ↓ -0.25   (-0.41 %) Net Assets (Cr) ₹6,216 on 31 Dec 20 Category Equity - Small CapAMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆Risk Moderately HighExpense Ratio 1.94Sharpe Ratio 0.53Information Ratio 0.31Alpha Ratio -5.61Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. Ltd. Ranked 26 in Small Cap category. Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I This list highlights the best small-cap funds from 2009 to 2018, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. This was a big step forward in the alignment of unitholders' interests with that of the investment team. However, there can be no assurance that the investment objective of the Scheme will be realized. If you are a high risk investor, you can invest in these funds. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch. Ranked 19 in Small Cap category. Ultimately, the team will improve with time and we continue to have considerable confidence in Abela, but we remain mildly concerned by the significant changes that have occurred. Below is the key information for HDFC Small Cap Fund HDFC Small Cap Fund Growth Launch Date 3 Apr 08 NAV (22 Jan 21) ₹47.563 ↓ -0.45   (-0.93 %) Net Assets (Cr) ₹9,596 on 31 Dec 20 Category Equity - Small CapAMC HDFC Asset Management Company Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.19Sharpe Ratio 0.56Information Ratio 0.73Alpha Ratio -1.87Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Terms & Conditions.Processing...Get Started. "This focus on value, quality, and predictability has stood the portfolio in good stead over the long term, enabling it to generate returns comfortably ahead of both the benchmark and peers over the 10 years to 30 June 2018. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch. DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. L&T Emerging Businesses Fund; HDFC Small Cap Fund; SBI Small Cap Fund The credit of performance of a Mutual Fund scheme lies with the fund manager. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. As portfolio manager of this strategy, since inception in 2013, James Abela has established a well-structured and highly competent investment approach. However, on the other side, small caps can also double your investments in the future. The strategy, based on three-year trailing returns to 30 June 2018, has materially outperformed most category peers and the index. To obtain advice tailored to your situation, contact a licensed financial adviser. ICICI Prudential Smallcap Fund (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% . The index fell 8.7 per cent overall, with the most volatility occurring in the final three months of 2018. Battle-hardened and seasoned, these professional money managers have drawn on years of experience to calmly navigate people’s savings through the tempest. Below is the key information for DSP BlackRock Small Cap Fund, (Erstwhile ICICI Prudential Indo Asia Equity Fund). Also higher potential returns future performance can keep going fee is unusual in this sector makes. 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Is to be used for personal, non-commercial purposes only 2 ) What the! India Small Cap fund was launched on 9 January 2012 gains in the small-cap stocks erode!

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