Small cap funds invest predominantly in equity and equity related instruments of small cap companies. Small cap companies are those that are ranked 250 plus in market cap, going up to nearly 5000 in the BSE Sensex.

Small cap funds have high growth potential but are also risky and can be highly volatile owing to the fact that they are exposed to small and unproven companies.

Invest in Best Equity Smallcap Funds

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Small cap funds invest predominantly in equity and equity related instruments of small cap companies. Small cap companies are those that are ranked 250 plus in market cap, going up to nearly 5000 in the BSE Sensex.

Small cap funds have high growth potential but are also risky and can be highly volatile owing to the fact that they are exposed to small and unproven companies.

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

29.69%

Returns 5Y

25.12%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Nippon India Small Cap Fund


Equity-Small-Cap

Returns 3Y

29.32%

Returns 5Y

24.53%

Min Order

₹5,000

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

Kotak Small Cap Fund


Equity-Small-Cap

Returns 3Y

36.47%

Returns 5Y

24.71%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : I) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment:1% ii) For redemptions / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: NIL iii) Any exit load charged (net off Service Tax, if any) shall be credited back to the Scheme.(applicable for all plans) iv) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)

Invest
SIP

Axis Small Cap Fund


Equity-Small-Cap

Returns 2Y

41.35%

Returns 3Y

34.22%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Entry Load NAExit Load Till the maturity/ conversion date Not applicablePost maturity/ conversion date 3% if units are redeemed/ switched out upto 6 months from the date of allotment 2% if units are redeemed/ switched out after 6 months and upto 12 months from the date of allotment 1% if units are redeemed/ switched out after 12 months and upto 24 months from the date of allotment

Invest
SIP

ICICI Prudential Smallcap Fund


Equity-Small-Cap

Returns 3Y

32.05%

Returns 5Y

20.27%

Min Order

₹5,000

Min SIP

₹500

Exit load : Upto 1 Year from allotment - 1% of applicable NAV, more than 1 Year - Nil

Invest
SIP

HDFC Small Cap Fund


Equity-Small-Cap

Returns 3Y

21.66%

Returns 5Y

21.57%

Min Order

₹5,000

Min SIP

₹500

Exit load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

23.13%

Returns 5Y

21.58%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

DSP Small Cap Fund


Equity-Small-Cap

Returns 3Y

27.87%

Returns 5Y

17.63%

Min Order

₹500

Min SIP

₹500

Exit load : 1% for redemption within 364 day

Invest
SIP

Franklin India Smaller Companies Fund


Equity-Small-Cap

Returns 3Y

21.73%

Returns 5Y

16.39%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Nil CDSC (from the date of the allotment date) - 4% (if redeemed within 1 year); 3% (if redeemed within 2 years); 2% (if redeemed within 3 years); 1% (if redeemed within 4 years); 0.5% (if redeemed within 5 years); Nil (if held till maturity).

Invest
SIP

IDBI Small Cap Fund


Equity-Small-Cap

Returns 2Y

41.35%

Returns 3Y

24.46%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% for redemption within 365 days

Invest
SIP

HSBC Small Cap Equity Fund


Equity-Small-Cap

Returns 3Y

24.89%

Returns 5Y

18.14%

Min Order

₹5,000

Min SIP

₹500

Exit load : Nil

Invest
SIP

Sundaram Small Cap Fund


Equity-Small-Cap

Returns 3Y

25.17%

Returns 5Y

16.44%

Min Order

₹100

Min SIP

₹100

Exit load : Exit Load 1% if redeemed within 12 months from date of allotment

Invest
SIP

Aditya Birla Sun Life Small Cap Fund


Equity-Small-Cap

Returns 3Y

18.75%

Returns 5Y

14.68%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : within 365 days/1% of applicable NAV

Invest
SIP

Invesco India Smallcap Fund


Equity-Small-Cap

Returns 2Y

44.28%

Returns 3Y

29.94%

Min Order

₹1,000

Min SIP

₹500

Exit load : -

Invest
SIP

Tata Small Cap Fund


Equity-Small-Cap

Returns 2Y

45.98%

Returns 3Y

31.44%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

BOI AXA SMALL CAP FUND


-

Returns 1Y

75.62%

Returns 2Y

62.85%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Edelweiss Small Cap Fund


-

Returns 1Y

72.39%

Returns 2Y

51.66%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

Canara Robeco Small Cap Fund


-

Returns 1Y

77.29%

Returns 2Y

57.05%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Principal Small Cap Fund


-

Returns 1Y

82.8%

Returns 2Y

56.88%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

Who should invest in

These investments are best suited for investors with a high-risk appetite, have longer time horizon, expecting high returns and for seasoned investors.


How long should you stay invested in ?

You should invest for the long term which means at least 7 to 10 years. Small cap funds are volatile and hence the risk reduces the longer you hold them. Ensure that you review funds regularly and weed out poor performers.


How to invest in ?

You can click on the link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have in. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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Mutual Funds are subject to market risk. Please read the scheme documents carefully before investing