Best Hybrid Balanced Funds  

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.

Risk Profile for Small cap equity funds : Very Aggressive

Franklin Templeton Mutual Fund

1 Year 2 Year 3 Year 5 Year
7.22% 7.04% 9.20% 12.38%

Axis Mutual Fund

1 Year 2 Year 3 Year 5 Year
6.04% 9.86% 10.84% %

1 Year 2 Year 3 Year 5 Year
6.11% 10.04% 11.08% %

LIC Mutual Fund

1 Year 2 Year 3 Year 5 Year
3.93% 1.65% % %

Who should invest in small cap equity funds?

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 small cap equity funds?

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 small cap equity funds?

You can click on the small cap fund link 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 small cap funds. 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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