Best Equity Multi Cap 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

NIFTY 500
1 Year 2 Year 3 Year 5 Year
-26.84% 1.40%


#Funds : 47




Reliance Mutual Fund




1 Year 2 Year 3 Year 5 Year
8.77% 4.32% 7.90% 8.12%




1 Year 2 Year 3 Year 5 Year
7.28% -0.56% 4.90% 10.64%





HDFC Mutual Fund




1 Year 2 Year 3 Year 5 Year
7.21% -0.07% 5.78% 7.82%




1 Year 2 Year 3 Year 5 Year
9.04% 5.44% 8.91% 9.13%







ICICI Prudential Mutual Fund




1 Year 2 Year 3 Year 5 Year
6.21% 5.60% 7.52% 11.12%




1 Year 2 Year 3 Year 5 Year
0.00% 2.52% 5.42% 7.23%





SBI Mutual Fund




1 Year 2 Year 3 Year 5 Year
20.57% 10.89% 12.79% 14.26%




1 Year 2 Year 3 Year 5 Year
16.35% 5.03% 10.70% 14.28%





Birla Sun Life Mutual Fund




1 Year 2 Year 3 Year 5 Year
9.38% 2.07% 7.54% 12.63%





Sundaram Mutual Fund




1 Year 2 Year 3 Year 5 Year
9.11% -0.19% 5.75% 10.11%





Axis Mutual Fund




1 Year 2 Year 3 Year 5 Year
19.79% 10.54% 15.53% 16.33%





Baroda Pioneer Mutual Fund




1 Year 2 Year 3 Year 5 Year
9.81% -0.33% 5.51% 8.29%





BNP Paribas Mutual Fund




1 Year 2 Year 3 Year 5 Year
12.77% 0.63% 9.91% 11.78%





          Canara Robeco Mutual Fund




1 Year 2 Year 3 Year 5 Year
15.57% 7.93% 11.72% 10.75%





DHFL Pramerica Mutual Fund







DSP BlackRock Mutual Fund




1 Year 2 Year 3 Year 5 Year
22.82% 7.45% 10.69% 12.32%




1 Year 2 Year 3 Year 5 Year
18.62% 4.60% 7.89% 11.57%





Edelweiss Mutual Fund




1 Year 2 Year 3 Year 5 Year
11.52% 6.00% % %





HSBC Mutual Fund




1 Year 2 Year 3 Year 5 Year
5.23% -1.60% 4.77% 8.64%





IDBI Mutual Fund




1 Year 2 Year 3 Year 5 Year
12.54% 6.07% 8.20% 11.22%





IDFC Mutual Fund




1 Year 2 Year 3 Year 5 Year
4.85% -0.71% 10.47% 9.29%




1 Year 2 Year 3 Year 5 Year
9.93% 1.23% 6.78% 10.30%





IIFL Mutual Fund




1 Year 2 Year 3 Year 5 Year
25.87% 9.81% % %





Invesco Mutual Fund




1 Year 2 Year 3 Year 5 Year
5.99% 0.81% 6.99% 11.64%





JM Financial Mutual Fund




1 Year 2 Year 3 Year 5 Year
22.68% 5.89% 11.90% 13.96%





Kotak Mahindra Mutual Fund




1 Year 2 Year 3 Year 5 Year
15.21% 6.44% 11.23% 14.23%





L&T Mutual Fund




1 Year 2 Year 3 Year 5 Year
6.22% 2.17% 7.15% 9.17%





LIC Mutual Fund




1 Year 2 Year 3 Year 5 Year
15.97% 7.19% % %





Motilal Oswal Mutual Fund




1 Year 2 Year 3 Year 5 Year
15.16% 1.99% 10.15% 16.37%





PPFAS Mutual Fund




1 Year 2 Year 3 Year 5 Year
11.61% 8.61% 11.59% 13.34%





PRINCIPAL Mutual Fund




1 Year 2 Year 3 Year 5 Year
4.17% -1.82% -2.42% 2.05%




1 Year 2 Year 3 Year 5 Year
4.17% 0.00% 8.16% 10.86%




1 Year 2 Year 3 Year 5 Year
13.26% 5.53% 8.97% 10.03%





UTI Mutual Fund




1 Year 2 Year 3 Year 5 Year
10.62% 7.68% 9.61% 10.31%




1 Year 2 Year 3 Year 5 Year
14.54% 16.75% 10.50% %





Franklin Templeton Mutual Fund









Mahindra Mutual Fund




1 Year 2 Year 3 Year 5 Year
15.45% 4.13% % %





BNP Paribas Mutual Fund




1 Year 2 Year 3 Year 5 Year
15.70% 0.47% % %





Axis Mutual Fund




1 Year 2 Year 3 Year 5 Year
25.31% % % %





Essel Mutual Fund




1 Year 2 Year 3 Year 5 Year
15.84% % % %





Tata Mutual Fund




1 Year 2 Year 3 Year 5 Year
14.50% % % %





Shriram Mutual Fund




1 Year 2 Year 3 Year 5 Year
9.52% % % %





L&T Mutual Fund







Mirae Asset Mutual Fund







Kotak Mahindra Mutual Fund









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 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 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.







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