Five Small-Cap Mutual Funds with 1 Year Return up to 60%
Small cap mutual funds have been lagging behind compared with large cap and multicap mutual fund schemes in the last couple of years. In recent bullish market, small cap mutual funds started bouncing back. Many investors believe that small cap stocks can be multibaggers, hence investing in small cap mutual funds can reward them with high returns. In this article, we would provide Top 5 Small Cap Mutual Funds that gave up to 60% returns in the last 1 year in 2020?
Also Read: Best Pharma and Healthcare mutual funds to invest now
Small Cap Mutual Funds
As the name indicates, small cap mutual funds invests in small cap stocks i.e. Companies from 250th onwards based on market capitalization. Small cap stocks are potential midcap stocks and some of them can move to largecap stocks in the long term of say 10-20 years.
5 Small-Cap Mutual Funds with 1 Year Return up to 60%
Here is the list of top performing small cap mutual funds that gave up to 60%.
#1 – Quant Small Cap Fund
#2 – BOI AXA Small Cap Fund
#3 – Canara Robeco Small Cap Fund
#4 – Principal Small Cap Fund
#5 – Kotak Small Cap Fund
5 Small-Cap Mutual Funds with 1 Year Return up to 60%
Now let us get into details about these small cap mutual funds.
#1 – Quant Small Cap Fund
Quant Smallcap fund invests in small cap companies.
This fund gave 1 Year return of 60% against the benchmark return of 15%.
If one would have invested ₹ 1,000 per month through SIP, the investment would have been ₹ 12,000 and the value would have grown to ₹ 19,810.
This fund currently invests in Stylam industries, Sun Pharma, Majeso, PTC India financial services, Mastek, Caplin Point Labs, Tata Steel long products, Bharti Airtel etc.,
While Quant Small Cap fund gave 60% returns in last 1 year, this fund is still under performer compared to its peers and gave 8.6% annualized returns since inception of 7 years.
#2 – BOI AXA Small Cap Fund
Even this fund invests in small cap companies.
This fund gave 1 Year return of 46% against the benchmark return of 15%.
If one would have invested ₹ 1,000 per month through SIP, the actual investment would have been ₹ 12,000 and the value would have grown to ₹ 16,000.
This fund currently invests in EPL, Navin Fluorine, CDSL, Laurus Labs, Galaxy Surfactants, Tube investments, Indiamart, Dixon Technologies, Sequent Scientific etc.,
This fund was launched 1 year 11 months back and generated 24% annualized return since inception. Though, this fund was launched in less than 2 years time frame, it has outperformed its peers since inception.
However, one should look for consistent performing funds in medium to long term as we do not know how such funds would perform in long term in various market cycles.
#3 – Canara Robeco Small Cap Fund
Even this fund invests in small cap stocks.
This fund gave 1 Year return of 34% against the benchmark return of 15%.
If one would have invested ₹ 1,000 per month through SIP, the actual investment would have been ₹ 12,000 and the value would have grown to ₹ 15,650.
This fund currently invests in KPR Mills, Navin Fluorine, Sabros, Dixon Technologies, MCEI, EPL, Deepak Nitrate, KNR Constructions, Canfin Homes, CDSL etc.,
This fund was launched 1 year 9 months back and generated 15% annualized returns since inception. Though, this fund was launched in less than 2 years time frame, it has outperformed its peers since inception.
However, one should look for consistent performing funds in the medium to long term as we do not know how such funds would perform in the long term in various market cycles.
#4 – Principal Small Cap Fund
Even this fund invests in small cap stocks.
This fund gave 1 Year return of 30% against the benchmark return of 15%.
If one would have invested ₹ 1,000 per month through SIP, the actual investment would have been ₹ 12,000 and the value would have grown to ₹ 15,550.
This fund currently invests in Navin Fluorine, Alkyl Amines, Tata Elxi, Persistent Systems, Neogen Chemicals, Find Organic Industries, Ceat, Dixon Technologies, Galaxy Surfactants, Can Fin Homes, JK Cement etc.,
This fund was launched 1 year 6 months back and generated 20% annualized return since inception. Though, this fund was launched in less than 2 years time frame, it has outperformed its peers since inception.
However, one should look for consistent performing small cap funds in medium to long term as we do not know how such funds would perform in long term in various market cycles.
#5 – Kotak Small Cap Fund
This fund too invests in small cap companies.
This fund gave 1 Year return of 27% against the benchmark return of 15%.
If one would have invested ₹ 1,000 per month through SIP, the actual investment would have been ₹ 12,000 and the value would have grown to ₹ 15,900.
This fund currently invests in Sheela Foam, Century Plywoods, JK Cement, Supreme Industries, Dixon Technologies, Ratnamani Chemicals, Hawkins Cookers, Blue Dart Express, APL Apollo Tubes etc.,
Value Research rates this fund as 4 Star (1 to 5 – Higher is better) and Crisil as Rank-2 (1 to 5 – lower is better).
Kotak Small cap fund is one of the consistent performing small cap funds that gave 16% annualized return since inception.
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14 comments
Add a comment ↓Thank you so much for this information. This is really helpful in making wise investments.
Thank you Srikanth
I have SBI magnum midcap fund -Regular plan Growth (sip -1000 per month)
I continue or exit ? please reply me
Hi Kasturi, It is under performer compared to its peers in the last 3 to 5 years. You can continue for some more to check or else exit.
Hi Mr.suresh
What is youright opinion about axis special situations fund.
Is it a good fund to invest.
Hello Francis, I have already written an article on this. If you have not subscribed to email notifications, pls do that. Here is the link of article. https://myinvestmentideas.com/2020/11/axis-special-situations-fund-nfo-is-there-something-special/
Suresh ji,
I have invested amount in HDFC MID CAP OPP. , ICICI PRU VAL DISC, FARNKLIN INDINA SMALL CAP.
Now they are looking green in my folios can I redeem them all . And invest in some other funds. Or continue to hold.
Hello Munish, I agree that these funds has been lagging behind compared to its peers. You can continue to hold or exit and invest in better funds in respective segments
Suresh Ji,
I choose to hold in Dec 2020 as you comment . Now Iam in profit in all these funds HDFC MID CAP OPP. , ICICI PRU VAL DISC, FARNKLIN INDINA SMALL CAP.. Should I quit if yes where should I invest this amount of 9Lakh approx . I need to allocate this amount for my kid (for his education and marriage) . Time frame is 15 years.
Plz guide .
Rgds,
Stock markets are at peak. Since you want to invest for 15 years, you can continue to invest. In short term you could see down turn, but in long term, you may expect say 12% annualised returns
Hi Suresh, Salutations !! what are your thoughts about the “soon to be launched” UTI Small Cap fund ? Any different from all the existing Small Cap funds ? Or is it coming at the wrong time, thanks in advance, Hari
Hari, Pls wait for our review which would be published in next 3-4 days
You have not concluded this article.
DS Grewal, the conclusion is given at the end of each fund analysis itself