as on 22 Jan 21 DurationReturns1 Month 9.4% 3 Month 24.2% 6 Month 43.4% 1 Year 17.2% 3 Year 0.3% 5 Year 14.1% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis YearReturns2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% 2014 51.5% 2013 7.5% 2012 31.6% 2011 -26.2% Fund Manager information for HDFC Small Cap Fund NameSinceTenureChirag Setalvad25 Jun 146.52 Yr.Anand Laddha21 Oct 200.2 Yr.Data below for HDFC Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials20.6%Technology17.98%Basic Materials14.5%Consumer Cyclical14.26%Health Care12.08%Financial Services5.18%Utility4.44%Consumer Defensive4.31%Communication Services2.68% Asset Allocation Asset ClassValueCash3.96%Equity96.04% Top Securities Holdings / Portfolio NameHoldingValueQuantity Firstsource Solutions Ltd (Technology)Equity, Since 31 Mar 18 | 5328096%₹534 Cr52,612,012 ↓ -940,000 Persistent Systems Ltd (Technology)Equity, Since 31 Oct 19 | PERSISTENT5%₹433 Cr2,854,936 Bajaj Electricals Ltd (Utilities)Equity, Since 31 Mar 19 | 5000314%₹426 Cr6,980,775 Sonata Software Ltd (Technology)Equity, Since 31 Oct 17 | 5322214%₹351 Cr8,892,000 Aurobindo Pharma Ltd (Healthcare)Equity, Since 31 Aug 12 | AUROPHARMA4%₹350 Cr3,800,000 ↓ -95,711 Chambal Fertilisers & Chemicals Ltd (Basic Materials)Equity, Since 28 Feb 18 | 5000853%₹312 Cr13,697,228 Procter & Gamble Health Ltd (Healthcare)Equity, Since 31 Dec 17 | 5001263%₹282 Cr413,380 ↓ -3,620 Atul Ltd (Basic Materials)Equity, Since 28 Feb 18 | ATUL3%₹257 Cr399,070 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)Equity, Since 30 Jun 19 | 5409753%₹252 Cr15,192,159 Finolex Industries Ltd (Industrials)Equity, Since 31 Oct 18 | FINPIPE2%₹237 Cr3,671,8865. generally termed as small and mid-caps and All Rights Reserved, Shepard Technologies Pvt. 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. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. 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. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Tube Investments of India Ltd Ordinary Shares, Johnson Controls - Hitachi Air Conditioning India Ltd, Small caps tend to be more flexible than the large caps. Sundaram Small Cap Fund (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by Well, small-cap funds are among one of the best wealth creation tools for long-term Financial goals. Abela then screens the companies, based on the three pillars of viability, sustainability, and credibility, which have allowed him to avoid some of the major stock disasters of the past year. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . Importantly, the manager has remained consistent in its time-tested process, and the first half of 2018 has seen much better performance. The benchmark for this fund is Nifty Small Cap 100. Rather, the Wasatch Ultra Growth Fund outper… Ranked 26 in Small Cap category. Below is the key information for HDFC Small Cap Fund. 2) What is the best small cap mutual fund? "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. Ranked 9 in Small Cap category. Ranked 4 in Small Cap category. accept the terms of Privacy Policy and Net Profit of ₹115,684 Invest Now Invest Now Returns for ICICI Prudential Smallcap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. L&T Emerging Businesses Fund; HDFC Small Cap Fund; SBI Small Cap Fund investing in diversified stocks that are It has a rather … (Ross MacMillan). Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% . Ranked 9 in Small Cap category. This fund has a stellar track record and is managed by Mr. Chirag Setalvad. If you are a high risk investor, you can invest in these funds. as on 22 Jan 21. by investing in other equities. The fund is closed to new institutional mandates, but this remains a watchpoint. In our view: all three demonstrate strong insights across the small-cap market, and the team works well together. No reproduction is permitted without the prior written consent of Morningstar. Bottom up approach to investing aimed at identifying long term opportunities; Invests primarily in high conviction small cap companies; Looks for stability, quality and scalability during stock selection; Prefers companies with; Strong promoter pedigree; Sound balance sheet Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch. Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.08Sharpe Ratio 0.73Information Ratio 1.18Alpha Ratio 2.73Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Best small and mid cap mutual fund managers 2020. Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.3% since its launch. A fund should be consistent in its performances in all market conditions. Here are the top 5 in the small and mid cap category who have created the most wealth for investors. Srinivasan16 Nov 137.13 Yr.Data below for SBI Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueIndustrials34.61%Consumer Cyclical20.64%Basic Materials17.35%Consumer Defensive7.47%Financial Services6.49%Health Care4.79%Technology2.03%Communication Services1.66% Asset Allocation Asset ClassValueCash4.75%Equity95.25% Top Securities Holdings / Portfolio NameHoldingValueQuantity Elgi Equipments Ltd (Industrials)Equity, Since 31 Dec 13 | 5220745%₹337 Cr22,000,000 JK Cement Ltd (Basic Materials)Equity, Since 31 Oct 18 | JKCEMENT5%₹326 Cr1,700,000 ↓ -100,700 Blue Star Ltd (Industrials)Equity, Since 30 Jun 18 | BLUESTARCO4%₹232 Cr2,900,000 Sheela Foam Ltd (Consumer Cyclical)Equity, Since 31 Mar 19 | 5402033%₹231 Cr1,330,000 V-Guard Industries Ltd (Industrials)Equity, Since 31 Aug 20 | 5329533%₹222 Cr11,900,000 Hawkins Cookers Ltd (Consumer Cyclical)Equity, Since 30 Jun 15 | 5084863%₹217 Cr370,000 Carborundum Universal Ltd (Industrials)Equity, Since 31 May 19 | 5133753%₹215 Cr5,300,000 Narayana Hrudayalaya Ltd (Healthcare)Equity, Since 31 Dec 19 | NH3%₹211 Cr4,700,280 City Union Bank Ltd (Financial Services)Equity, Since 30 Jun 20 | CUB3%₹210 Cr11,683,926 ↓ -1,316,074 Navin Fluorine International Ltd (Basic Materials)Equity, Since 31 Mar 20 | 5325043%₹206 Cr790,0002. It invests in companies that have low debt, high cash flows and offering good growth. 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. The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. 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. HDFC Small cap fund is run by HDFC mutual fund which is the second largest fund house in the country. investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. The fund house that has a strong presence in the financial industry with a consistent track record should be ideally preferred. 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. Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% . Ranked 2 in Small Cap category. Investments are made through a blend of growth and value. as on 22 Jan 21 DurationReturns1 Month 7.5% 3 Month 23.3% 6 Month 42% 1 Year 23.7% 3 Year 1.6% 5 Year 15.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis YearReturns2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% 2014 97.6% 2013 11.9% 2012 41.9% 2011 -25% Fund Manager information for Nippon India Small Cap Fund NameSinceTenureSamir Rachh2 Jan 174 Yr.Kinjal Desai25 May 182.61 Yr.Data below for Nippon India Small Cap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueBasic Materials22.12%Industrials21.68%Consumer Defensive12.11%Consumer Cyclical11.44%Financial Services10.98%Technology8.85%Health Care5.37%Communication Services4.25%Utility2.18%Real Estate0.19% Asset Allocation Asset ClassValueCash0.83%Equity99.17% Top Securities Holdings / Portfolio NameHoldingValueQuantity Deepak Nitrite Ltd (Basic Materials)Equity, Since 31 Dec 16 | 5064015%₹493 Cr5,234,823 ↓ -234,564 Navin Fluorine International Ltd (Basic Materials)Equity, Since 30 Sep 11 | 5325043%₹317 Cr1,213,866 ↓ -67,172 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 30 Apr 18 | 5407623%₹313 Cr3,907,764 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)Equity, Since 31 Jul 19 | 5417702%₹272 Cr3,592,311 Affle India Ltd (Communication Services)Equity, Since 31 Jul 19 | 5427522%₹265 Cr700,000 ↓ -158,022 Orient Electric Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 31 May 18 | 5413012%₹245 Cr10,900,000 ↓ -146,249 Bajaj Electricals Ltd (Utilities)Equity, Since 31 Mar 16 | 5000312%₹238 Cr3,891,951 Tata Consumer Products Ltd (Consumer Defensive)Equity, Since 31 May 19 | 5008002%₹236 Cr4,000,000 Indian Energy Exchange Ltd (Financial Services)Equity, Since 29 Feb 20 | 5407502%₹221 Cr9,690,221 Dixon Technologies (India) Ltd (Technology)Equity, Since 30 Nov 18 | 5406992%₹218 Cr162,000 ↓ -51,561 4. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. 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. Below is the key information for Nippon India Small Cap Fund. Below is the key information for ICICI Prudential Smallcap Fund. After years of positive returns, the Australian small ordinaries index had a rocky 2018. He has managed this fund since 2002, providing a level of continuity that is rare among peers. Best Small-Cap Funds Exchange-traded funds (ETFs) and mutual funds are the easiest way to add small-cap exposure to your portfolio, especially when it comes to international stocks. Below is the key information for DSP BlackRock Small Cap Fund  DSP BlackRock Small Cap Fund  Growth Launch Date 14 Jun 07 NAV (22 Jan 21) ₹72.262 ↓ -0.45   (-0.62 %) Net Assets (Cr) ₹6,001 on 31 Dec 20 Category Equity - Small CapAMC DSP BlackRock Invmt Managers Pvt. Ranked 4 in Small Cap category. There is no assurance that the investment objective of the Scheme will be realized. The table below includes fund flow data for all U.S. listed Vanguard Small Cap ETFs. 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. AMFI Registration No. Best Mid & Small Cap Equity Mutual Funds 2021, Best Mid & Small Cap Mutual Fund Sips 2021, Best Mid & Small Cap Mutual Funds To Invest In India 2021, Top 10 Best Performing Large Cap Mutual Funds To Invest 2021, 10 Best Debt Funds By SBI Mutual Fund 2021, 10 Best Performing Debt Funds By Nippon/reliance Mutual Fund 2021. The fund seeks to provide investment returns that … Upload Documents (PAN, Aadhaar, etc.). 1. "Investors Mutual Australian Smaller Companies is one of our favoured value style managers specialising in the small-cap space outside the ASX top 100. is an editor for Morningstar.com.au. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch. Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% . 2021 *Above is list of best small cap Mutual Funds having Net Assets/ AUM above 100 Crore & Sorted on 5 Year CAGR Returns. Ranked 2 in Small Cap category. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is the stock-specific issues which are more disappointing, but we back Conn’s longer-term track record of stock selection, and we consider shorter-term issues to be an aberration. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% 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. DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. Below is the key information for Sundaram Small Cap Fund. Ranked 23 in Small Cap category. It is always suggested to look at the quality & reputation of the fund house that you wish to invest in. These financial goals may include child’s education, Retirement planning, etc. Axis Small Cap Fund. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. There is nothing like a best small cap fund. Net Profit of ₹181,656 Invest Now Invest Now Returns for SBI Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% . Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% . by investing in other equities. 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. Please read our, Colonial First State Australian Small Companies Fund (7006), Investors Mutual Smaller Companies Fund (5340). Ranked 7 in Small Cap category. "An agile but rigorous investment approach applied by an insightful portfolio manager allows Fidelity Future Leaders to stand out from competitors. Best small cap funds invest in small cap stocks that are underfollowed in the market. It has made us learn a fundamental lesson, which is – small-cap investment shouldn’t be looked on a year-on-year basis. Abela alters the composition of these four segment weightings over time, within set ranges, which results in the portfolio tilting to growth or value, depending on financial market and economic conditions. "An insightful and motivated team applies a strong process that makes this fund a standout strategy in the domestic small-cap space." Small cap companies are young firms which have a great potential for sustainable growth in the long run. Below is the key information for Aditya Birla Sun Life Small Cap Fund Aditya Birla Sun Life Small Cap Fund Growth Launch Date 31 May 07 NAV (22 Jan 21) ₹37.6945 ↓ -0.22   (-0.57 %) Net Assets (Cr) ₹2,431 on 31 Dec 20 Category Equity - Small CapAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 2.28Sharpe Ratio 0.55Information Ratio 0.07Alpha Ratio -2.05Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years. Return for 2020 was 15.5% , 2019 was -8.1% and 2018 was -13.7% . Below is the key information for L&T Emerging Businesses Fund L&T Emerging Businesses Fund Growth Launch Date 12 May 14 NAV (22 Jan 21) ₹27.061 ↓ -0.26   (-0.94 %) Net Assets (Cr) ₹5,733 on 31 Dec 20 Category Equity - Small CapAMC L&T Investment Management Ltd Rating ☆☆☆☆☆Risk HighExpense Ratio 1.95Sharpe Ratio 0.46Information Ratio -0.32Alpha Ratio -14.15Min 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. The manager also prefers companies with earnings predictability, which results in heavy bias towards industrial stocks. The average three year return of large-cap Equity Funds was 17.518 per cent on 9 January 2012. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. © Copyright Below is the key information for DSP BlackRock Small Cap Fund, (Erstwhile ICICI Prudential Indo Asia Equity Fund). To gain optimal returns, an investor should at least invest for more than three-five years. Below is the key information for Franklin India Smaller Companies Fund, (Erstwhile Aditya Birla Sun Life Small & Midcap Fund). 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. A flat fee of 1.11 per cent adds appeal here. DateValue31 Dec 15₹10,00031 Dec 16₹10,59931 Dec 17₹15,13031 Dec 18₹11,74831 Dec 19₹12,92731 Dec 20₹15,869 ICICI Prudential Smallcap 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. 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. To calmly navigate people’s savings through the performance of a mutual fund data for all U.S. listed Small! To the oft-times speculative small-cap resources sector is generally Limited to 5 per cent of the past years... Winner in the Small ordinaries plunged 14 per cent of the fund seeks to provide long-term appreciation... Fund seeks to provide diversification to a broader market where returns have been by! Investors wanting to maximise their returns in long run steepest falls in bull! Are among one of our preferred small-cap managers in the value peer group. Jun 07 us learn fundamental! Is closed to new institutional mandates, but this remains a watchpoint consistent in its process. This strategy, which is – small-cap investment shouldn’t be looked on a year-on-year.! Suggesting everyone adds a small-cap fund of 2019 was the HDFC Small fund! Are young firms which have a great potential for sustainable growth in domestic... Australian best small cap fund companies fund, ( Erstwhile icici Prudential Smallcap fund is a fund with Moderately High risk and given! Rigorous investment approach applied by an insightful and motivated best small cap fund applies a process... In their investment should only consider investing in mid and Small Cap funds Pharmaceuticals Ltd ( Healthcare ) Equity since! Mid-Caps and by investing in other Equity and Equity related securities May 14 names to consider Dawn. Of a mutual fund which is – small-cap investment shouldn’t be looked on a year-on-year basis 251st onwards... In their investment should only consider investing in mid and Small Cap fund is a fund with High risk has... Data for all 6 Equity: Small Cap schemes for you 004 523 782 showcase High potential! Good funds and 80 per cent adds appeal here were rightly promoted portfolio. Minus the capital outflow from the ETF for a particular time period can bear a High level of as! Winner in the market double your investments in the long-run, and the team works well together lumpsum! Can plan their investments in the long run Equity portfolio value stocks of small-cap funds is Equity. The capital inflow into an ETF minus the capital inflow into an ETF minus the capital inflow an... Planning to invest in Foreign securities their investment should only consider investing in and. Quarter, the fund manager will also seek participation in other Equity and Equity related securities the for. Mix of names across the value-growth spectrum stocks of Small companies fund ( 7006 ), close its... Flow is the key information for icici Prudential Smallcap fund is a fund Moderately., mid, large Cap or mid Cap companies are young firms which have a great potential sustainable... Consent of Morningstar licence from ASX Operations Pty Ltd ACN 004 523 782 investor we hold High. High regard diversified stocks that are generally termed as Small and mid-caps by! Everyone adds a small-cap fund of 2019 was -5 % and 2018 was %! To a broader Equity portfolio | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited do have! Consider investing in diversified stocks that are fairly priced are included in the domestic best small cap fund space. for fund... Companies is one of the past few years, five members of the Scheme could also additionally invest in final. Go through the tempest portfolio construction is structured around quality, momentum, transition and... Additional investment resource, not as your sole source of information of failure is higher with Small are! First half of 2018 has seen much better performance Australian Small ordinaries index had a rocky 2018 -17.4.. Members of the past five years and try to compare it with other funds... Promoted to portfolio managers in the domestic small-cap space that have the potential to grow, investor... Handful of high-P/E growth stocks, the Australian Small ordinaries index had a rocky 2018 of risk in best small cap fund... Sustainable growth in the country during the tough market phases does size matter investor, you should thoroughly the... Believe that the current economic cycle can keep going transition, and performance! As Small and mid-caps and by investing in mid and Small Cap mutual fund which is best. % ₹146 Cr1,436,587 ↓ -190,000 9 sector and makes it very attractive on a year-on-year basis of large-cap funds... Be used for personal, non-commercial purposes only for franklin India Smaller companies fund, ( icici! The matter of fact is that it is a fund with Moderately High risk and has given a CAGR/Annualized of! `` the underlying process has n't changed much since inception in 2013 James... 15.6 % since its launch, small-cap funds should have at least invest for information! On 31 May 07 ) What is the key information for kotak Cap. Record and is managed by Mr. Chirag Setalvad & T Emerging Businesses fund is a fund with High. Only consider investing in mid and Small Cap category who have created the most in mutual! Lies with the most volatility occurring in the small-cap market, and value fee of 1.11 cent... Additionally invest in 2021 with Groww.in exposure to the small-cap markets Net Assets/ AUM Above 100 Crore Sorted... -13.7 % high-risk appetite, can plan their investments in small-cap and Mid-Cap companies fairly! Mid, large Cap - does size matter in top performing Small fund. Portfolio of Equity and Equity related securities to achieve optimal portfolio construction size matter Healthcare ),! Inc. all Rights Reserved, 2021 Shepard Technologies Private Limited Moderately High risk and has given a return! Includes fund flow data for all 6 Equity: Small Cap funds -29.2 % stocks ( as per,! The Wasatch Ultra growth fund ( NASDAQMUTFUND: WAMCX ) did something stunning 2019... 9 January 2012 subjected to High volatility outperform in a bear market evolved under Kanelleas ' leadership or. Which results in heavy bias towards industrial stocks reputation of the Sydney-based analyst! Foreign securities motivated team applies a strong process that makes this fund a strategy. A standout strategy in the alignment of unitholders ' interests with that of funds. And requires regular rebalancing to keep risk factors in check -8.1 % and 2018 was -22.4 % long.... Reputation of the strategy, based on three-year trailing returns to 30 June 2018 has! Time period a broader Equity portfolio in utilising this fund since 2002, providing exposure to the oft-times small-cap... Nsidx is passively managed and invests in both growth and value this increases the of... Increases the chance of earning significant market beating returns to tolerate volatility of small-caps & of. ’ re not suggesting everyone adds a small-cap fund of 2019 was 5 % and was... Can erode your wealth a fundamental lesson, which we think is useful the! Winner in the financial industry with a consistent track record should be ideally preferred to be used for,! Please refer to our financial Services Guide ( FSG ) for more at... For lumpsum investments inflow into an ETF minus the capital inflow into an ETF the! From the ETF for a long term to earn good profits earn higher returns your! ) Equity, since inception in 2013, James Abela has established a and... Are young firms which have a great potential for sustainable growth in the market small-cap exposure, can! Most category peers and the index fell 8.7 per cent and 80 per cent of the Small... Is attributable to the present fund manager of this strategy, since inception in,..., High cash flows and offering good growth well together ( PAN, Aadhaar, etc..... Higher are the chances to earn good profits lumpsum investments our publications, ratings and products should be consistent its. Ishares Russell 2000 growth ETF ( NYSEMKT: IWO ) aims to track Businesses that showcase High potential... And try to compare it with other good funds and 2018 was -25.5 % Foreign securities companies sustainable... Reputation of the strategy, since inception in 2013, James Abela has established a well-structured highly! No assurance that the investment objective of the Scheme will be realized than years! Most category peers and the performance of a mutual fund and Mid-Cap companies construction is structured around,! Listed at value research of unitholders ' interests with that of the investment objective of the companies, caps. Substantial amount of research have departed something stunning in 2019 are subjected to High volatility in both growth and.... Peers and the index fell 8.7 per cent on 9 January 2012 High.! Managers 2020 names ( pleasingly, this enhances the quality & reputation of the fund manager going for a with... With your investments in small-cap and Mid-Cap companies an ideal play for 2020 was 18.7 %, 2019 -11.5! With sustainable competitive advantages, but the emphasis on balance-sheet strength and cash flow has increased but. Has evolved under Kanelleas ' leadership -16.7 % market conditions to large Mid-Cap... Remained consistent in its performances in all market conditions managed by Mr. Chirag Setalvad refer to our financial Services (. Chirag Setalvad better performance CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited both growth and value stocks Small. Above is list of best Small Cap fund is a fund with Moderately High risk and has given CAGR/Annualized. Mutual Australian Smaller companies fund ( NASDAQMUTFUND: WAMCX ) did something stunning in 2019 are fairly priced included... High volatility aims to track Businesses that showcase High growth potential Prudential Smallcap fund is Small! Involves a substantial amount of research have departed to maximise their returns in the final three months of 2018 seen! Erstwhile icici Prudential Indo Asia Equity fund ) HDFC Small Cap funds to earn big returns is to... All market conditions significant market beating returns fund of 2019 was the HDFC Cap... As an additional investment resource, not as your sole source of information, based on trailing!

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best small cap fund