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small mid cap funds

Best small mid cap funds

Why Equity Funds should be a part of your investment plan

Equity Funds are mutual funds that invest predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. These mutual funds are actively or passively managed. Equity Funds can also be divided as per Market Capitalisation, i.e. Large Cap, Midcap, Small or Micro Cap Funds. Another popular equity mutual funds are Index Funds and Sectoral / Thematic Mutual Funds.

  1. Ideal for building wealth over the long term
  2. Asset class with the highest potential gains, therefore come with the highest risk
  3. Large Cap funds invest in well-established companies known as Blue-chip. The aim of the fund is to generate steady capital appreciation and less volatility
  4. Large and Midcap funds invest in blue-chip and medium-sized companies. These funds have potential to generate higher return with additional risk of midcap companies
  5. Midcap funds invest in medium-sized companies that has potential to grow faster. These funds are ideal for high-risk investors because of the volatility during tough market conditions
  6. Multicap funds invest across large, mid and small sized companies. It covers overall potential of stock market as it has the flexibility to invest across market capitalization depending on opportunities
  7. Index funds are passively managed funds that mimic their benchmark. The investment in these funds is done in companies as per the weightage in benchmark like Nifty 50, BSE Sensex, etc.

Fund Returns

Monthly SIP
  • Monthly SIP
  • Lumpsum Investment
of 1,000 for
3 Years
  • 1 Year
  • 3 Years
  • 5 Years
  • 10 Years

Kotak Small Cap Fund

  • ₹75,768

  • 54.80%

  • 27.44%

  • 1 / 22

View and Invest in Kotak Small Cap Fund

SBI Small Cap Fund

  • ₹65,383

  • 42.83%

  • 27.44%

  • 2 / 22

View and Invest in SBI Small Cap Fund

Axis Small Cap Fund

  • ₹66,370

  • 44.02%

  • 27.44%

  • 3 / 22

View and Invest in Axis Small Cap Fund

Quant Small Cap Fund

  • ₹92,968

  • 72.42%

  • 27.44%

  • 4 / 22

View and Invest in Quant Small Cap Fund

Nippon India Small Cap Fund

  • ₹70,597

  • 48.98%

  • 27.44%

  • 5 / 22

View and Invest in Nippon India Small Cap Fund

DSP Small Cap Fund

  • ₹67,439

  • 45.29%

  • 27.44%

  • 6 / 22

View and Invest in DSP Small Cap Fund

Union Small Cap Fund

  • ₹68,639

  • 46.71%

  • 27.44%

  • 7 / 22

View and Invest in Union Small Cap Fund

HDFC Small Cap Fund

  • ₹65,020

  • 42.39%

  • 27.44%

  • 8 / 22

View and Invest in HDFC Small Cap Fund

ICICI Prudential Smallcap Fund

  • ₹70,057

  • 48.36%

  • 27.44%

  • 9 / 22

View and Invest in ICICI Prudential Smallcap Fund

L&T Emerging Businesses Fund

  • ₹66,393

  • 44.05%

  • 27.44%

  • 10 / 22

View and Invest in L&T Emerging Businesses Fund

Franklin India Smaller Companies Fund

  • ₹63,317

  • 40.30%

  • 27.44%

  • 11 / 22

View and Invest in Franklin India Smaller Companies Fund

HSBC Small Cap Equity Fund

  • ₹67,025

  • 44.80%

  • 27.44%

  • 12 / 22

View and Invest in HSBC Small Cap Equity Fund

Sundaram Small Cap Fund

  • ₹66,720

  • 44.44%

  • 27.44%

  • 13 / 22

View and Invest in Sundaram Small Cap Fund

IDBI Small Cap Fund

  • ₹64,107

  • 41.28%

  • 27.44%

  • -

View and Invest in IDBI Small Cap Fund

Aditya Birla Sun Life Small Cap Fund

  • ₹62,418

  • 39.19%

  • 27.44%

  • -

View and Invest in Aditya Birla Sun Life Small Cap Fund

Edelweiss Small Cap Fund

  • ₹-

  • -

  • 27.44%

  • -

View and Invest in Edelweiss Small Cap Fund

Principal Small Cap Fund

  • ₹-

  • -

  • 27.44%

  • -

View and Invest in Principal Small Cap Fund

ITI Small Cap Fund

  • ₹-

  • -

  • 27.44%

  • -

View and Invest in ITI Small Cap Fund

Invesco India Small Cap Fund

  • ₹-

  • -

  • 27.44%

  • -

View and Invest in Invesco India Small Cap Fund

Canara Robeco Small Cap Fund

  • ₹-

  • -

  • 27.44%

  • -

View and Invest in Canara Robeco Small Cap Fund

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