5 Best Small Cap Mutual Funds for Investment in 2018

5 Best Small Cap Mutual Funds for Investment in 2018

Roboadviso     Top 5 Mutual Funds     Posted On, Sun 31st December, 2017     No comments
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Best small cap mutual funds 2018

Small Cap Mutual Funds are those which have a relatively modest market capitalization. The market capitalization of a company refers to its outstanding shares market value. Small cap fund definitions may differ between brokerages, but it is usually a company with small market capitalization of less than INR 5000 crores.

When thoughtfully chosen, small cap funds can offer high rates of growth, which are better than even mid cap and large cap mutual funds. Small caps however also come with highest risk as opposed to mid and large caps. Selection of right stocks of future market leaders with high growth potential by the asset fund management company can reduce the risk and avoid market fluctuation induced problems.

Presented below are the best 5 small cap funds for 2017

  • SBI Small & Mid Cap Fund
    • This small cap fund was launched on Sep 09, 2009. Since then it has returned 24.71 percent per annum. In the past 1, 3 and 5 years, SBI Small & Mid Cap Fund has shown 78.66, 29.73 and 37.76 percent return per annum. As of Nov 30, 2017, its asset fund size is INR 888 crores, with a 2.3 percent expense ratio as of 30th Nov 2017.
    • The fund main focus is to generate income and long-term capital appreciation by investing in a diversified portfolio of predominantly equity and equity-related securities small & midcap companies. Investments are primarily in smaller companies with huge potential for growth. Its fund manager is R. Srinivasan since Nov, 2013

 

  • DSP BlackRock Micro Cap Fund – Regular Plan:
    • This small cap fund was launched on 14th June 2007. Since then it has returned 20.42 percent per annum. In the past 1, 3 and 5 years, DSP BlackRock Micro Cap Fund – Regular Plan has shown 42.77, 24.69 and 32.34 percent return per annum. As of Nov 30, 2017, its asset fund size is INR 6,467 crores, with a 2.41 percent expense ratio as of 30th Nov 2017.
    • The fund’s aim is to get capital appreciation in the long term via investment in a portfolio primarily consisting of stocks which do not fall in the category of top 300 companies via way of market capitalization. The main focus is on deliverance of great performance in the long term through selection of stocks of companies that are not mutually connected to bigger markets nor are sector specific. Its fund managers are Vinit Sambre and Jay Kothari.

 

  • Franklin India Smaller Companies Fund:
    • This small cap fund was launched on Jan 13, 2006. Since then it has returned 16.7 percent per annum. In the past 1,3,5 and 10 years, Franklin India Smaller Companies Fund has shown 43.46, 20.11, 30.10 and 14.10 percent return per annum. As of Nov 30, 2017, its asset fund size is INR 7,075 crores, with a 2.44 percent expense ratio as of 30th Nov 2017.
    • The fund aims to offer capital appreciation in the long term via investments in small and mid cap companies. Usually, it has a minimum of 75% asset investment in small companies. The fund is ideal for investors comfortable with equation of high reward for high risk along with willingness to invest for long term for better benefits. Its fund managers are R Janakiraman, Hari Shyamsunder, and Srikesh Nair.
  • Reliance Small Cap Fund
    • This small cap fund was launched on Sep 16, 2010. Since then it has returned 23.88 percent per annum. In the past 1, 3 and 5  years, Reliance Small Cap Fund has shown 62.97, 25.60 and 34.38 percent return per annum. As of Nov 30, 2017, its asset fund size is INR 5,664 crores, with a 2.01 percent expense ratio as of 30th Nov 2017.
    • The fund aims to create capital appreciation in the long term via investments in mostly equity and equity linked instruments of small cap stocks. The secondary aim is generation of consistent returns via investments in money market and debt securities. Its fund manager is Samir Rachh.
  • L&T Emerging Businesses Fund
    • This small cap fund was launched on May 12, 2014. Since then it has returned 33.69 percent per annum. In the past 1 and 3 years, Fund has shown 66.50  and 27.29 percent return per annum. As of Nov 30, 2017, its asset fund size is INR 2,892 crores, with a 2.17 percent expense ratio as of 30th Nov 2017.
    • To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian. Its fund manager are Soumendra Nath Lahiri and Karan Desai.

 

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