SBI Small Cap Fund to Kotak, Axis, Nippon India: Schemes with up to 29% returns in 5 years (August 2023)
Best-performing Small Cap Mutual Funds in 5 years (till August 25, 2023): Direct plans of several small cap funds have given over 20% annualised returns in 5 years. All of these funds have also managed to beat their respective benchmark indices in this duration.
Data on the website of the Association of Mutual Funds in India (AMFI) on August 25 shows direct plans of as many as 7 Small Cap Funds have given more than 20% annualised returns in 5 years. The regular plans of these schemes have also given over 18% annualised returns in this duration.
The following is a list of 7 top-performing small-cap funds in 3 years. However, before reading further, please note this exercise is for informational purposes only and is not intended to recommend any of the funds mentioned in this story for investment. Investing in any mutual fund based on past returns only can lead to losses. You should consult a SEBI-registered investment advisor before deciding to invest in any mutual fund scheme.
Quant Small Cap Fund
The direct plan of Quant Small Cap Fund has given 29.11% returns while the regular plan has given 27.75% returns in 5 years. The scheme tracks NIFTY Smallcap 250 Total Return Index, which has given 15.01% returns in 5 years.
Axis Small Cap Fund
The direct plan of Axis Small Cap Fund has given 23.82% returns while the regular plan has given 22.06% returns in 5 years. The scheme tracks NIFTY Smallcap 250 Total Return Index, which has given 15.01% returns in 5 years.
ICICI Prudential Smallcap Fund
The direct plan of ICICI Prudential Smallcap Fund has given 21.64% returns while the regular plan has given 20.07% returns in 5 years. The scheme tracks NIFTY Smallcap 250 Total Return Index, which has given 15.01% returns in 5 years.
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