2 Small Cap Mutual Funds That Delivered Over 30% Annualised Returns In 3 Yrs SIP

Quant Small Cap Fund and Tata Small Cap Fund are the two small-cap funds that delivered over 30% annualised returns in 3 years SIP. Both the funds are top-rated by the rating agency Value Research. Investors looking for respectable returns from high-growth small-cap companies are drawn to small-cap funds.

Quant Small Cap Fund

Quant Small Cap Fund is a 5-star rated Small cap mutual fund from the house of Quant mutual fund. The fund has delivered a 7.91% annualised SIP return in 1 year and 37.78% in 3 years, respectively. Whereas, in the same period, i.e. in 1 year it delivered a 4.2% absolute return and in 3 years it delivered 70.1%. The fund has performed well on lump-sum investments and has delivered 6.45% annualised return in 1 year and 68.43% in 3 years, respectively.

The fund's majority of investments are in equity, around 93.11% followed by 6.87% in cash and cash equivalent instruments and 0.01% in debt. Among the top sectors in which investment includes Consumer Staples, Financial, Metals & Mining, Services, and construction. Whereas the top 5 holding of the fund includes ITC, Jindal Stainless, RBL Bank, IRB Infrastructure, and Reliance.

To begin investing in this fund, the minimum required amount is Rs 5000 for lump-sum and Rs 1000 for SIP. Its Asset Under Management (AUM) as on 28 February 2023 is Rs 3,302 crore and its expense ratio is Rs 0.62%. Its benchmark is NIFTY smallcap 250 TRI.

Tata Small Cap Fund

Tata Small Cap Fund is a small-cap mutual fund scheme from the house of Tata Mutual Fund. It has been rated 4-star by Value Research. It has delivered 14.26% annualised SIP return in 1 year and 30.88% in 3 years, respectively. While in 1 year it delivered 7.52% absolute return and 55.42% in 3 years, respectively.

On the other hand, under the lump-sum investments, the fund has delivered 18.33% absolute return in 1 year and 47.30% in 3 years, respectively. While, the absolute return for the same period is 18.33% in 1 year and 47.30% in 3 years, respectively.

It has a major holding in equity, around 86.01% followed by 13.6% in cash and cash equivalent instruments and 0.38% in debt instruments. Under equity holding, it has major investments in the Services sector, Capital Goods, Financial, Consumer Staples, Chemicals, and Materials. The top 5 holding stocks include IDFC, Radico Khaitan, Redington, DCB Bank, and Allcargo Logistics.

To begin a lump-sum investment in the fund, the minimum amount required is Rs 5000 and for SIP it is Rs 500. As on 28 February 2023, its Asset Under Management (AUM) is Rs 3,301 crore and its expense ratio is Rs 0.26%. Its benchmark is Rs NIFTY Smallcap 250.

Disclaimer - Mutual fund investments are subject to market risk. Read all scheme-related Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.