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5 High Rated & Top Performing Small-Cap Funds To Plan SIP In 2021

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The small cap fund category has delivered extremely high returns in the previous year, making small-cap funds a viable option for solid risk-adjusted alpha if you stay invested for at least 5 to 7 years. The concern with small caps is that they are more volatile than large caps or midcaps, which might result in a significant downside in the short-term. Small-cap funds, on the other hand, have a track record of outperforming other sectors or funds especially large-cap over time. While we're on the subject of small-cap funds, we'd like to advise our readers and investors that these funds are suited for aggressive investors, while risk-averse investors should avoid them. We've selected the top 5 equity small-cap funds based on last year's performance as a piece of information rather than a recommendation to invest.

 

Quant Small Cap Fund Direct Plan Growth

Quant Small Cap Fund Direct Plan Growth

Quant Small Cap Fund Direct Plan-Growth is a Small Cap mutual fund of its category that was founded by Quant Mutual Fund in 2013 and has been in operation for the past eight years. According to the data of Value Research, the past year's growth returns were 150.73 percent of this fund. It has returned an average of 17.10 percent every year since its inception.

The healthcare, FMCG, Chemicals, Construction, and Metals sectors account for the majority of the fund's sector allocation. India Cements Ltd., Indiabulls Real Estate Ltd., EID-Parry (India) Ltd., Fortis Healthcare (India) Ltd., and Shree Renuka Sugars Ltd. are the fund's top five holdings. The fund currently has an asset under management (AUM) of Rs Rs 700.52 Cr and the latest Net Asset Value (NAV) as of 04.08.2021 is Rs 132.15.

Nippon India Small Cap Fund Direct Growth
 

Nippon India Small Cap Fund Direct Growth

Nippon India Small Cap Fund Direct-Growth is a medium-sized small-cap fund. The fund was established in 2013 by the fund company Nippon India Mutual Fund and has been in operation for the past eight years. Nippon India Small Cap Fund Direct-Growth gains in the previous year were 110.64 percent, according to Value Research. It has returned an average of 26.62 percent every year since its inception.

Engineering, Chemicals, FMCG, Technology, and Services make up the majority of the fund's sector allocation. Deepak Nitrite Ltd., Navin Fluorine International Ltd., TI Financial Holdings Ltd., Balrampur Chini Mills Ltd., and Birla Corporation Ltd. are the fund's top five holdings. Currently, the fund has an asset under management (AUM) of Rs 15,353.12 Cr, and the latest NAV as of 4 August 2021 is Rs 83.71.

Kotak Small Cap Fund Direct Growth

Kotak Small Cap Fund Direct Growth

Kotak Small Cap Fund Direct-Growth is a medium-sized small-cap fund. The fund was founded in 2013 by the fund house Kotak Mahindra Mutual Fund and has been in operation for the past eight years. Kotak Small Cap Fund Direct-Growth returns in the previous year were 120.09 percent, according to Value Research. It has returned an average of 21.99 percent per year since its inception. Chemicals, Consumer Durable, Metals, FMCG, and Construction make up the majority of the fund's sector allocation.

Century Plyboards (India) Ltd., Sheela Foam Ltd., Carborundum Universal Ltd., Persistent Systems Ltd., and Lux Industries Ltd. are the fund's top five holdings. The fund currently has Rs 4,765.50 Cr in assets under management (AUM) and a NAV of Rs 168.37 as of 4 August 2021.

BOI Axa Small Cap Fund Direct Growth

BOI Axa Small Cap Fund Direct Growth

BOI AXA Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme that was introduced by BOI AXA Mutual Fund in the year 2018 and has been in operation for the last two years. According to Value Research, the BOI AXA Small Cap Fund Direct has a 1-year growth return of 108.49 percent. It has generated an average yearly return of 42.72 percent since its inception.

Central Depository Services (India) Ltd., Laurus Labs Ltd., Sequent Scientific Ltd., Firstsource Solutions Ltd., and KPIT Technologies Ltd. are the fund's top five holdings. The fund has equity sector allocation across chemicals, financial, technology, healthcare, FMCG, services, and construction. As of 4 August 2021, the fund has Rs 158.22 Cr in assets under management (AUM) and a latest NAV of Rs 25.29.

Canara Robeco Small Cap Fund Direct Growth

Canara Robeco Small Cap Fund Direct Growth

Canara Robeco Small Cap Fund Direct-Growth is a medium-sized small-cap fund. This fund has been around for two years and six months, having been established in the year 2019. Canara Robeco Small Cap Fund Direct-Growth had a 1-year return of 103.71 percent, according to Value Research. Since its inception, it has generated an average of 36.18 percent annual returns. The fund has its equity sector allocation across financial, construction, services, chemicals, and engineering.

FAG Bearings India Ltd., Grindwell Norton Ltd., Essel Propack Ltd., KNR Constructions Ltd., and Computer Age Management Services Ltd. are the fund's top five holdings. The fund's expense ratio is 0.79 percent, which is comparable to the expense ratios charged by most other funds in the same category. As of 4 August 2021, the fund has Rs 1,241.52 Cr in assets under management (AUM) and a NAV of Rs 21.43.

Best Performing Small Cap Funds In 2021

Best Performing Small Cap Funds In 2021

Here are the top-performing small-cap funds in 2021, in terms of past 1 year returns and performance.

Fund1-Year Returns3-Year Returns5-Year ReturnsRating by MorningstarRating by Value Research
Quant Small Cap Fund Direct Plan-Growth 150.73% 36.35% 22.83% 4 star NA
Nippon India Small Cap Fund Direct-Growth 110.64% 22.75% 23.95% 4 star 4 star
Kotak Small Cap Fund Direct-Growth 120.09% 27.65% 22.00% 4 star 4 star
BOI Axa Small Cap Fund Direct-Growth 108.49% NA NA NA NA
Canara Robeco Small Cap Fund Direct-Growth 103.71% NA NA NA NA

Disclaimer

Disclaimer

The views and investment tips expressed by authors or employees of Greynium Information Technologies, should not be construed as investment advise to buy or sell stocks, gold, currency or other commodities. Investors should certainly not take any trading and investment decision based only on information discussed on GoodReturns.in We are not a qualified financial advisor and any information herein is not investment advice. It is informational in nature. All readers and investors should note that neither Greynium nor the author of the articles, would be responsible for any decision taken based on these articles. Please do consult a professional advisor. Greynium Information Technologies Pvt Ltd, its subsidiaries, associates and authors do not accept culpability for losses and/or damages arising based on information in GoodReturns.in

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