These 2 Small-Cap Funds Have Given More Than 50% In 2 Year; Check Details

Long-term bond fund returns may suffer when interest rates rise, but liquid funds will benefit. It is a well-known truth that the only way to increase one's wealth is to diversify one's holdings. Equity, debt, real estate, gold, and other assets are examples of these assets. Each of these assets has some level of risk, with some being riskier than others. Here, we have given insights into two small-cap funds that have given more than 50% returns in 1 year.

DSP Small Cap Fund - Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹119.75	₹ 8793.13 Cr	0.99%

NAV as on 10th February 2022

DSP Small Cap Direct Plan-Growth has Rs 8,793 Crores worth of AUM as of 31 December 2021. The fund was launched on 01 January 2013. is a medium-sized fund of its category. The fund's cost ratio is 0.99%, which is greater than the expense ratios charged by most other Small Cap funds. DSP Small Cap Direct Plan-Growth returns of the last 1-year are 51.91%. Since its launch, it has delivered 23.35% average annual returns.

The fund's consistency of returns is equivalent to those of other products in its category. Investors who want to put their money in for at least 3-4 years and expect a big return can opt to invest in this fund. In a declining market, it has an average ability to limit losses. However, before making any investment decision, it's important to know the fund's risk level. On a risk level, it is a highly risky short-term fund. Despite, this its performance is average above its peer.

Returns - On Rs 10,000 Investment

1-Year	3-Year	5-Year	Since Inception
49.70%	32.23%	16.24%	23.34%

SIP Returns - On investment of Rs 1,000

Period Invested for	Absolute Returns	Annualised Returns
1 Year	19.14%	36.98%
2 Year	65.20%	56.67%
3 Year	83.26%	43.43%
5 Year	87.69%	25.42%

Portfolio

The fund has the majority of its money invested in the Chemicals, Construction, Textiles, Automobile, FMCG sectors. It has taken less exposure in the Chemicals, Construction sectors compared to other funds in the category.

 

Sundram Small Cap Fund- Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹158.06	₹ 2099.17 Cr	0.73%

NAV as on 10 February 2022

Sundaram Small Cap Fund Direct-Growth has Rs 2,099 Crores worth of AUM as of 31 December 2021. The fund was launched on 01 January 2013, it is a medium-sized fund of its category. The fund's cost ratio is 0.73%, which is close to the 0.74% category average expense ratio. Sundaram Small Cap Fund Direct-Growth returns of the last 1-year are 50.13%. Since its launch, it has delivered 18.70% average annual returns.

The fund's ability to provide consistent returns is comparable to that of most products in its category. Investors who want to put their money in for at least 3-4 years and expect a big return can look for investment in this fund. In a declining market, its capacity to control losses is limited. It is moderately risky to invest in the fund. Its performance is close to average among its peers.

Returns- On Investment of Rs 10,000

1-Year	3-Year	5-Year	Since Inception
47.63%	27.70%	13.69%	18.16%

SIP Returns- On investment on Rs 1,000

Period Invested for	Absolute Returns	Annualised Returns
1 Year	16.27%	31.22%
2 Year	63.09%	54.99%
3 Year	75.11%	39.86%
5 Year	71.82%	21.76%

Portfolio

The fund has the majority of its money invested in the Financial, Technology, Services, Construction, Chemicals sectors. In comparison to other funds in the category, the fund has less exposure to the Financial and Technology sectors.

 

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from MoneyControl. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.