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Top 2 small cap mutual funds: Small cap mutual funds are essentially equity funds that allocate a significant portion of their funds to stocks of small companies. The Securities and Exchange Board of India (SEBI) establishes the list of top companies and sets the norms for the investment portfolios of various types of funds. According to SEBI, small cap stocks are those that are ranked 251 and beyond based on market capitalisation. Fund managers actively seek out these small capitalisation stocks, which have the potential to outperform benchmark indices and large cap stocks.
Features of small cap mutual funds:
Breaking It Down
Powered via AIHigh growth potential: Small cap companies, driven by innovation and adaptability, may offer the potential for explosive growth, outperforming larger, established firms in favourable market conditions.
Higher volatility: As emerging entities, small cap companies are more open to market fluctuations, leading to potentially higher upswings and downswings in their stock prices.
Diversification: Investing in a small cap fund offers exposure to a diversified basket of potential young companies, spreading your risk and potentially boosting your portfolio’s return potential.
Nippon India Small Cap Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY Smallcap 250 TRI
- AUM: Rs 67,642 Cr (As on 28-Feb-2026)
- NAV: Rs 171.3485 (As on 16-Mar-2026)
- Expense Ratio: 0.65% (As on 28-Feb-2026)
- CAGR 3 years: 19.13%
- CAGR 5 years: 21.08%
- CAGR 10 years: 20.63%
- Min. Investment: Rs 5,000
- Min. SIP Investment: Rs 100
- Sharpe Ratio: 0.93
- Standard Deviation: 16.75
- Beta: 0.85
Quant Small Cap Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY Smallcap 250 TRI
- AUM: Rs 27,654 Cr (As on 28-Feb-2026)
- NAV: Rs 248.6519 (As on 17-Mar-2026)
- Expense Ratio: 0.81% (As on 28-Feb-2026)
- CAGR 3 years: 19.28%
- CAGR 5 years: 24.29%
- CAGR 10 years: 18.59%
- Min. Investment: Rs 5,000
- Min. SIP Investment: Rs 100
- Sharpe Ratio: 0.80
- Standard Deviation: 18.06
- Beta: 0.90
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
