Top 4 Small Cap Funds with over 20% CAGR: According to data from the Association of Mutual Funds in India (AMFI), some funds in the small cap category have delivered over 20% CAGR. In fact, as highlighted above, a Rs 15,000 monthly SIP could grow to around Rs 17 lakh in just five years in the top-performing fund. Here is the list of the top 4 small cap mutual funds. Take a look at the details given below, which include 5-year CAGR, Expense Ratio, Sharpe Ratio, Standard Deviation, and others. We have also attached calculation images for clarity.
Invesco India Smallcap Fund – Direct Plan
Rs 15,000 monthly SIP grows to Rs 16 lakh in just 5 years
A monthly SIP of Rs 15,000, with a total investment of Rs 9,00,000 in 5 years, has grown to an estimated Rs 16,23,481 in the Invesco India Smallcap Fund.
Rs 15,000 monthly SIP grows to Rs 16 lakh in just 5 years
A monthly SIP of Rs 15,000, with a total investment of Rs 9,00,000 in 5 years, has grown to an estimated Rs 16,49,858 in Nippon India Small Cap Fund.
Bandhan Small Cap Fund – Direct Plan
Rs 15,000 monthly SIP grows to Rs 17 lakh in just 5 years
A monthly SIP of Rs 15,000, with a total investment of Rs 9,00,000 in 5 years, has grown to an estimated Rs 17,06,174 in Bandhan Small Cap Fund.
Quant Small Cap Fund – Direct Plan
Rs 15,000 monthly SIP grows to Rs 17 lakh in just 5 years
A monthly SIP of Rs 15,000, with a total investment of Rs 9,00,000 in 5 years, has grown to an estimated Rs 17,46,024 in Quant Small Cap Fund.
(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.)
