Small-cap funds are the only funds where there has been a marginal increase in positive inflows, while equity fund inflows across all other major categories have declined in July, according to AMFI. Positive inflows into small-cap funds rose 10.11% from June to July, reached 1,779.45 crore small-cap funds have a high risk/high reward ratio, which means that investors with high risk appetite can invest in small-cap funds using the SIP method. The S&P BSE Small Cap TRI Index is down 6.38% YTD, but some small-cap funds have made decent gains despite the decline in the benchmark. these are 3 small cap funds Those who have got monthly SIP more than 10,000 6 lakhs in a span of 3 years.
Nippon India Small Cap Fund – Direct Plan
The fund was introduced on January 1, 2013, and as of this writing, Value Research has given it a 4-star rating. As on June 30, 2022, Nippon India Small Cap Fund Direct- Growth had Asset Under Management (AUM) 20362.58 crores, and as on August 12, 2022, the NAV of the fund was 95.19. The fund has an expense ratio of 1.04%, which is quite high as compared to other funds in the same category. Since its inception, Nippon India Small Cap Fund Direct- Growth has earned an average return of 20.82% per annum and 14.65% return over the previous year.
One Monthly SIP The 10,000 set up in this fund three years ago has now grown to approx. would have been 6.29 lakh as per the fund’s trailing return of 35.78%. One Monthly SIP 10,000 that started 5 years ago would have grown to approx. 11.53 lakhs due to 19.95% returns of the fund in the last 5 years. Since the fund has given a return of 20.08% in the last seven years, a SIP 10,000 would be almost there now 19.18 lakhs.
The fund’s top five holdings include TI Financial Holdings Ltd., Grameen Financial Services Pvt Ltd., KPIT Engineering Ltd., HDFC Bank Ltd. and Naveen Fluorine International Ltd. Its sector allocation includes capital goods, financials, chemicals, consumer staples. and technology industry.
Kotak Small Cap Fund – Direct Plan
The fund was launched on 01-January-2013 and currently, the fund has a 4-star rating from Value Research. As on June 30, 2022, Kotak Small Cap Fund Direct-Growth has Total Assets Under Management (AUM) 7783.8 crore and NAV of 184.49 till August 12, 2022. The fund has an expense ratio of 0.59% which is lower as compared to other small-cap funds. Since its inception, Kotak Small Cap Fund Direct-Growth has earned an average return of 20.58% per annum and 11.59% during the previous year.
One Monthly SIP 10,000 set up in this fund three years ago would have grown to approx. 6.20 lakhs as per the fund’s trailing return of 37.68%. Due to the fund’s 19.82% 5-year return rate, a monthly SIP would have risen to around 10,000 11.85 lakhs now. One Monthly SIP 10,000 that started in this fund seven years ago would have grown to approx. 19.06 lakh thanks to the fund’s 18.70% return in the last seven years.
Materials, consumer discretionary, chemicals, metals and mining, and capital goods industries are included in the fund’s allocation. Century Plyboards (India) Limited, Carborundum Universal Limited, Sheela Foam Limited, Galaxy Surfactants Limited, and Ratnamani Metals & Tubes Limited are the top 5 holdings of the fund.
Edelweiss Small Cap Fund – Direct Plan
The fund was introduced on February 7, 2019 and at present, Value Research has given it a 4-star rating. As on June 30, 2022, Edelweiss Small Cap Fund Direct – Growth had an Asset Under Management (AUM) value of 1216.7 crores, and as on August 12, 2022, the fund’s NAV was 26.1. The fund’s expense ratio, which is 0.57%, is lower than a majority of other funds in the same category.
Since its inception, Edelweiss Small Cap Fund Direct has given an average annual return of 31.40% with 1 year growth return of 14.58%. One Monthly SIP 10,000 that started in this fund three years ago would have grown to approx. 6.22 lakh as per the fund’s previous return of 36.27 per cent in the last three years. The fund has invested in the capital goods, financial, material, services and healthcare sectors. The top five holdings of the fund are City Union Bank Ltd., KE Industries Ltd., Naveen Fluorine International Ltd., JB Chemicals & Pharmaceuticals Ltd. and Can Fin Homes Ltd.
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