Mutual Fund Calculator: It is advisable to invest in small-cap funds for the long term as it gives higher returns than medium- and large-cap funds. This is because small-cap funds primarily invest in small-cap stocks that tend to rise or fall faster than medium- and large-cap stocks. However, when the market is available at a discounted price, a SIP in small-cap mutual funds can help an investor get great returns in a short span of time. Canara Robeco Small Cap Fund – Direct Plan is a vivid example of this. It has given 31.35 per cent annualized return in three years, beating the category return of 22.35 per cent per annum during this period.
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Canara Robeco Small Cap Fund – Direct Plan Established on 15th February 2019, the small-cap fund has delivered a staggering annual return of 27.24 per cent since its inception, while it has given an absolute return of 124 per cent over the period. In the last one year, this small-cap fund has given returns of over 17 per cent to its investors while the category return has been 6.31 per cent during this period. In the last two years, this mutual fund scheme has given around 54.20 per cent annual return and 138.30 per cent absolute return, while the category’s annual return over this period is around 45.60 per cent. In the last three years, this small-cap mutual fund scheme has given 31.35 per cent annualized returns, which is a category return of 22.35 per cent per annum.
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If an investor started investing 10,000 per month in SIP mode in Canara Robeco Small Cap Fund – Direct Plan A year ago, it would have increased 1.15 lakh today. started in an investor Two years ago, 10,000 monthly SIP in this mutual fund scheme would have increased to 3.26 lakh today. If an investor started investing 10,000 per month in this small-cap mutual fund three years ago, its 10,000 monthly SIP would have increased 6.11 lakh today.
This small-cap mutual fund has invested 92.75 per cent of its net assets in domestic equities, of which 59.51 per cent is in small-cap stocks. Schaeffler India, VRL Logistics, City Union Bank, Cera Sanitaryware, Can Fin Homes and EID Parry are some of the major small-cap stocks in which one can invest in this small-cap stock.
IDBI Small Cap Fund – Direct Plan – Growth, L&T Emerging Businesses Fund – Direct Plan – Growth, Axis Small Cap Fund – Direct Plan – Growth, ICICI Prudential Small Cap Fund – Direct Plan – Growth and Nippon India Small Cap Fund – Direct Plan – Growth There are few other small-cap mutual funds that have given good returns to their investors over time.