Finest-performing small cap funds since inception (Might 2023): A number of small-cap mutual fund schemes have given annualised returns between 24% to 30% since their respective launch dates. As per data on the web site of the Affiliation of Mutual Funds in India (AMFI) on the time of writing, there are 8 such small-cap funds. Nonetheless, a few of these funds are very younger, having been launched within the final 5 years.

Buyers mustn’t notice that there isn’t a assurance or assure that these funds will proceed to provide such excessive returns in future. That stated, the next is an inventory of 8 top-performing small-cap funds since their inception until Might 26, 2023.

Bandhan Rising Companies Fund

The direct plan of Bandhan Rising Companies Fund has given a return of 30.23% whereas the common plan has given a return of 27.96% since inception. The scheme tracks S&P BSE 250 SmallCap Complete Return Index. It was launched on 25-02-2020, as per data on the fund’s web site.

Financial institution of India Small Cap Fund

The direct plan of Financial institution of India Small Cap Fund has given a return of 28.70% whereas the common plan has given a return of 26.46% since inception. The scheme tracks NIFTY Smallcap 250 Complete Return Index. The date of allotment of this fund is 19-12-2018, as per data on the fund’s web site.

Additionally Learn: High Mid Cap Mutual Funds in 10 years: 11 schemes flip Rs 25,000 SIP into Rs 89 lakh to Rs 1 crore (Might 2023)

Edelweiss Small Cap Fund

The direct plan of Edelweiss Small Cap Fund has given a return of 28.05% whereas the common plan has given a return of 26.01% since inception. The scheme tracks NIFTY Smallcap 250 Complete Return Index. It was launched on 07-02-2019, as per data on the fund’s web site.

Canara Robeco Small Cap Fund

The direct plan of Canara Robeco Small Cap Fund has given a return of 26.52% whereas the common plan has given a return of 24.38% since inception. The scheme tracks NIFTY Smallcap 250 Complete Return Index. The launch date of Canara Robeco Small Cap Fund – Common Plan – Development is 15-02-2019, as per data on the fund’s web site.

SBI Small Cap Fund

The direct plan of SBI Small Cap Fund has given a return of 25.05% whereas the common plan has given a return of 19.66% since inception. The scheme tracks S&P BSE 250 SmallCap Complete Return Index. The launch date of SBI Small Cap Fund is 09-09-2009, as per data on the fund’s web site.

Additionally Learn: Finest Massive Cap Funds in 10 years: 11 schemes with 14% to 16.6% annual SIP returns (Might 2023)

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Tata Small Cap Fund

The direct plan of Tata Small Cap Fund has given a return of 25.01% whereas the common plan has given a return of twenty-two.67% since inception. The scheme tracks NIFTY Smallcap 250 Complete Return Index. The launch date of Tata Small Cap Fund is 12-11-2018, as per fund’s Scheme Data Doc (SID).

UTI Small Cap Fund

The direct plan of UTI Small Cap Fund has given a return of 24.8% whereas the common plan has given a return of twenty-two.51% since inception. The scheme tracks NIFTY Smallcap 250 Complete Return Index. The date of inception/allotment of this fund is 22-12-2020, as per the fund’s factsheet.

Nippon India Small Cap Fund

The direct plan of Nippon India Small Cap Fund has given a return of 24.87% whereas the common plan has given a return of 19.95% since inception. The scheme tracks NIFTY Smallcap 250 Complete Return Index. The date of allotment of this fund is 16-09-2010, as per the fund’s newest factsheet.

Disclaimer: The above content material is for data functions solely primarily based on AMFI web site information as of Might 26, 2023. Mutual Funds are topic to market dangers. There isn’t a assurance or assure that the above funds will give the identical returns in future. Buyers are suggested to seek the advice of their monetary advisors earlier than investing.

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