19 Dec , 2022 By : Monika Singh
Small Cap mutual funds attract investors because of their potential to give better returns compared to large and mid-cap funds. In November 2022, small-cap equity/growth-oriented funds witnessed a total inflow of Rs 1378 crore even as several other funds witnessed big outflows. There are several small-cap funds that have given returns of over 20% since their respective launch dates. Let’s have a look at such top-performing small-cap funds:
Top 10 best-performing small-cap mutual funds since inception (till December 16, 2022)
The direct plan of IDFC Emerging Businesses Fund has given 33.85% annualised returns since inception while the regular plan has given a return of 31.45%. The scheme tracks S&P BSE 250 SmallCap Total Return Index.
The direct plan of Bank of India Small Cap Fund has given 30.92% annualised returns since inception while the regular plan has given a return of 28.6%. The scheme tracks NIFTY Smallcap 250 Total Return Index.
The direct plan of Edelweiss Small Cap Fund has given 29.87% annualised returns since inception while the regular plan has given a return of 27.81%. The scheme tracks NIFTY Smallcap 250 Total Return Index.
The direct plan of Canara Robeco Small Cap Fund has given 29.32% annualised returns since inception while the regular plan has given a return of 27.09%. The scheme tracks NIFTY Smallcap 250 Total Return Index.
The direct plan of UTI Small Cap Fund has given 28.52% annualised returns since inception while the regular plan has given a return of 26.08%. The scheme tracks NIFTY Smallcap 250 Total Return Index.
The direct plan of Tata Small Cap Fund has given 26.54% annualised returns since inception while the regular plan has given a return of 24.16%. The scheme tracks NIFTY Smallcap 250 Total Return Index.
The direct plan of SBI Small Cap Fund has given 26.13% annualised returns since inception while the regular plan has given a return of 20.3%. The scheme tracks S&P BSE 250 SmallCap Total Return Index.
The direct plan of Nippon India Small Cap fund has given 25.28% annualised returns since inception while the regular plan has given a return of 20.13%. The scheme tracks NIFTY Smallcap 250 Total Return Index.
The direct plan of Axis Small Cap Fund has given 24.47% annualised returns since inception while the regular plan has given a return of 22.88%. The scheme tracks NIFTY Smallcap 250 Total Return Index.
The direct plan of Invesco India Smallcap Fund has given 23.02% annualised returns since inception while the regular plan has given a return of 21.05%. The scheme tracks S&P BSE 250 SmallCap Total Return Index.
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