Top Small Cap vs Top Small Cap Index Fund With Best Returns in 5 Years: Mutual fund traders make investments in small cap mutual funds for top development. These funds have at the very least 65 per cent shares of the corporations that rank 251st and above in phrases of market capitalisation. Small cap mutual index mutual funds even have small cap shares. However as an alternative of random selecting, they comply with a specific small cap index. Each varieties of funds are extremely dangerous and are appropriate for traders with a long-term horizon. Right here, we take you thru the highest small cap and high small cap index funds with highest annualised returns (CAGR) in 5 years. Additionally, know which of them has given the next return on a one-time investment of Rs 1,00,000.
Top small cap mutual fund in 5 years
Quant Small Cap Fund Direct Plan-Progress
The fund has given 52.69 per cent annualised return in the 5-year interval.
It has property underneath administration (AUM) of Rs 22,832 crore, whereas its internet asset worth (NAV) is Rs 249.65 as on March 25, 2025.
Benchmarked in opposition to NIFTY Smallcap 250 TRI, the fund has given 17.69 per cent annualised return since its debut in January 2013.
With an expense ratio of 1.00 per cent, the fund has Rs 1,000 because the minimal SIP investment and Rs 5,000 because the minimal lump sum investment.
Worth of Rs 1 lakh investment in No. 1 small cap fund in 5 years
A Rs 1,00,000 one-time investment in the fund in the 5-year interval has ballooned to Rs 8.3 lakh.
Top small cap index fund in 5 years
Motilal Oswal Nifty Smallcap 250 Index Fund Direct – Progress
The small cap fund has given 36.69 per cent annualised SIP returns in 5 years.
It has AUM of Rs 702 crore, whereas its NAV is Rs 33.86 as on March 25, 2025.
Benchmarked in opposition to NIFTY Smallcap 250 TRI, the fund has given 24.15 per cent annualised return since its launch in August 2019.
At an expense ratio of 0.36 per cent, the fund has Rs 500 because the minimal SIP investment and Rs 510 because the minimal lump sum investment.
Worth of Rs 1 lakh investment in No. 1 small cap index fund in 5 years
A Rs 1,00,000 one-time investment in the fund in the 5-year interval has ballooned to Rs 4.77 lakh.
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