Maximize Your Returns: 7 Small-Cap Funds That Boosted SIPs Over 2.25x in 5 Years
Small-cap mutual funds have grown investors’ SIP investments by 2.25x in the last five years. Also, 19 small-cap funds have now completed five years in the market.
These 8 top-performing small-cap mutual funds have delivered impressive returns, making them attractive options for investors who are looking to maximize their returns through consistent SIP investments.
Here Are The Top 8 Small Cap Mutual Funds:
Quant Small Cap Fund:
The Quant Small Cap Fund has grown SIP investments by 2.83 times over the review period, delivering an impressive XIRR of 43.50%. A monthly SIP of Rs. 10,000 in Quant Small Cap Fund would have accumulated to Rs. 17 lakh now.
Nippon India Small Cap Fund:
Nippon India Small Cap Fund has focused on companies with strong fundamentals and helping investors capture significant gains over time.
The Nippon India Small Cap Fund, the largest in the small-cap category, has transformed monthly SIPs of Rs. 10,000 into an impressive Rs. 15.20 lakh, achieving a growth of 2.53 times. Over the last five years, the scheme delivered an XIRR of 38.57%.
Tata Small Cap Fund and HSBC Small Cap Fund:
Tata Small Cap Fund and HSBC Small Cap Fund both show their impressive performance, multiplying their respective SIP investments by 2.37 times and 2.36 times. These funds achieved an XIRR of 35.66% and 35.42%, respectively.
Bank of India Small Cap Fund:
The Bank of India Small Cap Fund has increased SIP investments by 2.33 times over a specified period, reaching a total of Rs. 13.97 lakh with an XIRR of 24.90%
Invesco India Smallcap Fund:
In the past five years, a Systematic Investment Plan (SIP) of Rs 10,000 in Invesco India Smallcap Fund has grown to Rs 13.73 lakh by multiplying the initial investment of 2.29 times
Franklin India Smaller Cos Fund:
Franklin India Smaller Cos Fund has increased SIP investments by 2.28 times. In this fund, the monthly SIP of Rs. 10,000 now amounts to Rs. 13.70 lakh, achieving an XIRR of 34.08%.
Edelweiss Small Cap Fund:
In the last five years, Edelweiss Small Cap Fund has increased investors’ SIP contributions by 2.26 times and given an XIRR of 33.58%. A monthly SIP of Rs. 10,000 would now have grown to Rs. 13.55 lakh.