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Best small-cap funds in 3 years: 5 schemes with up to 34.42% returns


Best small-cap funds to buy

1/5

Best small-cap funds to buy

Name: Nippon India Small Cap Fund
Value Research Fund Rating: *****
Net Assets: Rs 46044.13 crore
3-Month Returns: 2.24%
6-Month Returns: 14.85%
1-Year Returns: 58.5%
3-Year Returns: 34.42%
5-Year Returns: 28.7%
Expense Ratio: 1.52%

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Top small-cap funds
Name: Tata Small Cap Fund – Regular Plan
Value Research Fund Rating: ****
Net Assets: Rs 6289.22 crore
3-Month Returns: 1.46%
6-Month Returns: 10.86%
1-Year Returns: 40.65%
3-Year Returns: 29.14%
5-Year Returns: 25.2%
Expense Ratio: 1.76%

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Small-cap mutual funds to buy

3/5

Small-cap mutual funds to buy

Name: Tata Small Cap Fund – Regular Plan
Value Research Fund Rating: ****
Net Assets: Rs 6289.22 crore
3-Month Returns: 1.46%
6-Month Returns: 10.86%
1-Year Returns: 40.65%
3-Year Returns: 29.14%
5-Year Returns: 25.2%
Expense Ratio: 1.76%

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Top small-cap funds recommendations

4/5

Top small-cap funds recommendations

Name: Edelweiss Small Cap Fund – Regular Plan
Value Research Fund Rating: ****
Net Assets: Rs 3147.36 crore
3-Month Returns: 0.81%
6-Month Returns: 12.83%
1-Year Returns: 51.52%
3-Year Returns: 27.64%
5-Year Returns: 26.75%
Expense Ratio: 1.89%

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Best small-cap funds to buy

5/5

Best small-cap funds to buy

Name: ICICI Prudential Smallcap Fund
Value Research Fund Rating: ****
Net Assets: Rs 7415.35 crore
3-Month Returns: 0.59%
6-Month Returns: 10.56%
1-Year Returns: 44.1%
3-Year Returns: 27.2%
5-Year Returns: 24.89%
Expense Ratio: 1.76%ET Wealth collaborates with Value Research to identify the top-performing funds across categories.
ANNUALISED RETURNS IN % AS ON March 27, 2023.

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