Top 5 Smallcap Mutual Funds: 5 schemes turned Rs 1 lakh into at least Rs 3.36 lakh in 5 years; see list

Top Smallcap Mutual Funds by Lump Sum Investment Return: Five smallcap mutual fund schemes have delivered annualised returns of 27.42-40 per cent over a period of five years, as of February 25, according data from MF industry body AMFI shows. These five smallcap funds—all benchmarked to the Nifty Smallcap 250 Total Return–have beaten the benchmark’s 24.16 per cent return during the same period. Now, let’s take an example to put these annualised one-time investment returns into perspective. A Rs 1,00,000 investment in these funds has grown to approximately Rs 3.36 lakh-5.38 lakh during this period, calculations show. 

Read on to learn about these smallcap MF schemes in detail: 

5 top-performing smallcap funds in 5 years

These funds are: Quant Small Cap Fund (delivering an annualised 40 per cent return in direct mode), Nippon India Small Cap Fund (29.52 per cent), Bank of India Small Cap Fund (28.77 per cent), Tata Small Cap Fund (28.31 per cent) and Canara Robeco Small Cap Fund (27.42 per cent). 

Now, let’s look at these funds in detail, before we get to their SIP returns. 

Quant Small Cap Fund | How much has a Rs 1 lakh lump sum investment has grown?

This fund has delivered an annualised 40 per cent return—the top performer in the category, AMFI data shows. 

A one-time investment of Rs 1 lakh has grown to approximately Rs 5.38 lakh in this scheme in five years, calculations show. 

Nippon India Small Cap Fund | Rs 1 lakh investment has grown to Rs 3.64 lakh in 5 years

This scheme has given an annualised return of 29.52 per cent in five years, turning a Rs 1 lakh investment into Rs 3.64 lakh.

Bank of India Small Cap Fund | How has Rs 1,00,000 lump sum investment grown?

This scheme has delivered an annualised 28.77 per cent return in five years, turning Rs 1 lakh investment into a corpus of Rs 3.54 lakh. 

Tata Small Cap Fund 

This scheme has rewarded investors with an annualised 28.31 per cent return in five years. 

A Rs 1 lakh lump sum investment in this scheme has led to a Rs 3.48 lakh corpus during this period. 

Canara Robeco Small Cap Fund

An annualised return of 27.42 per cent has been recorded in this scheme in five years. 

A Rs 1 lakh investment has grown to almost Rs 3.36 lakh during this period. 

What benchmark Nifty Smallcap 250 Total Return Index’s return means

The benchmark of all five schemes discussed here is the Nifty Smallcap 250 TRI, which has risen an annualised 24.16 per cent in five years.

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Rs 1,000 SIP Returns Estimates | How Rs 60,000 total investment in 5 years has performed in 5 years

Now, let’s compare the performances of these funds through the SIP route.

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