This website including the ‘[EduFund]’ platform is owned, operated and maintained by Helena Edtech Private Limited, a company incorporated under the laws of India. The platform and the services thereunder are provided on an "as is" basis. Use of the service and the platform is at your own risk. Company makes no warranty that the use of the service and the platform will be continuous, uninterrupted, bug-free, error-free, virus-free, free of defects, free of technical problems, nor that it will meet all of your needs. To the extent permitted by applicable law, Company expressly disclaims all other warranties, conditions, results, guarantees, or representations with respect to the service and the platform, whether express or implied, including, but not limited to, the implied warranties of merchantability, merchantable or satisfactory quality, fitness for a particular purpose, non-infringement of third party rights, or arising from the course of performance, course of dealing, or usage of trade.
Investment in securities market are subject to market risks, read all the related documents carefully before investing. The valuation of securities may increase or decrease depending on the factors affecting the securities market.
EduFund and the EduFund App are the brand and product of Helena Edtech Private Limited
“An affiliate of the Company, i.e. Samyama Advisors Private Limited, is registered with the Securities and Exchange Board of India (SEBI) as an investment adviser under the SEBI (Investment Advisers) Regulations, 2013 bearing the registration number [INA000015321]. Samyama Advisors Private Limited may provide investment advice to the clients through the Company's platform.”
Registered Address: 30, Omkar House, Near Swastik Char Rasta, Navrangpura, Ahmedabad Gujarat, India – 380009
Transaction Platform Partner : BSE Star MF (with Member code-51573). CIN No: U67100GJ2020PTC112589. RIA Number: INA000015321 GST No: 24AAFCH2122L1ZU
Please scan QR code to download the EduFund app
Best top 10 small cap mutual funds in India. All you need to know
Previously we discussed the Top 10 large cap mutual funds and mid-cap mutual funds in this article, we will discuss the top 10 small cap mutual fund
A small cap mutual fund is a fund that invests majorly in small-cap companies as per market capitalization. As per SEBI regulations, a small-cap fund is required to invest a minimum of 65% of its assets in small-cap companies through equity.
Advantages:
Top 10 small cap mutual funds
Source: Morningstar
1. Quant Small Cap Fund Direct Plan-Growth
Fund analysis:
The fund has delivered an exceptionally good performance. The fund is investing predominantly in small-cap companies. The fund is rated 5-star by Morningstar.
The risk grade is high, and the returns grade is high. The fund follows a blended style of investing. The risk is spread across companies with the top 10 holdings consisting of 38.96%.
The fund has a high risk (measured by standard deviation) than the category average.
2. Bank of India Small Cap Fund Direct-Growth
Fund analysis:
The fund is rated 5-star by Morningstar. The risk grade is below average, and the returns grade is high. The fund has a beta of 0.84 indicating that the movement of the fund is less relative to the market movement.
The fund follows a growth style of investing. The fund has a low risk (measured by standard deviation) than the category average.
3. Canara Robeco Small Cap Fund Direct-Growth
Fund analysis:
The fund has outperformed the benchmark over different horizons. The risk grade is average and the returns grade is high. The fund has a well-diversified portfolio invested across market capitalization.
The top 10 holdings consist of a total of 22.88%. The fund is rated 5-star by Morningstar. The fund holds a good risk-to-reward ratio. The fund has low risk (measured in standard deviation) than the category average.
4. Kotak Small Cap Fund Direct-Growth
Fund analysis:
The fund has outperformed the category average in terms of trailing returns over different horizons. The risk grade is above average and the returns grade is above average.
The fund has a beta of 0.95 indicating that the movement of the fund is quite closely relative to the movement of the market.
The fund has a well-diversified portfolio of growth stocks consisting of 72 companies spread over different sectors and market-cap companies. The fund has a high risk (measured in standard deviation) than the category average.
5. Edelweiss Small Cap Fund Direct-Growth
Fund analysis:
The fund has outperformed the category and the benchmark with good margins. The risk grade is below average and the returns grade is above average.
The fund has delivered consistent returns over different horizons and has a well-diversified portfolio of 75 growth stocks, investing across market capitalization.
The fund has low risk (measured in standard deviation) than the category average.
6. Nippon India Small Cap Fund Direct Plan Growth Plan
Fund analysis:
The primary objective of the scheme is to generate long-term capital appreciation by investing predominantly in small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.
The risk grade is above average and the returns grade is above average.
The fund has a well-diversified portfolio across market capitalization and sectors. The fund has a high risk (measured in standard deviation) than the category average.
7. Union Small Cap Fund Direct-Growth
Fund analysis:
The fund is rated 3-star by Morningstar. The risk grade is below average and the returns grade is above average. The fund has a well-diversified portfolio across market capitalization and sectors.
The top 10 holdings of the fund consist of 29.08% only and the fund holds a total of 54 stocks in the portfolio. The fund has low risk (measured in standard deviation) than the category average.
8. Tata Small Cap Fund Direct-Growth
Fund analysis:
The fund has outperformed the category average marginally. The risk grade is low and the returns grade is above average. The fund has a beta of 0.86 indicating that the fund’s movement is less relative to the market movement. The fund has low risk (measured in standard deviation) than the category average.
9. ICICI Prudential Small Cap Fund Direct Plan-Growth
Fund analysis:
The fund’s objective is to seek to generate capital appreciation by predominantly investing in small-cap stocks. The risk grade is above average and the returns grade is average.
The fund is rated 3-star by Morningstar. The fund has a balanced approach towards investing by investing in aggressive stocks along with maintaining less downside. The fund has a high risk (measured in standard deviation) than the category average.
10. Axis Small Cap Fund Direct Plan-Growth
Fund analysis:
The fund is giving consistent returns over the long term with an attractive risk-to-reward ratio. The fund is 5-star rated by Morningstar. The risk grade is below average and the returns grade is above average.
The fund has a beta of 0.80 indicating that the movement of the portfolio has very less relation to the market movement. The fund has outperformed the category and the benchmark.
The fund has low risk (measured in standard deviation) than the category average.
Conclusion:
For any investor who wants to create wealth over a long-term horizon by taking high risk, investing in fast-growing new age companies. Investors investing in these funds should be cautious of high volatility during the investment journey
Consult an expert advisor to get the right plan for you
Disclaimer:
This is not recommendation advice, use it for educational purposes only. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes.