Looking for smallcap mutual funds? SBI Small Cap, Kotak Small Cap among top 4 picks for September
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Criteria for finalising smallcap funds
ETMutualFunds shortlisted the top smallcap mutual funds based on mean rolling returns, consistency over the last three years, downside risk, outperformance and asset size, with a minimum threshold of Rs 50 crore.
2/6
Axis Small Cap Fund
Launched in November 2013, this smallcap fund has delivered a 25.3% return based on rolling returns over the last three years. Axis Small Cap Fund has been in the third quartile for the last five months, after being in the second quartile previously.
3/6
SBI Small Cap Fund
Launched in December 2009, this smallcap fund has delivered a 23.8% return based on rolling returns over the last three years. SBI Small Cap Fund has been in the third quartile over the last month, after being in the fourth quartile earlier.
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4/6
Kotak Small Cap Fund
Launched in February 2005, this smallcap fund has delivered a 26.5% return based on rolling returns over the last three years. Kotak Small Cap Fund has been in the fourth quartile for the last 16 months, after being in the third quartile earlier.
5/6
Nippon India Small Cap Fund
Launched in December 2010, this smallcap fund has delivered a 33% return based on rolling returns over the last three years. Nippon India Small Cap Fund has been in the second quartile over the last 12 months, after being in the first quartile earlier.
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For whom are smallcap mutual funds suitable?
Are you wondering why anyone would take on so much risk by investing in smallcap schemes? These schemes also have the potential to deliver very high returns over the long term. That is why smallcap schemes are recommended only for aggressive investors with a very high risk appetite and a very long investment horizon.