Top Small Cap Funds That Multiplied Lump Sum 8 Times in 10 Years

Photos: Pexels/Pixabay Photos: Pexels/Pixabay Aug 24, 2023 Rajeev Kumar

Small cap funds have proven to be fast wealth multipliers in last decade. Direct plans of 7 such funds have given over 23% annualised returns in 10 years*

[{"selector":"#anim-87e84215-c0d4-4974-9876-b6aaffad81df [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] *Source: AMFI website data as on August 24, 2023 *Source: AMFI website data as on August 24, 2023

Calculation shows that a lump sum investment in any of these funds would have multiplied 8 times or more in 10 years. Let’s have a look

[{"selector":"#anim-f8f9b02c-e852-4b40-b2ae-d6ef3c9ca656 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}]

However, please note this exercise is for informational purposes only. It is not intended to recommend any of the funds mentioned in this story for investment.

[{"selector":"#anim-7e6d5309-a978-4510-827b-6d41e23cc269 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}]

Nippon India Small Cap Fund: Direct plan of this scheme has given 31.04% annualised returns in 10 years.

[{"selector":"#anim-130354ed-ba65-4864-ba5b-834fe4e7d59b [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] *Source: AMFI website data as on August 24, 2023 *Source: AMFI website data as on August 24, 2023

SBI Small Cap Fund: : Direct plan of this scheme has given 28.99% annualised returns in 10 years.

[{"selector":"#anim-cc60e88b-c3e5-493a-a321-144d214bb8cb [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] *Source: AMFI website data as on August 24, 2023 *Source: AMFI website data as on August 24, 2023

DSP Small Cap Fund: Direct plan of this scheme has given 27.08% annualised returns in 10 years.

[{"selector":"#anim-27a4b57a-8c72-43a4-acf0-49310f9b510d [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] *Source: AMFI website data as on August 24, 2023 *Source: AMFI website data as on August 24, 2023

Franklin India Smaller Companies Fund: Direct plan of this scheme has given 24.57% annualised returns in 10 years.

[{"selector":"#anim-90378b5c-571e-4be4-b5b1-72747a59cd32 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] *Source: AMFI website data as on August 24, 2023 *Source: AMFI website data as on August 24, 2023

HDFC Small Cap Fund: Direct plan of this scheme has given 23.20% annualised returns in 10 years.

[{"selector":"#anim-5780cad3-0019-4695-9920-55278457f3b9 [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] *Source: AMFI website data as on August 24, 2023 *Source: AMFI website data as on August 24, 2023

Kotak Small Cap Fund: Direct plan of this scheme has given 25.76% annualised returns in 10 years.

[{"selector":"#anim-58552aeb-9dd6-4807-8c6e-4ed815ea337c [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] *Source: AMFI website data as on August 24, 2023 *Source: AMFI website data as on August 24, 2023

Sundaram Small Cap Fund: : Direct plan of this scheme has given 23.56% annualised returns in 10 years.

[{"selector":"#anim-80ac85e6-1ada-4ed5-94f5-e04298644ead [data-leaf-element=\"true\"]","keyframes":{"transform":["translate3d(-12.499999772451451%, 0, 0)","translate3d(0%, 0, 0)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] *Source: AMFI website data as on August 24, 2023 *Source: AMFI website data as on August 24, 2023

Disclaimer: Mutual Fund investments are subject to market risks. Please consult your financial advisor before investing in any scheme.

Next: Mutual Fund calculator: 5 ELSS Funds doubled Rs 1.5 lakh in 3 years Next: Mutual Fund calculator: 5 ELSS Funds doubled Rs 1.5 lakh in 3 years See Next