Best Equity Sectoral Funds  


Small cap funds invest predominantly in equity and equity related instruments of small cap companies. Small cap companies are those that are ranked 250 plus in market cap, going up to nearly 5000 in the BSE Sensex.

Small cap funds have high growth potential but are also risky and can be highly volatile owing to the fact that they are exposed to small and unproven companies.


Risk Profile for Small cap equity funds : Very Aggressive

NIFTY 500
1 Year 2 Year 3 Year 5 Year
5.56% 8.65% 13.81% 10.97%


#Funds : 61




Reliance Mutual Fund




1 Year 2 Year 3 Year 5 Year
10.70% 9.69% 20.13% 15.71%




1 Year 2 Year 3 Year 5 Year
-0.57% 2.54% 12.66% 6.85%




1 Year 2 Year 3 Year 5 Year
4.62% 1.08% 5.47% 6.72%




1 Year 2 Year 3 Year 5 Year
-2.82% 5.93% 3.76% 9.28%




1 Year 2 Year 3 Year 5 Year
3.44% 6.16% 12.06% 7.76%





HDFC Mutual Fund




1 Year 2 Year 3 Year 5 Year
-1.81% -5.30% 5.32% 3.84%





ICICI Prudential Mutual Fund




1 Year 2 Year 3 Year 5 Year
16.42% 10.27% 21.95% 18.86%




1 Year 2 Year 3 Year 5 Year
0.74% 4.81% 9.26% 13.37%




1 Year 2 Year 3 Year 5 Year
9.28% 9.68% 14.17% 15.35%




1 Year 2 Year 3 Year 5 Year
9.52% 5.31% 12.12% 7.92%




1 Year 2 Year 3 Year 5 Year
8.64% 22.63% 13.29% 13.48%





SBI Mutual Fund




1 Year 2 Year 3 Year 5 Year
16.99% 17.93% 23.32% %




1 Year 2 Year 3 Year 5 Year
-4.49% 6.81% 13.19% 14.65%




1 Year 2 Year 3 Year 5 Year
9.62% 6.22% 10.80% 10.24%




1 Year 2 Year 3 Year 5 Year
10.82% 23.83% 13.94% 13.74%




1 Year 2 Year 3 Year 5 Year
1.08% 3.09% 13.50% 8.40%




1 Year 2 Year 3 Year 5 Year
10.93% 10.90% 13.27% 13.02%




1 Year 2 Year 3 Year 5 Year
-0.24% 4.88% 8.51% 12.45%




1 Year 2 Year 3 Year 5 Year
-5.62% -5.36% -5.25% 5.75%




1 Year 2 Year 3 Year 5 Year
5.06% -2.84% 7.90% 1.99%





Birla Sun Life Mutual Fund






1 Year 2 Year 3 Year 5 Year
6.15% 9.12% 15.31% 17.09%




1 Year 2 Year 3 Year 5 Year
1.04% 0.26% 9.81% 8.46%






1 Year 2 Year 3 Year 5 Year
-1.74% 5.90% 9.24% 15.82%




1 Year 2 Year 3 Year 5 Year
8.41% 23.34% 13.83% 14.47%





Baroda Pioneer Mutual Fund




1 Year 2 Year 3 Year 5 Year
14.58% 11.84% 17.79% 13.49%





BOI AXA Mutual Fund




1 Year 2 Year 3 Year 5 Year
-8.12% 3.54% 11.05% 8.72%





          Canara Robeco Mutual Fund




1 Year 2 Year 3 Year 5 Year
6.63% 10.32% 16.54% 16.10%




1 Year 2 Year 3 Year 5 Year
2.59% 0.95% 9.24% 9.42%





DSP BlackRock Mutual Fund




1 Year 2 Year 3 Year 5 Year
6.81% 4.73% 12.98% 10.22%




1 Year 2 Year 3 Year 5 Year
-2.09% 4.69% 18.15% 13.65%





HSBC Mutual Fund




1 Year 2 Year 3 Year 5 Year
-17.32% -11.06% 3.38% 3.26%





IDFC Mutual Fund




1 Year 2 Year 3 Year 5 Year
-3.59% 0.24% 14.90% 10.33%





Invesco Mutual Fund




1 Year 2 Year 3 Year 5 Year
11.38% 12.17% 21.82% 18.37%




1 Year 2 Year 3 Year 5 Year
5.88% 6.68% 13.57% 11.24%




1 Year 2 Year 3 Year 5 Year
6.40% 1.00% 11.46% 9.91%





Kotak Mahindra Mutual Fund







L&T Mutual Fund




1 Year 2 Year 3 Year 5 Year
-1.48% 3.27% 15.71% 11.94%





LIC Mutual Fund






1 Year 2 Year 3 Year 5 Year
11.05% 5.85% % %





Mirae Asset Mutual Fund




1 Year 2 Year 3 Year 5 Year
5.73% 11.54% 17.91% 16.05%





Sundaram Mutual Fund








1 Year 2 Year 3 Year 5 Year
-2.07% 2.12% 11.70% %





Tata Mutual Fund




1 Year 2 Year 3 Year 5 Year
13.65% 13.52% 22.38% %




1 Year 2 Year 3 Year 5 Year
11.03% 29.56% 16.17% %




1 Year 2 Year 3 Year 5 Year
1.51% 6.45% 8.29% 9.99%




1 Year 2 Year 3 Year 5 Year
-5.60% 10.05% 20.17% %




1 Year 2 Year 3 Year 5 Year
1.26% 1.44% -0.24% %




1 Year 2 Year 3 Year 5 Year
8.78% 4.82% 11.35% 10.53%




1 Year 2 Year 3 Year 5 Year
2.10% 3.27% 10.79% %





UTI Mutual Fund




1 Year 2 Year 3 Year 5 Year
6.88% 6.96% 15.98% 13.69%




1 Year 2 Year 3 Year 5 Year
-5.00% -1.73% -2.26% 5.07%




1 Year 2 Year 3 Year 5 Year
9.76% 4.58% 12.05% 8.15%




1 Year 2 Year 3 Year 5 Year
-22.23% -8.54% 2.51% 9.44%




1 Year 2 Year 3 Year 5 Year
-4.49% 4.15% % %





Franklin Templeton Mutual Fund




1 Year 2 Year 3 Year 5 Year
11.92% 8.78% 15.30% 17.91%




1 Year 2 Year 3 Year 5 Year
2.86% 5.90% 10.45% 12.51%




1 Year 2 Year 3 Year 5 Year
6.96% 18.02% 12.45% 12.35%





IDBI Mutual Fund









Who should invest in small cap equity funds?

These investments are best suited for investors with a high-risk appetite, have longer time horizon, expecting high returns and for seasoned investors.


How long should you stay invested in small cap equity funds?

You should invest for the long term which means at least 7 to 10 years. Small cap funds are volatile and hence the risk reduces the longer you hold them. Ensure that you review funds regularly and weed out poor performers.


How to invest in small cap equity funds?

You can click on the small cap fund link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have in small cap funds. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.










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