The Best-Performing Small Cap Funds Over the Past 3 Years: A Comprehensive Guide
Investors seeking growth in their portfolios have a wide range of options to explore, including small cap funds. These funds focus on smaller companies that have the potential for significant growth, and they offer a way for investors to participate in the rapid expansion of these companies while leveraging the expertise of professional fund managers. In this article, we will delve into the top-performing small cap funds over the past three years, highlighting their performance metrics and key features.
Top Performing Small Cap Funds
Over the past three years, a few small cap funds have shown exceptional performance, returning up to 46.5%. These funds have been consistently overlooked by the market, offering significant upside potential to investors. Let's take a closer look at some of these top-performing funds.
1. Quant Small Cap Fund
Net Assets: Rs 6779.64 cr
Quant Small Cap Fund has captured the attention of many investors with its remarkable three-year returns. This fund has generated an impressive 46.46% return over the past three years, showcasing its ability to deliver strong performance.
3-Month Returns: 18.43% 6-Month Returns: 29.96% 1-Year Returns: 37.01% 3-Year Returns: 46.46% 5-Year Returns: 28.26% Expense Ratio: 2.37%2. Nippon India Small Cap Fund
Net Assets: Rs 34468.92 cr
The Nippon India Small Cap Fund has stood out with consistent returns over the years. Its three-year returns at 41.23% have made it a top consideration for investors looking for growth.
3-Month Returns: 18.42% 6-Month Returns: 32.45% 1-Year Returns: 33.99% 3-Year Returns: 41.23% 5-Year Returns: 21.84% Expense Ratio: 1.58%3. Edelweiss Small Cap Fund - Regular Plan
Net Assets: Rs 2145.98 cr
The Edelweiss Small Cap Fund - Regular Plan has shown steady performance, with impressive returns of 36.03% over the past three years.
3-Month Returns: 16.32% 6-Month Returns: 28.47% 1-Year Returns: 24.80% 3-Year Returns: 36.03% 5-Year Returns: — Expense Ratio: 1.99%4. Canara Robeco Small Cap Fund - Regular Plan
Net Assets: Rs 7145.01 cr
The Canara Robeco Small Cap Fund - Regular Plan has also delivered impressive returns, with a three-year return of 35.91%.
3-Month Returns: 13.06% 6-Month Returns: 23.06% 1-Year Returns: 16.85% 3-Year Returns: 35.91% 5-Year Returns: — Expense Ratio: 1.75%5. Kotak Small Cap Fund - Regular Plan
Net Assets: Rs 11597.03 cr
Kotak Small Cap Fund - Regular Plan has consistently delivered returns with a three-year return of 35.78%, making it a strong contender in the small cap funds category.
3-Month Returns: 14.84% 6-Month Returns: 23.64% 1-Year Returns: 18.42% 3-Year Returns: 35.78% 5-Year Returns: 20.85% Expense Ratio: 1.68%6. Axis Small Cap Fund - Regular Plan
Net Assets: Rs 15025 cr
The Axis Small Cap Fund - Regular Plan has shown good performance with a three-year return of 31.42%, positioning it as a significant player in the small cap fund market.
3-Month Returns: 11.94% 6-Month Returns: 22.67% 1-Year Returns: 21.59% 3-Year Returns: 31.42% 5-Year Returns: 21.86% Expense Ratio: 1.66%Conclusion
When it comes to small cap funds, investors have a range of options to consider. The funds highlighted above have consistently delivered impressive returns over the past three years, making them worthy investments for those looking to capitalize on the growth potential of small cap companies. It is essential, however, to conduct thorough research and consider individual investment goals and risk tolerance before making any investment decisions.
Related Keywords
For those interested in investing in small cap funds, the following keywords can be valuable:
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