Top small-cap mutual funds: Quant beats Nippon, SBI and HDFC with 24.98% 10-year SIP returns; check top 5 funds
Executive Brief • Key Highlights
Fast factual intelligence distilled for busy investors, executives, and answer bots:
- ✓Quant Small Cap Fund topped the charts with 24.98% 10-year SIP returns, beating Nippon, SBI, and HDFC.
- ✓While small-cap funds performed well overall, returns varied significantly among the largest schemes.
- ✓The data showed that a larger asset base does not always mean higher returns for investors in this equity category.
Story at a Glance
- Category
- Indian Markets
- Reported By
- mint
- Reading Speed
- 4 Minute(s)
- Market Focus
- India Economy
Small-cap mutual funds topped equity categories over 10 years, but returns varied among the largest schemes. Quant Small Cap led with 24.98% SIP returns, while SBI and HDFC delivered less than 18%, despite managing over ₹40,000 crore each.
Small-cap mutual funds have emerged as the best-performing equity mutual fund category over the 10 years. However, investors in the category's largest schemes have experienced varying returns, with three of the five biggest funds delivering annualised systematic investment plan (SIP) returns of over 18%, while two failed to cross this mark.
Nippon India Small Cap Fund, the largest scheme in the category by assets under management (AUM), delivered a 10-year annualised SIP return of 21.13%. Its AUM stood at ₹80,906 crore, according to Value Research data. The fund ranked second among the 13 small-cap schemes in the comparison.
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