Small Cap Funds with Highest 3 Year Returns

There are three major categories of mutual funds according to the market caps. These are large-cap, mid-cap, and small-cap mutual funds. Midcap funds are good for portfolio diversification, while large caps are potentially less risky and small cap funds have good growth potential. However, small cap mutual funds have a significant amount of risk associated with them. Here is a list of 10 Small Cap Funds with Highest 3 Year Returns.

Top 10 Small Cap Funds with Highest 3 Year Returns

Fund Name	AUM	3 Year CAGR
Quant Small Cap Fund	4688	60.1%
Kotak Small Cap fund	9882	43.4%
Canara Robeco Small Cap Fund	5985	44.3%
Nippon India Small Cap Fund	28778	48.4%
Tata Small Cap Fund	4458	42.8%
ICICI Prudential Small Cap Fund	5466	45%
Edelweiss Small Cap Fund	1755	42.30%
DSP Small Cap Fund	9961	40.10%
HSBC Small Cap Fund Fund	8672	45.70%
HDFC Small Cap Fund	17333	45%

1. Quant Small Cap Fund

• Expense Ratio: 2.37%
• Fund Manager: Sanjeev Sharma, Vasav Sahgal, Ankit A. Pande
• Top Stock Holdings: Reliance Industries Ltd
• Top Allocation Sector: Basic Materials
• Return Since Inception: 11.2%

2. Nippon India Small Cap Fund

• Expense Ratio: 1.61%
• Fund Manager: Kinjal Desai, Samir Rachh, Tejas Sheth, Akshay Sharma
• Top Stock Holdings: Tube Investments Of India Ltd Ordinary Shares
• Top Allocation Sector: Industrials
• Return Since Inception: 20.4%

3. HSBC Small Cap Fund Fund

• Expense Ratio: 1.76%
• Fund Manager: Vihang Naik, Venugopal Manghat
• Top Stock Holdings: K.P.R. Mill Ltd
• Top Allocation Sector: Industrials
• Return Since Inception: 20.4%

4. ICICI Prudential Small Cap Fund

• Expense Ratio: 1.86%
• Fund Manager: Priyanka Khandelwal, Sankaran Naren, Sharmila D’mello, Harish Bihani
• Top Stock Holdings: Treps
• Top Allocation Sector: Industrials
• Return Since Inception: 12.3%

5. HDFC Small Cap Fund

• Expense Ratio: 1.69%
• Fund Manager: Priya Ranjan, Chirag Setalvad
• Top Stock Holdings: Sonata Software Ltd Shs Dematerialised
• Top Allocation Sector: Industrials
• Return Since Inception: 15.8%

6. Canara Robeco Small Cap Fund

• Expense Ratio: 1.78%
• Fund Manager: Shridatta Bhandwaldar, Ajay Khandelwal
• Top Stock Holdings: Treps
• Top Allocation Sector: Industrials
• Return Since Inception: 25.6%

7. Kotak Small Cap fund

• Expense Ratio: 1.71%
• Fund Manager: Pankaj Tibrewal, Arjun Khanna
• Top Stock Holdings: Triparty Repo
• Top Allocation Sector: Industrials
• Return Since Inception: 17.2%

8. Tata Small Cap Fund

• Expense Ratio: 1.91%
• Fund Manager: Satish Mishra, Chandraprakash Padiyar
• Top Stock Holdings: Repo
• Top Allocation Sector: Industrials
• Return Since Inception: 23.8%

9. Edelweiss Small Cap Fund

• Expense Ratio: 2.04%
• Fund Manager: Trideep Bhattacharya, Sahil Shah
• Top Stock Holdings: Clearing Corporation Of India Ltd.
• Top Allocation Sector: Industrials
• Return Since Inception: 27.1%

10. DSP Small Cap Fund

• Expense Ratio: 1.80%
• Fund Manager: Jay Kothari, Resham Jain, Vinit Sambre, Abhishek Ghosh
• Top Stock Holdings: Treps / Reverse Repo Investments / Corporate Debt Repo
• Top Allocation Sector: Consumer Cyclical
• Return Since Inception: 17.3%

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