Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
The Scheme seeks investment return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error.
Expense Ratio | 0.36 % |
Launched 5Y ago | 2019-09-06 |
AUM in Crores | 702 |
ISIN | INF247L01932 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 20 |
Beta | 1 |
Sharpe Ratio | 0.5 |
Crompton Greaves Consumer Electricals Ltd.
1.56%Exide Industries Ltd.
1.27%Blue Star Ltd.
1.2%Central Depository Services (India) Ltd.
1.19%Glenmark Pharmaceuticals Ltd.
1.18%Financial
17.9%Healthcare
13.82%Services
11.61%Capital Goods
10.03%Chemicals
7.38%Fund Name | Fund Size | |
---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr | ||
₹ 60,177 cr |