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 to generate capital appreciation by investing in a well-diversified portfolio of small cap companies.
Expense Ratio | 0.68 % |
Launched | - |
AUM in Crores | 24892.6 |
ISIN | INF966L01689 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 18.8 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
Others
11.01%Reliance Industries Ltd.
9.57%JIO Financial Services Ltd.
4.88%Aegis Logistics Ltd.
4.46%Aditya Birla Fashion and Retail Ltd.
4.13%Services
17.86%Energy
15.22%Healthcare
15.11%Financial
13.99%Construction
7.21%Fund Name | Fund Size | |
---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 16,217 cr |