Top performing small-cap funds is last one year; do you own it?

5paisa Research Team 5paisa Research Team 25th February 2023 - 12:03 pm

In the last one year, although S&P BSE SmallCap index delivered positive returns, they were on the lower end. However, there were a lot of funds that delivered double-digit positive returns. Read on to learn more about them.

In last one-year, Indian stock markets outperformed the prominent global indices. S&P BSE Sensex registered returns of 4.39% in the last one year, while S&P BSE MidCap index and S&P BSE SmallCap index delivered 2.94% and 2.75%, respectively. However, the performance of S&P BSE Sensex just matched the interest rate offered by savings bank account, while S&P BSE MidCap index and S&P BSE SmallCap index were even lower.

Having said that, when it comes to small-cap mutual funds, 21 out of 23 funds outperformed S&P BSE SmallCap index. In fact, out of those 21 funds, 9 funds delivered double-digit returns.

Trailing Returns (%)	YTD	1 Year	3 Years	5 Years	10 Years
Category Average	-2.02	7.13	24.96	12.50	19.02
NIFTY Small-Cap 250 TRI	-3.90	1.53	21.69	7.50	15.36
Source: Advisorkhoj

As can be seen in the above table, small-cap mutual funds on an average have outperformed Nifty Small-Cap 250 Total Returns Index (TRI) in all the trailing periods. Even the during tough times, small-cap funds have fell less than its benchmark. This is evident from the Year-Till-Date (YTD) returns calculated for the period from January 2, 2023 to February 23, 2023.

Top Performing Small-Cap Funds in Last One Year

Funds	Launch	Net Assets (Rs Crore)	Expense Ratio (%)	1-Year Returns (%)
Tata Small Cap Fund	12-Nov-2018	3,184	0.27	18.12
HDFC Small Cap Fund	01-Jan-2013	14,630	0.81	15.96
Nippon India Small Cap Fund	01-Jan-2013	23,756	0.86	13.73
Quant Small Cap Fund	01-Jan-2013	3,134	0.62	13.18
Franklin India Smaller Companies Fund	01-Jan-2013	7,174	1.04	12.34
ICICI Prudential Small cap Fund	01-Jan-2013	4,625	0.81	12.28
SBI Small Cap Fund	01-Jan-2013	15,292	0.70	11.98
HSBC Small Cap Fund- Direct Plan	12-May-2014	8,672	0.75	11.32
Invesco India Small cap Fund	30-Oct-2018	1,403	0.78	9.95
Edelweiss Small Cap Fund	07-Feb-2019	1,462	0.58	8.82

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