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Top performing small-cap funds to invest in!
5paisa Research Team
Last Updated: 15th December 2022 - 11:17 am
A change in trend is seen in small caps. Moreover, small-cap funds are outperforming large caps. Read on to find out about top-performing small-cap funds.
Nifty Small-Cap 100 index made an all-time high of 12,047.45 in January 2022. However, witnessed a sell-off making lower highs and lower lows. Before the current rally, it made a low of 7,904.9.
Presently it is hovering at 9,795.5, a rise of 24% from the lows made in June 2022. Have you missed this rally? Don’t worry. In the month of August 2022, rather than making a lower high, it ended higher.
This shows a change in its trend. Moreover, in the period of the rally, on average small-cap funds delivered returns of 22%. The highest returns produced by a small-cap fund was 25.49%, while the lowest returns produced in this period were around 17.45%.
In the period ranging from June 20, 2022, to date, only 13% of the funds were able to beat Nifty Small-Cap 100 index. Does this mean that small-cap funds are not able to beat the index?
Judging in such a short period is not justifiable. Hence, it makes sense to look at it from a long-term perspective. To understand this, we took the rolling returns of top-performing funds based on 5-year trailing returns and compared them with the index.
|
5-Year Rolling Returns (%) |
Average |
Maximum |
Minimum |
|
Equity: Small-Cap |
15.1 |
26.5 |
0.6 |
|
Nifty Small-Cap 100 Index |
6.1 |
14.9 |
-9.4 |
As can be seen, based on 5-year rolling returns over 10 years, the category average returns of small-cap funds are better than that of small-cap index. This shows that in the long-term small-cap funds are able to beat the index.
Below we have listed top performing small-cap funds.
|
Trailing Returns (%) |
1-Year |
3-Year |
5-Year |
10-Year |
|
SBI Small-Cap Fund |
17.2 |
32.9 |
19.1 |
26.1 |
|
IDBI Small-Cap Fund |
20.1 |
31.8 |
13.5 |
-- |
|
Nippon India Small-Cap Fund |
15.1 |
37.8 |
18.2 |
25.1 |
|
ICICI Prudential Small-Cap Fund |
12.0 |
32.1 |
15.6 |
17.4 |
|
Edelweiss Small-Cap Fund |
13.0 |
36.3 |
-- |
-- |
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