Best Equity Multi Cap Funds  


Small cap funds invest predominantly in equity and equity related instruments of small cap companies. Small cap companies are those that are ranked 250 plus in market cap, going up to nearly 5000 in the BSE Sensex.

Small cap funds have high growth potential but are also risky and can be highly volatile owing to the fact that they are exposed to small and unproven companies.


Risk Profile for Small cap equity funds : Very Aggressive

NIFTY 500
1 Year 2 Year 3 Year 5 Year
-26.54% 0.72%


#Funds : 37




Reliance Mutual Fund




1 Year 2 Year 3 Year 5 Year
66.72% 17.67% 13.54% 12.56%





HDFC Mutual Fund




1 Year 2 Year 3 Year 5 Year
58.61% 17.90% 14.63% 14.29%




1 Year 2 Year 3 Year 5 Year
69.76% 30.62% 19.41% 18.53%





ICICI Prudential Mutual Fund




1 Year 2 Year 3 Year 5 Year
61.72% 22.29% 15.33% 14.90%





SBI Mutual Fund




1 Year 2 Year 3 Year 5 Year
54.67% 22.49% 15.25% 15.30%





Birla Sun Life Mutual Fund




1 Year 2 Year 3 Year 5 Year
58.06% 25.67% 16.21% 16.23%





Sundaram Mutual Fund




1 Year 2 Year 3 Year 5 Year
50.18% 19.42% 10.10% 11.39%





Baroda Pioneer Mutual Fund




1 Year 2 Year 3 Year 5 Year
61.46% 28.15% 16.68% 14.88%





BNP Paribas Mutual Fund




1 Year 2 Year 3 Year 5 Year
57.53% 26.25% 17.17% 15.68%





          Canara Robeco Mutual Fund




1 Year 2 Year 3 Year 5 Year
50.47% 27.92% 18.24% 18.06%





DHFL Pramerica Mutual Fund




1 Year 2 Year 3 Year 5 Year
70.74% 41.06% 24.74% %





DSP BlackRock Mutual Fund




1 Year 2 Year 3 Year 5 Year
59.25% 30.71% 19.28% 18.01%





Edelweiss Mutual Fund




1 Year 2 Year 3 Year 5 Year
56.98% 25.51% 15.43% %





HSBC Mutual Fund




1 Year 2 Year 3 Year 5 Year
52.71% 24.21% 12.33% 12.75%





IDBI Mutual Fund




1 Year 2 Year 3 Year 5 Year
50.71% 26.24% 14.65% 13.63%





IDFC Mutual Fund




1 Year 2 Year 3 Year 5 Year
49.39% 20.34% 10.56% 11.14%





Invesco Mutual Fund




1 Year 2 Year 3 Year 5 Year
69.94% 33.87% 17.56% 16.97%





JM Financial Mutual Fund




1 Year 2 Year 3 Year 5 Year
47.68% 22.57% 13.51% 16.38%





Kotak Mahindra Mutual Fund




1 Year 2 Year 3 Year 5 Year
45.21% 21.22% 14.28% 15.57%





L&T Mutual Fund




1 Year 2 Year 3 Year 5 Year
44.01% 19.51% 10.87% 12.21%





LIC Mutual Fund




1 Year 2 Year 3 Year 5 Year
36.51% 17.98% 13.44% %





Motilal Oswal Mutual Fund




1 Year 2 Year 3 Year 5 Year
36.16% 18.23% 9.02% 13.36%





PPFAS Mutual Fund




1 Year 2 Year 3 Year 5 Year
59.72% 37.53% 23.52% 21.68%





PRINCIPAL Mutual Fund




1 Year 2 Year 3 Year 5 Year
47.13% 21.08% 12.48% 8.03%




1 Year 2 Year 3 Year 5 Year
59.55% 26.09% 15.57% 16.78%





UTI Mutual Fund




1 Year 2 Year 3 Year 5 Year
64.18% 34.67% 18.67% 17.85%




1 Year 2 Year 3 Year 5 Year
14.54% 16.75% 10.50% %





Birla Sun Life Mutual Fund







Franklin Templeton Mutual Fund







Mahindra Mutual Fund




1 Year 2 Year 3 Year 5 Year
69.04% 35.18% 22.41% %





Birla Sun Life Mutual Fund







Axis Mutual Fund




1 Year 2 Year 3 Year 5 Year
47.88% 25.59% 16.97% %





DSP BlackRock Mutual Fund







Aditya Birla Sun Life Mutual Fund







Essel Mutual Fund




1 Year 2 Year 3 Year 5 Year
49.21% 21.73% 15.00% %





Tata Mutual Fund




1 Year 2 Year 3 Year 5 Year
41.88% 23.05% % %





Shriram Mutual Fund




1 Year 2 Year 3 Year 5 Year
34.79% 17.71% % %







Who should invest in small cap equity funds?

These investments are best suited for investors with a high-risk appetite, have longer time horizon, expecting high returns and for seasoned investors.


How long should you stay invested in small cap equity funds?

You should invest for the long term which means at least 7 to 10 years. Small cap funds are volatile and hence the risk reduces the longer you hold them. Ensure that you review funds regularly and weed out poor performers.


How to invest in small cap equity funds?

You can click on the small cap fund link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have in small cap funds. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.







Mutual Funds are subject to market risk. Please read the scheme documents carefully before investing