Best Small Cap Mutual Funds in 2024 for the Long Term: In the share market where we can invest our money By Purchasing the company’s Share and Generate Good Revenue on investment. Apart From this Share Market offers its customers different types of investment Schemes. In Which Mutual Funds are Popular Category.
If you are planning for Long-term Investment in Mutual Funds, Our Article Will help you to find the Right Company for investing in mutual Funds.
In this article, we will Cover the Best Small Cap Mutual Funds in 2024 for Long Term and Detailed Important related Facts. Let’s Delve into the Article and Know more about it.
What are Small Cap Mutual Funds?
Small Cap Funds are those Funds in which they invest a Large Amount of Funds equity in Small Cap Companies. these funds are risky and more Volatile fund rather than other funds. Apart From this, these funds are capable of giving Good Returns to their Clients.
What are the benefits of Mutual Funds?
Mutual Funds are more beneficial for long-term investment. In which you can pay a Small Amount of Your investment for a certain time then you can get a good Return on this amount this Return can be Double and triple your total investment amount.
In Mutual Funds You can Start With a Minimum Amount of Rs 100 and Pay in Monthly installments. In which You have Full Freedom to choose your transition types.
In mutual funds, Two types Of Funds Come. First is the Lumsump Fund and another is the SIP Fund.
Also Read: Best Large Cap Mutual Funds With 3 Years Returns in 2024
Best Small Cap Mutual Funds in 2024 for Long Term
In Best Small Cap Mutual Funds in 2024 for Long Term, We shortlist the Categories According to the high return and previous records performance of these Funds. These Funds are Written Below:
Tata Small Cap Fund
Best Small Cap Mutual Funds in 2024 for Long-Term Categories Tata Small Cap Mutual Funds Comes First.
If we Analysis the Past Record of Tata Small Cap Mutual Funds then it’s Given a Good Return for its Investors.
Tata Group is One of the Best Trustable Groups in India and in the past year, its have Done Growth in Several Sectors.
The current market Capitalization of Tata Small Cap Mutual Fund is Rs 6236.38 Crore.
If we see the Fund Equity Sector Allocation then its Hold Funds Amount 94.3% in Equity Sector and 5.6% in Cash Flow.
The Minimum amount for SIP is Rs 100.
Other Important Terms Analysis:
- P/E Ratio: 24.03
- P/B Ratio: 3.26
- Alpha: 8.10
- Beta: 0.71
Top Holdings Companies
Tata Small Cap Fund Mutual Funds are Held by 51 Companies. Which top Companies are :
- BASF India Limited (4.00%)
- Quess Corp Limited (3.93%)
- IDFC Limited (3.85%)
- Gujarat Pipavav Port Limited (3.61%)
- Netweb Technologies India Limited (3.31%)
- Radico Khaitan Limited (3.12%)
- Redington Limited (2.96%)
- Elantas Beck India Limited (2.92%)
Annualized Returns on SIP
| Year | Funds Returns | Category Average |
|---|---|---|
| 1-Year | 47.2% | 57.8% |
| 3-Year | 32.2% | 27.5% |
| 5-Year | 28.8% | 25.7% |
| All Time | 27.8% | – |
Equity sector allocation
| Sector | Percentage |
|---|---|
| Financial Sector | 15.4% |
| Others Sector | 5.8% |
| Technology Sector | 5.9% |
| Healthcare Sector | 9.7% |
| Capital Goods Sector | 9.7% |
| Construction Sector | 5.1% |
| Services Sector | 16.6% |
| Chemical Sector | 13.1% |
| Consumer Staples Sector | 11.5% |
| website Link | Groww. in |
Axis Small Cap Fund
Best Small Cap Mutual Funds in 2024 for Long Term Categories Axis Small Cap Fund Comes Second Position.
If we Analysis the Past Record of Axis Small Cap Fund then it’s Given a Good Return for its Investors.
Axis Bank has Come Under the Banking Sector and has a large banking Network. Due to this reason, the Fund becomes Trustworthy for investors.
The current market Capitalization of Axis Small Cap Fund is Rs 19029.59 Crore.
If we see the Fund Equity Sector Allocation then it holds Funds Amount 90.3% in Equity Sector 0.7% in Cash Flow and 9.0% in Debt.
The Minimum amount for SIP is Rs 100.
Other Important Terms Analysis:
- P/E Ratio: 29.36
- P/B Ratio: 4.78
- Alpha: 6.03
- Beta: 0.65
Top Holdings Companies
Axis Small Cap Fund Mutual Funds are Held by 102 Companies. Which top Companies are :
- Birla soft Limited(3.85%)
- Narayana Hrudayalaya Limited (3.75%)
- Brigade Enterprises Limited (3.62%)
- Blue Star Limited (3.41%)
- Cholamandalam Financial Holdings Limited (3.12%)
- Krishna Institute of Medical Sciences Limited (2.63%)
- CCL Products (India) Limited (2.20%)
- JB Chemicals & Pharmaceuticals Limited (2.19%)
Annualized Returns on SIP
| Year | Funds Returns | Category Average |
|---|---|---|
| 1-Year | 45.0% | 57.8% |
| 3-Year | 26.9% | 27.5% |
| 5-Year | 28.3% | 25.7% |
| All Time | 25.1% | – |
Equity sector allocation
| Automobile Sector | Percentage |
|---|---|
| Financial Sector | 13.7% |
| Others Sector | 1.8 |
| Consumer Staples Sector | 5.2% |
| Technology Sector | 8.9% |
| Healthcare Sector | 13.8% |
| Automoblie Sector | 7.8% |
| Construction Sector | 16.9% |
| Metals & Mining | 5.2% |
| Consumer Discretionary | 5.7% |
| Capital Goods | 6.3% |
| Services Sector | 6.6% |
| Chemical Sector | 8.1% |
| website Link | Groww. in |
Nippon India Small Cap Fund
Best Small Cap Mutual Funds in 2024 for Long Term Categories Nippon India Small Cap Fund Comes Third Position.
If we Analysis the Past Record of Nippon India Small Cap Fund then it’s Given a High Return for its Investors on their Investment.
The current market capitalization of Nippon India Small Cap Fund is Rs 45749.06 Crore.
Due to its Large Amount of Fund Size, this Fund is Become Trustworthy.
If we see the Fund Equity Sector Allocation then it holds Funds Amount 95.9% in Equity Sector 2.8% in Cash Flow and 1.3% in Debt.
The Minimum amount for SIP is Rs 100.
Other Important Terms Analysis:
- P/E Ratio: 27.32
- P/B Ratio: 3.95
- Alpha: 9.44
- Beta: 0.80
Top Holdings Companies
Nippon India Small Cap Fund Mutual Funds are Held by 202 Companies. Which top Companies are :
- Tube Investment of India Limited (2.22%)
- Voltamp Transformers Limited (1.65%)
- HDFC Bank Limited (1.57%)
- Multi Commodity Exchange of India Limited (1.51%)
- Apar Industries Limited (1.47%)
- State Bank of India (1.32%)
- Hindustan Aeronautics Limited (1.32%)
- NIIT Learning System Limited (1.29%)
Annualized Returns on SIP
| Year | Funds Returns | Category Average |
|---|---|---|
| 1-Year | 61.0% | 57.8% |
| 3-Year | 35.2% | 27.5% |
| 5-Year | 30.8% | 25.7% |
| All Time | 27.1% | – |
Equity sector allocation
| Sector | Percentage |
|---|---|
| Financial Sector | 13.0% |
| Others Sector | 15.3% |
| Consumer Staples Sector | 7.8% |
| Technology Sector | 6.1% |
| Healthcare Sector | 8.1% |
| Automoblie Sector | 5.9% |
| Construction Sector | 6.5% |
| Capital Goods | 19.2% |
| Service Sector | 11.5% |
| Chemical Sector | 6.8% |
| website Link | Groww. in |
HSBC Small Cap Fund
Best Small Cap Mutual Funds in 2024 for Long Term Categories HSBC Small Cap Fund Comes Fourth Position.
If we Analysis the Past Record of HSBC Small Cap Fund then it’s Given a High Return for its Investors on their Investment.
The current market Capitalization of the HSBC Small Cap Fund is Rs 13401.24 Crore.
If we see the Fund Equity Sector Allocation then it holds Funds Amount 97.4% in the Equity Sector 2.6% in Cash Flow.
The Minimum amount for SIP is Rs 500.
Other Important Terms Analysis:
- P/E Ratio: 29.90
- P/B Ratio: 4.40
- Alpha: 8.05
- Beta: 0.81
Top Holdings Companies
HSBC Small Cap Fund Mutual Funds are Held by 98 Companies. Which top Companies are :
- Apar Industries Limited (3.04%)
- Sonata Software Limited (2.89%)
- Brigade Enterprises Limited (2.89%)
- EIH Limited (2.54%)
- KPIT Technologies Limited (2.50%)
- KEI Industries Limited (2.21%)
Annualized Returns on SIP
| Year | Funds Returns | Category Average |
|---|---|---|
| 1-Year | 54.0% | 57.8% |
| 3-Year | 33.6% | 27.5% |
| 5-Year | 25.6% | 25.7% |
| All Time | 22.4% | – |
Equity sector allocation
| Sector | Percentage |
|---|---|
| Financial Sector | 8.8% |
| Others Sector | 13.5% |
| Consumer Staples Sector | 6.0% |
| Technology Sector | 8.8% |
| Healthcare Sector | 6.4% |
| Chemical Sector | 6.8% |
| Construction Sector | 17.3% |
| Capital Goods | 13.2% |
| Metal & Mining | 9.7% |
| Service Sector | 9.5% |
| website Link | Groww. in |
Bank of india Small Cap Funds
Best Small Cap Mutual Funds in 2024 for Long Term Categories Bank of India Small Cap Funds Comes Fifth Position.
If we Analysis the Past Record of the Bank of India Small Cap Funds then it’s Given a High Return for its Investors on their Investment.
The current market Capitalization of Bank of India Small Cap Funds is Rs 939.70 Crore.
If we see the Fund Equity Sector Allocation then it holds Funds Amount 92.8% in the Equity Sector 7.2% in Cash Flow.
The Minimum amount for SIP is Rs 1000.
Other Important Terms Analysis:
- P/E Ratio:
- P/B Ratio:
- Alpha:
- Beta:
Top Holdings Companies
Bank of India Small Cap Funds Mutual Funds are Held by 70 Companies. Which top Companies are :
- BSE Limited (2.70%)
- Radico Khaitan Limited (2.45%)
- KSB Limited (2.33%)
- Castrol India Limited (2.29%)
- Latent View Analytics Limited (2.24%)
- Eris Lifesciences Limited (2.12%)
Annualized Returns on SIP
| Year | Funds Returns | Category Average |
|---|---|---|
| 1-Year | 55.4% | 57.8% |
| 3-Year | 29.7% | 27.5% |
| 5-Year | 32.5% | 25.7% |
| All Time | 32.0% | – |
Equity sector allocation
| Sector | Percentage |
|---|---|
| Automobile Sector | 18.1% |
| Others Sector | 19.0% |
| Consumer Staples Sector | 13.4% |
| Technology Sector | 5.4% |
| Healthcare Sector | 10.7% |
| Automoblie Sector | 7.7% |
| Capital Goods | 15.5% |
| Service Sector | 10.1% |
| website Link | Groww. in |
ICICI Prudential Small Cap Funds
Best Small Cap Mutual Funds in 2024 for Long Term Categories ICICI Prudential Small Cap Funds Comes Sixth Position.
If we Analysis the Past Record of the ICICI Prudential Small Cap Funds then it’s Given a High Return for its Investors on their Investment.
The current market Capitalization of ICICI Prudential Small Cap Funds is Rs 7172.70 Crore.
If we see the Fund Equity Sector Allocation then it holds Funds Amount 90.1% in the Equity Sector 9.9% in Cash Flow.
The Minimum amount for SIP is Rs 100.
Other Important Terms Analysis:
- P/E Ratio: 27.03
- P/B Ratio: 3.75
- Alpha: 5.70
- Beta: 0.74
Top Holdings Companies
ICICI Prudential Small Cap Funds Mutual Funds are Held by 97 Companies. Which top Companies are :
- Nippon Life India Asset Management Limited (3.46%)
- Cummins India Limited (3.09%)
- Cyient Limited (3.04%)
- Rolex Rings Limited (2.38%)
- Kalpataru Projects International Limited (2.30%)
- GrindWell Norton Limited (2.18%)
Annualized Returns on SIP
| Year | Funds Returns | Category Average |
|---|---|---|
| 1-Year | 47.7% | 57.8% |
| 3-Year | 29.5% | 27.5% |
| 5-Year | 27.3% | 25.7% |
| All Time | 18.8% | – |
Equity sector allocation
| Sector | Percentage |
|---|---|
| Automobile Sector | 7.3% |
| Others Sector | 18.8% |
| Capital Goods | 14.3% |
| Chemical Sector | 10.0% |
| Healthcare Sector | 8.5% |
| Automoblie Sector | 9.9% |
| Construction Sector | 14.3% |
| Service Sector | 10.1% |
| website Link | Groww. in |
Conclusion
Small Cap Mutual Funds are Given High Returns but In this kind of Fund Companies are investing their most Equity with Small Cap Companies Share. Small Cap Companies are Risky due to liquidity, in these Share we Can See more Fluctuation.
That is the Reason behind making it Risky. But Apart From this, these Small Cap Funds are Given High Returns in comparison to other funds. If If you are Ready to take Risks then these Funds are better For you.
In this article, we covered the Best Small Cap Mutual Funds in 2024 for the Long Term and their related Important Facts. If you have any kind of Suggestion Related to this Article then Drop your Suggestion into the Comment box.
What are Small Cap Mutual Funds?
Small Cap Mutual Funds are a Type of Funds in which Fund-related Companies invest their Fund amount Equity with Small Cap Companies.
What are the best Small cap mutual Funds for 2024?
If you are planning to invest in mutual funds then Best Small Cap Mutual Funds for 2024 are:
Tata Small Cap Fund
Axis Small Cap Fund
Nippon India Small Cap Fund
HSBC Small Cap Fund
Bank of India Small Cap Funds
ICICI Prudential Small Cap Funds
Are Small Cap Mutual Funds best For investment?
In Small Cap Mutual Funds Companies you can Get a High Return on your investment Amount apart From other Mutual Funds.
Why Small Cap Mutual Funds are Risky?
Small Cap Mutual Funds are known for high Return on investment but in these Funds, companies invest a high amount of Collected Funds in Small Cap Companies. Small-cap Companies have high liquidity and Fluctuation, and due to this reason, these Funds become Risky.
What is the minimum Amount Required For SIP in Small Cap Mutual Funds?
If you are planning to start SIP in Small Cap mutual Funds then the minimum amount required is Rs 100.
