Best Rated Small Cap Mutual Fund SIPs, Ticked Upto SIP 87% Return: Crisil

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oi-Kuntala Sarkar

| Published: Saturday, June 18, 2022, 13:49 [IST]

Small cap funds invest in the small cap companies listed in the equity markets. Here, two best-rated mutual fund SIPs have been mentioned those invest in the small cap stocks. These stocks are known to offer a higher return in the short term, however a bit riskier than the large cap stocks.

Quant Small Cap – Direct Plan – Growth

In the last 1 year SIP return (absolute return) stood at -12.77%, in the last 2 years it has fetched 33.39% returns, in the last 3 years it has given 87.52% returns, in the last 5 years, it has fetched 104.02% returns. Annualized return from its SIP was 30.45% in the past 2 years, and 45.4% in the past 3 years. However, this fund’s annualized return has fallen by 22.75% in the past 1 year, as the equity market has been bearish.

In the last 1 year its mutual fund return stood at 2.15%, in the last 2 years it has fetched 192.28% returns, in the last 3 years it has given 155.52% returns, in the last 5 years it has given 131.94% returns. In the past 2 years, its annualized returns stood at 70.96%, quoted much higher than the category average at 47.40%. Additionally, in the past 3 years, its annualized return has been quoted at 36.67%, higher than category average.

Quant Small Cap – NAV and AUM

Quant Small Cap is a small cap mutual fund SIP investment has a NAV of Rs. 116.77, and the size – Of assets Under Management (AUM) of this fund is Rs. 1753.58 crore. However, the Expense Ratio (ER) of this fund is 0.5%, while the category average is 0.84%.

Top 10 equity investment in this fund are, ITC Limited – Cigarettes, IRB Infrastructure Developers Ltd., Hindustan Copper Ltd., Arvind Ltd. – Fabrics and garments, Linde India Ltd. – Industrial gas, Just Dial Ltd., EID-Parry (India) Ltd. – Fertilisers-composite, HFCL Ltd. – Telecom equipment, Ambuja Cements Ltd. – Cement, and Coal India Ltd.

This above-mentioned mutual fund SIP has been best rated with 5 Star by rating agency Crisil.

(Data till June 17, 2022)

Bank of India Small Cap Fund – Direct Plan – Growth

In the last 1 year SIP return (absolute return) stood at -11.24%, in the last 2 years it has fetched 22.71% returns, in the last 3 years it has given 58.29% returns. Annualized return from its SIP was 21.05% in the past 2 years, and 32.21% in the past 3 years. However, this fund’s annualized return has fallen by -20.12% in the past 1 year, as the equity market has been bearish.

In the last 1 year its mutual fund return stood at 3.32%, in the last 2 years it has fetched 123.65% returns, in the last 3 years it has given 126.22% returns. In the past 2 years, its annualized returns stood at 49.55%, quoted marginally higher than the category average at 47.40%. Additionally, in the past 3 years, its annualized return has been quoted at 31.24%, much higher than category average at 21.95%.

Bank of India Small Cap Fund – NAV and AUM

Bank of India Small Cap mutual fund SIP investment has a NAV of Rs. 23.64, and the size – Of assets Under Management (AUM) of this fund is Rs. 290.99 crore. However, the Expense Ratio (ER) of this fund is 1.12%, but the category average is 0.76%.

Top 10 equity investment in this fund are, ICICI Bank Ltd., K.P.R. Mill Ltd. – Fabrics and garments, Timken India Ltd., Balrampur Chini Mills Ltd. – Sugar, Jamna Auto Inds. Ltd., J.b. Chemicals & Pharmaceuticals Ltd., Home First Finance Company India Ltd., City Union Bank Ltd., Greenpanel Industries Ltd., and CreditAccess Grameen Ltd. – Nbfc.

This above-mentioned mutual fund SIP has been best rated with 5 Star by rating agency Crisil.

(Data till June 17, 2022)

Disclaimer

Investing in equities/mutual funds/SIPs/debts poses a risk of financial losses. Investors must therefore exercise due caution. Greynium Information Technologies, and the author are not liable for any losses caused as a result of decisions based on the article.

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Story first published: Saturday, June 18, 2022, 13:49 [IST]

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