Among the small cap category, the best performing funds gave over 50% CAGR returns to lump sum investors over five years.
The lowest return among them was 32% CAGR. Out of the 30 available schemes, 21 were active five years ago.
Based on AMFI data as of May 20, 2025, here are the top 5 small cap funds for SIP investors:
1. Quant Small Cap Fund
NAV: ₹270
- AUM: ₹26,200 crore
- 5-Year Lump Sum Return: Over 51% CAGR, total return over 700%
5-Year SIP Return: 32% CAGR, net return of 118%
2. Bandhan Small Cap Fund
NAV: ₹44 (Regular Plan)
- AUM: ₹10,250 crore
- 5-Year Lump Sum Return: Over 38% CAGR, total return over 400%
5-Year SIP Return: 29.5% CAGR, net return of 100%
3. Nippon India Small Cap Fund
NAV: ₹164 (Regular Plan)
- AUM: ₹58,000 crore
- 5-Year Lump Sum Return: Over 41% CAGR, total return over 455%
5-Year SIP Return: 28% CAGR, net return of 100%
4. Franklin India Small Cap Fund
NAV: ₹168 (Regular Plan)
- AUM: ₹12,530 crore
- 5-Year Lump Sum Return: Over 37% CAGR, total return 395%
5-Year SIP Return: 26% CAGR, net return of 90%
5. HSBC Small Cap Fund
NAV: ₹78 (Regular Plan)
- AUM: ₹14,750 crore
- 5-Year Lump Sum Return: Over 38% CAGR, total return over 395%
5-Year SIP Return: 25% CAGR, net return of 85%.
