10 best small cap mutual funds with 25% returns in 5 years; latest NAV

Best Small Cap Mutual Funds: Small cap funds have delivered good returns in the long-term, even outperformed the mid and large cap funds. Let's take a look at top small cap funds with more than 25 per cent returns in 5 years.

Updated Feb 23, 2025 20:43 IST

10 best small cap mutual funds with 25% returns in 5 years; latest NAV (Pic: Freepik/ ET NOW)

Best Small Cap Mutual Funds : Small cap mutual funds are most sought after by investors. This is because small cap funds have potential to deliver high returns as smaller companies with strong fundamentals have higher chance to outperform mid and larger companies in terms of expansion and other business benchmarks. However, investing in small cap funds also involves high risk as they are prone to market volatility. But over the long term, small cap funds have historically delivered impressive returns compared to mid and large cap funds.

In the recent stock market correction, small cap stocks have been hit hard with many falling up to 60 per cent. The small cap index has slipped into the bear territory and this has also affected the performance or returns of several small cap mutual funds. As the small caps continue to face the selling pressure, let's take a look at 10 mutual funds that have delivered more than 25 per cent returns in the last 5 years. Data taken from AMFI website, as on February 21, 2025.

Bank of India Small Cap Fund Direct Growth, NAV

The direct plan of the scheme has delivered an impressive return of 29.14% over the last 5 years. NAV: 82.5675. Benchmark: BSE 250 SmallCap Total Return Index

Canara Robeco Small Cap Fund Direct Growth, NAV

The direct plan of the scheme has delivered a solid return of 27.55% over the last 5 years. NAV: 37.5800. Benchmark: NIFTY Smallcap 250 Total Return Index

Edelweiss Small Cap Fund Direct Growth, NAV

The direct plan of the scheme has delivered a return of 27.30% over the last 5 years. NAV: 42.1060. Benchmark: NIFTY Smallcap 250 Total Return Index

HDFC Small Cap Fund Direct Growth, NAV

The direct plan of HDFC Small Cap Fund has delivered a return of 25.95% in the last 5 years. NAV: 136.3890. Benchmark: BSE 250 SmallCap Total Return Index

HSBC Small Cap Fund Direct Growth, NAV

The direct plan of HSBC Small Cap Fund has delivered a return of 26.39% in the last 5 years. NAV: 79.2473. Benchmark: NIFTY Smallcap 250 Total Return Index

Invesco India Smallcap Fund Direct Growth, NAV

The direct plan of Invesco India Smallcap Fund has delivered a return of 25.84% in the last 5 years. NAV: 39.7100. Benchmark: BSE 250 SmallCap Total Return Index

Kotak Small Cap Fund Direct Growth, NAV

The direct plan of Kotak Small Cap Fund has delivered a return of 25.07% in the last 5 years. NAV: 268.8420. Benchmark: NIFTY Smallcap 250 Total Return Index

Nippon India Small Cap Fund Direct Growth, NAV

The direct plan of Nippon India Small Cap Fund has delivered an impressive return of 29.52% in the last 5 years. NAV: 164.1121. Benchmark: NIFTY Smallcap 250 Total Return Index

Quant Small Cap Fund Direct Growth, NAV

The direct plan of Quant Small Cap Fund has delivered an impressive return of 39.83% in the last 5 years. NAV: 243.7534. Benchmark: NIFTY Smallcap 250 Total Return Index

Tata Small Cap Fund Direct Growth, NAV

The direct plan of Tata Small Cap Fund has delivered a return of 28.41% in the last 5 years. NAV: 39.6277. Benchmark: NIFTY Smallcap 250 Total Return Index

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