With a monthly investment of Rs 5,000, we can look at small cap funds that can give returns of up to Rs 35 lakh over a period of 10 years.
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Mutual Fund SIP calculation: Small cap funds have emerged as one of the most popular types of mutual funds for investors looking for very high returns over the long term.
And most small-cap funds offer investors returns of over 17% under their direct schemes.
However, the five best-performing small-cap funds have returned more than 22% under their direct plans.
In that regard, data on the website of the Association of Mutual Funds of India (AMFI) shows that direct schemes of five small-cap funds have given investors annual returns of more than 22% over 10 years. Regular schemes of these funds have also given returns of 21% in 10 years.
DSP Small Cap Fund
DSP Small Cap Fund’s direct plan has returned 24.93% while its regular plan has returned 24.03% over 10 years.
The scheme tracks the S&P BSE 250 SmallCap Total Return Index, which has returned 17.18% over 10 years.
Kotak Small Cap Fund
Kotak Small Cap Fund’s direct plan has returned 23.52% while its regular plan has returned 21.90% over 10 years.
The scheme tracks the NIFTY Smallcap 250 Total Return Index, which has returned 18.79% over 10 years.
Nippon India Small Cap Fund
Nippon India Small Cap Fund’s direct plan has returned 29.27%, while its regular plan has returned 28.04% over 10 years.
The scheme tracks the NIFTY Smallcap 250 Total Return Index, which has returned 18.79% over 10 years.
SBI Small Cap Fund
SBI Small Cap Fund’s direct plan has returned 27.62% while its regular plan has returned 26.18% over 10 years.
The scheme tracks the S&P BSE 250 SmallCap Total Return Index, which has returned 17.18% over 10 years.
Franklin India Small Enterprise Fund
Franklin India Smaller Company Fund’s direct plan has returned 22.54% while its regular plan has returned 21.27% over 10 years.
The scheme tracks the NIFTY Smallcap 250 Total Return Index, which has returned 18.79% over 10 years.
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