SIP Calculator: In terms of returns, two small-cap funds Nippon India Small Cap Fund and SBI Small Cap Fund are turning a SIP of Rs 10,000 per month into Rs 57 lakh in 10 years.
If there is not much knowledge of the stock market, then such experts do not advise investors in mutual funds. You can make a substantial amount through Systematic Investment Plan. Some mutual funds are amazing in spite of being subject to stock market risks. In terms of returns, two small-cap funds are turning an SIP of Rs 10,000 per month into Rs 57 lakh in 10 years.
These two mutual funds are Nippon India Small Cap Fund and SBI Small Cap Fund. These funds have given annual returns of around 26 per cent in the last 10 years. Mutual Fund SIP Return Calculator shows that a monthly SIP of Rs 5000 in these funds would have grown by around 26% to Rs 28.5 lakh in 10 years. Monthly SIPs of Rs 10,000 and Rs 20,000 in these high return small cap funds would have grown to Rs 57 lakh and Rs 1.14 crore respectively.
Nippon India Small Cap Fund and SBI Small Cap Fund’s Direct Plan have given 26.87 per cent and 26.09 per cent returns, respectively, in 10 years, as per the data available on AMFI website till April 21, 2023.
Nippon India Small Cap Fund
Nippon India Small Cap Fund invests in small cap stocks having market cap below top 250 companies. Since its launch on September 16, 2010, the direct plan of the scheme has given returns of 24.28 per cent till April 21, 2023, while the regular plan has given returns of 19.45 per cent.
Top Stock Holdings: Tube Investments of India Ltd, HDFC, Bank of Baroda, Balrampur Chini Mills, L&T, KPIT Technologies, Poonawalla Fincorp, Zydus Wellness are the stocks held by this small-cap fund as on March 31, 2023, as per the fund’s factsheet Are.
Where did Nippon India Small Cap Fund invest?
The fund has invested 9.98 per cent of its portfolio in industrial products, 7.35 per cent in banks, 6.83 per cent in auto components and 6.09 per cent in chemicals and petrochemicals. Cash and other receivables constitute 2.8 per cent of the portfolio. Nippon India Small Cap Fund has also allocated 6.07 per cent of its portfolio to construction, 5.05 per cent to consumer durables, 4.54 per cent to pharmaceuticals and biotechnology, 4.32 per cent to electrical equipment, 3.98 per cent to IT-software and 3.78 per cent to finance. Tejas Sheth is Assistant Fund Manager since February 2023. The scheme tracks the NIFTY Small 250 TRI Index. Exit load structure is 1% if redeemed or switched out on or before completion of 1 month.
SBI Small Cap Fund
SBI Small Cap Fund tracks the S&P BSE 250 Small Cap Index TRI Index. The allotment date of SBI Small Cap Fund is September 9, 2009. Since its launch, its regular plan has given a return of 24.71 per cent, while the direct plan has given a return of 19.39 per cent as per AMFI data.
Top Stock Holdings: Blue Star, Triveni Turbine, Carborundum Universal, Kalapatri Power Transmission, ELGI Appliances, V-Guard Industries, TTK Prestige, Vedanta Fashion, Finolex Industries, Lemon Re Hotels and PVR are some of the top stocks held by this fund’s portfolio . Investments are made as per the fund’s latest factsheet with data as on March 31, 2023. Overall, the fund has invested 85.92 per cent of its portfolio in equities, while cash and other receipts constitute 6.14 per cent of the portfolio.
Where how much allocation
SBI Small Cap Fund has 19.45% of its portfolio in capital goods companies, 14.35% in consumer durables, 11.30% in consumer services, 8.3% in construction, 7.07% in chemicals, 5.65% in financial services, 4.23% in FMCG and 4.23% in others. Percent allotted. other industries. 69.05% of the fund’s portfolio is invested in smallcap stocks, 0.7% in large cap stocks and 16.17% in mid cap stocks.
