Now Reading: Five small-cap funds deliver over 20% SIP returns in 10 years
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Five small-cap funds deliver over 20% SIP returns in 10 years
Over the past decade, five small-cap mutual funds delivered annualised SIP returns above 20%, with Quant Small Cap Fund leading at 25.92%, according to Value Research. The five-year picture is different: Bandhan…
The Story in Brief
Over the past decade, five small-cap mutual funds delivered annualised SIP returns above 20%, with Quant Small Cap Fund leading at 25.92%, according to Value Research. The five-year picture is different: Bandhan Small Cap Fund topped with a 23.90% return, and a ₹10,000 monthly SIP in it grew to ₹10.35 lakh, the highest among peers. Only Union Small Cap Fund featured among the top five across three-, five- and 10-year periods. The gap between the best and worst funds was wide, showing how fund selection matters.
The Indian Opinion
Small-cap funds are often pitched as a simple category bet. But the data shows fund selection matters enormously. The gap between Bandhan and Tata Small Cap on a ₹6 lakh investment was ₹2.23 lakh. Investors chasing the hottest recent returns may ignore that leadership changes across cycles. The real test is whether funds like Bandhan can sustain outperformance over a full decade, not just five years.
Sources (2): livemint.com, livemint.com (2)
This story was synthesised by AI from the 2 sources linked above.
Updated: this story now draws on 2 sources.
