Top Small Cap vs Top Small Cap Index Fund With Best Returns in 5 Years: Mutual fund investors invest in small cap mutual funds for high growth. These funds have at least 65 per cent stocks of the firms that rank 251st and above in terms of market capitalisation. Small cap mutual index mutual funds also have small cap stocks. But instead of random picking, they follow a particular small cap index. Both types of funds are highly risky and are suitable for investors with a long-term horizon. Here, we take you through the top small cap and top small cap index funds with highest annualised returns (CAGR) in 5 years. Also, know which of them has given a higher return on a one-time investment of Rs 1,00,000.
Top small cap mutual fund in 5 years
Quant Small Cap Fund Direct Plan-Growth
The fund has given 52.69 per cent annualised return in the 5-year period.
It has assets under management (AUM) of Rs 22,832 crore, while its net asset value (NAV) is Rs 249.65 as on March 25, 2025.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 17.69 per cent annualised return since its debut in January 2013.
With an expense ratio of 1.00 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
Value of Rs 1 lakh investment in No. 1 small cap fund in 5 years
A Rs 1,00,000 one-time investment in the fund in the 5-year period has ballooned to Rs 8.3 lakh.
Top small cap index fund in 5 years
Motilal Oswal Nifty Smallcap 250 Index Fund Direct – Growth
The small cap fund has given 36.69 per cent annualised SIP returns in 5 years.
It has AUM of Rs 702 crore, while its NAV is Rs 33.86 as on March 25, 2025.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 24.15 per cent annualised return since its launch in August 2019.
At an expense ratio of 0.36 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 510 as the minimum lump sum investment.
Value of Rs 1 lakh investment in No. 1 small cap index fund in 5 years
A Rs 1,00,000 one-time investment in the fund in the 5-year period has ballooned to Rs 4.77 lakh.
