Best Small Cap Mutual Funds in India 2025: are becoming increasingly Popular among investors aiming for high Returns over the long term. With 2025 showing strong Recovery & Growth Across Sectors, Small Cap Fund Are Expected to Shine Even Brighter. In this Article, we bring you a Carefully Selected List of the Top 15 Best Small Cap Mutual Funds in 2025, Backed by Expert Analysis With ET Money, Past Returns.
What is Small Cap Mutual Fund
Small-cap mutual funds are a type of equity funds, these funds invest their money in small companies listed on the stock exchange whose market Capitalization is less than Rs 5,000 Crore. Investing in this type of company is considered very risky, although excellent returns are also seen in this type of company, if you invest in Best Small Cap Mutual Funds in 2024 in a short period of time then you may also see Losses .
Benefits of investing in Small Cap Funds in 2025
- Investing in a small cap company can increase your money manifold.
- There is a lot of growth in this type of small company.
Disadvantages of Small Cap Fund
- Small cap companies take more time to grow.
- There is more risk in this type of company.
- This type of company does not make money in the short term.
In this article, we are going to tell you about the best small cap mutual funds in 2024, we have selected these small cap funds keeping in mind some things like –
- Market Capital Size of The Fund
- Last 5 Years Returns
- Trust Brand Name For Public
- Fund Manager Experience
- Fund’s Expense Ratio, exit Load & Tax
- Best Star Rating Fund
Top 18 Best Small Cap Mutual Funds in 2025
| Mutual Fund | 5Y Return | Fund Rating | Min SIP |
|---|---|---|---|
| Quant Small Cap Fund | 46.06% | 4 Star Retting | ₹ 1,000 |
| Nippon India Small Cap Fund | 38.39% | 5 Star Retting | ₹100 |
| Bank of India Small Cap Fund | 36.15% | 3 Star Retting | ₹ 1,000 |
| Edelweiss Small Cap Fund | 35.92% | 4 Star Retting | ₹ 100 |
| HDFC Small Cap Fund | 35.92% | 3 Star Retting | ₹ 100 |
| HSBC Small Cap Fund | 35.94% | 3 Star Retting | ₹ 500 |
| Canara Robeco Small Cap Fund | 35.15% | 3 Star Retting | ₹ 1,000 |
| Tata Small Cap Fund | 35.68% | 4 Star Retting | ₹ 100 |
| Franklin India Smaller Companies | 35.24% | 4 Star Retting | ₹ 500 |
| Invesco India Smallcap Fund | 35.21% | 5 Star Retting | ₹ 500 |
| ICICI Prudential Smallcap Fund | 33.94% | 3 Star Retting | ₹ 100 |
| Sundaram Small Cap Fund | 33.61% | 3 Star Retting | ₹ 100 |
| Kotak Small Cap Fund | 34.02% | 2 Star Retting | ₹ 100 |
| Axis Small Cap Fund | 32.07% | 3 Star Retting | ₹ 100 |
| DSP Small Cap Fund | 33.04% | 2 Star Retting | ₹ 100 |
| Union Small Cap Fund | 31.99 | 2 Star Retting | ₹ 500 |
| SBI Small Cap Fund | 29.73% | 3 Star Retting | ₹ 500 |
| Aditya Birla Sun Life Small Cap Fund | 29.37% | 1 Star Retting | ₹ 100 |
Data as of June 2025. Please Refer to Latest Factsheet Before Investing.
How to Choose The Right Best Small Cap Fund 2025?
- Long Fund Manager Track Record: Experienced Fund Managers With Consistent Out performance.
- Fund Past Performance: Check More 3 Year & 5 Year CAGR Performance .
- Chep Expense Ratio: Lower Cost Enhance Your Returns.
- Diversified Portfolio: Reduces Specific Stock Risk.
- Check Fund Risk Metrics: Analyze Beta, Sharpe Ratio,& Standard Deviation.
Small Cap Fund Investment Strategy for 2025
- Start SIP Instead of Lumsum
- Stay invested For 5 to 8 Years Minimum For Long Time
- Diversify Portfolio Like Midcap and Large Cap Funds
- Review Your Portfolio Performance Financial Year
- Don’t Any Panic in Short-term stock market volatility
Indian Taxation rate on Small Cap Mutual Funds
- Short Term Capital Gains Tax (STCG): 15% if Redeemed Within 1 Year time Period
- Long-Term Capital Gains Tax (LTCG): 10% on Gains Above ₹1 Lakh Rupay annually
Quant Small Cap Fund
Quant Small Cap Fund Size is ₹ 28,205 Cr, ( And its five year average return is 46.56% and all time return is 18.18%. And its NAV price started in 2013 was Rs 34.11 and its NAV price in June 2025 is Rs 273.04. Quant Small Cap Fund SIP starts from Rs 1000 per month and its star rating is 4 (four) star rating. Quant Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holding %
1.
Reliance Ins Ltd.
9.85%
2.
Jio Financial Services Ltd.
5.69%
3.
Aegis Logistics Ltd.
3.72%
4.
Bikaji Foods International Ltd.
3.05%
5.
RBL Bank Ltd.
2.86%
6.
Poly Medicure Ltd.
2.56%
7.
HFCL Ltd.
2.35%
8.
SUN TV Network Ltd.
2.30%
9.
Ventive Hospitality Ltd.
2.29%
10.
Adani Enterprises Ltd.
2.21%
Sector Allocation Equity
Equity
Sector
Allocation
1.
Others
17%
2.
Financial
17.9%
3.
Energy
14.2%
4.
Services
18.05%
5.
Metals & Mining
10.1%
6.
Construction
9.5%
7.
Healthcare
18.3%
8.
Consumer Staples
7.7%
- Expense ratio: 0.66%
- Exit load : of 1% if Redeemed Within 1 Year
- Stamp duty : 0.005% (from July 1st, 2020)
- Tax implication : Returns are Taxed at 20%, if You Redeem Before 1 Year.
- After 1 Year, You Are Required to Pay LTCG Tax of 12.5% On Returns of Rs 1.25 Lakh+ in a Financial Year.
Nippon India Small Cap Fund
Nippon Small Cap Fund Size is ₹ 63,006 Cr. ( And its five year average return is 39.23 % and all time return is 25.55 %. And its NAV price started in 2013 was Rs 11.01 and its NAV price in June 2025 is Rs 187.85 Nippon Best Small Cap Mutual Funds in 2025 SIP starts from Rs 100 per month and its star rating is 4 (four) star rating. Nippon Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holding %
1
HDFC Bank LTD.
2.05%
2
Multi Commodity Ex of India Ltd
1.94%
3
Krilokar brothers Ltd .
1.29%
4
Tube Investment india LTD.
1.21%
5
State bank of india LTD.
1.17%
6
Apar Industries Ltd.
1.16%
7
Bharat Heavy Eletricals Ltd.
1.13%
8
Karur Vysya bank Ltd.
1.12%
9
Pfizer Ltd.
1.07%
10
Paradeep PhosPhates Ltd.
1.07%
Sector Allocation Equity
Equity
Sector
Allocation
1
Capital
20.8%
2
Financial
11.6%
3
Healthcare
8.1%
4
Chemicals
8.1%
5
Technology
6.1%
6
Others
32.4%
7
Services
10%
8
Consumer Staples
8.7%
9
Constructions
6.5%
10
Automobiles
5.8%
- Expense ratio: 0.65%
- Exit load : Exit load of 1% if redeemed within 1 year.
- Stamp duty : 0.005% (from July 1st, 2020)
- Tax implication : Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Bank of India Small Cap Fund
Bank of India Small Cap Fund Size is ₹ 1341 Cr. ( And its five year average return is 41.33 % and all time return is 34.68 %. And its NAV price started in 2013 was Rs 10.05 and its NAV price in 2024 is Rs 54.62 Bank of India Best Small Cap Mutual Funds in 2024 SIP starts from Rs 1,000 per month and its star rating is 4 (four) Star Rating. Bank of India Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Vijaya Dianostic Centre LTD.
2.99%
2
Ami Organics Ltd.
2.90%
3
Kaynes technology India LTD.
2.60%
4
Car Trade Tech LTD.
2.30%
5
KSB LTD.
2.33%
6
Radico khaitan LTD.
2.19%
7
Eris Life Science LTD.
2.12%
8
PCBL LTD.
2.07%
9
Jyoti CNC Automation LTD.
2.02%
10
Aditya Birla Real Estate LTD.
1.96%
Sector Allocation Equity
Equity
Sector
Allocation
1
Others
26.01%
2
Capital Goods
18.04%
3
Healthcare
15.07%
4
Automobile
7.06%
5
Financial
12.06%
6
Consumer Staples
9.9%
7
Services
7.6%
8
Technology
5.04%
- Expense ratio: 0.76%
- Exit load : Exit load of 1% if redeemed within 1 year For Units Beyond 10% of the Investment.
- Stamp duty : 0.005% (from July 1st, 2020)
- Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Edelweiss Small Cap Fund
Edelweiss Small Cap Fund Size is ₹ 3,986 Cr. ( And its five year average return is 36.87 % and all time return is 33.10 %. And its NAV price started in 2013 was Rs 9.95 and its NAV price in 2024 is Rs 49.36 Edelweiss Small Cap Fund SIP starts from Rs 100 per month and its star rating is 4 (four) Star Rating. Edelweiss Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Kei industries ltd.
2.74%
2
UNO Minda LTD.
2.58%
3
Radico khaitan LTD.
2.57%
4
Jubilant ingrevia LTD.
2.56%
5
Kirloskar Pneumatic LTD.
2.56%
6
BSE LTD.
2.50%
7
Karur Vysya bank LTD.
2.28%
8
Ajanta pharma LTD.
2.23%
9
Krishna Ins of medical
2.05%
10
Voltas LTD.
2.05%
Sector Allocation Equity
Equity
Sector
Allocation
1
Capital Goods
16.6%
2
Others
15.2%
3
Healthcare
12%
4
Technology
6.9%
5
Automobile
5%
6
Financial
16.3%
7
Construction
13.4%
8
Consumer Staples
7.2%
9
Services
6.9%
- Expense ratio: 0.41%
- Exit load : Exit load of 1% if redeemed within 90 Days.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
HDFC Small Cap Fund
HDFC Small Cap Fund Size is ₹ 33,181 Cr. ( And its five year average return is 31.90 % and all time return is 21.87 %. And its NAV price started in 2013 was Rs 21.28 and its NAV price in 2024 is Rs 160.48. HDFC Small Cap Fund SIP starts from Rs 100 per month and its star rating is 2 (Two) Star Rating. HDFC Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Firstsource Solutions LTD.
4.01%
2
Bank of Baroda
3.74%
3
eClerx Services LTD.
2.81%
4
Sonata Software LTD.
2.68%
5
The Great Eastern Shipping Company LTD.
2.38%
6
Aster DM Healthcare LTD.
2.37%
7
SKF India LTD.
2.15%
8
Bajaj Electricals LTD.
2.11%
9
Eris Lifesciences LTD.
2.04%
10
PNC Infratech LTD.
1.98%
Sector Allocation Equity
Equity
Sector
Allocation
1
Services
21.1%
2
others
17.6%
3
Financial
13.5%
4
Healthcare
12.6%
5
Capital Goods
11%
6
Construction
6.8%
7
Technology
5.9%
8
Consumer Staples
5.8%
9
Automobiles
5.4%
- Expense ratio: 0.58%
- Exit load : Exit load of 1% if redeemed within 90 Days.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
HSBC Small Cap Fund
HSBC Small Cap Fund Size is ₹ 16.905 Cr. ( And its five year average return is 33.81 % and all time return is 23.67 %. And its NAV price started in 2013 was Rs 30.16 and its NAV price in 2024 is Rs 96.68. HSBC Small Cap Fund SIP starts from Rs 500 per month and its star rating is 4 (Four) Star Rating. HSBC Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Apar Industires LTD.
3.40%
2
Brigade Enterprises LTD.
3.36%
3
Kei Industries LTD.
2.63%
4
Techno Electric & EN Company
2.47%
5
EIH LTD.
2.42%
6
Sobha LTD.
2.21%
7
Century Textiles & Industries LTD.
2.19%
8
NCC LTD.
2.19%
9
KPIT Technologies LTD.
2.16%
10
Ratnamani Metals & Tubes LTD.
1.94%
Sector Allocation Equity
Equity
Sector
Allocation
1
Construction
17.3%
2
Others
13.5%
3
Capital Goods
13.2%
4
Metals
9.7%
5
Services
9.5%
6
Financial
8.8%
7
Technology
8.7%
8
Chemicals
6.8%
9
Heatlhcare
6.3%
10
Consumer Staples
5.9%
- Expense ratio: 0.7%
- Exit load : For units in Excess of 10% of the Investment, 1% will be Charged For Redemption Within 1 Years.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Canara Robeco Small Cap Fund
Canara Robeco Small Cap Fund Size is ₹ 12,028 Cr. ( And its five year average return is 38.47% and all time return is 31.13 %. And its NAV price started in 2019 was Rs 10.01 and its NAV price in 2024 is Rs 45.14 Canara Robeco Small Cap Fund SIP starts from Rs 1,000 per month and its star rating is 4 (Three) Star Rating. Canara Robeco Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Kei Industries LTD.
3.12%
2
Bharat Electronic LTD.
2.94%
3
Kaynes Technology India LTD.
2.88%
5
Multi Commodity Exchange Of India LTD.
2.59%
5
Titagarh Railsystems LTD.
2.49%
6
Century Textiles & Industries LTD.
1.89%
7
Equitas Small Finance Bank LTD.
1.86%
8
Central Depository Services LTD.
1.63%
9
V-Guard Industires LTD.
1.57%
10
Bharat Dynamics LTD.
1.54
Sector Allocation Equity
Equity
Sector
Allocation
1
Financial
18.1%
2
Others
17%
3
Capital Goods
15%
4
Services
13%
5
Construction
12.2%
6
Healthcare
11.1%
7
Consumer Staples
8%
8
Technology
5.1%
- Expense ratio: 0.51%
- Exit load : Exit load of 1% if redeemed within 90 Days.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication: Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Tata Small Cap Fund
Tata Small Cap Fund Size is ₹ 8,448 Cr. ( And its five year average return is 36.78 % and all time return is 30.72 %. And its NAV price started in 2018 was Rs 10.00 and its NAV price in 2024 is Rs 47.57. Tata Small Cap Fund SIP starts from Rs 100 per month and its star rating is 5 (Five) Star Rating. Tata Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
BASF India LTD.
4.60%
2
Kirloskar Company LTD.
3.89%
3
Quess Corp LTD.
3.85%
4
Elantas Beck India LTD.
3.55%
5
IDFC LTD.
3.33%
6
Gujarat Pipavav Port LTD.
2.98%
7
Radico Khaitan LTD.
2.78%
8
Time Technoplast LTD.
2.76%
9
KSB LTD.
2.76%
10
CE Info Systems LTD.
2.70%
Sector Allocation Equity
Equity
Sector
Allocation
1
Services
16.5%
2
Financial
15.4%
3
Chemicals
13%
4
Consumers Staples
11.4%
5
Healthcare
9.7%
6
Capital Goods
9.7%
7
Metals
7.2%
8
Technology
5.8%
9
Others
5.7%
10
Construction
5.1%
- Expense ratio: 0.3%
- Exit load : For units More Than 12% of the Investment, An Exit Load of 1% if Redeemed Within 12 Months.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Franklin India Smaller Companies Fund
Tata Small Cap Fund Size is ₹ 14,474 Cr. ( And its five year average return is 32.67 % and all time return is 23.82%. And its NAV price started in 2013 was Rs 17.20 and its NAV price in 2024 is Rs 208.93. Franklin india Small Cap Fund SIP starts from Rs 500 per month and its star rating is 3(Three) Star Rating. Tata Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Brigade Enterprises LTD.
4.05%
2
Brigade Enterprises LTD.
3.93%
3
Kalyan Jewellers India LTD.
2.94%
4
Multi Commodity Exchange of India LTD.
2.84%
5
Deepak Nitrite LTD.
2.60%
6
KPIT Technologies LTD.
2.49%
7
Karur Vysya Bank LTD.
2.39%
8
JB Chemicals & Pharmaceuticals LTD.
2.10
9
ICICI Bank LTD.
2.01%
10
Ahluwalia Contracts (India) LTD.
1.97%
Sector Allocation Equity
Equity
Sector
Allocation
1
Financial
17.1%
2
Others
14.1%
3
Construction
12.9%
4
Capital Goods
12.7%
5
Services
12.1%
6
Technology
8.7%
7
Consumers Staples
7.7%
8
Healtcare
7.5%
9
Chemicals
6.9%
- Expense ratio: 0.92%
- Exit load : Exit Load of 1% if Redeemed Within 1 Year.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Invesco India Smallcap Fund
Invesco India Small Cap Fund Size is ₹ 4,860 Cr. ( And its five year average return is 26.70 % and all time return is 36.12 %. And its NAV price started in 2018 was Rs 10.09 and its NAV price in 2024 is Rs 45.74. Invesco India Small Cap Fund SIP starts from Rs 500 per month and its star rating is 3 (Three) Star Rating. Invesco India Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Global Health LTD.
3.43%
2
Equitas Small Finance Bank LTD.
3.25%
3
360 One Wam LTD.
2.58%
4
Century Textiles & Industries LTD.
2.43%
5
Credit Acess Grameen LTD.
2.17%
6
Kei Indusries LTD.
2.13%
7
Triveni Turbine LTD.
2.07%
8
Central Depository Services (India) LTD.
2.05%
9
BSE LTD.
2.00%
10
Mrs. Bectors Food Specialities LTD.
2.00%
Sector Allocation Equity
Equity
Sector
Allocation
1
Financial
21.8%
2
Others
12.9%
3
Construction
11.4%
4
Services
10.8%
5
Healthcare
10.8%
6
Capital Goods
10.2%
7
Consumers Staples
8.6%
8
Automobiles
6.8%
9
Technology
6.4%
- Expense ratio: 0.46%
- Exit load : For units in Excess of 10% of the Investment, 1% will be Charged for Redemption Within 1 Years.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
ICICI Prudential Smallcap Fund
ICICI Prudential Small Cap Fund Size is ₹ 8,769 Cr. ( And its five year average return is 32.81 % and all time return is 19.82 %. And its NAV price started in 2013 was Rs 12.39 and its NAV price in 2024 is Rs 102.42. ICICI Prudential Small Cap Fund SIP starts from Rs 100 per month and its star rating is 4 (Four) Star Rating. ICICI Prudential Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings(%)
1
Nippon Life India Assets Management LTD.
3.46%
2
Cummins India LTD.
3.09%
3
Cyient LTD.
3.04%
4
Rolex Rings LTD.
2.38%
5
Kalpataru Projects International LTD.
2.30%
6
Grindwell Norton LTD.
2.18%
7
Larsen & Toubro LTD.
2.12%
8
Brigade Enterprises LTD.
2.12%
9
Maruti Suzuki India LTD.
2.08%
10
Ultratech Cement LTD.
1.95%
Sector Allocation Equity
Equity
Sector
Allocation
1
Others
18.8%
2
Capital Goods
14.2%
3
Construction
14.2%
4
Services
10.1%
5
Chemicals
9.9%
6
Automobile
9.8%
7
Healthcare
8.5%
8
Financial
7.2%
9
Consumer Staples
6.8%
- Expense ratio: 0.56%
- Exit load : Exit Load of 1% of Redeemed upto 1 Year
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Sundaram Small Cap Fund
Sundaram Small Cap Fund Size is ₹ 3,414 Cr. ( And its five year average return is 33.01 % and all time return is 20.53 %. And its NAV price started in 2013 was Rs 34.52 and its NAV price in 2024 is Rs 292.66. Sundaram Small Cap Fund SIP starts from Rs 100 per month and its star rating is 2 (Two) Star Rating. Sundaram Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Multi Commodity Exchange of India LTD.
2.90%
2
Can Fin Homes LTD.
2.79%
3
KSB LTD.
2.78%
4
Ujjivan Financial Services LTD.
2.59%
5
Kei Industires LTD.
2.57%
6
Cholamandalam Financial Holdings LTD.
2.41%
7
Safari Industries (India) LTD.
2.34%
8
Power Finance Corporation LTD.
2.30%
9
Greenpanel Industries LTD.
2.12%
10
Radico Khaitan LTD.
2.11%
Sector Allocation Equity
Equity
Sector
Allocation
1
Financial
26.6%
2
Others
15.7%
3
Services
13.8%
4
Technology
9.7%
5
Construction
9.4%
6
Capital Goods
9%
7
Healthcare
8.4%
8
Consumer Staples
7.1%
- Expense ratio: 0.86%
- Exit load ; For Units more than 25% of the investment, An exit load of 1% if Redeemed within 365 Days.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Kotak Small Cap Fund
Kotak Small Cap Fund Size is ₹ 17,507 Cr. ( And its five year average return is 35.63 % and all time return is 22.46 %. And its NAV price started in 2013 was Rs 30.52 and its NAV price in 2024 is Rs 325.67. Kotak Small Cap Fund SIP starts from Rs 100 per month and its star rating is 3 (Three) Star Rating. Kotak Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings
1
Cyient LTD.
4.30%
2
Century Plyboards (India) LTD.
3.16%
3
Blue Star LTD.
3.01%
4
Carborundum Universal LTD.
3.01%
5
Ratnamani Metals & Tubes LTD.
2.69%
6
Alembic Pharmaceuticals LTD.
2.47%
7
Garware Technical Fibres LTD.
2.27%
8
Galaxy Surfactants LTD.
2.27%
9
Techno Electric & Engineering Company
2.08%
10
The Greaqt Eastern Shipping Company LTD.
2.02%
Sector Allocation Equity
Equity
Sector
Allocation
1
Capital Goods
13.2%
2
Consumer Staples
12.6%
3
Chemicals
10.8%
4
Services
10.5%
5
Metals & Minerals
9%
6
others
8.9%
7
Healthcare
7.7%
8
Automobile
7.6%
9
Construction
7.5%
10
Technology
6.3%
11
Consumer
5.4%
- Expense ratio: 0.43%
- Exit load : For Units more than 10% of the investment, An exit load of 1% if Redeemed within 365 Days.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
DSP Small Cap Fund
DSP Small Cap Fund Size is ₹ 16.084 Cr. ( And its five year average return is 33.92% and all time return is 24.04 %. And its NAV price started in 2013 was Rs 17.69 and its NAV price in 2024 is Rs 219.36 . DSP Small Cap Fund SIP starts from Rs 100 per month and its star rating is 2 (Two) Star Rating. DSP Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings
1
Cyient LTD.
4.68%
2
Suprajit Engineering LTD.
2.93%
3
eClerx Services LTD.
2.84%
4
Ipca Laboratories LTD.
2.83%
5
Jubilant Ingrevia LTD.
2.62%
6
Voltamp Transformers LTD.
2.50%
7
Triveni Engineering & Industries LTD.
2.40%
8
Ratnamani Metals & Minerals LTD.
2.31%
9
Kalyani Steels LTD.
2.21%
10
Dodla Dairy LTD.
2.17%
Sector Allocation Equity
Equity
Sector
Allocation
1
Chemicals
16.2%
2
Capital Goods
11.1%
3
Consumer Staples
10.3%
4
Others
9.9%
5
Consumer
9.4%
6
Healthcare
9%
7
Metal & Minerals
8.2%
8
Services
7.3%
9
Financial
6.6%
10
Automobile
6.2%
11
Construction
5.4
- Expense ratio: 1.01%
- Exit load ; Exit Load of 1% if Redeemed less than 12 Months
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Axis Small Cap Fund
Axis Small Cap Fund Size is ₹ 23,399 Cr. ( And its five year average return is 31.73 % and all time return is 26.14 %. And its NAV price started in 2018 was Rs 29.51 and its NAV price in 2024 is Rs 122.22 Axis Small Cap Fund SIP starts from Rs 100 per month and its star rating is 5 (Five) Star Rating. Axis Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Birlasoft LTD.
3.99%
2
Narayana Hrudayalaya LTD.
3.87%
3
Brigade Enterprises LTD.
3.76%
4
Blue Star LTD.
3.30%
5
Cholamandalam Finance Holdings LTD.
2.86%
6
Krishna Institute of Medical Science LTD.
2.80%
7
Ahluwalia Contracts (India) LTD.
2.38%
8
CCL Products (India) LTD.
2.30%
9
Can Fin Homes LTD.
2.07%
10
JK Lakshmi Cement LTD.
2.04%
Sector Allocation Equity
Equity
Sector
Allocation
1
Construction
17.4%
2
Healthcare
14%
3
Financial
13.2%
4
Technology
10%
5
Chemicals
8.2%
6
Automobiles
7.3%
7
Capital Goods
6.2%
8
Services
6%
9
Consumer Staples
5.5%
10
Consumer
5.2%
11
Metals & Minerals
5%
12
Others
1.6%
- Expense ratio: 0.53%
- Exit load : Exit Load of 1% for investments beyonds 10% if Redeemed within 12 Months
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Union Small Cap Fund
Union Small Cap Fund Size is ₹ 1,587 Cr. ( And its five year average return is 33.08 % and all time return is 18.07 %. And its NAV price started in 2014 was Rs 10.06 and its NAV price in 2024 is Rs 54.86. Union Small Cap Fund SIP starts from Rs 500 per month and its star rating is 2 (Two) Star Rating. Union Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
KFin Technologies LTD.
2.75%
2
Alembic Pharmaceuticals LTD.
2.63%
3
Nippon Life India Assets Management LTD.
2.58%
4
Electronics Mart India LTD.
2.55%
5
Sonata Software LTD.
2.48%
6
PNC Infratech LTD.
2.37%
7
Cyient LTD.
2.35%
8
Karur Vysya Bank LTD.
2.29%
9
Brigade Enterprises LTD.
2.20%
10
JB Chemicals & Pharmaceuticals LTD.
2.04
Sector Allocation Equity
Equity
Sector
Allocation
1
Financial
22%
2
Others
17.9%
3
Healthcare
12.7%
4
Capital Goods
11.7%
5
Construction
9.8%
6
Services
9.2%
7
Technology
8.9%
8
Consumer Staples
7.4%
- Expense ratio: 0.92%
- Exit load : 1% Exit Load if Redeemed within 15 Days.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
SBI Small Cap Fund
SBI Small Cap Fund Size is ₹ 32,761 Cr. ( And its five year average return is 31.78 % and all time return is 26.97%. And its NAV price started in 2014 was Rs 13.09 and its NAV price in 2024 is Rs 209.50. SBI Small Cap Fund SIP starts from Rs 500 per month and its star rating is 3 (Three) Star Rating. SBI Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
Blue Star
4.68%
2
kalpataru Projects International LTD.
3.41%
3
Chalet Hotels LTD.
3.09%
4
GE T&D India LTD.
3.01%
5
Finolex Indusries LTD.
2.82%
6
Lemon Tree Hotels LTD.
2.73%
7
Elgi Equipments LTD.
2.55%
8
SBFC Finance LTD.
2.32%
9
City Union Bank LTD.
2.228%
10
CMS Info Systems LTD.
2.26%
Sector Allocation Equity
Equity
Sector
Allocation
1
Services
17.5%
2
Consumer Staples
15.5%
3
Capital Goods
12.5%
4
Financial
12%
5
Construction
11.5%
6
Consumer
11.2%
7
Chemicals
10%
8
Others
9.5%
- Expense ratio: 0.7%
- Exit load : 1% Exit Load of 1%if Redeemed within 1 year.
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund Size is ₹ 5,359 Cr. ( And its five year average return is 26.78 % and all time return is 18.94 %. And its NAV price started in 2013 was Rs 13.42 and its NAV price in 2024 is Rs 101.62. Aditya Birla Sun Life Best Small Cap Mutual Funds in 2024 SIP starts from Rs 100 per month and its star rating is 1 (One) Star Rating. Aditya Birla Sun Life Small Cap Fund fund also comes in the top 10 holding companies.
Number
Company
Holdings (%)
1
JK Cements LTD.
2.91%
2
Hitachi Energy India LTD.
2.49%
3
Sanofi India LTD.
2.39%
4
Teamlease Services LTD.
2.18%
5
Cholamadalam Financial Holdings LTD.
2.10%
6
R R kabel LTD.
1.96%
7
TD Power Systems LTD.
1.93%
8
Go Fashion (India) LTD.
1.90%
9
Brigade Enterprises LTD.
1.85%
Sector Allocation Equity
Equity
Sector
Allocation
1
Construction
14.7%
2
Financial
13.8%
3
Others
12.7%
4
Services
11.6%
5
Capital Goods
11.6%
6
Technology
8%
7
Consumer Staples
7.7%
8
Consumer
7.3%
9
Healthcare
6.7%
10
Automobile
5.6%
- Expense ratio: 0.74%
- Exit load : 1% for redemption within 90 Days
Stamp duty : 0.005% (from July 1st, 2020) - Tax implication : Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Best Small Cap Mutual Funds in 2025 FAQs-
Q. Are small cap mutual funds safe?
A. These are high-risk factor funds. Suitable only for long-term, high-risk for investors.
Q. Which small cap mutual fund give the highest return in 2025?
A. Quant Small Cap Fund topped the list with 30% 3 Year CAGR.
Q. Can beginners invest in small cap funds?
A. Yes, but with SIP and long-term Vision. Not for conservative investors.
Q. What is the minimum amount to start investing in small cap Mutual Fund?
A. Most funds allow SIP starting from ₹1,000 Some Allow Even ₹100.
Which small cap fund is best in 2025 India?
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Conclusion
Investing in small cap mutual funds in 2025 can be highly Look rewarding if Without Risk approached with discipline and patience. The above Top 15 Best Small Cap Mutual Funds in India 2025 offer a great starting point for building a high-growth portfolio. Always diversify, invest systematically, and all stay informed.
