Invest Smart: Top-Rated Small-Cap Mutual Funds for Future Gains

Small-cap funds are riskier but can offer great returns over time. Get expert advice before investing.

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High-Return Mutual Funds

Many investors are now interested in mutual funds, particularly small-cap funds. The Nifty Small Cap 250 index has seen substantial growth, boasting a CAGR of 28.1% over the last 5 years, surpassing mid-cap and large-cap stocks.

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Long-Term Investment

Market experts say small-cap funds are high-risk, but they consistently deliver top returns. Despite short-term volatility, they recommend long-term investments of 8-10 years for good profits.

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Nippon India Small Cap Fund

Nippon India Small Cap Fund, launched in 2010, is a top recommendation. With over 235 company investments and an AUM exceeding Rs 65,900 crore, its 10-year SIP return is 24.31%. A monthly Rs 10,000 SIP would yield around Rs 43.5 lakh today.

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Bandhan Small Cap Fund

Bandhan Small Cap Fund, launched in 2020, has Rs 14,000 crore in assets, focused on healthcare and retail. Its SIP return is 29.3%, with a Rs 10,000 investment over 5 years yielding about Rs 12.3 lakh.

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Invesco India Small Cap Fund

Invesco India Small Cap Fund, started in 2018, has a Rs 75,000 crore AUM, focused on healthcare and finance. Its 5-year SIP return is 27.58%, meaning a Rs 10,000 monthly investment would now be worth around Rs 11.8 lakh. Stock market investments are risky, so consult experts before investing.