10 best small-cap mutual funds for investing in 2024 (2024)

10 BEST SMALL-CAP MUTUAL FUNDS FOR INVESTING IN 2024

Published By Moushumi Mahanta | 22 mai, 2024

Small-cap mutual funds have consistently outperformed their benchmark indices, providing stellar returns to investors over the past three years.

Credit : PEXELS

Here are the best small-cap mutual funds to invest in 2024:

Credit : PEXELS

Quant Small Cap Fund

Quant Small Cap Fund achieved the highest return of 42.34% over the last three years.

Credit : UNSPLASH

Nippon India Small Cap Fund

Nippon India Small Cap Fund delivered a return of 36 % in the past three years.

HSBC Small Cap Fund

HSBC Small Cap Fund attained the highest return of 33.73% in the past three years.

Credit : UNSPLASH

HDFC Small Cap Fund

HDFC Small Cap Fund achieved a return of 31.91% over the last three years.

Credit : PEXELS

Franklin India Smaller Companies Fund

Over the past three years, Franklin India Smaller Companies Fund achieved the highest return of 31.30%.

Credit : PIXABAY

Tata Small Cap Fund

Tata Small Cap Fund achieved the highest return of 31.25% over the past three years.

Credit : PIXABAY

Bandhan Small Cap Fund

Bandhan Small Cap Fund generated a return of 30.91% in the past three years.

Credit : PIXABAY

Canara Robeco Small Cap Fund

Over the last three years, Canara Robeco Small Cap Fund delivered a return of 30.80%.

Credit : PIXABAY

Invesco India Smallcap Fund

Invesco India Smallcap Fund yielded a three-year return of 30/35%.

Credit : PIXABAY

Bank of India Smallcap Fund

Bank of India Smallcap Fund achieved a return of 29.99% over the last three years.

Credit : PIXABAY

10 best small-cap mutual funds for investing in 2024 (2024)

FAQs

Which small cap fund is best in 2024? ›

Best-performing small-cap ETFs
TickerName5-year return
XSVMInvesco S&P SmallCap Value with Momentum ETF13.91%
CALFPacer US Small Cap Cash Cows 100 ETF13.61%
RWKInvesco S&P MidCap 400 Revenue ETF12.84%
DWASInvesco Dorsey Wright SmallCap Momentum ETF10.84%
3 more rows
May 1, 2024

Which mutual fund has the best return in 2024? ›

​Two schemes have offered double-digit return in 2024 so far. Quant BFSI Fund and SBI Banking & Financial Services Fund gave 19.10% and 10.29% returns, respectively. Nippon India Banking & Financial Services Fund, the oldest scheme in the category, offered 4.03% return in 2024 so far.

What is the best investment in 2024? ›

Some of the best investments of 2024, according to Bankrate, are high-yield savings accounts, long-term CDs, corporate bond funds, dividend stock funds and value stock funds.

Which mutual fund is best for the next 5 years? ›

Here's the list of top 10 best mutual funds to invest in 2024:
  • ICICI Pru Bluechip Fund.
  • HDFC Flexi Cap Fund.
  • Nippon India Small Cap Fund.
  • HDFC Balanced Advantage Fund.
  • ICICI Prudential Equity & Debt Fund.
  • ICICI Prudential Corporate Bond Fund.
  • ICICI Prudential Short Term Fund.
  • LIC MF Gold ETF FoF.
May 2, 2024

Should I invest in small cap in 2024? ›

Recently the Indian small cap and mid cap stocks are performing better than ever. This rally in small cap and mid cap stocks has garnered even more interest from investors looking to diversify their portfolio.

Is it safe to invest in small cap funds for long-term? ›

Long-Term Investors: Small-cap investments can be volatile in the short run, making them suitable for investors with a time horizon of seven years or more. Over the long duration, small-cap funds have the potential to generate significant returns.

What are the top 5 performing mutual funds? ›

5 Best Mutual Funds to Buy Now
Mutual FundAssets Under ManagementExpense Ratio
Vanguard Total Stock Market Index Fund (VTSAX)$1.6 trillion0.04%
Fidelity 500 Index (FXAIX)$512.4 billion0.015%
Fidelity ZERO International Index (FZILX)$4 billion0%
American Funds Bond Fund of America (ABNDX)$82.6 billion0.62%
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What mutual funds does Dave Ramsey invest in? ›

I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international. I personally spread mine in 25% of those four. And I look for mutual funds that have long track records that have outperformed the S&P.

What is the safest investment with the highest return? ›

These seven low-risk but potentially high-return investment options can get the job done:
  • Money market funds.
  • Dividend stocks.
  • Bank certificates of deposit.
  • Annuities.
  • Bond funds.
  • High-yield savings accounts.
  • 60/40 mix of stocks and bonds.
May 13, 2024

How to get 10% return on investment? ›

Investments That Can Potentially Return 10% or More
  1. Stocks.
  2. Real Estate.
  3. Private Credit.
  4. Junk Bonds.
  5. Index Funds.
  6. Buying a Business.
  7. High-End Art or Other Collectables.
Sep 17, 2023

What are the best investments in 2025? ›

3 Stocks That Can Help You to Get Richer in 2025 and Beyond
  • Pfizer's recent slump is understandable and not likely a long-term issue.
  • Veeva Systems has a lot to offer its 1,400-plus customers, and they tend to stick around.
  • The S&P 500 is also worth considering, as it includes many fast growers and pays a dividend, too.
May 24, 2024

Which sector is best to invest in in 2024? ›

Sectors such as FMCG, chemicals, and automobiles may perform well. The demand for agricultural goods will eventually increase, and the profitability of the companies will rise. The government's focus on improving the agricultural sector and increasing rural income fuels economic growth.

Which mutual fund is best to invest in 2024? ›

List of Best Mutual Funds in India sorted by ET Money Ranking
  • HYBRID Dynamic Asset Allocation. ...
  • HYBRID Equity Savings. ...
  • HYBRID Conservative Hybrid. ...
  • ICICI Prudential Credit Risk Fund. ...
  • ICICI Prudential All Seasons Bond Fund. ...
  • ICICI Prudential Medium Term Bond Fund. ...
  • ICICI Prudential Floating Interest Fund. ...
  • SBI Magnum Income Fund.

Which mutual fund is safest for long term? ›

Top Long Term Mutual Funds to in Invest in 2024 in India
  • Quant Infrastructure Fund.
  • Kotak Infrastructure and Economic Reform Fund.
  • SBI Contra Plan Fund.
  • Motilal Oswal Midcap Fund.
  • Quant Tax Plan Fund.
  • SBI Magnum Mid Cap Fund.
  • Axis Small Cap Fund.
  • SBI Consumption Opportunities Fund.
Mar 6, 2024

What is the SIP of $50,000 per month for 5 years? ›

How much is Rs.50,000 per month SIP for 5 years? If you invest Rs. 50,000 per month in a SIP for 5 years, the total investment would amount to Rs. 30 lakhs. Assuming an average annual return of 12%, the estimated corpus at the end of 5 years would be approximately Rs. 40.6 lakhs.

In which stock to invest in 2024? ›

Royal India Corporation's stock has surged 2474% in 3 years, hitting a 52-week high of ₹23.95. It consistently hits upper circuits and has given positive returns in all months of 2024.

Which small-cap stock is best to buy now? ›

Small Cap Stocks
Company NameLTPMarket Cap
BHARATGEAR Bharat Gears Ltd106.6163.22
BLISSGVS Bliss GVS Pharma Ltd103.151077.27
BOMDYEING Bombay Dyeing & Manufacturing Company Ltd164.23391.3
OAL Oriental Aromatics Ltd3441160.04
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What is the future of small-cap funds? ›

Potential Gains: These investments can offer bigger rewards because they focus on smaller firms that are likely to grow rapidly. However, past performance is not an indicator of future performance. Long-Term Thinking: These funds are like planting a seed and watching it grow.

How many years is a small-cap fund good for? ›

Hence, it is important to have a long-term investment window while investing in Small-Cap Funds so that you give sufficient time to your investment to generate returns. The recommended time frame is eight to ten years.

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