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Mutual Fund In Catergory Of Equity - Small Cap




Equity : Small Cap

  • Money in this type of Mutual Fund is invested in equity / stock market.
  • Money is generally invested in Companies which are of 'Small Cap' category in respect of their market capital.
  • The companies are not well known and popular.
  • The risk factor is high in this type of Mutual Fund. 
  • Return on investment may be more than that of Equity-Large Cap & Midcap  Fund.
  • Profit gained after minimum one year of investment is termed as' Long Term Capital Gain'.
  • This long term capital gain is totally exempted from paying income tax.
Now, there are numbers of Mutual fund schemes from different mutual fund houses. We will discuss few good funds as examples of 'Equity: Small Cap' category.

  • DSP BlackRock Micro Cap Fund: Invests in companies like KPR Mills, Sharda Cropchem, SRF, Repco Home finance ltd, Atul, DCB Bank, APL Appolo Tubes, Aarti industries, Finolex Cables and Dhanuka Agritech. Yearly return of this fund is roughly 37 % as on date.

  • Franklin India Smaller Companies Fund: Invests in companies like Finolex Cables, Equitas holdings, Healthcare Global Enterprises, Yes Bank, Repco Home Finance, GMDC, Voltas, HDFC Bank, Brigade Enterprises and Kajaria Cement. Yearly return of this fund is roughly 31 % as on date.

  • Reliance Small Cap Fund: Invests in companies like Navin Fluorine, GIC Housing Finance, West Coast Paper Mills, VIP Industries, Dipak Nitrite, Seya Industries, Kalpataru Power Trans, Atul, Bharat electronics and RBL bank. Yearly return of this fund is roughly 43 % as on date.


The examples are given above for your easy understanding. There are other good funds available in this category, which may be found easily in the internet.

Happy Investing !!!


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