Скачать или смотреть Guide to Small Cap Mutual Funds in 2025 | AUM, Risks & Returns | For Beginners

Small Cap Mutual Funds look exciting — but there’s a lot that most investors either ignore or don’t know.

In this video, I’ve covered 6 super important points that anyone investing in Small Cap Funds must understand.

This isn't just about past returns. It's about how these funds actually work, what they invest in, how they manage volatility, and how they’ve performed against popular benchmarks like Nifty 50 and Nifty Smallcap 250.

If you're planning to add Small Caps to your portfolio in 2025 or beyond — this video is your full clarity check ✅

📈 What small cap mutual funds really invest in
📊 Size of the small cap stock universe in India
📉 Performance vs Nifty 50 (1Y, 3Y, 5Y, 10Y comparison)
📌 Active Funds vs Nifty Smallcap 250 Index
📦 Why AUM size can become a hidden problem
🧠 How to actually select the right small cap funds

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Top 5 Small Cap Funds in India by AUM

1. Nippon India Small Cap Fund
2. Axis Small Cap Fund
3. Quant Small Cap Fund
4. SBI Small Cap Fund
5. HDFC Small Cap Fund

Small Cap funds with Highest 5Y CAGR Returns

1. Quant Small Cap Fund
2. Nippon India Small Cap Fund
3. Bandhan Small Cap Fund
4. Invesco India Smallcap Fund
5. Tata Small Cap Fund

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How to Invest in Small Cap Funds?

To invest in small-cap funds, choose a mutual fund platform like Groww or Zerodha. Open an account, complete the KYC process, and select a small-cap fund. You can invest with a lump sum or set up a monthly SIP. Fund your account and make the purchase. Always review the fund's performance regularly.
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⚠️ Disclaimer:

Rohit Tripathi is registered with SEBI as an Individual Research Analyst vide Registration number INH000022543 dated August 6, 2025, and provides Research Analyst services to his clients. The content shared here is purely for knowledge purposes and should not be treated as investment advice or opinion of any kind. Neither Rohit Tripathi nor any associated marketing agents shall be held liable for losses incurred by viewers acting upon this content.

Investments in securities are subject to market risks, and investors are advised to read all related documents carefully before investing. Registration granted by SEBI and certification from NISM do not in any way guarantee the performance of the intermediary or assure returns.

Any views or suggestions expressed on specific positions must not be considered as advice, and Rohit Tripathi shall not be liable for any losses arising from reliance on such opinions. Further, no representation, warranty, or guarantee is made regarding the accuracy, completeness, or timeliness of information (including news, prices, statistics, or analysis) provided, and no liability shall arise for any decision made on such information. The securities mentioned are only for illustration purposes and are not recommendatory.

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📌 Sheet Link - https://docs.google.com/spreadsheets/...

📌 Free Mutual Funds Crash Course -    • Mutual Fund Crash Course – 5 Minute Wale L...  

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⏱ Timestamps:

00:00 - Intro
00:22 - What Are Small Cap Funds?
01:39 - Size of Small Cap Universe
03:07 - Nifty 50 vs Small Cap Funds
05:13 - Small Cap Funds vs Nifty SmallCap 250 Index
08:00 - Role of AUM
11:08 - How to choose the Best Small Cap Funds?

Corrections:
05:50 - 1Y Abs Returns is -9.09% and not 9.09%
07:09 - Wrong Screenshot used to show 1Y Returns, check Pinned Comment for the Correct sheet.
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Resource Credits - Canva Pro, Envato Elements, PixaBay, PixaHive.
Research Tools - Screenr, TickerTape, Groww, Google Finance, and Google News

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