High Small Cap Index Funds in 3 Years: Small cap mutual funds are high-risk, high-growth fairness funds. They put money into firms which are 251st and above within the record of the best market capitalisation companies. Traders in search of a excessive progress alternative via mutual fund funding usually put money into small cap funds. Since small caps have a big ocean of firms, it’s not straightforward to select the fund with the correct mix of shares.
A substitute for this may be to select small cap index funds.
They comply with a small cap index akin to Nifty Smallcap 250 or BSE 250 Smallcap.
They will mirror the index as it’s or could have illustration of all shares in several proportions.
For mutual fund traders with little information of small cap funds or who’ve a scarcity of time to trace their small cap fund investments, small cap index funds save effort and time to comply with efficiency.
Right here, we take you thru the highest 5 small cap index mutual funds with the best annualised return (CAGR) in 3 years. Additionally know the way a Rs 2,00,000 lump sum (one-time) funding has carried out in every of them.
Aditya Birla Solar Life Nifty Smallcap 50 Index Fund Direct-Development
The fund has given a 25.79 per cent annualised return within the 3-year interval.
It has belongings underneath administration (AUM) of Rs 3,585 crore, whereas its internet asset worth (NAV) as on Might 16, 2025, was Rs 44.0997.
Benchmarked in opposition to NIFTY Infrastructure TRI, the fund has given 19.48 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.66 per cent, the fund has Rs 1,000 because the minimal SIP and Rs 5,000 because the minimal lump sum funding.
A Rs 2,00,000 one-time funding in 3 years has jumped to Rs 3,98,078.
Axis Nifty Smallcap 50 Index Fund Direct-Development
The fund has given a 25.65 per cent annualised return the 3-year timeframe.
It has belongings underneath administration (AUM) of Rs 447 crore, whereas its internet asset worth (NAV) as on Might 16, 2025, was is Rs 17.79.
Benchmarked in opposition to NIFTY Smallcap 50 TRI, the fund has given 20.04 per cent annualised return since its launch in February 2022.
With an expense ratio of 0.27 per cent, the fund has Rs 105 because the minimal SIP and lump sum funding every.
A Rs 2,00,000 one-time funding within the 3-year interval has transformed into Rs 3,96,750.
Motilal Oswal Nifty Smallcap 250 Index Fund Direct – Development
The fund has given a 23.92 per cent annualised SIP return within the 10-year interval.
It has a fund dimension of Rs 822 crore, whereas its unit value as on Might 16, 2025, was Rs 36.63.
Benchmarked in opposition to NIFTY Smallcap 250 TRI, the fund has given 25.17 per cent annualised return since its debut in August 2019.
At an expense ratio of 0.36 per cent, the fund has Rs 500 because the minimal SIP funding and Rs 510 because the minimal lump sum funding.
A Rs 2,00,000 one-time funding within the fund has jumped to Rs 3,80,587 within the 3-year timeframe.
ICICI Prudential Nifty Smallcap 250 Index Fund Direct – Development
The fund has given a 23.80 per cent annualised SIP return in 3 years.
Its AUM is Rs 450 crore, whereas its NAV as on Might 16, 2025, was Rs 16.81.
Benchmarked in opposition to NIFTY Smallcap 250 TRI, the fund has given 15.77 per cent annualised return since its beginning in October 2014.
With an expense ratio of 0.33 per cent, the fund has Rs 105 because the minimal SIP and lump sum funding every.
A Rs 2,00,000 one-time funding within the fund has grown to Rs 3,79,483 in 3 years.
Nippon India Nifty Smallcap 250 Index Fund Direct – Development
The fund has given 23.52 per cent annualised SIP return in 10 years.
It has AUM of Rs 2,033 crore, whereas its NAV as on Might 16, 2025, was Rs 32.44.
Benchmarked in opposition to BSE India Infrastructure TRI, the fund has given 29.21 per cent annualised return since its debut in January 2013.
At an expense ratio of 0.35 per cent, the fund has Rs 105 because the minimal SIP funding and lump sum funding every.
A Rs 2,00,000 one-time funding within the fund has jumped to Rs 3,76,914 within the 3-year interval.
