High Performing Small Cap Mutual Funds with Over 25% Returns in Final 5 Years – Test If You are In

Synopsis- Small cap funds are excessive progress potential funds with excessive threat. The funds spend money on firms with decrease market capitalization the place traders get a chance to get into early stage progress. Though they’re related to a bigger volatility, they provide good-looking returns that may go to those that are keen to take substantial dangers as long run traders. The article talks about high performing small cap mutual funds which gave greater than 25% XIRR returns within the final 5 years, together with particulars of most up-to-date information on the fund NAV, dimension and minimal funding restrict

1. Bandhan Small Cap Fund Direct Progress

• 5-Yr SIP XIRR: 31.15%
• Fund Measurement (AUM): ₹12,981 Cr
• Expense Ratio: 0.38%
• NAV: ₹51.54
• Minimal Lumpsum Funding: ₹1,000
• Minimal SIP Funding: ₹100
• The fund has the perfect 5 yr of SIP XIRR at 31.15% which suggests a constant outperformance to the systematic investor. The low expense ratio and huge fund dimension denote good administration and the extensive belief of traders.

2. Invesco India Small Cap Fund Direct Progress

•  5-Yr SIP XIRR: 28.51%
• Fund Measurement (AUM): ₹7,424 Cr
• Expense Ratio: 0.40%
• NAV: ₹46.86
• Minimal Lumpsum Funding: ₹1,000
• Minimal SIP Funding: ₹500
• The fund affords good returns with the 5-year SIP XIRR at 28.51 p.c and average asset dimension to be versatile as properly. Its aggressive pricing scale and its efficiency up to now makes it a gorgeous option to disciplined long-term SIP traders.

3. Quant Small Cap Fund Direct Progress

• 5-Yr SIP XIRR: 27.96%
• Fund Measurement (AUM): ₹29,629 Cr
• Expense Ratio: 0.71%
• NAV: ₹279.17
• Minimal Lumpsum Funding: ₹5,000 
• Minimal SIP Funding: ₹1,000
• With an impressive 27.96% 5-year SIP XIRR, this fund is characterised by its energetic funding strategy and the quick progress of AUM. 

4. Nippon India Small Cap Fund Direct Progress

•  5-Yr SIP XIRR: 27.39%
• Fund Measurement (AUM): ₹66,601 Cr
• Expense Ratio: 0.64%
• NAV: ₹190.99
• Minimal Lumpsum Funding: NA
• Minimal SIP Funding: ₹100
• It is likely one of the largest funds with a strong SIP XIRR of 27.39%, indicating the quantity of investor confidence on this fund. Its extensive scope of investments manages the volatility and captures small cap alternatives.

5. Tata Small Cap Fund Direct Progress

• 5-Yr SIP XIRR: 26.28%
• Fund Measurement (AUM): ₹11,163 Cr
• Expense Ratio: 0.33%
• NAV: ₹45.83
• Minimal Lumpsum Funding: NA
• Minimal SIP Funding: ₹100
• 26.28% SIP XIRR is supplied with lowest expense ratio in comparison with its friends, Tata Small Cap turns into interesting to price delicate SIP traders. The monitor report of the fund is nice with its robust administration and rising AUM.

Additionally learn: High Performing Excessive-Threat Funds That Delivered Excessive Returns in 2025 – Are They in Your Portfolio?

6. ITI Small Cap Fund Direct Progress

• 5-Yr SIP XIRR: 25.97%
• Fund Measurement (AUM): ₹2,640 Cr
• Expense Ratio: 0.48%
• NAV: ₹31.90
• Minimal Lumpsum Funding: ₹5,000
• Minimal SIP Funding: ₹500
• ITI Small Cap has SIP XIRR of 25.97 p.c because it has a well-run portfolio with simple to digest fund dimension. It is usually possibility by way of a focused funding and ease of entry by means of SIPs.

7. HDFC Small Cap Fund Direct Progress

• 5-Yr SIP XIRR: 25.67%
• Fund Measurement (AUM): ₹35,780 Cr
• Expense Ratio: 0.71%
• NAV: ₹161.40
• Minimal Lumpsum Funding: ₹100
• Minimal SIP Funding: ₹100
• This fund managed to offer 25.67% SIP XIRR in a five-year interval. It’s a in style funding alternative of long-term traders of SIPs resulting from its accessibility and model entry.

8. Financial institution of India Small Cap Fund Direct Progress

• 5-Yr SIP XIRR: 25.20%
• Fund Measurement (AUM): ₹1,907 Cr
• Expense Ratio: 0.57%
• NAV: ₹52.68
• Minimal Lumpsum Funding: ₹5,000
• Minimal SIP Funding: ₹1,000.

9. Edelweiss Small Cap Fund Direct Progress

• 5-Yr SIP XIRR: 25.18%
• Fund Measurement (AUM): ₹4,929 Cr
• Expense Ratio: 0.43%
• NAV: ₹48.96
• Minimal Lumpsum Funding: ₹100
• Minimal SIP Funding: ₹100
• The fund has a five-year SIP XIRR of 25.18% and it is extremely good at figuring out new progress tales early on. That is simple to begin investing, with its minimal funding of 100 to draw new and small ticket SIP traders.

10. Franklin India Small Cap Fund Direct Progress

•  5-Yr SIP XIRR: 25.06%
• Fund Measurement (AUM): ₹13,995 Cr
• Expense Ratio: 0.90%
• NAV: ₹196.60
• Minimal Lumpsum Funding: ₹5,000
• Minimal SIP Funding: ₹500
• The fund is dependable to the systematic investor with a 25.06% SIP XIRR , Profitable in outperforming the market.

Desk Exhibiting High Small Cap Mutual Funds That Delivered Over 25% Returns in 5 Years

Closing Ideas

Small cap mutual funds have rewarded the long run investor within the final 5 years. They’re nonetheless greatest suited in an all combine portfolio resulting from their unstable nature. Lengthy-term traders with endurance on market fluctuations can acquire by investing in a number one small cap fund as a part of their SIPs portfolio. Choose a mutual fund based mostly in your threat stage and luxury stage of the fund dimension and on the consistency of returns.

Written by Prajwal Hegde