Please note: all returns are absolute/ period returns. All analysis is for growth option.
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
Table 1
Regular Option Returns % | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Category Average |
-0.093
|
1.167
|
3.339
|
3.253
|
16.645
|
61.062
|
29.291
|
19.917
|
|||||||||
Best in Category |
0.500
|
3.767
|
7.421
|
7.681
|
24.716
|
88.597
|
40.635
|
24.120
|
|||||||||
Worst in Category |
-1.051
|
-0.173
|
-2.315
|
-6.886
|
-4.862
|
27.012
|
18.804
|
13.728
|
|||||||||
Direct Plan Return % | |||||||||||||||||
Category Average |
-0.086
|
1.192
|
3.452
|
3.596
|
17.420
|
63.220
|
30.872
|
21.156
|
|||||||||
Best in Category |
0.515
|
3.800
|
7.517
|
7.979
|
25.399
|
92.315
|
43.184
|
25.523
|
|||||||||
Worst in Category |
-1.047
|
-0.131
|
-2.143
|
-6.361
|
-3.788
|
29.860
|
20.160
|
15.046
|
Table 2
Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
Aditya Birla Sun Life Small Cap Fund |
-0.10
|
11 |
1.04
|
9 |
2.78
|
16 |
-1.30
|
20 |
8.73
|
20 |
48.01
|
19 |
18.80
|
18 |
13.73
|
14 |
AXIS SMALL CAP FUND |
-0.08
|
10 |
0.60
|
19 |
3.50
|
10 |
3.68
|
10 |
17.54
|
10 |
54.73
|
17 |
33.71
|
4 |
23.82
|
3 |
Franklin India Smaller Companies Fund |
-0.28
|
20 |
0.82
|
13 |
3.09
|
13 |
0.78
|
19 |
15.84
|
14 |
52.23
|
18 |
21.85
|
17 |
15.47
|
12 |
BOI AXA SMALL CAP FUND |
-0.21
|
17 |
0.79
|
14 |
4.13
|
6 |
4.79
|
8 |
20.47
|
6 |
68.03
|
6 |
40.64
|
1 |
|
|
Canara Robeco Small Cap Fund |
0.50
|
1 |
2.07
|
2 |
4.10
|
7 |
4.96
|
7 |
24.25
|
2 |
69.69
|
5 |
|
|
||
DSP Small Cap Fund |
-0.03
|
8 |
0.76
|
17 |
4.41
|
5 |
5.23
|
6 |
17.94
|
9 |
57.15
|
16 |
30.01
|
9 |
17.53
|
10 |
Edelweiss Small Cap Fund |
0.08
|
5 |
0.95
|
12 |
2.63
|
17 |
3.33
|
11 |
17.27
|
11 |
60.99
|
12 |
|
|
||
HDFC Small Cap Fund |
-0.21
|
16 |
0.97
|
11 |
4.46
|
4 |
1.83
|
17 |
15.22
|
15 |
62.91
|
9 |
22.39
|
16 |
21.07
|
7 |
HSBC Small Cap Equity Fund |
-0.13
|
14 |
0.40
|
20 |
2.92
|
15 |
1.98
|
16 |
20.70
|
5 |
61.53
|
11 |
25.03
|
15 |
17.07
|
11 |
ICICI Prudential Smallcap Fund |
0.11
|
4 |
1.95
|
4 |
1.54
|
20 |
1.15
|
18 |
14.35
|
18 |
58.58
|
15 |
31.59
|
6 |
19.18
|
9 |
IDBI Small Cap Fund |
-0.11
|
13 |
1.27
|
7 |
4.57
|
3 |
6.57
|
2 |
22.62
|
3 |
63.13
|
8 |
25.09
|
14 |
|
|
Invesco India Smallcap Fund |
-0.18
|
15 |
0.77
|
15 |
3.01
|
14 |
3.11
|
13 |
14.64
|
17 |
60.00
|
13 |
29.54
|
10 |
|
|
ITI Small Cap Fund |
-0.25
|
19 |
-0.17
|
21 |
-2.31
|
21 |
-6.89
|
21 |
-4.86
|
21 |
27.01
|
21 |
|
|
||
KOTAK SMALL CAP FUND |
0.15
|
2 |
1.09
|
8 |
1.93
|
19 |
2.94
|
14 |
18.96
|
7 |
65.21
|
7 |
35.86
|
3 |
22.91
|
5 |
Nippon India Small Cap Fund |
-0.11
|
12 |
1.27
|
6 |
5.56
|
2 |
6.55
|
3 |
21.50
|
4 |
73.07
|
3 |
31.94
|
5 |
23.96
|
2 |
Principal Small Cap Fund |
|
|
|
|
|
|
|
|
||||||||
Quant Small Cap Fund |
-1.05
|
21 |
3.77
|
1 |
3.42
|
11 |
6.10
|
4 |
14.84
|
16 |
88.60
|
1 |
38.83
|
2 |
23.53
|
4 |
SBI Small Cap Fund |
-0.04
|
9 |
1.01
|
10 |
2.10
|
18 |
3.29
|
12 |
13.95
|
19 |
43.71
|
20 |
29.39
|
11 |
24.12
|
1 |
Sundaram Small Cap Fund |
0.14
|
3 |
0.69
|
18 |
3.71
|
9 |
2.74
|
15 |
18.66
|
8 |
59.84
|
14 |
25.23
|
13 |
15.23
|
13 |
TATA Small Cap Fund |
0.05
|
6 |
0.76
|
16 |
3.15
|
12 |
5.34
|
5 |
15.95
|
13 |
70.42
|
4 |
30.17
|
8 |
|
|
Union Small Cap Fund |
-0.23
|
18 |
2.06
|
3 |
3.99
|
8 |
4.45
|
9 |
16.27
|
12 |
61.91
|
10 |
31.32
|
7 |
19.73
|
8 |
L&T EMERGING BUSINESSES FUND |
0.03
|
7 |
1.63
|
5 |
7.42
|
1 |
7.68
|
1 |
24.72
|
1 |
75.55
|
2 |
25.84
|
12 |
21.48
|
6 |
Table 3
Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
BOI AXA SMALL CAP FUND |
-0.20
|
16 |
0.82
|
14 |
4.26
|
7 |
5.19
|
8 |
21.42
|
6 |
70.84
|
6 |
43.18
|
1 |
|
|
Aditya Birla Sun Life Small Cap Fund |
-0.09
|
11 |
1.06
|
9 |
2.86
|
16 |
-1.04
|
20 |
9.30
|
20 |
49.50
|
19 |
20.16
|
18 |
15.05
|
14 |
AXIS SMALL CAP FUND |
-0.09
|
10 |
0.63
|
19 |
3.63
|
10 |
4.11
|
10 |
18.47
|
9 |
57.19
|
17 |
35.77
|
4 |
25.51
|
2 |
Franklin India Smaller Companies Fund |
-0.28
|
20 |
0.84
|
13 |
3.16
|
14 |
0.99
|
19 |
16.32
|
14 |
53.51
|
18 |
22.95
|
17 |
16.67
|
12 |
Canara Robeco Small Cap Fund |
0.51
|
1 |
2.13
|
2 |
4.27
|
6 |
5.44
|
7 |
25.38
|
2 |
72.72
|
5 |
|
|
||
DSP Small Cap Fund |
-0.03
|
8 |
0.77
|
17 |
4.49
|
5 |
5.46
|
6 |
18.45
|
10 |
58.54
|
16 |
31.16
|
10 |
18.36
|
11 |
Edelweiss Small Cap Fund |
0.08
|
5 |
0.98
|
12 |
2.77
|
17 |
3.75
|
11 |
18.23
|
11 |
63.60
|
11 |
|
|
||
HDFC Small Cap Fund |
-0.21
|
17 |
0.99
|
11 |
4.55
|
4 |
2.08
|
17 |
15.79
|
16 |
64.49
|
9 |
23.65
|
16 |
22.47
|
7 |
HSBC Small Cap Equity Fund |
-0.12
|
14 |
0.42
|
20 |
3.04
|
15 |
2.36
|
16 |
21.58
|
5 |
63.86
|
10 |
26.73
|
13 |
18.38
|
10 |
ICICI Prudential Smallcap Fund |
0.11
|
4 |
1.96
|
4 |
1.65
|
20 |
1.50
|
18 |
15.15
|
18 |
60.85
|
15 |
33.43
|
5 |
20.45
|
9 |
IDBI Small Cap Fund |
-0.10
|
12 |
1.28
|
7 |
4.66
|
3 |
6.81
|
2 |
23.27
|
3 |
64.67
|
8 |
26.46
|
15 |
|
|
Invesco India Smallcap Fund |
-0.13
|
15 |
0.82
|
15 |
3.17
|
13 |
3.54
|
13 |
15.59
|
17 |
62.71
|
13 |
31.64
|
9 |
|
|
ITI Small Cap Fund |
-0.25
|
19 |
-0.13
|
21 |
-2.14
|
21 |
-6.36
|
21 |
-3.79
|
21 |
29.86
|
21 |
|
|
||
KOTAK SMALL CAP FUND |
0.16
|
2 |
1.12
|
8 |
2.05
|
19 |
3.32
|
14 |
19.84
|
7 |
67.66
|
7 |
37.82
|
3 |
24.64
|
4 |
Nippon India Small Cap Fund |
-0.11
|
13 |
1.29
|
6 |
5.63
|
2 |
6.78
|
3 |
22.03
|
4 |
74.59
|
3 |
33.10
|
6 |
25.22
|
3 |
Principal Small Cap Fund |
|
|
|
|
|
|
|
|
||||||||
Quant Small Cap Fund |
-1.05
|
21 |
3.80
|
1 |
3.56
|
11 |
6.58
|
4 |
15.90
|
15 |
92.31
|
1 |
40.18
|
2 |
24.36
|
5 |
SBI Small Cap Fund |
-0.04
|
9 |
1.03
|
10 |
2.18
|
18 |
3.54
|
12 |
14.51
|
19 |
45.21
|
20 |
30.87
|
11 |
25.52
|
1 |
Sundaram Small Cap Fund |
0.14
|
3 |
0.71
|
18 |
3.80
|
9 |
3.01
|
15 |
19.26
|
8 |
61.47
|
14 |
26.46
|
14 |
16.26
|
13 |
TATA Small Cap Fund |
0.06
|
6 |
0.80
|
16 |
3.31
|
12 |
5.82
|
5 |
17.01
|
12 |
73.50
|
4 |
32.62
|
7 |
|
|
Union Small Cap Fund |
-0.21
|
18 |
2.07
|
3 |
4.08
|
8 |
4.65
|
9 |
16.71
|
13 |
63.10
|
12 |
32.23
|
8 |
20.59
|
8 |
L&T EMERGING BUSINESSES FUND |
0.03
|
7 |
1.65
|
5 |
7.52
|
1 |
7.98
|
1 |
25.40
|
1 |
77.43
|
2 |
27.25
|
12 |
22.71
|
6 |
Please note: all returns are absolute/ period returns. All analysis is for growth option.
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis Article