Small Cap Fund
As On: 11 January 2022
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
Category Performance: Small Cap Fund
| 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
Category Performance Regular Plan
| 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
Category Performance Direct Plan
| 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- Mutual fund analysis methodology placeholder
The season of tax-saving has started, those who planned in advance are already investing in tax saving mutual funds. For those who are still waiting and have not identified funds, this article is for them.
