Best Small Cap Mutual Funds December 2024

  • Iti Small Cap Fund has exhibited good performance in the Small Cap Fund category. The fund has rank of 5 out of 21 funds in the category. The fund has delivered return of 23.52% in 1 year and 21.37% in 3 years. The category average for the same periods is 18.44% and 17.28% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 14.86, VaR of -16.9, Average Drawdown of -7.53, …
  • Tata Small Cap Fund is the top performing fund in the Small Cap Fund category. The fund has delivered return of 24.03% in 1 year, 20.38% in 3 years and 28.91% in 5 years. The category average for the same periods is 18.44%, 17.28% and 27.91% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 13.79, VaR of -13.22, Average Drawdown of -3.84, Semi Deviation of 9.67 and Max Drawdown …
  • Invesco India Smallcap Fund has shown very good performance in the Small Cap Fund category. The fund has rank of 4 out of 21 funds in the category. The fund has delivered return of 26.15% in 1 year, 20.87% in 3 years and 28.29% in 5 years. The category average for the same periods is 18.44%, 17.28% and 27.91% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 14.6, VaR …
  • Bandhan Small Cap Fund has shown very good performance in the Small Cap Fund category. The fund has rank of 2 out of 21 funds in the category. The fund has delivered return of 31.17% in 1 year and 23.24% in 3 years. The category average for the same periods is 18.44% and 17.28% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 16.9, VaR of -14.78, Average Drawdown of …
  • Nippon India Small Cap Fund has shown very good performance in the Small Cap Fund category. The fund has rank of 3 out of 21 funds in the category. The fund has delivered return of 18.54% in 1 year, 21.31% in 3 years, 31.75% in 5 years and 20.57% in 10 years. The category average for the same periods is 18.44%, 17.28%, 27.91% and 16.85% respectively, which shows very good return performance of fund in the category. The fund has …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
24.03% 20.38% 28.91% % % 25.78% 22.36% 31.12% % % 13.79% -12.27% -13.22% 11.52% 0.61 0.61 1.12
2
31.17% 23.24% % % % 33.03% 25.11% % % % 16.90% -17.20% -14.78% % 0.62 1.11
3
18.54% 21.31% 31.75% 18.97% 20.57% 19.45% 22.34% 32.88% 20.06% 21.72% 14.96% -11.99% -14.25% 11.42% 0.72 0.65 1.16
4
26.15% 20.87% 28.29% % % 27.95% 22.66% 30.26% % % 14.60% -15.72% -15.62% 8.06% 0.76 0.63 1.16
5
23.52% 21.37% % % % 25.61% 23.61% % % % 14.86% -18.88% -16.90% 11.06% 0.70 0.58 1.12
6
17.66% 16.56% 25.02% 19.53% 18.07% 18.93% 17.99% 26.77% 21.13% 19.57% 12.39% -11.19% -15.17% 8.21% 0.57 0.51 0.94
7
13.47% 20.24% 26.20% 14.82% 16.10% 14.42% 21.26% 27.27% 15.88% 17.32% 14.89% -14.78% -14.83% 6.99% 0.77 0.61 1.10
8
21.31% 17.54% 33.05% % % 23.17% 19.40% 35.26% % % 15.30% -16.38% -14.93% 7.14% 0.73 0.49 0.87
9
17.57% 18.40% 29.27% % % 19.31% 20.27% 31.33% % % 14.67% -13.41% -17.24% 4.33% 0.77 0.55 0.94
10
16.42% 16.60% 26.56% 14.75% 17.39% 17.45% 17.64% 27.69% 15.70% 18.29% 16.20% -12.67% -18.44% 6.11% 0.76 0.45 0.80
11
13.25% 14.91% 25.83% 15.26% 14.33% 14.62% 16.20% 27.04% 16.27% 15.38% 14.66% -11.56% -13.48% 7.16% 0.64 0.46 0.81
12
19.46% 15.74% % % % 20.99% 17.49% % % % 14.82% -13.31% -13.38% 2.10% 0.76 0.43 0.77
13
14.52% 15.45% 29.63% % % 15.99% 17.10% 31.65% % % 13.82% -10.86% -16.24% 3.61% 0.72 0.50 0.87
14
15.90% 14.89% 24.33% 14.64% 18.74% 16.97% 16.06% 25.63% 15.91% 20.10% 12.79% -9.37% -15.12% 7.54% 0.56 0.47 0.85
15
12.86% 18.85% 26.60% 15.85% 17.58% 13.91% 19.98% 27.82% 17.08% 18.90% 14.69% -16.26% -16.04% 8.27% 0.70 0.50 0.94
16
17.59% 14.25% 27.18% 17.42% 17.55% 18.99% 15.70% 28.90% 18.99% 19.19% 14.04% -12.83% -15.03% 5.18% 0.64 0.40 0.71
17
13.20% 15.63% 24.64% 11.57% 13.47% 14.46% 16.96% 25.99% 12.72% 14.43% 14.39% -16.13% -14.30% 5.31% 0.70 0.41 0.77
18
13.99% 20.45% 42.03% 25.51% 19.85% 15.06% 21.90% 43.80% 26.76% 20.69% 17.72% -15.77% -22.25% 3.63% 0.94 0.48 0.93
19
10.40% 15.70% 24.99% 15.30% 15.27% 11.63% 17.07% 26.63% 16.70% 16.42% 13.56% -8.21% -11.25% 3.27% 0.69 0.47 0.82
20
12.51% 12.71% 20.26% 9.05% 13.30% 13.68% 13.90% 21.55% 10.26% 14.50% 15.64% -18.06% -16.51% 1.85% 0.74 0.30 0.55
21
12.98% 7.88% % % % 14.76% 9.73% % % % 15.70% -17.08% -19.02% -2.61% 0.73 0.16 0.27

Return Calculated On: 17 January 2025

Ratios Calculated On: 31 December 2024

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty Smallcap 250 Total Return Index
-0.04
-0.78
-8.45
-8.39
-4.66
16.73
17.74
27.11
13.29
15.49
13.88
Aditya Birla Sun Life Small Cap Fund
-0.21
-0.99
-8.73
-10.47
-6.33
12.51
12.71
20.26
9.05
13.30
14.03
Bank of India Small Cap Fund
-0.32
-1.24
-9.66
-7.33
-1.05
21.31
17.54
33.05
Canara Robeco Small Cap Fund
-0.26
-0.55
-9.23
-9.12
-4.66
14.52
15.45
29.63
Dsp Small Cap Fund
-0.03
-1.79
-8.04
-7.41
-0.98
16.42
16.60
26.56
14.75
17.39
Edelweiss Small Cap Fund
-0.31
-0.98
-7.53
-6.93
-1.20
17.57
18.40
29.27
Franklin India Smaller Companies Fund
-0.39
-1.20
-8.55
-8.33
-7.57
13.47
20.24
26.20
14.82
16.10
18.28
Hdfc Small Cap Fund
-0.31
-0.67
-7.41
-5.93
-2.82
12.86
18.85
26.60
15.85
17.58
Icici Prudential Smallcap Fund
0.30
-0.12
-6.36
-8.47
-6.63
10.40
15.70
24.99
15.30
15.27
15.42
Bandhan Small Cap Fund
-0.08
-0.53
-8.63
-7.75
3.13
31.17
23.24
Invesco India Smallcap Fund
-0.74
-1.52
-9.27
-6.30
3.35
26.15
20.87
28.29
Iti Small Cap Fund
0.00
-0.01
-8.75
-5.78
-2.56
23.52
21.37
JM Small Cap Fund
-0.30
-1.97
-9.64
-9.60
-3.54
Kotak Small Cap Fund
-0.45
-2.14
-7.67
-9.15
-4.21
17.59
14.25
27.18
17.42
17.55
17.74
LIC MF Small Cap Fund
-0.28
-0.49
-6.73
-4.59
1.22
29.95
Mahindra Manulife Small Cap Fund
0.21
-0.12
-8.32
-10.21
-5.61
17.78
Motilal Oswal Small Cap Fund
-0.85
-2.31
-8.17
-1.60
11.53
37.45
Quant Small Cap Fund
0.18
-0.25
-6.38
-8.58
-7.89
13.99
20.45
42.03
25.51
19.85
16.48
Nippon India Small Cap Fund
-0.01
-0.69
-8.34
-8.44
-5.46
18.54
21.31
31.75
18.97
20.57
Sbi Small Cap Fund
-0.52
-1.84
-8.96
-10.57
-6.84
15.90
14.89
24.33
14.64
18.74
Sundaram Small Cap Fund
-0.25
-1.13
-7.90
-8.40
-2.30
13.20
15.63
24.64
11.57
13.47
14.24
Tata Small Cap Fund
-0.38
0.08
-7.94
-9.37
-0.03
24.03
20.38
28.91
Union Small Cap Fund
-0.63
-1.45
-9.80
-8.65
-0.98
13.25
14.91
25.83
15.26
14.33
UTI Small Cap Fund
-0.39
-1.27
-6.91
-5.79
1.27
19.46
15.74
PGIM India Small Cap Fund
-0.52
-1.36
-7.75
-9.02
-1.49
12.98
7.88
Quantum Small Cap Fund
-0.26
-0.77
-7.37
-6.54
-3.02
9.36
Axis Small Cap Fund
-0.55
-1.30
-6.76
-6.02
-0.20
17.66
16.56
25.02
19.53
18.07
Nifty Smallcap 250 Total Return Index
-0.04
-0.78
-8.45
-8.39
-4.66
16.73
17.74
27.11
13.29
15.49
13.88

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty Smallcap 250 Total Return Index
-0.04
-0.78
-8.45
-8.39
-4.66
16.73
17.74
27.11
13.29
15.49
13.88
Aditya Birla Sun Life Small Cap Fund
-0.21
-0.97
-8.65
-10.26
-5.87
13.68
13.90
21.55
10.26
14.50
Bank of India Small Cap Fund
-0.33
-1.20
-9.55
-6.95
-0.27
23.17
19.40
35.26
Canara Robeco Small Cap Fund
-0.24
-0.53
-9.12
-8.84
-4.06
15.99
17.10
31.65
Dsp Small Cap Fund
-0.03
-1.77
-7.97
-7.21
-0.54
17.45
17.64
27.69
15.70
18.29
Edelweiss Small Cap Fund
-0.30
-0.96
-7.42
-6.59
-0.48
19.31
20.27
31.33
Franklin India Smaller Companies Fund
-0.39
-1.19
-8.48
-8.14
-7.19
14.42
21.26
27.27
15.88
17.32
Hdfc Small Cap Fund
-0.31
-0.65
-7.35
-5.72
-2.39
13.91
19.98
27.82
17.08
18.90
Icici Prudential Smallcap Fund
0.30
-0.10
-6.27
-8.22
-6.13
11.63
17.07
26.63
16.70
16.42
Bandhan Small Cap Fund
-0.08
-0.51
-8.53
-7.44
3.83
33.03
25.11
Invesco India Smallcap Fund
-0.72
-1.49
-9.17
-5.96
4.08
27.95
22.66
30.26
Iti Small Cap Fund
0.00
0.02
-8.63
-5.42
-1.78
25.61
23.61
JM Small Cap Fund
-0.30
-1.94
-9.51
-9.21
-2.69
Kotak Small Cap Fund
-0.45
-2.12
-7.58
-8.88
-3.66
18.99
15.70
28.90
18.99
19.19
LIC MF Small Cap Fund
-0.28
-0.46
-6.61
-4.29
1.79
31.32
Mahindra Manulife Small Cap Fund
0.21
-0.09
-8.22
-9.89
-4.91
19.60
Motilal Oswal Small Cap Fund
-0.84
-2.28
-8.06
-1.23
12.35
39.49
Quant Small Cap Fund
0.18
-0.23
-6.30
-8.36
-7.45
15.06
21.90
43.80
26.76
20.69
Nippon India Small Cap Fund
-0.01
-0.68
-8.28
-8.27
-5.09
19.45
22.34
32.88
20.06
21.72
Sbi Small Cap Fund
-0.52
-1.83
-8.89
-10.37
-6.41
16.97
16.06
25.63
15.91
20.10
Sundaram Small Cap Fund
-0.25
-1.11
-7.81
-8.15
-1.76
14.46
16.96
25.99
12.72
14.43
Tata Small Cap Fund
-0.37
0.11
-7.84
-9.06
0.67
25.78
22.36
31.12
Union Small Cap Fund
-0.65
-1.44
-9.73
-8.40
-0.42
14.62
16.20
27.04
16.27
15.38
UTI Small Cap Fund
-0.39
-1.25
-6.81
-5.51
1.87
20.99
17.49
PGIM India Small Cap Fund
-0.55
-1.34
-7.65
-8.64
-0.74
14.76
9.73
Quantum Small Cap Fund
-0.25
-0.67
-7.17
-6.21
-2.24
11.02
Axis Small Cap Fund
-0.55
-1.27
-6.68
-5.78
0.33
18.93
17.99
26.77
21.13
19.57
Nifty Smallcap 250 Total Return Index
-0.04
-0.78
-8.45
-8.39
-4.66
16.73
17.74
27.11
13.29
15.49
13.88

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Small Cap Fund
1.66
20.21
22.67
18.54
15.31
15.78
Bank of India Small Cap Fund
10.38
26.29
30.25
Canara Robeco Small Cap Fund
3.29
19.86
27.46
Dsp Small Cap Fund
8.63
23.55
27.49
24.31
19.94
20.38
Edelweiss Small Cap Fund
8.81
25.04
29.24
Franklin India Smaller Companies Fund
0.83
26.22
29.76
24.37
19.65
20.22
Hdfc Small Cap Fund
3.83
24.26
29.01
24.08
20.89
Icici Prudential Smallcap Fund
0.02
19.52
26.04
23.47
19.08
17.29
Bandhan Small Cap Fund
17.80
36.48
Invesco India Smallcap Fund
16.10
30.83
31.06
Iti Small Cap Fund
10.31
31.82
JM Small Cap Fund
Kotak Small Cap Fund
6.40
21.05
26.65
24.75
20.90
19.90
LIC MF Small Cap Fund
18.97
Mahindra Manulife Small Cap Fund
3.56
Motilal Oswal Small Cap Fund
30.60
Quant Small Cap Fund
-2.37
27.21
37.29
32.60
25.49
19.76
Nippon India Small Cap Fund
5.13
27.79
33.36
28.86
24.55
Sbi Small Cap Fund
0.57
18.31
23.48
22.00
20.41
Sundaram Small Cap Fund
3.53
22.67
26.59
22.40
17.60
17.44
Tata Small Cap Fund
10.95
26.77
30.66
Union Small Cap Fund
5.88
21.07
25.60
23.44
19.03
UTI Small Cap Fund
14.26
23.56
PGIM India Small Cap Fund
4.33
15.42
Quantum Small Cap Fund
1.19
Axis Small Cap Fund
9.63
22.37
25.81
24.54
21.46

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Small Cap Fund
2.72
21.50
24.01
19.77
16.50
Bank of India Small Cap Fund
12.16
28.26
32.41
Canara Robeco Small Cap Fund
4.66
21.48
29.45
Dsp Small Cap Fund
9.62
24.66
28.66
25.38
20.87
Edelweiss Small Cap Fund
10.46
26.98
31.36
Franklin India Smaller Companies Fund
1.71
27.32
30.89
25.40
20.70
Hdfc Small Cap Fund
4.80
25.45
30.29
25.26
22.11
Icici Prudential Smallcap Fund
1.14
20.91
27.68
25.01
20.38
Bandhan Small Cap Fund
19.50
38.47
Invesco India Smallcap Fund
17.79
32.71
33.05
Iti Small Cap Fund
12.19
34.15
JM Small Cap Fund
Kotak Small Cap Fund
7.70
22.55
28.38
26.39
22.47
LIC MF Small Cap Fund
20.33
Mahindra Manulife Small Cap Fund
5.18
Motilal Oswal Small Cap Fund
32.59
Quant Small Cap Fund
-1.40
28.61
39.16
34.11
26.60
Nippon India Small Cap Fund
5.98
28.86
34.54
29.94
25.64
Sbi Small Cap Fund
1.53
19.49
24.78
23.27
21.70
Sundaram Small Cap Fund
4.72
24.08
28.05
23.68
18.69
Tata Small Cap Fund
12.56
28.75
32.89
Union Small Cap Fund
7.17
22.49
26.96
24.62
20.06
UTI Small Cap Fund
15.71
25.29
PGIM India Small Cap Fund
6.00
17.30
Quantum Small Cap Fund
2.87
Axis Small Cap Fund
10.84
23.77
27.48
26.20
23.00

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Small Cap Fund -16.51 -18.06 -6.23 15.64 10.62
Bank Of India Small Cap Fund -14.93 -16.38 -7.41 15.30 10.36
Canara Robeco Small Cap Fund -16.24 -10.86 -4.55 13.82 9.25
Dsp Small Cap Fund -18.44 -12.67 -5.13 16.20 10.92
Edelweiss Small Cap Fund -17.24 -13.41 -4.35 14.67 9.73
Franklin India Smaller Companies Fund -14.83 -14.78 -4.93 14.89 10.14
Hdfc Small Cap Fund -16.04 -16.26 -4.67 14.69 10.36
Icici Prudential Smallcap Fund -11.25 -8.21 -4.45 13.56 9.04
Bandhan Small Cap Fund -14.78 -17.20 -5.14 16.90 11.81
Invesco India Smallcap Fund -15.62 -15.72 -6.53 14.60 10.15
Iti Small Cap Fund -16.90 -18.88 -7.53 14.86 10.58
Kotak Small Cap Fund -15.03 -12.83 -5.92 14.04 9.40
Quant Small Cap Fund -22.25 -15.77 -5.84 17.72 12.63
Nippon India Small Cap Fund -14.25 -11.99 -4.68 14.96 10.36
Sbi Small Cap Fund -15.12 -9.37 -4.24 12.79 8.69
Sundaram Small Cap Fund -14.30 -16.13 -5.08 14.39 10.14
Tata Small Cap Fund -13.22 -12.27 -3.84 13.79 9.67
Union Small Cap Fund -13.48 -11.56 -7.50 14.66 9.90
Uti Small Cap Fund -13.38 -13.31 -5.33 14.82 9.85
Pgim India Small Cap Fund -19.02 -17.08 -5.45 15.70 10.64
Axis Small Cap Fund -15.17 -11.19 -4.69 12.39 8.65

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Small Cap Fund
0.55
0.30
0.57
0.39
1.85
0.74
0.86
0.12
1.56
-4.1000
Bank Of India Small Cap Fund
0.87
0.49
0.80
0.39
7.14
0.73
0.86
0.18
2.04
0.3400
Canara Robeco Small Cap Fund
0.87
0.50
0.95
0.38
3.61
0.72
0.88
0.17
1.91
-3.4700
Dsp Small Cap Fund
0.80
0.45
0.91
0.39
6.11
0.76
0.88
0.17
1.93
1.7200
Edelweiss Small Cap Fund
0.94
0.55
0.92
0.39
4.33
0.77
0.92
0.18
2.00
-2.1000
Franklin India Smaller Companies Fund
1.10
0.61
0.98
0.40
6.99
0.77
0.87
0.21
2.21
1.2500
Hdfc Small Cap Fund
0.94
0.50
0.82
0.40
8.27
0.70
0.88
0.20
2.14
1.9400
Icici Prudential Smallcap Fund
0.82
0.47
1.03
0.38
3.27
0.69
0.84
0.16
1.83
-4.3700
Bandhan Small Cap Fund
1.11
0.62
0.98
0.37
Invesco India Smallcap Fund
1.16
0.63
0.97
0.42
8.06
0.76
0.85
0.22
2.30
1.3500
Iti Small Cap Fund
1.12
0.58
0.85
0.43
11.06
0.70
0.87
0.24
2.39
5.5200
Kotak Small Cap Fund
0.71
0.40
0.77
0.38
5.18
0.64
0.79
0.16
1.79
-2.9900
Quant Small Cap Fund
0.93
0.48
0.95
0.38
3.63
0.94
0.90
0.18
1.99
1.7900
Nippon India Small Cap Fund
1.16
0.65
1.15
0.37
11.42
0.72
0.90
0.24
2.45
5.0900
Sbi Small Cap Fund
0.85
0.47
0.95
0.34
7.54
0.56
0.78
0.19
2.00
-0.1400
Sundaram Small Cap Fund
0.77
0.41
0.72
0.40
5.31
0.70
0.91
0.16
1.89
-1.2800
Tata Small Cap Fund
1.12
0.61
1.05
0.42
11.52
0.61
0.77
0.25
2.40
3.5500
Union Small Cap Fund
0.81
0.46
0.91
0.37
7.16
0.64
0.76
0.19
1.95
0.1000
Uti Small Cap Fund
0.77
0.43
0.82
0.41
2.10
0.76
0.85
0.15
1.77
-3.7400
Pgim India Small Cap Fund
0.27
0.16
0.42
0.40
-2.61
0.73
0.84
0.06
1.13
-8.6000
Axis Small Cap Fund
0.94
0.51
0.91
0.37
8.21
0.57
0.85
0.20
2.14
-0.6100

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Small Cap Fund 13,501.20 12,107.54 51,544.80 48,448.01 150,936.00 105,384.54 154,064.40 162,743.95 418,464.00 267,704.04 1,290,096.00 660,609.72
Bank of India Small Cap Fund 14,557.20 12,665.16 58,460.40 52,688.45 250,164.00 126,296.70
Canara Robeco Small Cap Fund 13,742.40 12,213.17 55,389.60 48,208.10 219,630.00 118,223.40
Dsp Small Cap Fund 13,970.40 12,554.56 57,063.60 50,749.60 194,844.00 118,288.74 220,038.00 199,815.84 596,316.00 343,650.72 989,842.86
Edelweiss Small Cap Fund 14,108.40 12,565.86 59,749.20 51,799.57 216,630.00 123,335.64
Franklin India Smaller Companies Fund 13,616.40 12,053.98 62,582.40 52,638.66 192,096.00 124,852.20 221,071.20 200,219.96 533,880.00 338,164.08 2,233,278.00 975,455.64
Hdfc Small Cap Fund 13,543.20 12,247.58 60,436.80 51,246.40 195,102.00 122,654.40 235,208.40 198,175.99 606,180.00 361,657.32
Icici Prudential Smallcap Fund 13,248.00 12,001.04 55,753.20 47,983.64 183,054.00 114,280.08 227,614.80 193,951.55 496,872.00 327,934.68 1,546,704.00 753,430.14
Bandhan Small Cap Fund 15,740.40 13,129.20 67,384.80 60,331.64
Invesco India Smallcap Fund 15,138.00 13,023.62 63,572.40 56,011.21 208,518.00 128,755.20
Iti Small Cap Fund 14,822.40 12,660.76 64,364.40 56,750.76
JM Small Cap Fund
Kotak Small Cap Fund 14,110.80 12,412.81 53,683.20 49,019.90 199,668.00 115,958.52 258,510.00 202,931.06 604,680.00 361,838.16 2,085,228.00 948,472.56
LIC MF Small Cap Fund 15,594.00 13,201.69
Mahindra Manulife Small Cap Fund 14,133.60 12,230.17
Motilal Oswal Small Cap Fund 16,494.00 13,910.35
Quant Small Cap Fund 13,678.80 11,845.01 62,913.60 53,348.18 346,782.00 148,954.86 412,104.00 267,448.69 733,848.00 464,019.48 1,774,404.00 936,897.66
Nippon India Small Cap Fund 14,224.80 12,331.57 64,267.20 53,767.98 238,200.00 135,909.12 283,432.80 234,619.22 778,848.00 440,898.24
Sbi Small Cap Fund 13,908.00 12,036.97 54,601.20 47,169.76 178,218.00 107,441.22 218,660.40 184,073.40 668,712.00 352,383.12
Sundaram Small Cap Fund 13,584.00 12,228.44 55,659.60 50,134.25 180,462.00 115,775.34 180,793.20 186,713.02 424,476.00 302,782.32 1,326,762.00 763,861.86
Tata Small Cap Fund 14,883.60 12,701.17 62,805.60 53,036.10 213,564.00 127,532.58
Union Small Cap Fund 13,590.00 12,379.51 54,626.40 49,031.82 189,282.00 113,073.30 227,010.00 193,763.05 457,932.00 326,995.80
UTI Small Cap Fund 14,335.20 12,909.06 55,814.40 50,757.41
PGIM India Small Cap Fund 13,557.60 12,279.65 45,201.60 45,271.80
Quantum Small Cap Fund 13,123.20 12,077.45
Axis Small Cap Fund 14,119.20 12,618.12 57,016.80 49,924.58 183,222.00 113,644.62 292,748.40 201,421.08 631,752.00 373,046.28

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Small Cap Fund 13,641.60 12,176.39 53,197.20 49,326.66 159,222.00 108,844.86 166,429.20 170,051.45 464,844.00 285,425.16
Bank of India Small Cap Fund 14,780.40 12,777.10 61,275.60 54,112.90 271,644.00 132,897.36
Canara Robeco Small Cap Fund 13,918.80 12,300.98 57,801.60 49,315.36 237,318.00 123,954.84
Dsp Small Cap Fund 14,094.00 12,617.16 58,604.40 51,525.76 203,676.00 121,630.92 233,142.00 207,532.16 643,620.00 361,370.76
Edelweiss Small Cap Fund 14,317.20 12,670.16 62,632.80 53,183.12 234,450.00 129,655.32
Franklin India Smaller Companies Fund 13,730.40 12,110.80 64,188.00 53,430.59 200,388.00 128,246.28 235,687.20 207,678.91 592,548.00 357,919.80
Hdfc Small Cap Fund 13,669.20 12,309.91 62,175.60 52,084.30 204,714.00 126,423.66 253,318.80 206,625.97 677,604.00 386,314.32
Icici Prudential Smallcap Fund 13,395.60 12,074.23 57,754.80 48,924.29 195,384.00 118,835.58 247,640.40 204,828.46 548,724.00 351,767.76
Bandhan Small Cap Fund 15,963.60 13,234.24 70,491.60 61,908.62
Invesco India Smallcap Fund 15,354.00 13,128.97 66,434.40 57,428.60 225,024.00 134,930.88
Iti Small Cap Fund 15,073.20 12,779.15 67,986.00 58,526.64
JM Small Cap Fund
Kotak Small Cap Fund 14,278.80 12,495.55 55,760.40 50,050.15 213,510.00 120,845.22 283,693.20 215,101.57 694,308.00 393,944.40
LIC MF Small Cap Fund 15,758.40 13,285.50
Mahindra Manulife Small Cap Fund 14,352.00 12,334.50
Motilal Oswal Small Cap Fund 16,738.80 14,029.37
Quant Small Cap Fund 13,807.20 11,908.81 65,203.20 54,371.12 368,880.00 155,519.46 441,672.00 281,908.87 786,792.00 492,665.28
Nippon India Small Cap Fund 14,334.00 12,385.49 65,919.60 54,548.21 248,586.00 139,700.16 302,030.40 243,701.47 856,680.00 467,820.00
Sbi Small Cap Fund 14,036.40 12,099.55 56,278.80 47,963.81 187,746.00 110,872.74 236,048.40 192,620.48 749,268.00 377,879.40
Sundaram Small Cap Fund 13,735.20 12,304.75 57,603.60 51,116.15 190,512.00 119,883.84 194,157.60 195,438.60 462,048.00 321,176.16
Tata Small Cap Fund 15,093.60 12,802.75 65,959.20 54,469.48 232,536.00 134,427.12
Union Small Cap Fund 13,754.40 12,461.51 56,480.40 50,012.71 198,540.00 116,819.88 241,357.20 201,996.23 501,840.00 345,868.92
UTI Small Cap Fund 14,518.80 12,999.34 58,388.40 51,974.75
PGIM India Small Cap Fund 13,771.20 12,387.24 47,559.60 46,501.78
Quantum Small Cap Fund 13,322.40 12,185.66
Axis Small Cap Fund 14,271.60 12,694.42 59,137.20 50,903.32 196,458.00 118,275.72 321,316.80 213,635.77 716,880.00 405,468.36