Top 10 small cap mutual funds based on 5 years
| Fund Name |
|---|
| Quant Small Cap Fund |
| Nippon India Small Cap Fund |
| Franklin India Smaller Companies Fund |
| Bank Of India Small Cap Fund |
| Tata Small Cap Fund |
| Canara Robeco Small Cap Fund |
| Edelweiss Small Cap Fund |
| Invesco India Smallcap Fund |
| HDFC Small Cap Fund |
| Kotak Small Cap Fund |
| Fund Name | 5Y SIP XIRR | 5Y XIRR Rank | 1Y SIP XIRR | 3Y SIP XIRR | 1Y Return | 3Y Return | 5Y Return |
|---|---|---|---|---|---|---|---|
| Quant Small Cap Fund | 49.11 | 1 | 39.78 | 40.45 | 59.34 | 30.14 | 44.64 |
| Nippon India Small Cap Fund | 41.20 | 2 | 36.00 | 38.57 | 51.33 | 31.62 | 36.12 |
| Franklin India Smaller Companies Fund | 37.32 | 3 | 35.98 | 38.21 | 53.72 | 29.95 | 29.40 |
| Bank Of India Small Cap Fund | 36.70 | 4 | 30.34 | 31.66 | 47.77 | 24.51 | 36.10 |
| Tata Small Cap Fund | 35.31 | 5 | 28.49 | 31.79 | 42.11 | 25.71 | 31.73 |
| Canara Robeco Small Cap Fund | 34.82 | 6 | 24.93 | 27.73 | 38.84 | 24.91 | 32.85 |
| Edelweiss Small Cap Fund | 34.74 | 7 | 24.80 | 30.54 | 41.94 | 25.08 | 32.62 |
| Invesco India Smallcap Fund | 34.26 | 8 | 31.99 | 33.19 | 48.22 | 24.20 | 31.45 |
| HDFC Small Cap Fund | 34.17 | 9 | 17.71 | 31.08 | 36.07 | 24.98 | 27.53 |
| Kotak Small Cap Fund | 33.45 | 10 | 29.92 | 27.75 | 41.52 | 22.32 | 31.80 |
Quant Small Cap Fund
Quant Small Cap Fund has shown very good performance in the Small Cap Fund category. The fund has rank of 3 out of 19 funds in the category. The fund has delivered return of 59.34% in 1 year, 30.14% in 3 years, 44.64% in 5 years and 21.5% in 10 years. The category average for the same periods is 42.66%, 24.21%, 31.24% and 19.92% respectively, which shows very good return performance of fund in the category. The fund has exhibited a standard deviation of 18.94, VaR of -22.25, Average Drawdown of -5.7, Semi Deviation of 14.03 and Max Drawdown of -15.77. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has high risk in the category.
Key Points:
- An investment of ₹10,000 in Quant Small Cap Fund direct growth option would have grown to ₹16086.0 in 1 year, ₹22943.0 in 3 years, and ₹67046.0 in 5 years as of today (19-07-2024).
- An SIP of ₹1,000 per month in Quant Small Cap Fund direct growth option would have grown to ₹14531.0 in 1 year, ₹64721.0 in 3 years, and ₹203273.0 in 5 years as of today (19-07-2024).
- the standard deviation of 18.94 and based on VaR one can expect to lose more than -22.25% of the current value of the fund in one year.
- The Sharpe ratio of the fund is 1.49 which shows very good performance of fund in the small-cap fund category.
- The fund has an R-square of 0.92, Beta of 0.99, and Jensen's Alpha of 7.57% which exhibit good performance in the small-cap fund category.
Nippon India Small Cap Fund
Nippon India Small Cap Fund is the top performing fund in the Small Cap Fund category. The fund has delivered return of 51.33% in 1 year, 31.62% in 3 years, 36.12% in 5 years and 24.42% in 10 years. The category average for the same periods is 42.66%, 24.21%, 31.24% and 19.92% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 14.69, VaR of -14.25, Average Drawdown of -3.69, Semi Deviation of 10.74 and Max Drawdown of -10.63. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has low risk in the category.
Key Points:
- An investment of ₹10,000 in Nippon India Small Cap Fund direct growth option would have grown to ₹15255.0 in 1 year, ₹23399.0 in 3 years and ₹48780.0 in 5 years as of today (19-07-2024).
- An SIP of ₹1,000 per month in Nippon India Small Cap Fund direct growth option would have grown to ₹14293.0 in 1 year, ₹62824.0 in 3 years and ₹167320.0 in 5 years as of today (19-07-2024).
- standard deviation of 14.69 and based on VaR one can expect to lose more than -14.25% of current value of fund in one year.
- Sharpe ratio of the fund is 1.74 which shows very good performance of fund in the small cap fund category.
- The fund has R-square of 0.94, Beta of 0.82 and Jensen's Alpha of 9.66% which exhibit very good performance in the small cap fund category.
Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund has shown very good performance in the Small Cap Fund category. The fund has rank of 2 out of 19 funds in the category. The fund has delivered return of 53.72% in 1 year, 29.95% in 3 years, 29.4% in 5 years and 19.99% in 10 years. The category average for the same periods is 42.66%, 24.21%, 31.24% and 19.92% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 14.58, VaR of -14.83, Average Drawdown of -3.99, Semi Deviation of 10.32 and Max Drawdown of -13.78. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has low risk in the category.
Key Points:
- An investment of ₹10,000 in Franklin India Smaller Companies Fund direct growth option would have grown to ₹15501.0 in 1 year, ₹22506.0 in 3 years and ₹37857.0 in 5 years as of today (19-07-2024).
- An SIP of ₹1,000 per month in Franklin India Smaller Companies Fund direct growth option would have grown to ₹14295.0 in 1 year, ₹62536.0 in 3 years and ₹152850.0 in 5 years as of today (19-07-2024).
- standard deviation of 14.58 and based on VaR one can expect to lose more than -14.83% of current value of fund in one year.
- Sharpe ratio of the fund is 1.63 which shows very good performance of fund in the small cap fund category.
- The fund has R-square of 0.88, Beta of 0.75 and Jensen's Alpha of 10.03% which exhibit very good performance in the small cap fund category.
Bank Of India Small Cap Fund
Bank Of India Small Cap Fund has exhibited good performance in the Small Cap Fund category. The fund has rank of 6 out of 19 funds in the category. The fund has delivered return of 47.77% in 1 year, 24.51% in 3 years and 36.1% in 5 years. The category average for the same periods is 42.66%, 24.21% and 31.24% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 14.94, VaR of -14.93, Average Drawdown of -4.97, Semi Deviation of 10.71 and Max Drawdown of -15.24. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has average risk in the category.
Key Points:
- An investment of ₹10,000 in the Bank Of India Small Cap Fund direct growth option would have grown to ₹14996.0 in 1 year, ₹20233.0 in 3 years, and ₹50797.0 in 5 years as of today (19-07-2024).
- A SIP of ₹1,000 per month in the Bank Of India Small Cap Fund direct growth option would have grown to ₹14012.0 in 1 year, ₹58076.0 in 3 years, and ₹154591.0 in 5 years as of today (19-07-2024).
- the standard deviation of 14.94 and based on VaR one can expect to lose more than -14.93% of the current value of the fund in one year.
- The Sharpe ratio of the fund is 1.31 which shows the average performance of the fund in the small-cap fund category.
- The fund has an R-square of 0.87, Beta of 0.7, and Jensen's Alpha of 9.65% which exhibit good performance in the small-cap fund category.
Tata Small Cap Fund
Tata Small Cap Fund has shown good performance in the Small Cap Fund category. The fund has rank of 4 out of 19 funds in the category. The fund has delivered return of 42.11% in 1 year, 25.71% in 3 years and 31.73% in 5 years. The category average for the same periods is 42.66%, 24.21% and 31.24% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 14.17, VaR of -11.09, Average Drawdown of -3.8, Semi Deviation of 9.94 and Max Drawdown of -11.09. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has very low risk in the category.
Key Points:
- An investment of ₹10,000 in Tata Small Cap Fund direct growth option would have grown to ₹14416.0 in 1 year, ₹20906.0 in 3 years and ₹43274.0 in 5 years as of today (19-07-2024).
- An SIP of ₹1,000 per month in Tata Small Cap Fund direct growth option would have grown to ₹13895.0 in 1 year, ₹58263.0 in 3 years and ₹149981.0 in 5 years as of today (19-07-2024).
- standard deviation of 14.17 and based on VaR one can expect to lose more than -11.09% of current value of fund in one year.
- Sharpe ratio of the fund is 1.53 which shows very good performance of fund in the small cap fund category.
- The fund has R-square of 0.76, Beta of 0.62 and Jensen's Alpha of 13.97% which exhibit very good performance in the small cap fund category.
Canara Robeco Small Cap Fund
Canara Robeco Small Cap Fund has shown poor performance in the Small Cap Fund category. The fund has rank of 14 out of 19 funds in the category. The fund has delivered return of 38.84% in 1 year, 24.91% in 3 years and 32.85% in 5 years. The category average for the same periods is 42.66%, 24.21% and 31.24% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 14.24, VaR of -16.24, Average Drawdown of -4.02, Semi Deviation of 9.92 and Max Drawdown of -10.86. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has low risk in the category.
Key Points:
- An investment of ₹10,000 in Canara Robeco Small Cap Fund direct growth option would have grown to ₹14062.0 in 1 year, ₹20390.0 in 3 years and ₹44836.0 in 5 years as of today (19-07-2024).
- An SIP of ₹1,000 per month in Canara Robeco Small Cap Fund direct growth option would have grown to ₹13663.0 in 1 year, ₹54971.0 in 3 years and ₹147595.0 in 5 years as of today (19-07-2024).
- standard deviation of 14.24 and based on VaR one can expect to lose more than -16.24% of current value of fund in one year.
- Sharpe ratio of the fund is 1.38 which shows good performance of fund in the small cap fund category.
- The fund has R-square of 0.88, Beta of 0.73 and Jensen's Alpha of 6.11% which exhibit average performance in the small cap fund category.
Edelweiss Small Cap Fund
Edelweiss Small Cap Fund has shown average performance in the Small Cap Fund category. The fund has rank of 9 out of 19 funds in the category. The fund has delivered return of 41.94% in 1 year, 25.08% in 3 years and 32.62% in 5 years. The category average for the same periods is 42.66%, 24.21% and 31.24% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 14.59, VaR of -17.24, Average Drawdown of -4.57, Semi Deviation of 10.19 and Max Drawdown of -13.0. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has low risk in the category.
Key Points:
- An investment of ₹10,000 in Edelweiss Small Cap Fund direct growth option would have grown to ₹14406.0 in 1 year, ₹20533.0 in 3 years, and ₹44422.0 in 5 years as of today (19-07-2024).
- An SIP of ₹1,000 per month in Edelweiss Small Cap Fund direct growth option would have grown to ₹13674.0 in 1 year, ₹57246.0 in 3 years, and ₹147504.0 in 5 years as of today (19-07-2024).
- the standard deviation of 14.59 and based on VaR one can expect to lose more than -17.24% of the current value of fund in one year.
- The Sharpe ratio of the fund is 1.37 which shows good performance of the fund in the small-cap fund category.
- The fund has an R-square of 0.91, Beta of 0.76, and Jensen's Alpha of 5.61% which exhibit average performance in the small-cap fund category.
Invesco India Smallcap Fund
Invesco India Smallcap Fund has performed well in the Small Cap Fund category. The fund has rank of 5 out of 19 funds in the category. The fund has delivered return of 48.22% in 1 year, 24.2% in 3 years and 31.45% in 5 years. The category average for the same periods is 42.66%, 24.21% and 31.24% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 15.38, VaR of -15.62, Average Drawdown of -4.12, Semi Deviation of 10.49 and Max Drawdown of -15.1. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has average risk in the category.
Key Points:
- An investment of ₹10,000 in Invesco India Smallcap Fund direct growth option would have grown to ₹15036.0 in 1 year, ₹20034.0 in 3 years and ₹42378.0 in 5 years as of today (19-07-2024).
- An SIP of ₹1,000 per month in Invesco India Smallcap Fund direct growth option would have grown to ₹14110.0 in 1 year, ₹59184.0 in 3 years and ₹145395.0 in 5 years as of today (19-07-2024).
- standard deviation of 15.38 and based on VaR one can expect to lose more than -15.62% of current value of fund in one year.
- Sharpe ratio of the fund is 1.38 which shows good performance of fund in the small cap fund category.
- The fund has R-square of 0.84, Beta of 0.79 and Jensen's Alpha of 6.82% which exhibit average performance in the small-cap fund category.
HDFC Small Cap Fund
HDFC Small Cap Fund has exhibited good performance in the Small Cap Fund category. The fund has rank of 7 out of 19 funds in the category. The fund has delivered return of 36.07% in 1 year, 24.98% in 3 years, 27.53% in 5 years and 20.17% in 10 years. The category average for the same periods is 42.66%, 24.21%, 31.24% and 19.92% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 15.4, VaR of -16.04, Average Drawdown of -4.23, Semi Deviation of 11.2 and Max Drawdown of -15.18. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has average risk in the category.
Key Points:
- An investment of ₹10,000 in HDFC Small Cap Fund direct growth option would have grown to ₹13733.0 in 1 year, ₹20093.0 in 3 years, and ₹35415.0 in 5 years as of today (19-07-2024).
- A SIP of ₹1,000 per month in HDFC Small Cap Fund direct growth option would have grown to ₹13193.0 in 1 year, ₹57059.0 in 3 years, and ₹142616.0 in 5 years as of today (19-07-2024).
- the standard deviation of 15.4 and based on VaR one can expect to lose more than -16.04% of the fund's current value in one year.
- The Sharpe ratio of the fund is 1.45 which shows excellent performance of the fund in the small-cap fund category.
- The fund has an R-square of 0.86, Beta of 0.72 and Jensen's Alpha of 12.04% which exhibit very good performance in the small cap fund category.
Kotak Small Cap Fund
Kotak Small Cap Fund has shown poor performance in the Small Cap Fund category. The fund has ranked 17 out of 19 funds in the category. The fund has delivered return of 41.52% in 1 year, 22.32% in 3 years, 31.8% in 5 years and 20.95% in 10 years. The category average for the same periods is 42.66%, 24.21%, 31.24% and 19.92% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 13.42, VaR of -15.03, Average Drawdown of -5.98, Semi Deviation of 9.37, and Max Drawdown of -11.98. The category average for the same parameters is 14.73, -15.2, -5.26, 10.45 and -13.05 respectively. The fund has low risk in the category.
Key Points:
- An investment of ₹10,000 in Kotak Small Cap Fund direct growth option would have grown to ₹14324.0 in 1 year, ₹19040.0 in 3 years, and ₹42564.0 in 5 years as of today (19-07-2024).
- An SIP of ₹1,000 per month in Kotak Small Cap Fund direct growth option would have grown to ₹13963.0 in 1 year, ₹54840.0 in 3 years and ₹141957.0 in 5 years as of today (19-07-2024).
- standard deviation of 13.42 and based on VaR one can expect to lose more than -15.03% of the fund's current value in one year.
- The Sharpe ratio of the fund is 1.12 which shows poor performance of the fund in the small-cap fund category.
- The fund has an R-square of 0.82, Beta of 0.61, and Jensen's Alpha of 7.16% which exhibit good performance in the small-cap fund category.