Best Small Cap Mutual Funds January 2025

  • Iti Small Cap Fund has exhibited 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 10.45% in 1 year and 21.58% in 3 years. The category average for the same periods is 7.21% and 18.04% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 16.32, VaR of -23.19, Average Drawdown of …
  • Tata Small Cap Fund has shown 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 10.51% in 1 year, 20.21% in 3 years and 26.27% in 5 years. The category average for the same periods is 7.21%, 18.04% and 25.09% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 15.58, VaR of …
  • Invesco India Smallcap Fund is the best performing fund in the Small Cap Fund category. The fund has delivered return of 13.84% in 1 year, 22.23% in 3 years and 25.11% in 5 years. The category average for the same periods is 7.21%, 18.04% and 25.09% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 15.92, VaR of -21.04, Average Drawdown of -6.16, Semi Deviation of 11.58 and Max Drawdown …
  • Edelweiss Small Cap Fund has exhibited 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 7.64% in 1 year, 19.04% in 3 years and 26.03% in 5 years. The category average for the same periods is 7.21%, 18.04% and 25.09% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 15.73, VaR of …
  • Axis Small Cap Fund has exhibited 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 8.32% in 1 year, 17.2% in 3 years, 21.79% in 5 years and 17.26% in 10 years. The category average for the same periods is 7.21%, 18.04%, 25.09% and 15.8% respectively, which shows good return performance of fund in the category. The fund has exhibited standard …

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
13.84% 22.23% 25.11% % % 15.42% 24.02% 27.01% % % 15.92% -13.80% -21.04% 8.01% 0.76 0.44 0.89
2
10.45% 21.58% % % % 12.29% 23.79% % % % 16.32% -16.45% -23.19% 7.00% 0.79 0.39 0.83
3
8.32% 17.20% 21.79% 19.01% 17.26% 9.50% 18.62% 23.48% 20.61% 18.75% 13.43% -10.34% -18.76% 4.69% 0.66 0.34 0.69
4
7.64% 19.04% 26.03% % % 9.22% 20.92% 28.03% % % 15.73% -12.42% -21.41% 4.59% 0.78 0.38 0.71
5
10.51% 20.21% 26.27% % % 12.06% 22.17% 28.43% % % 15.58% -14.48% -20.09% 6.35% 0.73 0.37 0.77
6
6.94% 22.58% 29.22% 18.07% 19.70% 7.77% 23.62% 30.32% 19.14% 20.85% 16.27% -13.01% -25.07% 7.45% 0.81 0.45 0.88
7
10.73% 16.59% % % % 12.13% 18.33% % % % 15.88% -12.27% -22.18% 2.27% 0.76 0.29 0.55
8
5.38% 21.17% 24.65% 14.11% 15.02% 6.26% 22.19% 25.71% 15.15% 16.22% 16.01% -12.88% -23.07% 7.34% 0.77 0.44 0.85
9
8.66% 17.96% 28.09% % % 10.34% 19.81% 30.19% % % 16.68% -14.04% -23.69% 3.30% 0.80 0.32 0.62
10
3.15% 16.77% 22.76% 14.61% 14.08% 4.28% 18.14% 24.36% 16.00% 15.23% 14.15% -11.46% -15.24% 4.76% 0.67 0.37 0.67
11
7.83% 14.17% 23.90% 16.48% 16.33% 9.10% 15.61% 25.57% 18.03% 17.96% 15.06% -12.84% -20.16% 1.98% 0.72 0.27 0.51
12
1.90% 17.28% 22.38% 11.25% 12.51% 3.03% 18.62% 23.72% 12.39% 13.47% 15.10% -14.15% -24.02% 3.31% 0.75 0.32 0.62
13
6.56% 17.16% 24.27% 14.18% 16.21% 7.50% 18.20% 25.37% 15.14% 17.11% 17.62% -11.72% -24.05% 1.17% 0.87 0.28 0.53
14
2.50% 19.66% 25.17% 14.94% 16.83% 3.44% 20.79% 26.37% 16.16% 18.14% 15.90% -15.14% -25.61% 4.43% 0.78 0.34 0.70
15
5.56% 15.65% 22.02% 14.28% 17.98% 6.53% 16.82% 23.29% 15.54% 19.32% 13.99% -13.34% -16.71% 3.29% 0.67 0.30 0.59
16
-1.14% 20.34% 38.00% 23.96% 18.57% -0.19% 21.76% 39.73% 25.20% 19.40% 18.72% -16.75% -26.46% 4.02% 0.92 0.35 0.69
17
4.41% 15.13% 26.31% % % 5.71% 16.75% 28.27% % % 15.28% -12.90% -19.11% 1.95% 0.74 0.28 0.53
18
3.12% 15.73% 22.37% 14.29% 13.11% 4.37% 17.04% 23.55% 15.30% 14.15% 16.66% -12.65% -20.42% 1.06% 0.78 0.24 0.47
19
2.15% 12.92% 18.25% 8.28% 11.94% 3.20% 14.11% 19.52% 9.47% 13.12% 17.14% -17.02% -26.00% -2.82% 0.84 0.17 0.30
20
4.68% 10.47% % % % 6.39% 12.35% % % % 16.67% -15.85% -27.30% -5.61% 0.80 0.08 0.11

Return Calculated On: 13 February 2025

Ratios Calculated On: 31 January 2025

As On: 13 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Small Cap Fund
-0.22
-6.50
-7.76
-11.93
-13.45
2.15
12.92
18.25
8.28
11.94
13.73
Baroda BNP Paribas Small Cap Fund
-0.39
-5.43
-6.47
-9.19
-13.94
2.14
Bank of India Small Cap Fund
-0.55
-8.02
-7.52
-11.68
-11.83
8.66
17.96
28.09
Canara Robeco Small Cap Fund
-0.20
-6.60
-5.91
-10.36
-12.76
4.41
15.13
26.31
Dsp Small Cap Fund
-0.19
-6.40
-7.57
-9.40
-11.13
6.56
17.16
24.27
14.18
16.21
Edelweiss Small Cap Fund
-0.84
-6.89
-6.31
-8.33
-9.43
7.64
19.04
26.03
Franklin India Smaller Companies Fund
-0.08
-6.69
-6.02
-8.91
-13.42
5.38
21.17
24.65
14.11
15.02
18.31
Hdfc Small Cap Fund
-0.12
-5.64
-5.85
-8.95
-9.49
2.50
19.66
25.17
14.94
16.83
Icici Prudential Smallcap Fund
-0.71
-5.81
-5.01
-8.59
-10.99
3.15
16.77
22.76
14.61
14.08
15.33
Bandhan Small Cap Fund
-0.16
-6.23
-4.92
-7.87
-6.74
17.91
25.02
Invesco India Smallcap Fund
-0.14
-6.81
-6.24
-6.47
-5.54
13.84
22.23
25.11
Iti Small Cap Fund
-0.22
-5.97
-5.52
-8.07
-9.28
10.45
21.58
JM Small Cap Fund
-0.75
-6.27
-5.09
-9.02
-10.02
Kotak Small Cap Fund
-0.74
-7.46
-8.10
-11.18
-12.64
7.83
14.17
23.90
16.48
16.33
17.50
LIC MF Small Cap Fund
0.13
-6.92
-8.56
-8.39
-10.96
12.19
Mahindra Manulife Small Cap Fund
0.07
-5.97
-7.70
-12.37
-14.85
3.93
Motilal Oswal Small Cap Fund
0.72
-4.71
-7.83
-3.59
-2.01
23.88
Quant Small Cap Fund
-0.99
-7.34
-6.70
-11.71
-15.70
-1.14
20.34
38.00
23.96
18.57
15.80
Nippon India Small Cap Fund
-0.32
-5.83
-6.72
-10.44
-13.10
6.94
22.58
29.22
18.07
19.70
Sbi Small Cap Fund
-0.48
-5.86
-5.79
-9.14
-12.50
5.56
15.65
22.02
14.28
17.98
Sundaram Small Cap Fund
-0.40
-7.80
-6.05
-9.08
-9.21
1.90
17.28
22.38
11.25
12.51
14.47
Tata Small Cap Fund
-0.51
-6.40
-7.72
-12.76
-11.16
10.51
20.21
26.27
Union Small Cap Fund
-0.47
-6.93
-7.76
-9.94
-11.53
3.12
15.73
22.37
14.29
13.11
UTI Small Cap Fund
-0.62
-6.86
-5.62
-6.85
-6.85
10.73
16.59
PGIM India Small Cap Fund
-0.07
-5.62
-5.24
-8.38
-9.38
4.68
10.47
Quantum Small Cap Fund
-0.36
-4.80
-2.37
-5.93
-6.72
4.32
Axis Small Cap Fund
-0.49
-5.43
-5.10
-6.19
-6.13
8.32
17.20
21.79
19.01
17.26
Nifty Smallcap 250 Total Return Index
-0.35
-6.82
-7.14
-9.94
-12.45
3.06
18.64
24.60
12.64
14.19
13.72

As On: 13 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Small Cap Fund
-0.22
-6.48
-7.69
-11.72
-13.03
3.20
14.11
19.52
9.47
13.12
Baroda BNP Paribas Small Cap Fund
-0.39
-5.41
-6.39
-8.94
-13.37
3.69
Bank of India Small Cap Fund
-0.56
-8.00
-7.42
-11.35
-11.14
10.34
19.81
30.19
Canara Robeco Small Cap Fund
-0.18
-6.57
-5.81
-10.09
-12.23
5.71
16.75
28.27
Dsp Small Cap Fund
-0.19
-6.38
-7.50
-9.20
-10.73
7.50
18.20
25.37
15.14
17.11
Edelweiss Small Cap Fund
-0.84
-6.87
-6.20
-8.00
-8.77
9.22
20.92
28.03
Franklin India Smaller Companies Fund
-0.08
-6.67
-5.95
-8.72
-13.05
6.26
22.19
25.71
15.15
16.22
Hdfc Small Cap Fund
-0.12
-5.63
-5.78
-8.76
-9.09
3.44
20.79
26.37
16.16
18.14
Icici Prudential Smallcap Fund
-0.70
-5.80
-4.93
-8.36
-10.53
4.28
18.14
24.36
16.00
15.23
Bandhan Small Cap Fund
-0.15
-6.21
-4.81
-7.56
-6.11
19.56
26.91
Invesco India Smallcap Fund
-0.12
-6.78
-6.11
-6.15
-4.89
15.42
24.02
27.01
Iti Small Cap Fund
-0.22
-5.94
-5.41
-7.73
-8.57
12.29
23.79
JM Small Cap Fund
-0.75
-6.24
-4.96
-8.64
-9.24
Kotak Small Cap Fund
-0.74
-7.44
-8.02
-10.92
-12.13
9.10
15.61
25.57
18.03
17.96
LIC MF Small Cap Fund
0.13
-6.89
-8.45
-8.08
-10.43
13.42
Mahindra Manulife Small Cap Fund
0.07
-5.94
-7.59
-12.06
-14.23
5.52
Motilal Oswal Small Cap Fund
0.73
-4.68
-7.72
-3.24
-1.28
25.71
Quant Small Cap Fund
-0.99
-7.32
-6.62
-11.49
-15.30
-0.19
21.76
39.73
25.20
19.40
Nippon India Small Cap Fund
-0.32
-5.81
-6.66
-10.27
-12.76
7.77
23.62
30.32
19.14
20.85
Sbi Small Cap Fund
-0.48
-5.85
-5.72
-8.93
-12.10
6.53
16.82
23.29
15.54
19.32
Sundaram Small Cap Fund
-0.40
-7.78
-5.96
-8.83
-8.71
3.03
18.62
23.72
12.39
13.47
Tata Small Cap Fund
-0.51
-6.38
-7.61
-12.47
-10.54
12.06
22.17
28.43
Union Small Cap Fund
-0.47
-6.92
-7.68
-9.69
-11.03
4.37
17.04
23.55
15.30
14.15
UTI Small Cap Fund
-0.62
-6.84
-5.53
-6.58
-6.30
12.13
18.33
PGIM India Small Cap Fund
-0.07
-5.60
-5.13
-8.04
-8.65
6.39
12.35
Quantum Small Cap Fund
-0.35
-4.79
-2.24
-5.58
-5.98
5.89
Axis Small Cap Fund
-0.49
-5.41
-5.01
-5.95
-5.62
9.50
18.62
23.48
20.61
18.75
Nifty Smallcap 250 Total Return Index
-0.35
-6.82
-7.14
-9.94
-12.45
3.06
18.64
24.60
12.64
14.19
13.72

As On: 13 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Motilal Oswal Small Cap Fund
8.31
Aditya Birla Sun Life Small Cap Fund
-16.04
12.40
17.68
15.35
13.14
14.30
Iti Small Cap Fund
-8.16
23.83
LIC MF Small Cap Fund
-6.64
Baroda BNP Paribas Small Cap Fund
-14.49
Bank of India Small Cap Fund
-11.06
17.52
24.41
Canara Robeco Small Cap Fund
-12.63
12.97
22.75
Dsp Small Cap Fund
-9.53
15.94
22.58
21.26
17.90
18.77
Edelweiss Small Cap Fund
-8.60
17.76
24.47
Franklin India Smaller Companies Fund
-13.53
19.46
25.40
21.69
17.87
18.97
Hdfc Small Cap Fund
-11.15
17.56
24.69
21.39
19.11
Icici Prudential Smallcap Fund
-12.50
13.72
22.18
21.09
17.73
16.13
Bandhan Small Cap Fund
-0.04
29.48
Invesco India Smallcap Fund
-2.16
23.58
26.52
JM Small Cap Fund
Kotak Small Cap Fund
-11.89
13.55
21.65
21.60
18.85
18.50
Mahindra Manulife Small Cap Fund
-16.38
Quant Small Cap Fund
-18.93
19.17
31.43
30.23
23.77
18.52
Nippon India Small Cap Fund
-12.82
19.80
28.16
25.67
22.47
Sbi Small Cap Fund
-12.72
12.69
19.67
19.66
18.84
Sundaram Small Cap Fund
-11.78
16.03
22.26
19.74
15.83
16.22
Tata Small Cap Fund
-10.20
17.87
25.04
Union Small Cap Fund
-12.60
13.05
20.34
20.10
16.85
UTI Small Cap Fund
-2.46
17.03
PGIM India Small Cap Fund
-9.27
10.04
Quantum Small Cap Fund
-5.76
Axis Small Cap Fund
-4.53
16.61
22.03
22.12
19.89

As On: 13 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Small Cap Fund
-15.15
13.64
19.00
16.58
14.34
Baroda BNP Paribas Small Cap Fund
-13.23
Bank of India Small Cap Fund
-9.60
19.41
26.52
Canara Robeco Small Cap Fund
-11.49
14.52
24.69
Dsp Small Cap Fund
-8.68
17.01
23.73
22.33
18.83
Edelweiss Small Cap Fund
-7.19
19.62
26.55
Franklin India Smaller Companies Fund
-12.77
20.52
26.52
22.72
18.92
Hdfc Small Cap Fund
-10.31
18.71
25.95
22.57
20.33
Icici Prudential Smallcap Fund
-11.52
15.07
23.79
22.63
19.03
Bandhan Small Cap Fund
1.41
31.41
Invesco India Smallcap Fund
-0.72
25.40
28.47
Iti Small Cap Fund
-6.59
26.07
JM Small Cap Fund
Kotak Small Cap Fund
-10.80
14.99
23.35
23.25
20.42
LIC MF Small Cap Fund
-5.49
Mahindra Manulife Small Cap Fund
-15.05
Motilal Oswal Small Cap Fund
10.00
Quant Small Cap Fund
-18.10
20.51
33.25
31.75
24.88
Nippon India Small Cap Fund
-12.11
20.83
29.31
26.74
23.56
Sbi Small Cap Fund
-11.87
13.84
20.96
20.93
20.13
Sundaram Small Cap Fund
-10.75
17.40
23.70
21.03
16.93
Tata Small Cap Fund
-8.86
19.76
27.23
Union Small Cap Fund
-11.52
14.42
21.69
21.28
17.90
UTI Small Cap Fund
-1.21
18.69
PGIM India Small Cap Fund
-7.75
11.89
Quantum Small Cap Fund
-4.27
Axis Small Cap Fund
-3.46
17.97
23.67
23.77
21.43

Performance Indicators


Calculated On: 31 January 2025

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Small Cap Fund -26.00 -17.02 -7.97 17.14 12.20
Bank Of India Small Cap Fund -23.69 -14.04 -7.37 16.68 11.86
Canara Robeco Small Cap Fund -19.11 -12.90 -5.93 15.28 10.73
Dsp Small Cap Fund -24.05 -11.72 -6.34 17.62 12.40
Edelweiss Small Cap Fund -21.41 -12.42 -5.45 15.73 10.84
Franklin India Smaller Companies Fund -23.07 -12.88 -6.23 16.01 11.36
Hdfc Small Cap Fund -25.61 -15.14 -5.88 15.90 11.60
Icici Prudential Smallcap Fund -15.24 -11.46 -5.15 14.15 9.63
Invesco India Smallcap Fund -21.04 -13.80 -6.16 15.92 11.58
Iti Small Cap Fund -23.19 -16.45 -9.42 16.32 12.14
Kotak Small Cap Fund -20.16 -12.84 -7.09 15.06 10.49
Quant Small Cap Fund -26.46 -16.75 -7.12 18.72 13.50
Nippon India Small Cap Fund -25.07 -13.01 -6.14 16.27 11.75
Sbi Small Cap Fund -16.71 -13.34 -5.37 13.99 9.97
Sundaram Small Cap Fund -24.02 -14.15 -5.75 15.10 10.85
Tata Small Cap Fund -20.09 -14.48 -5.22 15.58 11.64
Union Small Cap Fund -20.42 -12.65 -9.75 16.66 12.08
Uti Small Cap Fund -22.18 -12.27 -6.13 15.88 10.96
Pgim India Small Cap Fund -27.30 -15.85 -6.83 16.67 11.64
Axis Small Cap Fund -18.76 -10.34 -5.66 13.43 9.71

Calculated On: 31 January 2025

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
0.30
0.17
0.46
0.39
-2.82
0.84
0.92
0.06
1.17
-5.5500
Bank Of India Small Cap Fund
0.62
0.32
0.74
0.41
3.30
0.80
0.89
0.13
1.65
-0.1000
Canara Robeco Small Cap Fund
0.53
0.28
0.67
0.41
1.95
0.74
0.90
0.11
1.50
-2.5200
Dsp Small Cap Fund
0.53
0.28
0.77
0.40
1.17
0.87
0.92
0.11
1.52
-1.1600
Edelweiss Small Cap Fund
0.71
0.38
0.83
0.40
4.59
0.78
0.93
0.14
1.77
0.7100
Franklin India Smaller Companies Fund
0.85
0.44
0.93
0.40
7.34
0.77
0.89
0.18
1.99
3.4300
Hdfc Small Cap Fund
0.70
0.34
0.74
0.39
4.43
0.78
0.92
0.14
1.76
0.6500
Icici Prudential Smallcap Fund
0.67
0.37
0.79
0.38
4.76
0.67
0.85
0.14
1.71
-1.0300
Invesco India Smallcap Fund
0.89
0.44
0.92
0.42
8.01
0.76
0.87
0.18
2.03
3.8800
Iti Small Cap Fund
0.83
0.39
0.80
0.42
7.00
0.79
0.88
0.17
1.95
3.2600
Kotak Small Cap Fund
0.51
0.27
0.66
0.40
1.98
0.72
0.86
0.11
1.47
-2.9400
Quant Small Cap Fund
0.69
0.35
0.77
0.38
4.02
0.92
0.91
0.14
1.76
2.5500
Nippon India Small Cap Fund
0.88
0.45
0.96
0.38
7.45
0.81
0.94
0.18
2.03
4.1300
Sbi Small Cap Fund
0.59
0.30
0.67
0.39
3.29
0.67
0.89
0.12
1.58
-2.3700
Sundaram Small Cap Fund
0.62
0.32
0.70
0.39
3.31
0.75
0.93
0.13
1.64
-1.1200
Tata Small Cap Fund
0.77
0.37
0.80
0.43
6.35
0.73
0.85
0.16
1.87
1.7200
Union Small Cap Fund
0.47
0.24
0.67
0.42
1.06
0.78
0.83
0.10
1.42
-2.8200
Uti Small Cap Fund
0.55
0.29
0.72
0.41
2.27
0.76
0.87
0.11
1.53
-1.9000
Pgim India Small Cap Fund
0.11
0.08
0.34
0.39
-5.61
0.80
0.87
0.02
0.86
-9.1600
Axis Small Cap Fund
0.69
0.34
0.82
0.39
4.69
0.66
0.91
0.14
1.74
-1.2700

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
Motilal Oswal Small Cap Fund 14,865.60 12,536.58
Aditya Birla Sun Life Small Cap Fund 12,258.00 10,924.10 51,836.40 43,352.42 138,732.00 93,351.78 146,571.60 145,296.98 370,764.00 238,323.96 1,240,002.00 580,686.48
Iti Small Cap Fund 13,254.00 11,459.95 64,692.00 50,963.54
LIC MF Small Cap Fund 13,462.80 11,561.29
Baroda BNP Paribas Small Cap Fund 12,256.80 11,030.59
Bank of India Small Cap Fund 13,039.20 11,264.51 59,094.00 46,662.88 206,844.00 109,928.34
Canara Robeco Small Cap Fund 12,529.20 11,157.86 54,932.40 43,713.65 192,906.00 105,604.38
Dsp Small Cap Fund 12,787.20 11,367.70 57,888.00 45,622.91 177,786.00 105,174.72 212,545.20 179,382.59 539,124.00 307,750.32 858,870.90
Edelweiss Small Cap Fund 12,916.80 11,430.26 60,735.60 46,818.07 190,740.00 110,085.90
Franklin India Smaller Companies Fund 12,645.60 11,096.51 64,040.40 47,953.44 180,546.00 112,561.68 211,621.20 182,123.68 486,360.00 307,372.20 2,240,802.00 873,734.94
Hdfc Small Cap Fund 12,300.00 11,258.63 61,678.80 46,687.97 184,362.00 110,670.06 222,608.40 180,220.07 568,476.00 328,613.88
Icici Prudential Smallcap Fund 12,378.00 11,166.60 57,312.00 44,193.35 167,280.00 104,168.46 218,148.00 178,298.23 448,128.00 304,937.16 1,529,802.00 681,001.20
Bandhan Small Cap Fund 14,149.20 11,997.53 70,351.20 55,030.79
Invesco India Smallcap Fund 13,660.80 11,858.38 65,746.80 50,785.96 183,912.00 115,619.82
JM Small Cap Fund
Kotak Small Cap Fund 12,939.60 11,208.16 53,575.20 44,079.16 175,212.00 102,831.48 244,297.20 181,584.23 544,836.00 323,931.84 2,021,184.00 838,864.26
Mahindra Manulife Small Cap Fund 12,471.60 10,900.38
Quant Small Cap Fund 11,863.20 10,723.54 62,740.80 47,759.11 300,264.00 129,932.64 377,748.00 246,279.01 658,872.00 422,784.72 1,625,814.00 839,764.08
Nippon India Small Cap Fund 12,832.80 11,144.94 66,315.60 48,183.91 216,150.00 120,240.60 268,724.40 209,724.31 724,704.00 394,034.76
Sbi Small Cap Fund 12,667.20 11,151.97 55,688.40 43,533.65 162,276.00 98,003.04 213,872.40 169,416.74 626,760.00 323,826.48
Sundaram Small Cap Fund 12,228.00 11,215.93 58,068.00 45,681.98 164,724.00 104,358.48 177,130.80 169,947.29 390,108.00 275,321.40 1,366,776.00 686,313.00
Tata Small Cap Fund 13,261.20 11,322.74 62,532.00 46,894.36 192,582.00 111,606.24
Union Small Cap Fund 12,374.40 11,160.11 55,803.60 43,761.78 164,616.00 99,615.18 213,922.80 172,139.44 411,396.00 290,864.88
UTI Small Cap Fund 13,287.60 11,838.72 57,049.20 46,336.07
PGIM India Small Cap Fund 12,561.60 11,385.49 48,528.00 41,882.62
Quantum Small Cap Fund 12,518.40 11,620.25
Axis Small Cap Fund 12,998.40 11,701.61 57,956.40 46,058.69 160,746.00 103,774.86 284,071.20 184,925.08 589,824.00 342,761.64

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 12,384.00 10,985.20 53,488.80 44,137.94 146,346.00 96,405.84 158,298.00 151,828.74 411,852.00 254,096.16
Baroda BNP Paribas Small Cap Fund 12,442.80 11,116.66
Bank of India Small Cap Fund 13,240.80 11,362.80 61,912.80 47,921.58 224,412.00 115,623.24
Canara Robeco Small Cap Fund 12,685.20 11,235.49 57,283.20 44,702.50 208,326.00 110,665.92
Dsp Small Cap Fund 12,900.00 11,424.79 59,450.40 46,324.04 185,856.00 108,147.42 225,296.40 186,355.09 582,024.00 323,686.32
Edelweiss Small Cap Fund 13,106.40 11,524.57 63,648.00 48,067.13 206,406.00 115,705.38
Franklin India Smaller Companies Fund 12,751.20 11,148.64 65,682.00 48,676.97 188,334.00 115,621.14 225,556.80 188,924.65 539,592.00 325,300.20
Hdfc Small Cap Fund 12,412.80 11,315.05 63,446.40 47,449.62 193,392.00 114,060.00 239,668.80 187,896.74 635,292.00 350,976.72
Icici Prudential Smallcap Fund 12,513.60 11,233.32 59,360.40 45,055.15 178,494.00 108,291.42 237,392.40 188,312.54 495,180.00 327,239.76
Bandhan Small Cap Fund 14,347.20 12,092.18 73,587.60 56,469.53
Invesco India Smallcap Fund 13,850.40 11,952.65 68,670.00 52,069.28 198,300.00 121,129.14
Iti Small Cap Fund 13,474.80 11,564.64 68,295.60 52,550.75
JM Small Cap Fund
Kotak Small Cap Fund 13,092.00 11,282.22 55,630.80 45,003.67 187,308.00 107,137.86 268,010.40 192,482.98 625,728.00 352,664.64
LIC MF Small Cap Fund 13,610.40 11,638.24
Mahindra Manulife Small Cap Fund 12,662.40 10,992.42
Motilal Oswal Small Cap Fund 15,085.20 12,643.79
Quant Small Cap Fund 11,977.20 10,781.33 64,980.00 48,669.01 319,590.00 135,606.72 404,989.20 259,789.99 706,896.00 449,164.56
Nippon India Small Cap Fund 12,932.40 11,193.41 68,011.20 48,882.56 225,552.00 123,584.94 286,263.60 217,852.74 797,100.00 418,093.92
Sbi Small Cap Fund 12,783.60 11,209.38 57,391.20 44,264.30 170,904.00 101,115.18 230,890.80 177,285.44 702,228.00 347,227.44
Sundaram Small Cap Fund 12,363.60 11,285.62 60,087.60 46,578.46 173,910.00 108,063.12 190,268.40 177,937.20 424,800.00 292,148.76
Tata Small Cap Fund 13,447.20 11,412.92 65,638.80 48,155.62 209,610.00 117,606.00
Union Small Cap Fund 12,524.40 11,233.45 57,715.20 44,641.58 172,728.00 102,934.80 227,530.80 179,530.76 450,888.00 307,790.88
UTI Small Cap Fund 13,455.60 11,920.78 59,644.80 47,440.15
PGIM India Small Cap Fund 12,766.80 11,487.46 51,055.20 43,031.02
Quantum Small Cap Fund 12,706.80 11,718.85
Axis Small Cap Fund 13,140.00 11,772.61 60,080.40 46,960.85 172,266.00 107,972.40 311,824.80 196,133.20 669,108.00 372,575.16