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
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 |