Bandhan Small Cap Fund is the top ranked fund in the Small Cap Fund category. The category has total 21 funds. The 5 star rating shows an excellent past performance of the Bandhan Small Cap Fund in Small Cap Fund. The fund has a Jensen Alpha of 8.72% which is higher than the category average of 2.61%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.86 which is higher than the category average of 0.52. Read Full Review
In the Small Cap Fund category, Invesco India Smallcap Fund is the second ranked fund. The category has total 21 funds. The Invesco India Smallcap Fund has shown an excellent past performence in Small Cap Fund. The fund has a Jensen Alpha of 6.77% which is higher than the category average of 2.61%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.74 which is higher than the category average of 0.52. Read Full Review
Tata Small Cap Fund is the third ranked fund in the Small Cap Fund category. The category has total 21 funds. The Tata Small Cap Fund has shown an excellent past performence in Small Cap Fund. The fund has a Jensen Alpha of 6.85% which is higher than the category average of 2.61%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.74 which is higher than the category average of 0.52. Read Full Review
In the Small Cap Fund category, Iti Small Cap Fund is the 4th ranked fund. The category has total 21 funds. The 5 star rating shows an excellent past performance of the Iti Small Cap Fund in Small Cap Fund. The fund has a Jensen Alpha of 6.75% which is higher than the category average of 2.61%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.75 which is higher than the category average of 0.52. Read Full Review
Nippon India Small Cap Fund is the 5th ranked fund in the Small Cap Fund category. The category has total 21 funds. The 5 star rating shows an excellent past performance of the Nippon India Small Cap Fund in Small Cap Fund. The fund has a Jensen Alpha of 6.31% which is higher than the category average of 2.61%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.74 which is higher than the category average of 0.52. Read Full Review
In the Small Cap Fund category, Axis Small Cap Fund is the 6th ranked fund. The category has total 21 funds. The Axis Small Cap Fund has shown a very good past performence in Small Cap Fund. The fund has a Jensen Alpha of 3.36% which is higher than the category average of 2.61%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.54 which is higher than the category average of 0.52. Read Full Review
Hdfc Small Cap Fund is the 7th ranked fund in the Small Cap Fund category. The category has total 21 funds. The Hdfc Small Cap Fund has shown a very good past performence in Small Cap Fund. The fund has a Jensen Alpha of 4.85% which is higher than the category average of 2.61%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.65 which is higher than the category average of 0.52. Read Full Review
In the Small Cap Fund category, Quant Small Cap Fund is the 8th ranked fund. The category has total 21 funds. The Quant Small Cap Fund has shown a very good past performence in Small Cap Fund. The fund has a Jensen Alpha of 5.09% which is higher than the category average of 2.61%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.67 which is higher than the category average of 0.52. Read Full Review
Franklin India Smaller Companies Fund is the 9th ranked fund in the Small Cap Fund category. The category has total 21 funds. The Franklin India Smaller Companies Fund has shown a very good past performence in Small Cap Fund. The fund has a Jensen Alpha of 5.03% which is higher than the category average of 2.61%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.66 which is higher than the category average of 0.52. Read Full Review
In the Small Cap Fund category, Edelweiss Small Cap Fund is the 10th ranked fund. The category has total 21 funds. The Edelweiss Small Cap Fund has shown an average past performence in Small Cap Fund. The fund has a Jensen Alpha of 2.49% which is lower than the category average of 2.61%, showing poor performance. The fund has a Sharpe Ratio of 0.53 which is higher than the category average of 0.52. Read Full Review
| 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 |
|---|
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 | |
11.59% | 22.85% | 36.08% | % | % | 13.11% | 24.69% | 38.34% | % | % | 18.30% | -21.68% | -22.16% | 8.72% | 0.88 | 0.44 | 0.86 | |
| 2 | |
6.87% | 19.09% | 34.82% | % | % | 8.37% | 20.81% | 36.87% | % | % | 16.88% | -20.78% | -21.68% | 6.77% | 0.79 | 0.35 | 0.74 | |
| 3 | |
5.64% | 19.57% | 35.90% | % | % | 7.11% | 21.49% | 38.18% | % | % | 15.86% | -22.73% | -21.12% | 6.85% | 0.73 | 0.35 | 0.74 | |
| 4 | |
3.58% | 21.22% | 31.49% | % | % | 5.25% | 23.38% | 34.07% | % | % | 16.87% | -21.42% | -24.17% | 6.75% | 0.79 | 0.35 | 0.75 | |
| 5 | |
0.89% | 19.11% | 41.01% | 18.73% | 19.68% | 1.67% | 20.10% | 42.22% | 19.80% | 20.82% | 17.27% | -23.42% | -26.23% | 6.31% | 0.83 | 0.36 | 0.74 | |
| 6 | |
4.40% | 14.33% | 31.89% | 18.83% | 16.74% | 5.52% | 15.69% | 33.70% | 20.42% | 18.22% | 14.39% | -18.93% | -20.01% | 3.36% | 0.69 | 0.26 | 0.54 | |
| 7 | |
-3.24% | 17.30% | 36.08% | 14.71% | 16.35% | -2.39% | 18.39% | 37.38% | 15.91% | 17.64% | 16.22% | -19.86% | -25.61% | 4.85% | 0.78 | 0.32 | 0.65 | |
| 8 | |
-6.64% | 17.78% | 49.45% | 23.61% | 18.34% | -5.73% | 19.13% | 51.36% | 24.85% | 19.19% | 18.77% | -23.87% | -26.46% | 5.09% | 0.89 | 0.34 | 0.67 | |
| 9 | |
-2.39% | 17.96% | 35.62% | 14.10% | 14.31% | -1.58% | 18.96% | 36.76% | 15.13% | 15.49% | 17.45% | -23.14% | -27.63% | 5.03% | 0.83 | 0.32 | 0.66 | |
| 10 | |
1.43% | 15.62% | 35.97% | % | % | 2.91% | 17.42% | 38.13% | % | % | 17.01% | -21.37% | -22.63% | 2.49% | 0.82 | 0.27 | 0.53 |
Return Calculated On: 04 April 2025 | Ratios Calculated On: 28 February 2025
As On: 04 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Small Cap Fund |
-2.90
|
-2.18
|
5.78
|
-14.66
|
-19.10
|
-1.78
|
11.84
|
30.24
|
8.86
|
11.69
|
12.94
|
| Baroda BNP Paribas Small Cap Fund |
-2.39
|
-1.63
|
5.30
|
-14.42
|
-18.25
|
-2.18
|
|
|
|
|
|
| Bank of India Small Cap Fund |
-3.45
|
-1.99
|
6.79
|
-15.79
|
-16.88
|
3.70
|
15.24
|
36.32
|
|
|
|
| Canara Robeco Small Cap Fund |
-2.63
|
-2.15
|
3.89
|
-14.65
|
-17.94
|
-1.58
|
10.97
|
36.14
|
|
|
|
| Dsp Small Cap Fund |
-2.93
|
-2.17
|
5.34
|
-15.83
|
-17.06
|
1.44
|
13.69
|
34.17
|
14.57
|
15.13
|
|
| Edelweiss Small Cap Fund |
-2.58
|
-1.77
|
4.65
|
-14.30
|
-16.08
|
1.43
|
15.62
|
35.97
|
|
|
|
| Franklin India Smaller Companies Fund |
-2.45
|
-1.18
|
4.55
|
-15.29
|
-17.74
|
-2.39
|
17.96
|
35.62
|
14.10
|
14.31
|
17.33
|
| Hdfc Small Cap Fund |
-2.95
|
-2.23
|
4.42
|
-13.80
|
-15.05
|
-3.24
|
17.30
|
36.08
|
14.71
|
16.35
|
|
| Icici Prudential Smallcap Fund |
-2.67
|
-1.31
|
4.47
|
-10.67
|
-16.28
|
-2.33
|
13.75
|
34.41
|
15.39
|
|
|
| Bandhan Small Cap Fund |
-3.01
|
-1.17
|
5.64
|
-12.96
|
-15.27
|
11.59
|
22.85
|
36.08
|
|
|
|
As On: 04 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Small Cap Fund |
-2.90
|
-2.16
|
5.86
|
-14.47
|
-18.73
|
-0.80
|
13.02
|
31.63
|
10.05
|
12.88
|
|
| Baroda BNP Paribas Small Cap Fund |
-2.38
|
-1.61
|
5.39
|
-14.23
|
-17.78
|
-0.82
|
|
|
|
|
|
| Bank of India Small Cap Fund |
-3.42
|
-1.94
|
6.94
|
-15.47
|
-16.24
|
5.31
|
17.07
|
38.56
|
|
|
|
| Canara Robeco Small Cap Fund |
-2.65
|
-2.14
|
3.98
|
-14.43
|
-17.46
|
-0.38
|
12.50
|
38.20
|
|
|
|
| Dsp Small Cap Fund |
-2.93
|
-2.15
|
5.42
|
-15.64
|
-16.69
|
2.34
|
14.70
|
35.37
|
15.54
|
16.02
|
|
| Edelweiss Small Cap Fund |
-2.58
|
-1.74
|
4.77
|
-14.01
|
-15.48
|
2.91
|
17.42
|
38.13
|
|
|
|
| Franklin India Smaller Companies Fund |
-2.45
|
-1.17
|
4.62
|
-15.13
|
-17.40
|
-1.58
|
18.96
|
36.76
|
15.13
|
15.49
|
|
| Hdfc Small Cap Fund |
-2.95
|
-2.21
|
4.48
|
-13.64
|
-14.70
|
-2.39
|
18.39
|
37.38
|
15.91
|
17.64
|
|
| Icici Prudential Smallcap Fund |
-2.67
|
-1.30
|
4.55
|
-10.45
|
-15.86
|
-1.28
|
15.07
|
36.15
|
16.80
|
|
|
| Bandhan Small Cap Fund |
-3.01
|
-1.15
|
5.75
|
-12.70
|
-14.72
|
13.11
|
24.69
|
38.34
|
|
|
|
As On: 04 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Small Cap Fund |
-18.80
|
10.37
|
15.74
|
14.67
|
12.61
|
13.98
|
| Baroda BNP Paribas Small Cap Fund |
-17.86
|
|
|
|
|
|
| Bank of India Small Cap Fund |
-15.68
|
14.83
|
21.73
|
|
|
|
| Canara Robeco Small Cap Fund |
-18.70
|
9.55
|
19.55
|
|
|
|
| Dsp Small Cap Fund |
-15.67
|
12.37
|
19.49
|
19.91
|
16.96
|
18.53
|
| Edelweiss Small Cap Fund |
-15.08
|
14.05
|
21.38
|
|
|
|
| Franklin India Smaller Companies Fund |
-20.55
|
14.92
|
22.17
|
20.21
|
16.88
|
18.47
|
| Hdfc Small Cap Fund |
-16.69
|
13.40
|
21.47
|
19.92
|
18.11
|
|
| Icici Prudential Smallcap Fund |
-17.04
|
10.45
|
19.50
|
19.94
|
16.76
|
15.84
|
| Bandhan Small Cap Fund |
-8.27
|
25.83
|
26.36
|
|
|
|
As On: 04 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Small Cap Fund |
-17.99
|
11.58
|
17.04
|
15.91
|
13.80
|
|
| Baroda BNP Paribas Small Cap Fund |
-16.80
|
|
|
|
|
|
| Bank of India Small Cap Fund |
-14.31
|
16.70
|
23.81
|
|
|
|
| Canara Robeco Small Cap Fund |
-17.68
|
11.04
|
21.44
|
|
|
|
| Dsp Small Cap Fund |
-14.89
|
13.43
|
20.63
|
20.99
|
17.91
|
|
| Edelweiss Small Cap Fund |
-13.80
|
15.86
|
23.43
|
|
|
|
| Franklin India Smaller Companies Fund |
-19.86
|
15.95
|
23.28
|
21.25
|
17.93
|
|
| Hdfc Small Cap Fund |
-15.96
|
14.49
|
22.70
|
21.09
|
19.33
|
|
| Icici Prudential Smallcap Fund |
-16.15
|
11.75
|
21.07
|
21.48
|
18.07
|
|
| Bandhan Small Cap Fund |
-6.99
|
27.71
|
28.39
|
|
|
|
Calculated On: 28 February 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Small Cap Fund | -26.47 | -25.24 | -7.14 | 17.58 | 12.70 |
| Bank Of India Small Cap Fund | -26.42 | -24.95 | -9.37 | 18.14 | 13.48 |
| Canara Robeco Small Cap Fund | -23.02 | -23.08 | -7.72 | 16.64 | 12.19 |
| Dsp Small Cap Fund | -25.87 | -21.92 | -6.84 | 18.39 | 13.25 |
| Edelweiss Small Cap Fund | -22.63 | -21.37 | -6.98 | 17.01 | 12.30 |
| Franklin India Smaller Companies Fund | -27.63 | -23.14 | -8.08 | 17.45 | 12.97 |
| Hdfc Small Cap Fund | -25.61 | -19.86 | -6.69 | 16.22 | 11.97 |
| Icici Prudential Smallcap Fund | -15.24 | -22.14 | -6.56 | 15.23 | 10.93 |
| Bandhan Small Cap Fund | -22.16 | -21.68 | -6.23 | 18.30 | 13.26 |
| Invesco India Smallcap Fund | -21.68 | -20.78 | -7.89 | 16.88 | 12.67 |
Calculated On: 28 February 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|
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 |
0.26
|
0.15
|
0.33
|
0.40
|
-2.54
|
0.84 |
0.93
|
0.05
|
1.12
|
-5.1000
|
| Bank Of India Small Cap Fund |
0.44
|
0.22
|
0.44
|
0.43
|
0.85
|
0.85 |
0.89
|
0.09
|
1.41
|
-1.5300
|
| Canara Robeco Small Cap Fund |
0.35
|
0.18
|
0.39
|
0.42
|
-0.49
|
0.79 |
0.92
|
0.07
|
1.25
|
-3.8800
|
| Dsp Small Cap Fund |
0.44
|
0.23
|
0.48
|
0.40
|
0.54
|
0.88 |
0.93
|
0.09
|
1.41
|
-1.4000
|
| Edelweiss Small Cap Fund |
0.53
|
0.27
|
0.52
|
0.43
|
2.49
|
0.82 |
0.93
|
0.11
|
1.54
|
-0.4600
|
| Franklin India Smaller Companies Fund |
0.66
|
0.32
|
0.57
|
0.42
|
5.03
|
0.83 |
0.91
|
0.14
|
1.74
|
2.2200
|
| Hdfc Small Cap Fund |
0.65
|
0.32
|
0.60
|
0.41
|
4.85
|
0.78 |
0.93
|
0.14
|
1.73
|
1.2600
|
| Icici Prudential Smallcap Fund |
0.51
|
0.26
|
0.47
|
0.43
|
3.05
|
0.70 |
0.85
|
0.11
|
1.49
|
-1.8400
|
| Bandhan Small Cap Fund |
0.86
|
0.44
|
0.74
|
0.38
|
8.72
|
0.88 |
0.93
|
0.18
|
2.04
|
6.7000
|
| Invesco India Smallcap Fund |
0.74
|
0.35
|
0.65
|
0.44
|
6.77
|
0.79 |
0.88
|
0.16
|
1.87
|
3.3100
|