Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Small Cap Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Tata Small Cap Fund |
1 | The Tata Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 29.01% | 35.60% | -11.09% | -11.09% | 1.83 | 1.17 | 0.42 |
|
Franklin India Smaller Companies Fund |
2 | The Franklin India Smaller Companies Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 43.11% | 36.06% | -13.78% | -14.83% | 1.86 | 1.14 | 0.44 |
|
Nippon India Small Cap Fund |
3 | The Nippon India Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. | 39.60% | 40.82% | -10.63% | -14.25% | 2.03 | 1.23 | 0.41 |
|
Axis Small Cap Fund |
4 | The Axis Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 28.23% | 30.06% | -10.14% | -12.45% | 1.86 | 1.12 | 0.41 |
|
Icici Prudential Smallcap Fund |
5 | The Icici Prudential Smallcap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 30.74% | 33.63% | -7.49% | -8.13% | 1.80 | 1.34 | 0.41 |
|
Hdfc Small Cap Fund |
6 | The Hdfc Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 38.51% | 36.78% | -15.18% | -16.04% | 1.78 | 1.08 | 0.41 |
|
Quant Small Cap Fund |
7 | The Quant Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 39.23% | 44.01% | -15.77% | -22.25% | 1.88 | 0.97 | 0.41 |
|
Edelweiss Small Cap Fund |
8 | The Edelweiss Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund does not have any KPI that are top quartile. The fund has first performance parameter that is in bottom quartile. | 33.23% | 34.51% | -13.00% | -17.24% | 1.72 | 1.11 | 0.41 |
|
Sbi Small Cap Fund |
9 | The Sbi Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has 11<sup>th</sup> KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. | 20.52% | 27.10% | -8.35% | -13.43% | 1.66 | 1.12 | 0.43 |
|
Canara Robeco Small Cap Fund |
10 | The Canara Robeco Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has second KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 29% of the KPIs that are in bottom quartile. | 25.25% | 34.88% | -10.86% | -16.24% | 1.75 | 1.12 | 0.38 |
|
Sundaram Small Cap Fund |
11 | The Sundaram Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | 36.65% | 32.88% | -15.11% | -14.30% | 1.71 | 0.95 | 0.42 |
|
Kotak Small Cap Fund |
12 | The Kotak Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | 27.93% | 30.75% | -11.98% | -15.03% | 1.72 | 1.15 | 0.42 |
|
Invesco India Smallcap Fund |
13 | The Invesco India Smallcap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has first KPI that is in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 35% of the KPIs that are in bottom quartile. | 36.54% | 34.03% | -15.10% | -15.62% | 1.44 | 0.90 | 0.40 |
|
Union Small Cap Fund |
14 | The Union Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 36.35% | 33.52% | -10.54% | -13.48% | 1.63 | 0.97 | 0.39 |
|
Bank Of India Small Cap Fund |
15 | The Bank Of India Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 23% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 36.66% | 35.23% | -15.24% | -14.93% | 1.69 | 0.97 | 0.39 |
|
Iti Small Cap Fund |
16 | The Iti Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 67% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 42.21% | 24.07% | -22.88% | -20.11% | 0.97 | 0.51 | 0.42 |
|
Dsp Small Cap Fund |
17 | The Dsp Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 21 <sup>st</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | 34.64% | 31.40% | -11.50% | -18.44% | 1.54 | 0.88 | 0.39 |
****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Small Cap Fund |
-0.26
|
17 |
2.09
|
16 |
6.43
|
19 |
4.99
|
20 |
23.15
|
13 |
32.02
|
13 |
26.25
|
17 |
16.60
|
14 |
| Bank Of India Small Cap Fund |
-0.19
|
13 |
2.00
|
18 |
7.96
|
8 |
12.81
|
3 |
29.83
|
5 |
36.66
|
7 |
35.23
|
6 |
|
|
| Canara Robeco Small Cap Fund |
-0.09
|
11 |
2.69
|
8 |
6.70
|
17 |
7.31
|
12 |
21.69
|
16 |
25.25
|
19 |
34.88
|
7 |
|
|
| DSP Small Cap Fund |
-0.45
|
20 |
1.62
|
20 |
8.99
|
4 |
6.33
|
17 |
26.39
|
11 |
34.64
|
11 |
31.40
|
13 |
24.78
|
9 |
| Edelweiss Small Cap Fund |
-0.19
|
14 |
2.38
|
14 |
7.38
|
14 |
7.52
|
11 |
26.45
|
10 |
33.23
|
12 |
34.51
|
8 |
|
|
| Franklin India Smaller Companies Fund |
0.27
|
3 |
2.76
|
6 |
8.86
|
5 |
11.01
|
4 |
30.33
|
3 |
43.11
|
1 |
36.06
|
4 |
22.75
|
11 |
| HDFC Small Cap Fund |
-0.24
|
16 |
2.55
|
11 |
7.56
|
11 |
6.89
|
14 |
24.47
|
12 |
38.51
|
5 |
36.78
|
3 |
22.32
|
13 |
| ICICI Prudential Smallcap Fund |
0.17
|
4 |
2.66
|
9 |
7.51
|
12 |
5.37
|
18 |
22.33
|
15 |
30.74
|
14 |
33.63
|
10 |
26.35
|
4 |
| ICICI Prudential Nifty Smallcap 250 Index Fund |
0.27
|
2 |
3.27
|
3 |
9.32
|
3 |
10.60
|
5 |
33.32
|
1 |
37.65
|
6 |
|
|
||
| IDBI Small Cap Fund |
|
|
|
|
|
|
|
|
||||||||
| Invesco India Smallcap Fund |
-0.33
|
18 |
2.42
|
12 |
8.22
|
7 |
12.91
|
2 |
27.79
|
7 |
36.54
|
9 |
34.03
|
9 |
24.89
|
8 |
| ITI Small Cap Fund |
0.13
|
5 |
3.29
|
2 |
10.11
|
2 |
14.17
|
1 |
31.41
|
2 |
42.21
|
2 |
24.07
|
18 |
|
|
| Kotak Small Cap Fund |
0.00
|
8 |
2.73
|
7 |
8.47
|
6 |
5.07
|
19 |
21.56
|
17 |
27.93
|
17 |
30.75
|
14 |
26.00
|
5 |
| Quant Small Cap Fund |
0.36
|
1 |
4.04
|
1 |
11.62
|
1 |
9.79
|
7 |
30.22
|
4 |
39.23
|
4 |
44.01
|
1 |
32.23
|
1 |
| Nippon India Small Cap Fund |
0.10
|
6 |
2.80
|
5 |
7.82
|
9 |
7.60
|
9 |
27.70
|
8 |
39.60
|
3 |
40.82
|
2 |
28.19
|
2 |
| SBI Small Cap Fund |
-0.01
|
10 |
2.40
|
13 |
6.52
|
18 |
4.93
|
21 |
18.80
|
21 |
20.52
|
20 |
27.10
|
16 |
23.79
|
10 |
| Sundaram Small Cap Fund |
-0.48
|
21 |
2.14
|
15 |
7.50
|
13 |
9.84
|
6 |
27.17
|
9 |
36.65
|
8 |
32.88
|
12 |
22.44
|
12 |
| Tata Small Cap Fund |
0.06
|
7 |
2.63
|
10 |
7.71
|
10 |
6.43
|
16 |
19.69
|
20 |
29.01
|
15 |
35.60
|
5 |
25.68
|
6 |
| Union Small Cap Fund |
-0.22
|
15 |
1.47
|
21 |
6.08
|
20 |
7.26
|
13 |
29.52
|
6 |
36.35
|
10 |
33.52
|
11 |
25.35
|
7 |
| UTI Small Cap Fund |
-0.15
|
12 |
1.74
|
19 |
7.24
|
16 |
6.54
|
15 |
22.42
|
14 |
27.31
|
18 |
|
|
||
| PGIM India Small Cap Fund |
0.00
|
9 |
3.04
|
4 |
7.29
|
15 |
8.79
|
8 |
20.91
|
18 |
15.84
|
21 |
|
|
||
| Axis Small Cap Fund |
-0.36
|
19 |
2.01
|
17 |
5.67
|
21 |
7.57
|
10 |
20.39
|
19 |
28.23
|
16 |
30.06
|
15 |
26.60
|
3 |
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Small Cap Fund |
-0.26
|
17 |
2.09
|
16 |
6.43
|
19 |
4.99
|
20 |
23.15
|
13 |
32.02
|
13 |
26.25
|
17 |
16.60
|
14 |
| Bank Of India Small Cap Fund |
-0.19
|
13 |
2.00
|
18 |
7.96
|
8 |
12.81
|
3 |
29.83
|
5 |
36.66
|
7 |
35.23
|
6 |
|
|
| Canara Robeco Small Cap Fund |
-0.09
|
11 |
2.69
|
8 |
6.70
|
17 |
7.31
|
12 |
21.69
|
16 |
25.25
|
19 |
34.88
|
7 |
|
|
| DSP Small Cap Fund |
-0.45
|
20 |
1.62
|
20 |
8.99
|
4 |
6.33
|
17 |
26.39
|
11 |
34.64
|
11 |
31.40
|
13 |
24.78
|
9 |
| Edelweiss Small Cap Fund |
-0.19
|
14 |
2.38
|
14 |
7.38
|
14 |
7.52
|
11 |
26.45
|
10 |
33.23
|
12 |
34.51
|
8 |
|
|
| Franklin India Smaller Companies Fund |
0.27
|
3 |
2.76
|
6 |
8.86
|
5 |
11.01
|
4 |
30.33
|
3 |
43.11
|
1 |
36.06
|
4 |
22.75
|
11 |
| HDFC Small Cap Fund |
-0.24
|
16 |
2.55
|
11 |
7.56
|
11 |
6.89
|
14 |
24.47
|
12 |
38.51
|
5 |
36.78
|
3 |
22.32
|
13 |
| ICICI Prudential Smallcap Fund |
0.17
|
4 |
2.66
|
9 |
7.51
|
12 |
5.37
|
18 |
22.33
|
15 |
30.74
|
14 |
33.63
|
10 |
26.35
|
4 |
| ICICI Prudential Nifty Smallcap 250 Index Fund |
0.27
|
2 |
3.27
|
3 |
9.32
|
3 |
10.60
|
5 |
33.32
|
1 |
37.65
|
6 |
|
|
||
| IDBI Small Cap Fund |
|
|
|
|
|
|
|
|
||||||||
| Invesco India Smallcap Fund |
-0.33
|
18 |
2.42
|
12 |
8.22
|
7 |
12.91
|
2 |
27.79
|
7 |
36.54
|
9 |
34.03
|
9 |
24.89
|
8 |
| ITI Small Cap Fund |
0.13
|
5 |
3.29
|
2 |
10.11
|
2 |
14.17
|
1 |
31.41
|
2 |
42.21
|
2 |
24.07
|
18 |
|
|
| Kotak Small Cap Fund |
0.00
|
8 |
2.73
|
7 |
8.47
|
6 |
5.07
|
19 |
21.56
|
17 |
27.93
|
17 |
30.75
|
14 |
26.00
|
5 |
| Quant Small Cap Fund |
0.36
|
1 |
4.04
|
1 |
11.62
|
1 |
9.79
|
7 |
30.22
|
4 |
39.23
|
4 |
44.01
|
1 |
32.23
|
1 |
| Nippon India Small Cap Fund |
0.10
|
6 |
2.80
|
5 |
7.82
|
9 |
7.60
|
9 |
27.70
|
8 |
39.60
|
3 |
40.82
|
2 |
28.19
|
2 |
| SBI Small Cap Fund |
-0.01
|
10 |
2.40
|
13 |
6.52
|
18 |
4.93
|
21 |
18.80
|
21 |
20.52
|
20 |
27.10
|
16 |
23.79
|
10 |
| Sundaram Small Cap Fund |
-0.48
|
21 |
2.14
|
15 |
7.50
|
13 |
9.84
|
6 |
27.17
|
9 |
36.65
|
8 |
32.88
|
12 |
22.44
|
12 |
| Tata Small Cap Fund |
0.06
|
7 |
2.63
|
10 |
7.71
|
10 |
6.43
|
16 |
19.69
|
20 |
29.01
|
15 |
35.60
|
5 |
25.68
|
6 |
| Union Small Cap Fund |
-0.22
|
15 |
1.47
|
21 |
6.08
|
20 |
7.26
|
13 |
29.52
|
6 |
36.35
|
10 |
33.52
|
11 |
25.35
|
7 |
| UTI Small Cap Fund |
-0.15
|
12 |
1.74
|
19 |
7.24
|
16 |
6.54
|
15 |
22.42
|
14 |
27.31
|
18 |
|
|
||
| PGIM India Small Cap Fund |
0.00
|
9 |
3.04
|
4 |
7.29
|
15 |
8.79
|
8 |
20.91
|
18 |
15.84
|
21 |
|
|
||
| Axis Small Cap Fund |
-0.36
|
19 |
2.01
|
17 |
5.67
|
21 |
7.57
|
10 |
20.39
|
19 |
28.23
|
16 |
30.06
|
15 |
26.60
|
3 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Small Cap Fund |
2.60
|
12 |
6.14
|
13 |
13.26
|
14 |
8.46
|
18 |
18.06
|
16 |
| Axis Small Cap Fund |
2.23
|
16 |
6.10
|
14 |
13.46
|
13 |
18.12
|
9 |
29.15
|
7 |
| Franklin India Smaller Companies Fund |
3.54
|
2 |
8.85
|
2 |
18.89
|
2 |
20.38
|
4 |
21.19
|
15 |
| Boi Axa Small Cap Fund |
3.38
|
3 |
8.97
|
1 |
13.75
|
10 |
17.41
|
11 |
37.64
|
2 |
| Canara Robeco Small Cap Fund |
2.08
|
18 |
5.07
|
18 |
11.15
|
19 |
17.62
|
10 |
|
|
| Dsp Small Cap Fund |
2.26
|
15 |
5.84
|
16 |
13.50
|
12 |
16.86
|
13 |
29.05
|
9 |
| Edelweiss Small Cap Fund |
2.91
|
9 |
6.50
|
12 |
14.50
|
9 |
18.73
|
7 |
|
|
| Hdfc Small Cap Fund |
2.80
|
10 |
7.23
|
9 |
20.30
|
1 |
22.18
|
3 |
21.72
|
14 |
| Icici Prudential Smallcap Fund |
1.89
|
19 |
6.06
|
15 |
12.60
|
15 |
19.43
|
6 |
29.34
|
6 |
| Invesco India Smallcap Fund |
2.69
|
11 |
6.77
|
10 |
14.65
|
8 |
18.73
|
8 |
27.30
|
11 |
| Iti Small Cap Fund |
3.15
|
7 |
8.04
|
5 |
15.65
|
6 |
6.17
|
19 |
|
|
| Kotak Small Cap Fund |
1.69
|
20 |
4.36
|
19 |
10.43
|
20 |
13.85
|
17 |
32.55
|
3 |
| Nippon India Small Cap Fund |
3.21
|
5 |
7.93
|
6 |
17.91
|
4 |
23.99
|
1 |
31.17
|
4 |
| Quant Small Cap Fund |
3.21
|
4 |
8.23
|
4 |
18.47
|
3 |
20.11
|
5 |
39.71
|
1 |
| Sbi Small Cap Fund |
2.13
|
17 |
4.32
|
20 |
12.59
|
16 |
16.99
|
12 |
28.67
|
10 |
| Sundaram Small Cap Fund |
3.09
|
8 |
7.39
|
8 |
14.75
|
7 |
16.25
|
14 |
24.46
|
13 |
| Tata Small Cap Fund |
2.37
|
13 |
6.65
|
11 |
15.86
|
5 |
23.34
|
2 |
29.14
|
8 |
| Union Small Cap Fund |
3.17
|
6 |
8.49
|
3 |
12.55
|
17 |
15.60
|
16 |
29.69
|
5 |
| Uti Small Cap Fund |
2.34
|
14 |
5.21
|
17 |
12.41
|
18 |
16.23
|
15 |
|
|
| Pgim India Small Cap Fund |
1.34
|
21 |
2.97
|
21 |
8.29
|
21 |
|
|
||
| Icici Prudential Smallcap Index Fund |
3.72
|
1 |
7.71
|
7 |
13.56
|
11 |
|
|
||
| Idbi Small Cap Fund |
|
|
|
|
24.86
|
12 | ||||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Small Cap Fund |
2.68
|
12 |
6.41
|
13 |
13.87
|
14 |
9.60
|
18 |
19.41
|
16 |
| Axis Small Cap Fund |
2.31
|
16 |
6.38
|
14 |
14.15
|
11 |
19.80
|
9 |
31.23
|
6 |
| Franklin India Smaller Companies Fund |
3.63
|
2 |
9.09
|
2 |
19.37
|
2 |
21.40
|
5 |
22.30
|
15 |
| Boi Axa Small Cap Fund |
3.49
|
3 |
9.35
|
1 |
14.75
|
10 |
19.36
|
11 |
40.05
|
2 |
| Canara Robeco Small Cap Fund |
2.23
|
17 |
5.43
|
18 |
12.06
|
19 |
19.42
|
10 |
|
|
| Dsp Small Cap Fund |
2.33
|
15 |
6.08
|
16 |
14.01
|
12 |
17.91
|
14 |
30.20
|
9 |
| Edelweiss Small Cap Fund |
3.06
|
9 |
6.92
|
12 |
15.46
|
8 |
20.72
|
7 |
|
|
| Hdfc Small Cap Fund |
2.89
|
10 |
7.47
|
9 |
20.86
|
1 |
23.40
|
3 |
22.97
|
14 |
| Icici Prudential Smallcap Fund |
1.98
|
19 |
6.36
|
15 |
13.31
|
15 |
21.08
|
6 |
31.22
|
7 |
| Invesco India Smallcap Fund |
2.83
|
11 |
7.11
|
10 |
15.48
|
7 |
20.57
|
8 |
29.36
|
11 |
| Iti Small Cap Fund |
3.30
|
5 |
8.51
|
4 |
16.73
|
6 |
8.31
|
19 |
|
|
| Kotak Small Cap Fund |
1.80
|
20 |
4.68
|
19 |
11.17
|
20 |
15.36
|
17 |
34.47
|
3 |
| Nippon India Small Cap Fund |
3.29
|
6 |
8.16
|
6 |
18.41
|
4 |
25.11
|
2 |
32.33
|
4 |
| Quant Small Cap Fund |
3.30
|
4 |
8.51
|
5 |
19.33
|
3 |
21.93
|
4 |
41.18
|
1 |
| Sbi Small Cap Fund |
2.22
|
18 |
4.59
|
20 |
13.21
|
17 |
18.24
|
12 |
30.13
|
10 |
| Sundaram Small Cap Fund |
3.20
|
8 |
7.69
|
8 |
15.44
|
9 |
17.58
|
15 |
25.69
|
13 |
| Tata Small Cap Fund |
2.53
|
13 |
7.05
|
11 |
16.87
|
5 |
25.51
|
1 |
31.57
|
5 |
| Union Small Cap Fund |
3.29
|
7 |
8.79
|
3 |
13.09
|
18 |
16.54
|
16 |
30.65
|
8 |
| Uti Small Cap Fund |
2.45
|
14 |
5.61
|
17 |
13.26
|
16 |
18.20
|
13 |
|
|
| Pgim India Small Cap Fund |
1.50
|
21 |
3.35
|
21 |
9.15
|
21 |
|
|
||
| Icici Prudential Smallcap Index Fund |
3.78
|
1 |
7.90
|
7 |
13.96
|
13 |
|
|
||
| Idbi Small Cap Fund |
|
|
|
|
26.20
|
12 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Small Cap Fund |
-16.51
|
14 |
-17.02
|
17 |
-5.58
|
13 |
17.29
|
17 |
11.59
|
14 |
| Bank Of India Small Cap Fund |
-14.93
|
9 |
-15.24
|
15 |
-4.52
|
8 |
15.77
|
8 |
11.35
|
13 |
| Canara Robeco Small Cap Fund |
-16.24
|
13 |
-10.86
|
6 |
-3.61
|
3 |
15.71
|
7 |
10.62
|
6 |
| Dsp Small Cap Fund |
-18.44
|
16 |
-11.50
|
8 |
-4.04
|
5 |
16.04
|
11 |
11.29
|
12 |
| Edelweiss Small Cap Fund |
-17.24
|
15 |
-13.00
|
10 |
-4.58
|
10 |
16.11
|
12 |
10.67
|
8 |
| Franklin India Smaller Companies Fund |
-14.83
|
8 |
-13.78
|
11 |
-4.23
|
6 |
15.68
|
6 |
10.53
|
5 |
| Hdfc Small Cap Fund |
-16.04
|
12 |
-15.18
|
14 |
-4.32
|
7 |
17.29
|
16 |
11.86
|
16 |
| Icici Prudential Smallcap Fund |
-8.13
|
1 |
-7.49
|
1 |
-4.62
|
11 |
15.92
|
9 |
9.96
|
3 |
| Idbi Small Cap Fund |
|
|
|
|
|
|||||
| Invesco India Smallcap Fund |
-15.62
|
11 |
-15.10
|
12 |
-4.55
|
9 |
16.96
|
14 |
11.16
|
10 |
| Iti Small Cap Fund |
-20.11
|
17 |
-22.88
|
18 |
-12.64
|
18 |
17.22
|
15 |
12.05
|
17 |
| Kotak Small Cap Fund |
-15.03
|
10 |
-11.98
|
9 |
-11.98
|
17 |
15.54
|
4 |
10.12
|
4 |
| Quant Small Cap Fund |
-22.25
|
18 |
-15.77
|
16 |
-7.07
|
16 |
19.07
|
18 |
14.00
|
18 |
| Nippon India Small Cap Fund |
-14.25
|
6 |
-10.63
|
5 |
-3.51
|
2 |
16.54
|
13 |
11.61
|
15 |
| Sbi Small Cap Fund |
-13.43
|
4 |
-8.35
|
2 |
-3.84
|
4 |
14.02
|
2 |
9.03
|
1 |
| Sundaram Small Cap Fund |
-14.30
|
7 |
-15.11
|
13 |
-5.64
|
14 |
15.51
|
3 |
11.21
|
11 |
| Tata Small Cap Fund |
-11.09
|
2 |
-11.09
|
7 |
-3.42
|
1 |
15.98
|
10 |
10.63
|
7 |
| Union Small Cap Fund |
-13.48
|
5 |
-10.54
|
4 |
-5.79
|
15 |
15.55
|
5 |
10.99
|
9 |
| Axis Small Cap Fund |
-12.45
|
3 |
-10.14
|
3 |
-5.04
|
12 |
12.83
|
1 |
9.10
|
2 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | % | Rank | ||
| Aditya Birla Sun Life Small Cap Fund |
1.24
|
17 |
0.73
|
17 |
1.11
|
17 |
0.43
|
4.69
|
13 | 0.82 | 7 |
0.90
|
7 |
0.26
|
17 |
2.60
|
17 |
-0.8442
|
13 |
| Bank Of India Small Cap Fund |
1.69
|
12 |
0.97
|
13 |
1.40
|
15 |
0.39
|
12.14
|
7 | 0.75 | 13 |
0.91
|
5 |
0.36
|
10 |
3.22
|
8 |
4.5570
|
6 |
| Canara Robeco Small Cap Fund |
1.75
|
8 |
1.12
|
6 |
1.74
|
5 |
0.38
|
8.00
|
11 | 0.79 | 9 |
0.90
|
6 |
0.35
|
11 |
3.13
|
11 |
0.7485
|
12 |
| Dsp Small Cap Fund |
1.54
|
15 |
0.88
|
16 |
1.55
|
13 |
0.39
|
1.36
|
17 | 0.86 | 4 |
0.93
|
3 |
0.29
|
15 |
2.77
|
15 |
-3.7002
|
16 |
| Edelweiss Small Cap Fund |
1.72
|
9 |
1.11
|
9 |
1.59
|
11 |
0.41
|
7.30
|
12 | 0.82 | 6 |
0.92
|
4 |
0.34
|
12 |
3.09
|
12 |
0.9897
|
11 |
| Franklin India Smaller Companies Fund |
1.86
|
3 |
1.14
|
5 |
1.60
|
10 |
0.44
|
10.08
|
8 | 0.78 | 10 |
0.88
|
10 |
0.37
|
6 |
3.27
|
5 |
2.5196
|
8 |
| Hdfc Small Cap Fund |
1.78
|
7 |
1.08
|
10 |
1.58
|
12 |
0.41
|
14.71
|
2 | 0.81 | 8 |
0.89
|
9 |
0.38
|
5 |
3.33
|
4 |
8.9977
|
2 |
| Icici Prudential Smallcap Fund |
1.80
|
6 |
1.34
|
1 |
2.14
|
1 |
0.41
|
9.68
|
9 | 0.78 | 11 |
0.84
|
13 |
0.37
|
8 |
3.19
|
9 |
1.9039
|
9 |
| Idbi Small Cap Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Invesco India Smallcap Fund |
1.44
|
16 |
0.90
|
15 |
1.32
|
16 |
0.40
|
2.07
|
16 | 0.86 | 3 |
0.89
|
8 |
0.28
|
16 |
2.70
|
16 |
-2.6864
|
15 |
| Iti Small Cap Fund |
0.97
|
18 |
0.51
|
18 |
0.75
|
18 |
0.42
|
0.76
|
18 | 0.78 | 12 |
0.82
|
14 |
0.21
|
18 |
2.21
|
18 |
-5.9843
|
18 |
| Kotak Small Cap Fund |
1.72
|
10 |
1.15
|
4 |
1.61
|
8 |
0.42
|
13.80
|
4 | 0.70 | 15 |
0.81
|
15 |
0.38
|
4 |
3.26
|
6 |
4.6683
|
5 |
| Quant Small Cap Fund |
1.88
|
2 |
0.97
|
11 |
1.75
|
4 |
0.41
|
12.69
|
5 | 0.91 | 1 |
0.80
|
17 |
0.39
|
3 |
3.26
|
7 |
9.5038
|
1 |
| Nippon India Small Cap Fund |
2.03
|
1 |
1.23
|
2 |
2.07
|
2 |
0.41
|
9.20
|
10 | 0.90 | 2 |
0.96
|
1 |
0.37
|
7 |
3.33
|
3 |
5.6325
|
4 |
| Sbi Small Cap Fund |
1.66
|
13 |
1.12
|
7 |
1.73
|
6 |
0.43
|
4.52
|
14 | 0.73 | 14 |
0.88
|
11 |
0.32
|
13 |
2.92
|
14 |
-5.2987
|
17 |
| Sundaram Small Cap Fund |
1.71
|
11 |
0.95
|
14 |
1.40
|
14 |
0.42
|
4.07
|
15 | 0.84 | 5 |
0.94
|
2 |
0.32
|
14 |
2.97
|
13 |
-1.8269
|
14 |
| Tata Small Cap Fund |
1.83
|
5 |
1.17
|
3 |
1.81
|
3 |
0.42
|
16.57
|
1 | 0.69 | 17 |
0.76
|
18 |
0.42
|
1 |
3.41
|
2 |
7.3606
|
3 |
| Union Small Cap Fund |
1.63
|
14 |
0.97
|
12 |
1.65
|
7 |
0.39
|
12.32
|
6 | 0.70 | 16 |
0.81
|
16 |
0.36
|
9 |
3.14
|
10 |
3.1777
|
7 |
| Axis Small Cap Fund |
1.86
|
4 |
1.12
|
8 |
1.61
|
9 |
0.41
|
13.86
|
3 | 0.60 | 18 |
0.87
|
12 |
0.40
|
2 |
3.49
|
1 |
1.6518
|
10 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है। ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.