Small Cap Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: स्मॉल कैप फंड

Top Performing Small Cap Fund

Ranking Date: 31 December 2022

Fund Name BMSMONEY Small Cap Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Small Cap Fund

1 The Canara Robeco Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% 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 two KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. 3.26% 31.68% -29.31% -17.98% 0.99 0.42 0.48

Edelweiss Small Cap Fund

2 The Edelweiss Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has seven KPIs that are in top quartile. The fund has 33% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 2.58% 27.24% -29.92% -20.57% 0.81 0.36 0.48

Sbi Small Cap Fund

3 The Sbi Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 6.99% 24.30% -28.40% -15.49% 0.78 0.35 0.49

Bank Of India Small Cap Fund

4 The Bank Of India Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has 13 KPIs that are in top quartile. The fund has 62% 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 four KPIs that are in bottom quartile. The fund has 19% of the KPIs that are in bottom quartile. -2.06% 31.28% -24.81% -23.26% 1.00 0.44 0.48

Tata Small Cap Fund

5 The Tata Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has 13 KPIs that are in top quartile. The fund has 62% 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 does not have any KPI that are bottom quartile. 7.31% 26.72% -31.36% -24.58% 0.83 0.37 0.47

Axis Small Cap Fund

6 The Axis Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 2.73% 22.20% -30.41% -18.30% 0.63 0.27 0.50

Union Small Cap Fund

7 The Union Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. -2.00% 22.64% -30.11% -19.76% 0.67 0.30 0.48

Nippon India Small Cap Fund

8 The Nippon India Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% 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 three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 5.63% 29.05% -33.99% -24.37% 0.84 0.37 0.48

Quant Small Cap Fund

9 The Quant Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% 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 four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 3.98% 48.35% -31.86% -30.56% 1.27 0.59 0.48

Idbi Small Cap Fund

10 The Idbi Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 1.04% 22.03% -32.50% -18.18% 0.65 0.29 0.48

Invesco India Smallcap Fund

11 The Invesco India Smallcap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has three KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 38% of the KPIs that are in bottom quartile. 0.90% 22.26% -29.57% -20.60% 0.59 0.28 0.48

Dsp Small Cap Fund

12 The Dsp Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has six KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. -1.07% 23.94% -32.05% -23.80% 0.67 0.30 0.49

Icici Prudential Smallcap Fund

13 The Icici Prudential Smallcap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 6.97% 24.59% -35.62% -19.67% 0.62 0.29 0.49

Kotak Small Cap Fund

14 The Kotak Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. -1.40% 25.74% -34.08% -18.08% 0.70 0.32 0.49

Hdfc Small Cap Fund

15 The Hdfc Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 3.65% 23.57% -35.41% -25.39% 0.64 0.30 0.48

Franklin India Smaller Companies Fund

16 The Franklin India Smaller Companies Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 15 KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 3.89% 20.81% -35.23% -24.60% 0.56 0.26 0.49

Sundaram Small Cap Fund

17 The Sundaram Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund does not have any KPI that are top quartile. The fund has 17 KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -0.92% 20.94% -35.59% -25.04% 0.53 0.25 0.49

Aditya Birla Sun Life Small Cap Fund

18 The Aditya Birla Sun Life Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 22 funds. The fund has one KPI that is in top quartile. The fund has 19 KPIs that are in bottom quartile. The fund has 83% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -5.08% 15.35% -37.26% -26.84% 0.35 0.19 0.49

****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.


Returns (Regular Plan)

As On: 27 January 2023
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
-1.42
13
-2.60
16
-1.36
4
-3.39
12
3.55
15
-5.08
21
15.35
18
2.69
13
Axis Small Cap Fund
-1.24
9
-1.79
5
-2.08
12
-1.94
5
5.74
10
2.73
9
22.20
14
16.50
2
Franklin India Smaller Companies Fund
-1.46
15
-2.26
14
-2.61
17
-2.45
7
7.78
4
3.89
6
20.81
17
7.80
11
Bank Of India Small Cap Fund
-1.68
18
-2.95
19
-3.17
21
-4.92
19
4.39
13
-2.06
18
31.28
3
Canara Robeco Small Cap Fund
-1.33
12
-2.26
13
-3.06
20
-3.96
16
1.58
21
3.26
8
31.68
2
DSP Small Cap Fund
-0.87
5
-2.25
12
-1.40
5
-2.21
6
2.64
18
-1.07
15
23.94
10
9.07
10
Edelweiss Small Cap Fund
-1.08
7
-1.84
6
-1.92
11
-3.21
11
4.78
12
2.58
10
27.24
5
HDFC Small Cap Fund
-1.85
21
-2.87
18
-2.10
13
-0.08
3
9.86
3
3.65
7
23.57
11
10.25
7
ICICI Prudential Smallcap Fund
0.00
2
-1.20
1
-0.73
1
-2.68
8
3.85
14
6.97
3
24.59
8
11.47
6
IDBI Small Cap Fund
-1.08
6
-2.18
11
-3.32
22
-6.67
21
3.37
16
1.04
11
22.03
15
9.23
9
Invesco India Smallcap Fund
-1.30
10
-1.99
8
-1.21
3
-2.84
9
5.89
9
0.90
12
22.26
13
ITI Small Cap Fund
-1.75
19
-2.76
17
-2.34
15
-3.73
14
5.12
11
-4.42
19
Kotak Small Cap Fund
-0.85
3
-1.93
7
-1.79
7
-3.91
15
1.72
20
-1.40
16
25.74
7
13.54
3
Nippon India Small Cap Fund
-1.83
20
-3.31
21
-2.69
18
-2.91
10
6.98
5
5.63
4
29.05
4
13.01
4
Quant Small Cap Fund
-2.67
22
-4.59
22
-1.16
2
2.63
1
14.54
1
3.98
5
48.35
1
22.40
1
SBI Small Cap Fund
-0.86
4
-1.71
4
-2.96
19
-4.13
18
6.85
7
6.99
2
24.30
9
11.77
5
Sundaram Small Cap Fund
-1.17
8
-1.69
3
-1.82
8
-3.50
13
6.18
8
-0.92
14
20.94
16
5.25
12
Tata Small Cap Fund
-1.52
17
-2.98
20
-1.91
10
0.69
2
12.44
2
7.31
1
26.72
6
Union Small Cap Fund
-1.42
14
-2.10
10
-2.34
16
-9.36
22
0.11
22
-2.00
17
22.64
12
10.25
8
UTI Small Cap Fund
-1.48
16
-2.06
9
-1.77
6
-4.02
17
3.34
17
-0.40
13
PGIM India Small Cap Fund
-1.31
11
-2.32
15
-2.23
14
-5.48
20
2.13
19
-6.15
22
ICICI Prudential Nifty Smallcap 250 Index Fund
0.00
2
-1.44
2
-1.84
9
-1.87
4
6.97
6
-4.93
20

Returns (Direct Plan)

As On: 27 January 2023
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
-1.42
13
-2.60
16
-1.36
4
-3.39
12
3.55
15
-5.08
21
15.35
18
2.69
13
Axis Small Cap Fund
-1.24
9
-1.79
5
-2.08
12
-1.94
5
5.74
10
2.73
9
22.20
14
16.50
2
Franklin India Smaller Companies Fund
-1.46
15
-2.26
14
-2.61
17
-2.45
7
7.78
4
3.89
6
20.81
17
7.80
11
Bank Of India Small Cap Fund
-1.68
18
-2.95
19
-3.17
21
-4.92
19
4.39
13
-2.06
18
31.28
3
Canara Robeco Small Cap Fund
-1.33
12
-2.26
13
-3.06
20
-3.96
16
1.58
21
3.26
8
31.68
2
DSP Small Cap Fund
-0.87
5
-2.25
12
-1.40
5
-2.21
6
2.64
18
-1.07
15
23.94
10
9.07
10
Edelweiss Small Cap Fund
-1.08
7
-1.84
6
-1.92
11
-3.21
11
4.78
12
2.58
10
27.24
5
HDFC Small Cap Fund
-1.85
21
-2.87
18
-2.10
13
-0.08
3
9.86
3
3.65
7
23.57
11
10.25
7
ICICI Prudential Smallcap Fund
0.00
2
-1.20
1
-0.73
1
-2.68
8
3.85
14
6.97
3
24.59
8
11.47
6
IDBI Small Cap Fund
-1.08
6
-2.18
11
-3.32
22
-6.67
21
3.37
16
1.04
11
22.03
15
9.23
9
Invesco India Smallcap Fund
-1.30
10
-1.99
8
-1.21
3
-2.84
9
5.89
9
0.90
12
22.26
13
ITI Small Cap Fund
-1.75
19
-2.76
17
-2.34
15
-3.73
14
5.12
11
-4.42
19
Kotak Small Cap Fund
-0.85
3
-1.93
7
-1.79
7
-3.91
15
1.72
20
-1.40
16
25.74
7
13.54
3
Nippon India Small Cap Fund
-1.83
20
-3.31
21
-2.69
18
-2.91
10
6.98
5
5.63
4
29.05
4
13.01
4
Quant Small Cap Fund
-2.67
22
-4.59
22
-1.16
2
2.63
1
14.54
1
3.98
5
48.35
1
22.40
1
SBI Small Cap Fund
-0.86
4
-1.71
4
-2.96
19
-4.13
18
6.85
7
6.99
2
24.30
9
11.77
5
Sundaram Small Cap Fund
-1.17
8
-1.69
3
-1.82
8
-3.50
13
6.18
8
-0.92
14
20.94
16
5.25
12
Tata Small Cap Fund
-1.52
17
-2.98
20
-1.91
10
0.69
2
12.44
2
7.31
1
26.72
6
Union Small Cap Fund
-1.42
14
-2.10
10
-2.34
16
-9.36
22
0.11
22
-2.00
17
22.64
12
10.25
8
UTI Small Cap Fund
-1.48
16
-2.06
9
-1.77
6
-4.02
17
3.34
17
-0.40
13
PGIM India Small Cap Fund
-1.31
11
-2.32
15
-2.23
14
-5.48
20
2.13
19
-6.15
22
ICICI Prudential Nifty Smallcap 250 Index Fund
0.00
2
-1.44
2
-1.84
9
-1.87
4
6.97
6
-4.93
20
Click on + to See Details
As On: 27 January 2023
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

Uti Small Cap Fund

0.28
10
-0.84
14
4.11
8

Aditya Birla Sun Life Small Cap Fund

-0.39
20
-2.03
21
-1.46
20
27.65
18
14.28
13

Axis Small Cap Fund

0.33
9
0.03
9
3.94
10
39.33
11
27.53
5

Franklin India Smaller Companies Fund

0.75
5
0.24
8
2.05
15
35.23
16
18.13
12

Boi Axa Small Cap Fund

-0.13
16
-1.92
19
3.23
12
48.48
3

Canara Robeco Small Cap Fund

0.57
7
1.39
4
6.67
2
55.75
2

Dsp Small Cap Fund

-0.02
14
0.37
7
4.17
6
42.05
5
26.36
8

Edelweiss Small Cap Fund

0.07
13
-0.31
12
4.25
5
40.42
10

Hdfc Small Cap Fund

1.18
2
0.84
6
2.43
14
37.67
12
18.42
11

Icici Prudential Smallcap Fund

0.63
6
0.88
5
4.00
9
40.56
8
26.99
6

Idbi Small Cap Fund

-0.11
15
-0.99
15
6.08
3
41.82
6
22.32
9

Invesco India Smallcap Fund

0.44
8
-0.09
10
1.73
17
35.38
15

Iti Small Cap Fund

-0.25
18
-2.02
20
-5.76
21
22.23
19

Kotak Small Cap Fund

-0.77
21
-1.60
17
1.49
18
41.34
7
31.40
2

Nippon India Small Cap Fund

0.77
4
1.60
3
5.74
4
46.66
4
28.00
3

Quant Small Cap Fund

2.19
1
2.64
1
3.11
13
74.41
1
37.07
1

Sbi Small Cap Fund

0.07
12
-0.17
11
7.71
1
34.73
17
26.40
7

Sundaram Small Cap Fund

-0.13
17
-1.20
16
1.01
19
37.13
14
20.58
10

Tata Small Cap Fund

0.98
3
1.95
2
4.17
7
40.46
9

Union Small Cap Fund

-0.93
22
-1.75
18
3.80
11
37.48
13
27.76
4

Pgim India Small Cap Fund

-0.36
19
-2.38
22
1.83
16

Icici Prudential Smallcap Index Fund

0.16
11
-0.79
13
As On: 27 January 2023
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

-0.30
20
-1.78
21
-0.93
20
29.15
18
15.57
13

Axis Small Cap Fund

0.45
9
0.38
9
4.70
8
41.53
11
29.56
3

Franklin India Smaller Companies Fund

0.83
5
0.44
8
2.46
17
36.37
16
19.15
12

Boi Axa Small Cap Fund

0.03
15
-1.41
18
4.00
12
51.21
3

Canara Robeco Small Cap Fund

0.69
7
1.85
3
7.57
2
58.47
2

Dsp Small Cap Fund

0.06
14
0.60
7
4.65
10
43.30
6
27.49
8

Edelweiss Small Cap Fund

0.21
12
0.10
11
5.14
5
42.79
9

Hdfc Small Cap Fund

1.26
2
1.11
6
2.93
14
39.04
12
19.74
11

Icici Prudential Smallcap Fund

0.73
6
1.24
5
4.69
9
42.52
10
28.81
5

Idbi Small Cap Fund

0.00
16
-0.75
15
6.55
3
43.25
7
23.62
9

Invesco India Smallcap Fund

0.55
8
0.26
10
2.52
16
37.76
15

Iti Small Cap Fund

-0.14
18
-1.52
20
-4.72
21
24.82
19

Kotak Small Cap Fund

-0.66
21
-1.28
17
2.23
18
43.43
5
33.30
2

Nippon India Small Cap Fund

0.84
4
1.82
4
6.22
4
47.94
4
29.16
4

Quant Small Cap Fund

2.33
1
3.01
1
3.92
13
75.86
1
38.50
1

Sbi Small Cap Fund

0.15
13
0.09
12
8.24
1
36.23
17
27.83
7

Sundaram Small Cap Fund

-0.03
17
-0.89
16
1.58
19
38.60
14
21.80
10

Tata Small Cap Fund

1.16
3
2.41
2
5.13
6
43.03
8

Union Small Cap Fund

-0.84
22
-1.52
19
4.26
11
38.64
13
28.66
6

Uti Small Cap Fund

0.43
10
-0.42
13
5.12
7

Pgim India Small Cap Fund

-0.17
19
-1.99
22
2.84
15

Icici Prudential Smallcap Index Fund

0.21
11
-0.63
14
As On: 31 December 2022
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

-26.84
17
-37.26
18
-11.91
14
28.24
17
22.65
16

Axis Small Cap Fund

-18.30
5
-30.41
7
-10.58
10
23.47
2
19.86
4

Franklin India Smaller Companies Fund

-24.60
14
-35.23
14
-12.64
15
26.74
11
21.68
12

Bank Of India Small Cap Fund

-23.26
10
-24.81
1
-8.52
3
24.16
3
19.19
2

Canara Robeco Small Cap Fund

-17.98
2
-29.31
3
-6.19
1
25.07
7
20.27
7

Dsp Small Cap Fund

-23.80
11
-32.05
10
-9.47
6
26.50
10
21.34
10

Edelweiss Small Cap Fund

-20.57
8
-29.92
5
-11.20
12
25.18
8
19.91
5

Hdfc Small Cap Fund

-25.39
16
-35.41
15
-10.75
11
28.14
16
22.41
15

Icici Prudential Smallcap Fund

-19.67
6
-35.62
17
-11.55
13
27.58
13
22.02
13

Idbi Small Cap Fund

-18.18
4
-32.50
11
-9.66
7
24.66
4
20.42
9

Invesco India Smallcap Fund

-20.60
9
-29.57
4
-9.43
5
25.59
9
20.32
8

Kotak Small Cap Fund

-18.08
3
-34.08
13
-23.03
18
26.88
12
21.63
11

Nippon India Small Cap Fund

-24.37
12
-33.99
12
-8.15
2
27.63
14
22.13
14

Quant Small Cap Fund

-30.56
18
-31.86
9
-13.84
17
30.86
18
23.35
18

Sbi Small Cap Fund

-15.49
1
-28.40
2
-9.74
8
23.46
1
18.36
1

Sundaram Small Cap Fund

-25.04
15
-35.59
16
-13.12
16
27.99
15
23.19
17

Tata Small Cap Fund

-24.58
13
-31.36
8
-8.92
4
24.80
6
19.75
3

Union Small Cap Fund

-19.76
7
-30.11
6
-9.78
9
24.77
5
20.00
6
As On: 31 December 2022
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

0.35
18
0.19
18
0.36
18
0.49
2.34
15 0.86 7
0.97
3
0.12
18
1.86
18
-0.0006
13

Axis Small Cap Fund

0.63
13
0.27
15
0.55
14
0.50
10.20
8 0.70 18
0.93
13
0.21
10
2.49
11
0.0515
8

Franklin India Smaller Companies Fund

0.56
16
0.26
16
0.50
16
0.49
2.08
16 0.87 6
0.96
5
0.17
16
2.22
16
-0.0087
16

Bank Of India Small Cap Fund

1.00
2
0.44
2
0.93
2
0.48
19.83
2 0.71 17
0.91
17
0.34
2
3.31
2
0.1498
2

Canara Robeco Small Cap Fund

0.99
3
0.42
3
0.84
3
0.48
13.94
4 0.81 12
0.94
10
0.31
3
3.11
3
0.0954
4

Dsp Small Cap Fund

0.67
9
0.30
9
0.60
9
0.49
0.65
17 0.93 3
0.97
2
0.19
14
2.31
14
-0.0111
17

Edelweiss Small Cap Fund

0.81
6
0.36
6
0.71
4
0.48
9.26
9 0.81 11
0.95
7
0.25
5
2.74
5
0.0500
9

Hdfc Small Cap Fund

0.64
12
0.30
11
0.56
12
0.48
10.87
7 0.85 8
0.96
6
0.21
11
2.53
9
0.0839
6

Icici Prudential Smallcap Fund

0.62
14
0.29
12
0.55
15
0.49
4.14
13 0.89 5
0.94
12
0.19
13
2.37
13
0.0155
11

Idbi Small Cap Fund

0.65
11
0.29
13
0.56
13
0.48
5.30
10 0.78 14
0.92
14
0.21
12
2.41
12
0.0039
12

Invesco India Smallcap Fund

0.59
15
0.28
14
0.57
11
0.48
3.14
14 0.83 9
0.94
9
0.18
15
2.25
15
-0.0067
15

Kotak Small Cap Fund

0.70
8
0.32
8
0.61
8
0.49
12.80
5 0.80 13
0.94
11
0.24
6
2.69
6
0.0953
5

Nippon India Small Cap Fund

0.84
4
0.37
4
0.71
5
0.48
5.12
11 0.98 2
0.99
1
0.24
7
2.65
7
0.0463
10

Quant Small Cap Fund

1.27
1
0.59
1
1.15
1
0.48
26.59
1 0.93 4
0.82
18
0.42
1
3.66
1
0.2492
1

Sbi Small Cap Fund

0.78
7
0.35
7
0.68
7
0.49
4.24
12 0.81 10
0.94
8
0.22
9
2.50
10
-0.0058
14

Sundaram Small Cap Fund

0.53
17
0.25
17
0.49
17
0.49
-3.72
18 0.98 1
0.97
4
0.15
17
2.06
17
-0.0415
18

Tata Small Cap Fund

0.83
5
0.37
5
0.69
6
0.47
15.66
3 0.73 16
0.91
16
0.28
4
2.93
4
0.1115
3

Union Small Cap Fund

0.67
10
0.30
10
0.60
10
0.48
11.39
6 0.73 15
0.92
15
0.23
8
2.57
8
0.0690
7




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.