In the Small Cap Fund category, Bandhan Small Cap Fund is the top ranked fund. The category has total 21 funds. The Bandhan Small Cap Fund has shown an excellent past performence in Small Cap Fund. The fund has a Jensen Alpha of 10.15% which is higher than the category average of 3.25%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 1.03 which is higher than the category average of 0.65. Read Full Review
Invesco India Smallcap Fund is the second 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 Invesco India Smallcap Fund in Small Cap Fund. The fund has a Jensen Alpha of 8.68% which is higher than the category average of 3.25%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.95 which is higher than the category average of 0.65. Read Full Review
In the Small Cap Fund category, Iti Small Cap Fund is the third 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 8.9% which is higher than the category average of 3.25%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.96 which is higher than the category average of 0.65. Read Full Review
In the Small Cap Fund category, Axis Small Cap Fund is the 4th ranked fund. The category has total 21 funds. The Axis Small Cap Fund has shown an excellent past performence in Small Cap Fund. The fund has a Jensen Alpha of 4.51% which is higher than the category average of 3.25%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.72 which is higher than the category average of 0.65. 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 Nippon India Small Cap Fund has shown an excellent past performence in Small Cap Fund. The fund has a Jensen Alpha of 6.63% which is higher than the category average of 3.25%. 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 0.65. Read Full Review
Franklin India Smaller Companies Fund is the 6th ranked fund in the Small Cap Fund category. The category has total 21 funds. The 4 star rating shows a very good past performance of the Franklin India Smaller Companies Fund in Small Cap Fund. The fund has a Jensen Alpha of 6.09% which is higher than the category average of 3.25%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.81 which is higher than the category average of 0.65. Read Full Review
In the Small Cap Fund category, Quant Small Cap Fund is the 7th 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 5.42% which is higher than the category average of 3.25%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.78 which is higher than the category average of 0.65. Read Full Review
Tata Small Cap Fund is the 8th ranked fund in the Small Cap Fund category. The category has total 21 funds. The 4 star rating shows a very good past performance of the Tata Small Cap Fund in Small Cap Fund. The fund has a Jensen Alpha of 5.85% which is higher than the category average of 3.25%. Here the fund has shown very good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.78 which is higher than the category average of 0.65. Read Full Review
Edelweiss Small Cap Fund is the 9th ranked fund in the Small Cap Fund category. The category has total 21 funds. The 4 star rating shows a very good past performance of the Edelweiss Small Cap Fund in Small Cap Fund. The fund has a Jensen Alpha of 3.32% which is higher than the category average of 3.25%. Here the fund has shown 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 0.65. Read Full Review
In the Small Cap Fund category, Hdfc Small Cap Fund is the 10th ranked fund. The category has total 21 funds. The 3 star rating shows an average past performance of the Hdfc Small Cap Fund in Small Cap Fund. The fund has a Jensen Alpha of 5.42% which is higher than the category average of 3.25%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.79 which is higher than the category average of 0.65. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | |
16.22% | 30.88% | 37.78% | % | % | 17.78% | 32.81% | 40.02% | % | % | 18.20% | -21.68% | -20.75% | 10.15% | 0.86 | 0.53 | 1.03 | |
| 2 | |
12.28% | 27.25% | 35.56% | % | % | 13.81% | 29.05% | 37.61% | % | % | 16.81% | -20.78% | -19.49% | 8.68% | 0.78 | 0.44 | 0.95 | |
| 3 | |
6.83% | 28.90% | 31.68% | % | % | 8.51% | 31.17% | 34.24% | % | % | 17.48% | -21.42% | -23.76% | 8.90% | 0.82 | 0.45 | 0.96 | |
| 4 | |
10.08% | 21.38% | 32.26% | 20.72% | 18.22% | 11.25% | 22.79% | 34.06% | 22.34% | 19.72% | 14.52% | -18.93% | -18.70% | 4.51% | 0.68 | 0.34 | 0.72 | |
| 5 | |
3.49% | 27.54% | 40.89% | 20.85% | 21.18% | 4.29% | 28.60% | 42.08% | 21.92% | 22.33% | 17.21% | -23.42% | -23.74% | 6.63% | 0.82 | 0.41 | 0.86 | |
| 6 | |
2.95% | 27.31% | 37.59% | 16.24% | 16.01% | 3.81% | 28.38% | 38.74% | 17.28% | 17.20% | 17.50% | -23.14% | -25.92% | 6.09% | 0.81 | 0.39 | 0.81 | |
| 7 | |
-1.23% | 27.04% | 48.90% | 25.62% | 19.44% | -0.28% | 28.48% | 50.84% | 26.89% | 20.31% | 18.72% | -23.87% | -25.82% | 5.42% | 0.88 | 0.39 | 0.78 | |
| 8 | |
7.00% | 24.04% | 36.67% | % | % | 8.48% | 26.00% | 38.95% | % | % | 16.18% | -22.73% | -19.51% | 5.85% | 0.74 | 0.38 | 0.78 | |
| 9 | |
6.70% | 23.39% | 35.62% | % | % | 8.25% | 25.29% | 37.77% | % | % | 17.06% | -21.37% | -21.12% | 3.32% | 0.81 | 0.33 | 0.67 | |
| 10 | |
5.84% | 25.59% | 37.31% | 16.69% | 17.99% | 6.75% | 26.75% | 38.61% | 17.89% | 19.29% | 16.33% | -19.86% | -23.31% | 5.42% | 0.78 | 0.39 | 0.79 | |
| 11 | |
7.15% | 23.61% | 35.50% | 14.23% | 13.75% | 8.32% | 25.00% | 36.99% | 15.41% | 14.75% | 16.33% | -22.67% | -22.83% | 3.31% | 0.77 | 0.31 | 0.66 | |
| 12 | |
6.21% | 23.95% | 36.17% | % | % | 7.83% | 25.88% | 38.37% | % | % | 18.37% | -24.95% | -25.38% | 2.57% | 0.86 | 0.31 | 0.63 | |
| 13 | |
12.52% | 20.71% | % | % | % | 13.87% | 22.44% | % | % | % | 17.48% | -20.10% | -24.13% | 0.56% | 0.81 | 0.26 | 0.51 | |
| 14 | |
3.01% | 19.99% | 36.50% | % | 14.68% | 4.10% | 21.36% | 38.25% | % | 15.84% | 15.07% | -22.14% | -15.24% | 3.46% | 0.68 | 0.31 | 0.63 | |
| 15 | |
2.06% | 18.62% | 31.16% | 16.73% | 18.61% | 2.97% | 19.78% | 32.50% | 18.00% | 19.94% | 15.09% | -22.07% | -18.28% | 2.17% | 0.70 | 0.28 | 0.57 | |
| 16 | |
8.90% | 20.77% | 35.07% | 17.00% | 16.71% | 9.86% | 21.84% | 36.27% | 18.00% | 17.61% | 18.44% | -21.92% | -24.92% | -1.12% | 0.87 | 0.24 | 0.45 | |
| 17 | |
2.91% | 19.94% | 31.05% | 10.79% | 13.19% | 3.91% | 21.19% | 32.44% | 12.00% | 14.39% | 17.96% | -25.24% | -24.44% | -0.78% | 0.85 | 0.24 | 0.46 | |
| 18 | |
4.24% | 18.79% | 35.23% | % | % | 5.56% | 20.41% | 37.28% | % | % | 16.29% | -23.08% | -21.29% | -0.53% | 0.77 | 0.22 | 0.44 | |
| 19 | |
3.14% | 19.40% | 31.93% | 16.58% | 13.86% | 4.38% | 20.77% | 33.24% | 17.62% | 14.92% | 18.20% | -23.76% | -23.59% | -0.67% | 0.82 | 0.22 | 0.43 | |
| 20 | |
3.59% | 18.04% | 35.59% | 18.12% | 17.25% | 4.78% | 19.49% | 37.39% | 19.68% | 18.88% | 17.11% | -24.27% | -23.05% | -1.39% | 0.79 | 0.20 | 0.39 | |
| 21 | |
7.57% | 14.96% | % | % | % | 9.22% | 16.86% | % | % | % | 16.59% | -20.19% | -26.86% | -4.23% | 0.76 | 0.13 | 0.21 |
Return Calculated On: 21 May 2025 | Ratios Calculated On: 30 April 2025
Performance Indicators
As On: 21 May 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Small Cap Fund |
0.27
|
0.94
|
5.07
|
12.82
|
-2.65
|
2.91
|
19.94
|
31.05
|
10.79
|
13.19
|
14.13
|
| Baroda BNP Paribas Small Cap Fund |
0.69
|
2.20
|
4.87
|
10.74
|
-1.14
|
1.20
|
|
|
|
|
|
| Bank of India Small Cap Fund |
0.56
|
1.04
|
2.06
|
10.84
|
-5.50
|
6.21
|
23.95
|
36.17
|
|
|
|
| Canara Robeco Small Cap Fund |
0.35
|
1.38
|
4.21
|
9.30
|
-3.19
|
4.24
|
18.79
|
35.23
|
|
|
|
| Dsp Small Cap Fund |
0.82
|
3.39
|
6.53
|
10.70
|
-1.53
|
8.90
|
20.77
|
35.07
|
17.00
|
16.71
|
|
| Edelweiss Small Cap Fund |
0.35
|
1.20
|
3.95
|
9.53
|
-2.85
|
6.70
|
23.39
|
35.62
|
|
|
|
| Franklin India Smaller Companies Fund |
0.12
|
1.92
|
5.95
|
13.03
|
-1.08
|
2.95
|
27.31
|
37.59
|
16.24
|
16.01
|
18.86
|
| Hdfc Small Cap Fund |
0.57
|
2.62
|
6.60
|
10.42
|
-0.14
|
5.84
|
25.59
|
37.31
|
16.69
|
17.99
|
|
| Icici Prudential Smallcap Fund |
0.31
|
2.53
|
5.65
|
10.98
|
0.23
|
3.01
|
19.99
|
36.50
|
|
14.68
|
15.99
|
| Bandhan Small Cap Fund |
0.30
|
2.37
|
4.25
|
11.14
|
0.26
|
16.22
|
30.88
|
37.78
|
|
|
|
| Invesco India Smallcap Fund |
0.28
|
1.05
|
3.48
|
9.60
|
-1.67
|
12.28
|
27.25
|
35.56
|
|
|
|
| Iti Small Cap Fund |
0.15
|
1.26
|
2.89
|
12.28
|
-0.75
|
6.83
|
28.90
|
31.68
|
|
|
|
| JM Small Cap Fund |
0.35
|
1.88
|
3.71
|
10.16
|
-2.78
|
|
|
|
|
|
|
| Kotak Small Cap Fund |
0.48
|
1.77
|
3.59
|
8.97
|
-5.74
|
3.59
|
18.04
|
35.59
|
18.12
|
17.25
|
17.43
|
| LIC MF Small Cap Fund |
0.34
|
1.84
|
1.74
|
6.79
|
-7.48
|
2.31
|
|
|
|
|
|
| Mahindra Manulife Small Cap Fund |
0.16
|
0.57
|
3.55
|
9.60
|
-3.74
|
0.52
|
|
|
|
|
|
| Motilal Oswal Small Cap Fund |
0.16
|
1.89
|
4.24
|
9.07
|
-0.90
|
17.86
|
|
|
|
|
|
| Quant Small Cap Fund |
0.00
|
1.75
|
4.38
|
10.78
|
-1.96
|
-1.23
|
27.04
|
48.90
|
25.62
|
19.44
|
16.63
|
| Nippon India Small Cap Fund |
0.49
|
2.10
|
4.72
|
11.42
|
-2.47
|
3.49
|
27.54
|
40.89
|
20.85
|
21.18
|
|
| Nifty Smallcap 250 Total Return Index |
0.42
|
2.50
|
4.38
|
11.98
|
-1.71
|
4.21
|
25.03
|
37.96
|
16.16
|
15.44
|
14.35
|
| Sbi Small Cap Fund |
0.05
|
1.01
|
2.16
|
9.64
|
-3.35
|
2.06
|
18.62
|
31.16
|
16.73
|
18.61
|
|
| Sundaram Small Cap Fund |
0.16
|
0.76
|
5.34
|
12.99
|
0.75
|
7.15
|
23.61
|
35.50
|
14.23
|
13.75
|
15.09
|
| Tata Small Cap Fund |
0.28
|
2.28
|
3.74
|
9.04
|
-5.07
|
7.00
|
24.04
|
36.67
|
|
|
|
| Union Small Cap Fund |
0.44
|
1.24
|
3.90
|
9.56
|
-4.98
|
3.14
|
19.40
|
31.93
|
16.58
|
13.86
|
|
| UTI Small Cap Fund |
0.44
|
1.70
|
4.62
|
9.07
|
-2.03
|
12.52
|
20.71
|
|
|
|
|
| PGIM India Small Cap Fund |
0.26
|
1.13
|
3.40
|
9.42
|
-1.30
|
7.57
|
14.96
|
|
|
|
|
| Quantum Small Cap Fund |
0.59
|
2.31
|
4.37
|
9.53
|
0.25
|
8.34
|
|
|
|
|
|
| Axis Small Cap Fund |
0.37
|
1.49
|
3.18
|
10.53
|
0.28
|
10.08
|
21.38
|
32.26
|
20.72
|
18.22
|
|
As On: 21 May 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nifty Smallcap 250 Total Return Index |
0.42
|
2.50
|
4.38
|
11.98
|
-1.71
|
4.21
|
25.03
|
37.96
|
16.16
|
15.44
|
14.35
|
| Aditya Birla Sun Life Small Cap Fund |
0.27
|
0.95
|
5.15
|
13.08
|
-2.21
|
3.91
|
21.19
|
32.44
|
12.00
|
14.39
|
|
| Baroda BNP Paribas Small Cap Fund |
0.69
|
2.22
|
4.98
|
11.04
|
-0.61
|
2.54
|
|
|
|
|
|
| Bank of India Small Cap Fund |
0.55
|
1.06
|
2.18
|
11.21
|
-4.81
|
7.83
|
25.88
|
38.37
|
|
|
|
| Canara Robeco Small Cap Fund |
0.37
|
1.43
|
4.33
|
9.63
|
-2.58
|
5.56
|
20.41
|
37.28
|
|
|
|
| Dsp Small Cap Fund |
0.82
|
3.41
|
6.61
|
10.94
|
-1.10
|
9.86
|
21.84
|
36.27
|
18.00
|
17.61
|
|
| Edelweiss Small Cap Fund |
0.35
|
1.23
|
4.07
|
9.91
|
-2.15
|
8.25
|
25.29
|
37.77
|
|
|
|
| Franklin India Smaller Companies Fund |
0.13
|
1.94
|
6.02
|
13.26
|
-0.67
|
3.81
|
28.38
|
38.74
|
17.28
|
17.20
|
|
| Hdfc Small Cap Fund |
0.57
|
2.63
|
6.68
|
10.62
|
0.25
|
6.75
|
26.75
|
38.61
|
17.89
|
19.29
|
|
| Icici Prudential Smallcap Fund |
0.33
|
2.56
|
5.75
|
11.26
|
0.74
|
4.10
|
21.36
|
38.25
|
|
15.84
|
|
| Bandhan Small Cap Fund |
0.31
|
2.39
|
4.36
|
11.49
|
0.90
|
17.78
|
32.81
|
40.02
|
|
|
|
| Invesco India Smallcap Fund |
0.28
|
1.06
|
3.61
|
9.97
|
-1.00
|
13.81
|
29.05
|
37.61
|
|
|
|
| Iti Small Cap Fund |
0.15
|
1.29
|
3.00
|
12.67
|
-0.05
|
8.51
|
31.17
|
34.24
|
|
|
|
| JM Small Cap Fund |
0.36
|
1.91
|
3.85
|
10.61
|
-1.98
|
|
|
|
|
|
|
| Kotak Small Cap Fund |
0.48
|
1.79
|
3.69
|
9.26
|
-5.22
|
4.78
|
19.49
|
37.39
|
19.68
|
18.88
|
|
| LIC MF Small Cap Fund |
0.34
|
1.87
|
1.86
|
7.17
|
-6.83
|
3.56
|
|
|
|
|
|
| Mahindra Manulife Small Cap Fund |
0.16
|
0.60
|
3.67
|
9.99
|
-3.05
|
2.02
|
|
|
|
|
|
| Motilal Oswal Small Cap Fund |
0.17
|
1.91
|
4.36
|
9.44
|
-0.20
|
19.58
|
|
|
|
|
|
| Quant Small Cap Fund |
0.00
|
1.76
|
4.46
|
11.03
|
-1.50
|
-0.28
|
28.48
|
50.84
|
26.89
|
20.31
|
|
| Nippon India Small Cap Fund |
0.50
|
2.12
|
4.79
|
11.62
|
-2.11
|
4.29
|
28.60
|
42.08
|
21.92
|
22.33
|
|
| Sbi Small Cap Fund |
0.06
|
1.03
|
2.24
|
9.86
|
-2.93
|
2.97
|
19.78
|
32.50
|
18.00
|
19.94
|
|
| Sundaram Small Cap Fund |
0.17
|
0.78
|
5.43
|
13.28
|
1.29
|
8.32
|
25.00
|
36.99
|
15.41
|
14.75
|
|
| Tata Small Cap Fund |
0.29
|
2.31
|
3.86
|
9.40
|
-4.43
|
8.48
|
26.00
|
38.95
|
|
|
|
| Union Small Cap Fund |
0.46
|
1.27
|
4.01
|
9.88
|
-4.43
|
4.38
|
20.77
|
33.24
|
17.62
|
14.92
|
|
| UTI Small Cap Fund |
0.45
|
1.73
|
4.72
|
9.38
|
-1.46
|
13.87
|
22.44
|
|
|
|
|
| PGIM India Small Cap Fund |
0.25
|
1.18
|
3.51
|
9.81
|
-0.55
|
9.22
|
16.86
|
|
|
|
|
| Quantum Small Cap Fund |
0.66
|
2.34
|
4.53
|
9.97
|
1.07
|
9.97
|
|
|
|
|
|
| Axis Small Cap Fund |
0.37
|
1.51
|
3.27
|
10.82
|
0.80
|
11.25
|
22.79
|
34.06
|
22.34
|
19.72
|
|
As On: 21 May 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Small Cap Fund |
-2.67
|
17.00
|
19.21
|
17.93
|
14.58
|
15.27
|
| Baroda BNP Paribas Small Cap Fund |
-3.54
|
|
|
|
|
|
| Bank of India Small Cap Fund |
-4.29
|
20.13
|
24.20
|
|
|
|
| Canara Robeco Small Cap Fund |
-3.51
|
16.05
|
22.55
|
|
|
|
| Dsp Small Cap Fund |
0.27
|
19.09
|
22.91
|
23.07
|
18.90
|
19.92
|
| Edelweiss Small Cap Fund |
-1.26
|
19.81
|
24.17
|
|
|
|
| Franklin India Smaller Companies Fund |
-1.39
|
22.36
|
26.16
|
23.77
|
19.08
|
19.73
|
| Hdfc Small Cap Fund |
1.96
|
20.27
|
25.04
|
23.27
|
20.13
|
|
| Icici Prudential Smallcap Fund |
0.22
|
16.91
|
22.61
|
22.46
|
18.70
|
16.92
|
| Bandhan Small Cap Fund |
4.75
|
31.71
|
29.50
|
|
|
|
| Invesco India Smallcap Fund |
2.07
|
25.24
|
26.64
|
|
|
|
| Iti Small Cap Fund |
0.27
|
26.53
|
23.87
|
|
|
|
| JM Small Cap Fund |
|
|
|
|
|
|
| Kotak Small Cap Fund |
-5.82
|
15.74
|
21.00
|
22.72
|
19.50
|
18.99
|
| LIC MF Small Cap Fund |
-9.38
|
|
|
|
|
|
| Mahindra Manulife Small Cap Fund |
-6.09
|
|
|
|
|
|
| Motilal Oswal Small Cap Fund |
5.87
|
|
|
|
|
|
| Quant Small Cap Fund |
-4.28
|
22.56
|
30.10
|
31.95
|
25.01
|
19.37
|
| Nippon India Small Cap Fund |
-2.50
|
22.45
|
28.24
|
27.54
|
23.45
|
|
| Sbi Small Cap Fund |
-4.64
|
14.84
|
19.71
|
20.95
|
19.41
|
|
| Sundaram Small Cap Fund |
2.72
|
20.05
|
23.31
|
22.15
|
17.27
|
17.17
|
| Tata Small Cap Fund |
-3.50
|
20.09
|
25.18
|
|
|
|
| Union Small Cap Fund |
-5.20
|
15.23
|
20.22
|
21.47
|
17.72
|
|
| UTI Small Cap Fund |
0.69
|
18.54
|
|
|
|
|
| PGIM India Small Cap Fund |
-0.16
|
13.66
|
|
|
|
|
| Quantum Small Cap Fund |
3.70
|
|
|
|
|
|
| Axis Small Cap Fund |
2.96
|
19.25
|
22.53
|
23.33
|
20.73
|
|
As On: 21 May 2025
Calculated On: 30 April 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Small Cap Fund | -24.44 | -25.24 | -7.03 | 17.96 | 12.99 |
| Bank Of India Small Cap Fund | -25.38 | -24.95 | -8.81 | 18.37 | 13.58 |
| Canara Robeco Small Cap Fund | -21.29 | -23.08 | -7.55 | 16.29 | 12.12 |
| Dsp Small Cap Fund | -24.92 | -21.92 | -6.79 | 18.44 | 13.15 |
| Edelweiss Small Cap Fund | -21.12 | -21.37 | -6.85 | 17.06 | 12.39 |
| Franklin India Smaller Companies Fund | -25.92 | -23.14 | -7.95 | 17.50 | 13.06 |
| Hdfc Small Cap Fund | -23.31 | -19.86 | -6.55 | 16.33 | 11.99 |
| Icici Prudential Smallcap Fund | -15.24 | -22.14 | -6.38 | 15.07 | 10.97 |
| Bandhan Small Cap Fund | -20.75 | -21.68 | -5.93 | 18.20 | 13.32 |
| Invesco India Smallcap Fund | -19.49 | -20.78 | -7.35 | 16.81 | 12.66 |
| Iti Small Cap Fund | -23.76 | -21.42 | -7.42 | 17.48 | 13.16 |
| Kotak Small Cap Fund | -23.05 | -24.27 | -9.21 | 17.11 | 12.55 |
| Quant Small Cap Fund | -25.82 | -23.87 | -8.04 | 18.72 | 13.57 |
| Nippon India Small Cap Fund | -23.74 | -23.42 | -7.94 | 17.21 | 12.79 |
| Sbi Small Cap Fund | -18.28 | -22.07 | -6.62 | 15.09 | 11.03 |
| Sundaram Small Cap Fund | -22.83 | -22.67 | -5.90 | 16.33 | 12.32 |
| Tata Small Cap Fund | -19.51 | -22.73 | -6.12 | 16.18 | 11.97 |
| Union Small Cap Fund | -23.59 | -23.76 | -12.03 | 18.20 | 13.56 |
| Uti Small Cap Fund | -24.13 | -20.10 | -7.56 | 17.48 | 12.69 |
| Pgim India Small Cap Fund | -26.86 | -20.19 | -7.15 | 16.59 | 11.66 |
| Axis Small Cap Fund | -18.70 | -18.93 | -6.94 | 14.52 | 10.85 |
Calculated On: 30 April 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 |
0.46
|
0.24
|
0.42
|
0.40
|
-0.78
|
0.85 |
0.93
|
0.10
|
1.40
|
-3.4400
|
| Bank Of India Small Cap Fund |
0.63
|
0.31
|
0.52
|
0.43
|
2.57
|
0.86 |
0.90
|
0.13
|
1.66
|
0.0200
|
| Canara Robeco Small Cap Fund |
0.44
|
0.22
|
0.41
|
0.42
|
-0.53
|
0.77 |
0.93
|
0.09
|
1.35
|
-4.6400
|
| Dsp Small Cap Fund |
0.45
|
0.24
|
0.46
|
0.40
|
-1.12
|
0.87 |
0.93
|
0.09
|
1.38
|
-3.4300
|
| Edelweiss Small Cap Fund |
0.67
|
0.33
|
0.58
|
0.43
|
3.32
|
0.81 |
0.93
|
0.14
|
1.72
|
-0.0900
|
| Franklin India Smaller Companies Fund |
0.81
|
0.39
|
0.63
|
0.42
|
6.09
|
0.81 |
0.90
|
0.17
|
1.93
|
2.7800
|
| Hdfc Small Cap Fund |
0.79
|
0.39
|
0.66
|
0.41
|
5.42
|
0.78 |
0.94
|
0.17
|
1.90
|
1.4600
|
| Icici Prudential Smallcap Fund |
0.63
|
0.31
|
0.50
|
0.43
|
3.46
|
0.68 |
0.86
|
0.14
|
1.64
|
-2.1500
|
| Bandhan Small Cap Fund |
1.03
|
0.53
|
0.82
|
0.38
|
10.15
|
0.86 |
0.93
|
0.22
|
2.26
|
7.6600
|
| Invesco India Smallcap Fund |
0.95
|
0.44
|
0.75
|
0.44
|
8.68
|
0.78 |
0.89
|
0.21
|
2.14
|
4.7000
|
| Iti Small Cap Fund |
0.96
|
0.45
|
0.76
|
0.42
|
8.90
|
0.82 |
0.91
|
0.21
|
2.17
|
5.6600
|
| Kotak Small Cap Fund |
0.39
|
0.20
|
0.38
|
0.43
|
-1.39
|
0.79 |
0.88
|
0.08
|
1.28
|
-5.1700
|
| Quant Small Cap Fund |
0.78
|
0.39
|
0.63
|
0.39
|
5.42
|
0.88 |
0.91
|
0.17
|
1.89
|
3.2300
|
| Nippon India Small Cap Fund |
0.86
|
0.41
|
0.65
|
0.41
|
6.63
|
0.82 |
0.94
|
0.18
|
2.00
|
3.4100
|
| Sbi Small Cap Fund |
0.57
|
0.28
|
0.47
|
0.40
|
2.17
|
0.70 |
0.90
|
0.12
|
1.55
|
-3.1000
|
| Sundaram Small Cap Fund |
0.66
|
0.31
|
0.53
|
0.43
|
3.31
|
0.77 |
0.92
|
0.14
|
1.70
|
-0.7800
|
| Tata Small Cap Fund |
0.78
|
0.38
|
0.59
|
0.42
|
5.85
|
0.74 |
0.87
|
0.17
|
1.89
|
1.2200
|
| Union Small Cap Fund |
0.43
|
0.22
|
0.43
|
0.40
|
-0.67
|
0.82 |
0.85
|
0.10
|
1.36
|
-3.8500
|
| Uti Small Cap Fund |
0.51
|
0.26
|
0.51
|
0.44
|
0.56
|
0.81 |
0.89
|
0.11
|
1.47
|
-2.8000
|
| Pgim India Small Cap Fund |
0.21
|
0.13
|
0.33
|
0.39
|
-4.23
|
0.76 |
0.88
|
0.05
|
0.99
|
-8.4300
|
| Axis Small Cap Fund |
0.72
|
0.34
|
0.59
|
0.41
|
4.51
|
0.68 |
0.92
|
0.15
|
1.78
|
-1.1000
|