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: 30 September 2023

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.


Returns (Regular Plan)

As On: 06 December 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
-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

Returns (Direct Plan)

As On: 06 December 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
-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
Click on + to See Details
As On: 06 December 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

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
As On: 06 December 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

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
As On: 30 September 2023
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
As On: 30 September 2023
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 Article

Small 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: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.