36 Direct-plan Growth funds ranked. Reference index for beta and alpha: NIFTY SMALLCAP 250 TRI (total-return index where available).
| BANK OF INDIA SMALL CAP FUND | +29.25% |
| TRUSTMF SMALL CAP FUND | +29.14% |
| Motilal Oswal Small Cap Fund | +20.88% |
| Union Small Cap Fund | +20.55% |
| ITI Small Cap Fund | +19.48% |
| BANDHAN Small Cap Fund | +23.17% |
| ITI Small Cap Fund | +23.12% |
| BANK OF INDIA SMALL CAP FUND | +21.62% |
| Invesco India Small Cap Fund | +21.55% |
| Mahindra Manulife Small Cap Fund | +19.22% |
| BANK OF INDIA SMALL CAP FUND | +20.05% |
| BANDHAN Small Cap Fund | +19.30% |
| Invesco India Small Cap Fund | +19.25% |
| Quant Small Cap Fund | +18.65% |
| ITI Small Cap Fund | +18.21% |
| Fund | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF INDIA SMALL CAP FUND Bank of India Mutual Fund |
66.33 | 8.10% | 41.04% | 29.25% | 21.62% | 20.05% | 0.82 | 16.7% | 0.73% | 879 | 1/36 |
| TRUSTMF SMALL CAP FUND Trust Mutual Fund |
13.65 | 3.96% | 35.15% | 29.14% | — | — | — | 16.9% | 1.54% | — | 2/36 |
| Motilal Oswal Small Cap Fund Motilal Oswal Mutual Fund |
17.16 | 2.89% | 32.88% | 20.88% | — | — | — | 16.8% | 0.85% | — | 3/36 |
| Union Small Cap Fund Union Mutual Fund |
65.34 | 3.12% | 26.82% | 20.55% | 16.46% | 16.81% | 0.55 | 18.5% | 1.08% | 223 | 4/36 |
| ITI Small Cap Fund ITI Mutual Fund |
37.35 | 2.62% | 30.04% | 19.48% | 23.12% | 18.21% | 0.89 | 17.5% | 0.86% | 1,627 | 5/36 |
| DSP Small Cap Fund DSP Mutual Fund |
250.33 | 3.91% | 25.41% | 17.30% | 16.93% | 17.30% | 0.64 | 16.1% | 0.81% | 4,532 | 6/36 |
| Aditya Birla Sun Life Small Cap Fund Aditya Birla Sun Life Mutual Fund |
111.80 | 2.50% | 25.09% | 17.15% | 14.57% | 13.19% | 0.50 | 16.7% | 1.07% | 803 | 7/36 |
| Bajaj Finserv Small Cap Fund Bajaj Finserv Mutual Fund |
11.14 | 2.73% | 27.23% | 16.24% | — | — | — | 16.8% | 0.96% | 155 | 8/36 |
| Mahindra Manulife Small Cap Fund Mahindra Manulife Mutual Fund |
23.14 | 3.15% | 24.63% | 15.56% | 19.22% | — | 0.72 | 16.8% | 0.91% | 685 | 9/36 |
| JM Small Cap Fund JM Financial Mutual Fund |
11.73 | 0.49% | 34.39% | 15.17% | — | — | — | 20.0% | 0.96% | 111 | 10/36 |
| LIC MF Small Cap Fund LIC Mutual Fund |
39.28 | 3.04% | 29.85% | 14.85% | 17.61% | — | 0.60 | 17.6% | 1.31% | 111 | 11/36 |
| Invesco India Small Cap Fund Invesco Mutual Fund |
52.22 | -0.50% | 23.95% | 14.04% | 21.55% | 19.25% | 0.86 | 16.9% | 0.63% | 3,648 | 12/36 |
| Quant Small Cap Fund quant Mutual Fund |
313.68 | 1.26% | 26.53% | 13.46% | 16.94% | 18.65% | 0.61 | 15.6% | 0.93% | 22,544 | 13/36 |
| PGIM India Small Cap Fund PGIM India Mutual Fund |
19.62 | 3.32% | 25.45% | 13.15% | 15.48% | 12.79% | 0.60 | 15.4% | 0.93% | 151 | 14/36 |
| Sundaram Small Cap Fund Sundaram Mutual Fund |
322.60 | -0.01% | 23.32% | 12.62% | 15.52% | 15.83% | 0.57 | 17.2% | 0.97% | 335 | 15/36 |
| BANDHAN Small Cap Fund Bandhan Mutual Fund |
56.09 | 2.34% | 21.27% | 10.49% | 23.17% | 19.30% | 0.98 | 16.0% | 0.60% | 11,916 | 16/36 |
| Mirae Asset Small Cap Fund Mirae Asset Mutual Fund |
12.58 | 1.34% | 18.63% | 9.54% | — | — | — | 15.5% | 0.64% | 708 | 17/36 |
| Axis Small Cap Fund Axis Mutual Fund |
132.52 | 1.11% | 19.85% | 8.99% | 14.71% | 15.43% | 0.58 | 14.9% | 0.71% | 15,792 | 18/36 |
| Nippon India Small Cap Fund Nippon India Mutual Fund |
202.29 | -0.91% | 19.04% | 7.90% | 14.26% | 18.07% | 0.50 | 15.3% | 0.68% | 22,912 | 19/36 |
| Baroda BNP Paribas Small Cap Fund Baroda BNP Paribas Mutual Fund |
14.30 | 0.37% | 16.80% | 7.87% | — | — | — | 15.2% | 1.21% | 66 | 20/36 |
| QUANTUM SMALL CAP FUND Quantum Mutual Fund |
13.80 | -1.08% | 17.95% | 7.56% | — | — | — | 15.8% | 0.83% | 138 | 21/36 |
| Edelweiss Small Cap Fund Edelweiss Mutual Fund |
51.39 | -1.71% | 17.57% | 7.13% | 14.28% | 16.05% | 0.50 | 16.0% | 0.65% | 1,426 | 22/36 |
| Kotak Small Cap Fund Kotak Mahindra Mutual Fund |
317.69 | 0.48% | 20.34% | 5.79% | 11.62% | 12.03% | 0.36 | 15.8% | 0.65% | 5,052 | 23/36 |
| Sundaram Small Cap Fund Sundaram Mutual Fund |
39.76 | -6.22% | 15.65% | 5.62% | 5.24% | 7.95% | -0.04 | 18.0% | 0.97% | 10 | 24/36 |
| SBI SMALL CAP FUND SBI Mutual Fund |
205.75 | -0.35% | 18.40% | 5.47% | 10.78% | 13.15% | 0.33 | 14.3% | 0.79% | — | 25/36 |
| UTI Small Cap Fund UTI Mutual Fund |
28.76 | -2.24% | 17.13% | 4.86% | 12.85% | 14.47% | 0.40 | 16.2% | 1.05% | 505 | 26/36 |
| Franklin India Small Cap Fund Franklin Templeton Mutual Fund |
196.64 | -2.38% | 15.73% | 4.44% | 11.70% | 15.13% | 0.34 | 16.4% | 1.07% | 2,898 | 27/36 |
| ICICI Prudential Small Cap Fund ICICI Prudential Mutual Fund |
102.09 | 0.86% | 17.49% | 4.10% | 11.06% | 13.68% | 0.35 | 14.4% | 1.18% | 1,913 | 28/36 |
| Canara Robeco Small Cap Fund Canara Robeco Mutual Fund |
44.02 | -1.43% | 15.05% | 3.72% | 11.30% | 13.93% | 0.32 | 15.9% | 0.67% | 4,561 | 29/36 |
| Tata Small Cap Fund Tata Mutual Fund |
44.53 | 3.39% | 24.59% | -0.28% | 11.64% | 15.03% | 0.32 | 17.5% | 0.51% | 3,965 | 30/36 |
| HDFC Small Cap Fund HDFC Mutual Fund |
155.01 | -1.25% | 11.24% | -2.94% | 9.68% | 13.87% | 0.22 | 15.2% | 0.78% | 14,005 | 31/36 |
| Abakkus Small Cap Fund Abakkus Mutual Fund |
12.22 | 0.66% | 22.02% | — | — | — | — | — | 1.25% | 422 | — |
| Groww Small Cap Fund Groww Mutual Fund |
12.88 | 9.26% | 35.32% | — | — | — | — | — | 1.01% | 56 | — |
| Helios Small Cap Fund Helios Mutual Fund |
11.33 | 1.71% | 30.83% | — | — | — | — | — | 0.90% | 268 | — |
| Samco Small Cap Fund Samco Mutual Fund |
12.53 | 17.10% | 35.17% | — | — | — | — | — | 1.97% | — | — |
| The Wealth Company Small Cap Fund The Wealth Company Mutual Fund |
11.63 | 2.37% | 17.03% | — | — | — | — | — | 2.05% | 3 | — |
Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.
