Category: Equity: Small Cap |
Launch Date: 05-12-2022 |
Asset Class: |
Benchmark: S&P BSE 250 SmallCap TRI |
TER: 1.84% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 3,557.06 Cr As on (31-03-2024) |
Turn over: 64% | Exit Load: Exit load of 1% if redeemed within 3 months |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related securities of small cap companies.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | |
Average Maturity |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 71.01 | - | - | - | - |
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 25-02-2020 | 76.06 | 33.73 | 29.97 | - | - |
Quant Small Cap Fund - Growth - Regular Plan | 24-11-1996 | 70.87 | 37.76 | 38.11 | 38.46 | 21.01 |
ITI Small Cap Fund - Regular Plan - Growth Option | 17-02-2020 | 67.68 | 34.87 | 24.23 | - | - |
Nippon India Small Cap Fund - Growth Plan - Growth Option | 05-09-2010 | 60.36 | 33.17 | 35.24 | 30.85 | 27.12 |
Franklin India Smaller Companies Fund-Growth | 13-01-2006 | 60.15 | 33.73 | 32.74 | 24.25 | 21.65 |
Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 57.3 | 29.67 | 29.98 | 26.67 | - |
BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 54.38 | 27.31 | 28.36 | 31.75 | - |
HSBC Small Cap Fund - Regular Growth | 12-05-2014 | 51.87 | 29.43 | 32.99 | 25.34 | - |
Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 51.2 | 26.91 | 27.29 | 22.94 | 19.96 |
Small Cap
73.11%
Others
7.19%
Large Cap
14.03%
Mid Cap
5.67%
There are no scheme documents available