Consistent Performing Mutual Funds
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | 1-Yr Return (%) | 3-Yrs Return (%) | 5-Yrs Return (%) | 10-Yrs Return (%) |
|---|---|---|---|---|---|---|---|---|
| Invesco India Small Cap Reg Gr | InvescoMF | 05-10-2018 | 5,879.66 | 1.79 | 10.65 | 22.99 | 33.23 | - |
| ITI Small Cap Reg Gr | ITIMF | 01-02-2020 | 2,219.20 | 1.96 | 6.10 | 24.51 | 29.08 | - |
| Nippon India Small Cap Gr Gr | NipponIndiaMF | 01-09-2010 | 55,480.24 | 1.44 | 1.83 | 21.78 | 38.22 | 20.81 |
| Quant Small Cap Gr | QuantMF | 24-11-1996 | 25,071.59 | 1.64 | -5.17 | 21.63 | 46.48 | 18.96 |
| Axis Small Cap Reg Gr | AxisMF | 05-11-2013 | 22,736.11 | 1.62 | 8.83 | 17.48 | 29.87 | 17.99 |
| Bandhan Small Cap Reg Gr | BandhanMF | 01-02-2020 | 9,496.81 | 1.72 | 12.67 | 26.31 | 35.54 | - |
| Bank of India Small Cap Reg Gr | BOIMF | 12-12-2018 | 1,574.18 | 2.05 | 3.78 | 18.93 | 34.01 | - |
| Canara Robeco Small Cap Reg Gr | CanaraMF | 05-02-2019 | 11,084.44 | 1.71 | 2.23 | 13.78 | 33.71 | - |
| Edelweiss Small Cap Reg Gr | EdelweissMF | 01-02-2019 | 4,064.12 | 1.83 | 4.39 | 18.49 | 33.68 | - |
| Franklin India Smaller Companies Gr | FranklinMF | 13-01-2006 | 11,969.61 | 1.77 | -0.45 | 21.20 | 34.18 | 15.53 |
| HDFC Small Cap Reg Gr | HDFCMF | 02-04-2008 | 30,223.46 | 1.61 | -0.79 | 19.95 | 34.23 | 17.31 |
| HSBC Small Cap Fund Reg Growth | HSBCMF | 12-05-2014 | 14,493.32 | 1.70 | -1.39 | 18.21 | 35.01 | 18.37 |
| Sundaram Small Cap Reg Gr | SundaramMF | 10-02-2005 | 2,955.92 | 1.98 | 1.66 | 17.87 | 32.11 | 13.25 |
| Tata Small Cap Reg Gr | TataMF | 02-11-2018 | 9,194.39 | 1.65 | 2.65 | 19.93 | 34.33 | - |
Most consistent funds consisting of Top 10 Mutual Fund Schemes in each category have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc.). Also note that, schemes whose AUMs have not yet reached Rs 500 Crores have been excluded from the ranking.
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