Mutual Fund Trailing Returns - Equity: Small Cap
Data as on - 16-09-2025
| 1 Year | 3 Years | 5 Years | 10 Years | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme Name | Launch Date | AUM (Crore) | TER (%) | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Since Launch Rtn. (%) |
| Motilal Oswal Small Cap Reg Gr | 01-12-2023 | 5,263.89 | 1.84 | 2.77 | 1/28 | - | - | - | - | - | - | 21.81 |
| HDFC Small Cap Reg Gr | Invest Online | 02-04-2008 | 36,284.07 | 1.55 | 0.3 | 2/28 | 23.16 | 5/23 | 29.66 | 4/21 | 19.13 | 4/13 | 16.51 |
| BAJAJ FINSERV SMALL CAP FUND Reg Gr | 27-06-2025 | 0 | 2.08 | - | - | - | - | - | - | - | - | -1.49 |
| Mirae Asset Small Cap Fund Reg Gr | 10-01-2025 | 2,156.56 | 1.97 | - | - | - | - | - | - | - | - | 16.57 |
| TRUSTMF SMALL CAP FUND REG GR | 04-11-2024 | 1,055.57 | 2.15 | - | - | - | - | - | - | - | - | 4.97 |
| PGIM India Small Cap Fund Reg Gr | Invest Online | 29-07-2021 | 1,558.62 | 2.07 | -0.84 | 3/28 | 13.58 | 23/23 | - | - | - | - | 12.75 |
| Axis Small Cap Reg Gr | Invest Online | 05-11-2013 | 25,657.85 | 1.6 | -1.05 | 4/28 | 18.84 | 14/23 | 25.74 | 17/21 | 19.05 | 6/13 | 22.29 |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | 153.47 | 2.17 | -1.18 | 5/28 | - | - | - | - | - | - | 13.19 |
| Invesco India Small Cap Reg Gr | 05-10-2018 | 7,700.59 | 1.73 | -1.51 | 6/28 | 25.34 | 3/23 | 29.01 | 6/21 | - | - | 23.21 |
| Bandhan Small Cap Reg Gr | Invest Online | 08-02-2020 | 14,513.11 | 1.66 | -1.8 | 7/28 | 29.41 | 1/23 | 29.95 | 3/21 | - | - | 32.39 |
| Union Small Cap Reg Gr | Invest Online | 10-06-2014 | 1,658.05 | 2.11 | -2.54 | 8/28 | 17.25 | 19/23 | 24.78 | 18/21 | 15.62 | 11/13 | 15.37 |
| Sundaram Small Cap Reg Gr | 10-02-2005 | 3,282.99 | 1.95 | -2.57 | 9/28 | 20.3 | 9/23 | 26.99 | 13/21 | 14.79 | 12/13 | 17.15 |
| UTI Small Cap Reg Gr | 01-12-2020 | 4,681.42 | 1.86 | -2.61 | 10/28 | 18.22 | 16/23 | - | - | - | - | 22.62 |
| ITI Small Cap Reg Gr | 01-02-2020 | 2,621.29 | 1.87 | -2.88 | 11/28 | 25.88 | 2/23 | 23.6 | 19/21 | - | - | 20.85 |
| Edelweiss Small Cap Reg Gr | 01-02-2019 | 4,916.32 | 1.82 | -3.07 | 12/28 | 19.98 | 12/23 | 27.67 | 9/21 | - | - | 25.52 |
| ICICI Pru Small Cap Gr | 01-10-2007 | 8,443.1 | 1.78 | -3.08 | 13/28 | 18.23 | 15/23 | 27.45 | 10/21 | 16.43 | 9/13 | 13.03 |
| DSP Small Cap Reg Gr | 15-06-2007 | 16,625.92 | 1.69 | -3.21 | 14/28 | 20.0 | 11/23 | 26.37 | 16/21 | 17.3 | 8/13 | 17.79 |
| Nippon India Small Cap Gr Gr | 05-09-2010 | 64,827.61 | 1.4 | -5.9 | 15/28 | 23.05 | 6/23 | 31.38 | 2/21 | 21.68 | 1/13 | 20.85 |
| SBI Small Cap Reg Gr | 01-09-2009 | 35,250.41 | 1.57 | -6.41 | 16/28 | 15.14 | 22/23 | 23.46 | 20/21 | 19.07 | 5/13 | 19.57 |
| Tata Small Cap Reg Gr | 02-11-2018 | 11,416.34 | 1.67 | -6.42 | 17/28 | 20.79 | 8/23 | 28.86 | 7/21 | - | - | 22.73 |
| ABSL Small Cap Gr | 31-05-2007 | 4,822.6 | 1.9 | -6.43 | 18/28 | 17.32 | 18/23 | 22.85 | 21/21 | 13.63 | 13/13 | 12.42 |
| Canara Robeco Small Cap Reg Gr | Invest Online | 05-02-2019 | 12,588.41 | 1.67 | -6.45 | 19/28 | 15.82 | 21/23 | 26.71 | 14/21 | - | - | 23.1 |
| Baroda BNP Paribas Small Cap Fund Reg Gr | 30-10-2023 | 1,250.68 | 2.15 | -6.47 | 20/28 | - | - | - | - | - | - | 16.16 |
| Bank of India Small Cap Reg Gr | Invest Online | 12-12-2018 | 1,878.75 | 2.05 | -7.06 | 21/28 | 20.03 | 10/23 | 27.2 | 11/21 | - | - | 25.86 |
| JM Small Cap Fund Reg Gr | 27-06-2024 | 714.88 | 2.28 | -7.53 | 22/28 | - | - | - | - | - | - | 1.65 |
| Kotak -Small Cap Gr | Invest Online | 24-02-2005 | 17,508.4 | 1.64 | -7.56 | 23/28 | 16.03 | 20/23 | 26.39 | 15/21 | 17.74 | 7/13 | 17.26 |
| LIC MF Small Cap Fund Reg Gr | Invest Online | 15-06-2017 | 604 | 2.39 | -7.7 | 24/28 | 17.94 | 17/23 | 27.17 | 12/21 | - | - | 14.91 |
| HSBC Small Cap Fund Reg Growth | 12-05-2014 | 15,885.77 | 1.67 | -8.1 | 25/28 | 19.91 | 13/23 | 29.29 | 5/21 | 19.22 | 3/13 | 20.43 |
| Mahindra Manulife Small Cap Fund Reg Gr | 05-12-2022 | 3,981.7 | 1.85 | -8.29 | 26/28 | - | - | - | - | - | - | 27.59 |
| Franklin India Small Cap Fund Gr | 13-01-2006 | 13,302.32 | 1.74 | -8.33 | 27/28 | 22.07 | 7/23 | 28.38 | 8/21 | 16.39 | 10/13 | 15.54 |
| Quant Small Cap Gr | 24-11-1996 | 28,879.56 | 1.59 | -8.62 | 28/28 | 23.94 | 4/23 | 33.78 | 1/21 | 19.56 | 2/13 | 12.85 |
| Category Average | - | - | - | -4.45 | - | 20.1 | - | 27.46 | - | 17.66 | - | 17.6 |
| NIFTY SMALLCAP 250 TRI | - | - | - | -5.86 | - | 23.24 | - | 28.31 | - | 16.51 | - | 16.32 |
Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.
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