Edelweiss MF SIP Campaign 728x90

Mutual Fund Trailing Returns - Equity: Small Cap

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Data as on - 01-08-2025
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 5,040.62 1.83 7.39 1/28 - - - - - - 21.43
Bandhan Small Cap Reg Gr | Invest Online 08-02-2020 12,981.57 1.66 4.36 2/28 30.32 1/23 34.15 3/21 - - 32.53
PGIM India Small Cap Fund Reg Gr | Invest Online 29-07-2021 1,560.68 2.07 3.71 3/28 15.02 23/23 - - - - 12.47
Invesco India Small Cap Reg Gr 05-10-2018 7,424.64 1.75 3.29 4/28 25.91 4/23 32.12 9/21 - - 23.12
Quantum Small Cap Fund Reg Gr 05-11-2023 141.83 2.1 2.97 5/28 - - - - - - 13.54
Axis Small Cap Reg Gr | Invest Online 05-11-2013 26,196.55 1.59 1.67 6/28 20.46 14/23 29.15 17/21 17.85 5/13 22.35
HDFC Small Cap Reg Gr | Invest Online 02-04-2008 35,780.59 1.57 0.21 7/28 24.72 6/23 32.78 5/21 17.83 6/13 16.42
DSP Small Cap Reg Gr 15-06-2007 17,125.76 1.7 0.17 8/28 20.79 13/23 30.57 14/21 16.47 8/13 17.8
BAJAJ FINSERV SMALL CAP FUND Reg GROWTH 27-06-2025 0 0.0 - - - - - - - - -3.39
Mirae Asset Small Cap Fund Reg Gr 10-01-2025 1,789.73 2.02 - - - - - - - - 11.44
TRUSTMF SMALL CAP FUND REG GR 04-11-2024 1,030.34 2.15 - - - - - - - - 0.6
ITI Small Cap Reg Gr 01-02-2020 2,640.78 1.92 -0.27 9/28 27.79 2/23 27.31 20/21 - - 20.97
UTI Small Cap Reg Gr 01-12-2020 4,844.38 1.86 -0.34 10/28 19.47 16/23 - - - - 22.83
Edelweiss Small Cap Reg Gr 01-02-2019 4,929.76 1.82 -0.88 11/28 21.46 11/23 31.85 10/21 - - 25.65
Sundaram Small Cap Reg Gr 10-02-2005 3,438.89 1.94 -0.9 12/28 21.37 12/23 30.27 15/21 13.06 12/13 17.05
Union Small Cap Reg Gr | Invest Online 10-06-2014 1,671.86 2.11 -1.15 13/28 18.4 17/23 28.7 18/21 14.23 11/13 15.14
Tata Small Cap Reg Gr 02-11-2018 11,163.84 1.67 -1.43 14/28 24.17 8/23 32.34 7/21 - - 23.05
Bank of India Small Cap Reg Gr | Invest Online 12-12-2018 1,907.82 2.03 -3.13 15/28 22.32 9/23 32.15 8/21 - - 26.18
ICICI Pru Small Cap Gr 01-10-2007 8,565.6 1.78 -4.29 16/28 18.37 18/23 31.08 11/21 15.23 10/13 12.94
Canara Robeco Small Cap Reg Gr | Invest Online 05-02-2019 13,103.87 1.67 -4.7 17/28 17.09 21/23 30.82 12/21 - - 23.25
JM Small Cap Fund Reg Gr 27-06-2024 760.38 2.26 -5.23 18/28 - - - - - - -2.02
ABSL Small Cap Gr 31-05-2007 5,134.14 1.89 -5.87 19/28 18.34 19/23 26.63 21/21 12.73 13/13 12.38
Kotak -Small Cap Gr | Invest Online 24-02-2005 18,031.02 1.65 -6.06 20/28 17.26 20/23 30.66 13/21 16.8 7/13 17.27
Nippon India Small Cap Gr Gr 05-09-2010 66,601.8 1.4 -6.43 21/28 24.75 5/23 35.79 2/21 20.42 1/13 20.84
HSBC Small Cap Fund Reg Growth 12-05-2014 16,909.21 1.67 -6.74 22/28 21.53 10/23 33.4 4/21 18.07 3/13 20.43
SBI Small Cap Reg Gr 01-09-2009 35,696.19 1.57 -7.02 23/28 16.92 22/23 27.35 19/21 17.86 4/13 19.51
Baroda BNP Paribas Small Cap Fund Reg Gr 30-10-2023 1,318.47 2.16 -7.79 24/28 - - - - - - 15.67
Mahindra Manulife Small Cap Fund Reg Gr 05-12-2022 4,065.41 1.85 -7.8 25/28 - - - - - - 27.19
LIC MF Small Cap Fund Reg Gr | Invest Online 15-06-2017 604.52 2.37 -8.22 26/28 19.56 15/23 30.21 16/21 - - 14.53
Franklin India Small Cap Fund Gr 13-01-2006 13,995.27 1.74 -8.24 27/28 24.61 7/23 32.51 6/21 15.57 9/13 15.59
Quant Small Cap Gr 24-11-1996 29,475.71 1.58 -8.34 28/28 26.15 3/23 37.93 1/21 19.39 2/13 12.82
Category Average - - - -2.54 - 21.6 - 31.32 - 16.58 - 17.08
NIFTY SMALLCAP 250 TRI - - - -3.93 - 25.69 - 32.76 - 15.11 - 16.34

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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