Mutual Fund Trailing Returns - Equity: Small Cap
Data as on - 04-11-2025
| 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 | 5,452.13 | 1.83 | 6.21 | 1/28 | - | - | - | - | - | - | 21.76 |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | 159.16 | 2.17 | 5.62 | 2/28 | - | - | - | - | - | - | 13.05 |
| Invesco India Small Cap Reg Gr | 05-10-2018 | 8,055.38 | 1.73 | 5.19 | 3/28 | 25.5 | 3/23 | 31.24 | 3/21 | - | - | 22.95 |
| Axis Small Cap Reg Gr | Invest Online | 05-11-2013 | 25,987.18 | 1.6 | 3.71 | 4/28 | 19.53 | 13/23 | 26.21 | 17/21 | 18.64 | 3/13 | 22.09 |
| Bandhan Small Cap Reg Gr | Invest Online | 08-02-2020 | 15,737.73 | 1.65 | 3.54 | 5/28 | 30.95 | 1/23 | 30.89 | 4/21 | - | - | 31.77 |
| HDFC Small Cap Reg Gr | Invest Online | 02-04-2008 | 36,827.67 | 1.55 | 3.2 | 6/28 | 22.79 | 6/23 | 30.72 | 5/21 | 18.48 | 5/13 | 16.37 |
| PGIM India Small Cap Fund Reg Gr | Invest Online | 29-07-2021 | 1,567.96 | 2.07 | 2.72 | 7/28 | 14.21 | 23/23 | - | - | - | - | 12.34 |
| Sundaram Small Cap Reg Gr | 10-02-2005 | 3,340.55 | 1.93 | 2.66 | 8/28 | 21.22 | 8/23 | 27.76 | 12/21 | 14.25 | 12/13 | 17.12 |
| ITI Small Cap Reg Gr | 01-02-2020 | 2,666.63 | 1.87 | 2.37 | 9/28 | 26.31 | 2/23 | 25.44 | 19/21 | - | - | 20.48 |
| UTI Small Cap Reg Gr | 01-12-2020 | 4,669.44 | 1.86 | 1.79 | 10/28 | 18.64 | 15/23 | - | - | - | - | 22.13 |
| Union Small Cap Reg Gr | Invest Online | 10-06-2014 | 1,710.49 | 2.1 | 1.48 | 11/28 | 17.17 | 18/23 | 26.23 | 16/21 | 15.48 | 11/13 | 15.25 |
| DSP Small Cap Reg Gr | 15-06-2007 | 16,496.31 | 1.69 | 0.5 | 12/28 | 20.09 | 11/23 | 26.56 | 15/21 | 16.66 | 8/13 | 17.61 |
| BAJAJ FINSERV SMALL CAP FUND Reg Gr | 27-06-2025 | 1,378.47 | 2.06 | - | - | - | - | - | - | - | - | -0.86 |
| Mirae Asset Small Cap Fund Reg Gr | 10-01-2025 | 2,413.97 | 1.93 | - | - | - | - | - | - | - | - | 18.04 |
| TRUSTMF SMALL CAP FUND REG GR | 04-11-2024 | 1,077.07 | 2.14 | - | - | - | - | - | - | - | - | 9.77 |
| Edelweiss Small Cap Reg Gr | 01-02-2019 | 5,057.26 | 1.82 | -0.08 | 13/28 | 20.32 | 10/23 | 28.78 | 9/21 | - | - | 24.98 |
| ABSL Small Cap Gr | 31-05-2007 | 4,881.59 | 1.9 | -0.88 | 14/28 | 18.64 | 16/23 | 23.54 | 21/21 | 13.55 | 13/13 | 12.46 |
| ICICI Pru Small Cap Gr | 01-10-2007 | 8,448.99 | 1.78 | -0.98 | 15/28 | 16.85 | 19/23 | 27.55 | 14/21 | 15.76 | 10/13 | 12.77 |
| JM Small Cap Fund Reg Gr | 27-06-2024 | 731.88 | 2.28 | -1.48 | 16/28 | - | - | - | - | - | - | 2.89 |
| Mahindra Manulife Small Cap Fund Reg Gr | 05-12-2022 | 4,065.07 | 1.85 | -1.71 | 17/28 | - | - | - | - | - | - | 26.85 |
| Nippon India Small Cap Gr Gr | 05-09-2010 | 66,136.11 | 1.4 | -2.25 | 18/28 | 22.79 | 5/23 | 32.93 | 2/21 | 20.41 | 1/13 | 20.65 |
| Canara Robeco Small Cap Reg Gr | Invest Online | 05-02-2019 | 12,857.72 | 1.68 | -2.36 | 19/28 | 16.57 | 20/23 | 27.97 | 11/21 | - | - | 22.61 |
| SBI Small Cap Reg Gr | 01-09-2009 | 35,584.86 | 1.57 | -2.65 | 20/28 | 14.83 | 22/23 | 24.14 | 20/21 | 18.36 | 6/13 | 19.36 |
| Baroda BNP Paribas Small Cap Fund Reg Gr | 30-10-2023 | 1,244.35 | 2.15 | -2.69 | 21/28 | - | - | - | - | - | - | 14.85 |
| Franklin India Small Cap Fund Gr | 13-01-2006 | 13,265.8 | 1.74 | -2.95 | 22/28 | 21.54 | 7/23 | 28.96 | 8/21 | 15.9 | 9/13 | 15.44 |
| Bank of India Small Cap Reg Gr | Invest Online | 12-12-2018 | 1,925.38 | 2.05 | -3.29 | 23/28 | 20.37 | 9/23 | 28.12 | 10/21 | - | - | 25.43 |
| Quant Small Cap Gr | 24-11-1996 | 29,328.29 | 1.59 | -3.33 | 24/28 | 23.49 | 4/23 | 33.62 | 1/21 | 19.48 | 2/13 | 12.82 |
| Kotak -Small Cap Gr | Invest Online | 24-02-2005 | 17,480.17 | 1.65 | -5.3 | 25/28 | 16.52 | 21/23 | 26.1 | 18/21 | 17.42 | 7/13 | 17.09 |
| LIC MF Small Cap Fund Reg Gr | Invest Online | 15-06-2017 | 632.29 | 2.38 | -5.81 | 26/28 | 17.83 | 17/23 | 27.58 | 13/21 | - | - | 14.33 |
| HSBC Small Cap Fund Reg Growth | 12-05-2014 | 16,040.77 | 1.68 | -6.12 | 27/28 | 19.6 | 12/23 | 29.71 | 6/21 | 18.55 | 4/13 | 20.02 |
| Tata Small Cap Reg Gr | 02-11-2018 | 11,637.3 | 1.67 | -9.72 | 28/28 | 19.09 | 14/23 | 29.04 | 7/21 | - | - | 21.57 |
| Category Average | - | - | - | -0.45 | - | 20.21 | - | 28.24 | - | 17.15 | - | 17.55 |
| NIFTY SMALLCAP 250 TRI | - | - | - | -1.07 | - | 23.17 | - | 29.58 | - | 15.78 | - | 16.18 |
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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