Mutual Fund Trailing Returns - Equity: Small Cap

Data as on - 13-06-2025
1 Year 3 Years 5 Years 10 Years Launch
Scheme Name NAV Launch Date AUM (Crore) TER (%) Rtn (%) Rank Rtn (%) Rank Rtn (%) Rank Rtn (%) Rank Rtn (%)
Motilal Oswal Small Cap Reg Gr 13.81 01-12-2023 4,923 1.84 16.64 1/27 - - - - - - 24.05
Bandhan Small Cap Reg Gr 46.6 01-02-2020 11,719 1.68 16.23 2/27 34.98 1/23 36.63 3/21 - - 33.7
Invesco India Small Cap Reg Gr 41.38 05-10-2018 6,816 1.76 11.99 3/27 30.65 3/23 34.2 11/21 - - 23.77
UTI Small Cap Reg Gr 26.01 01-12-2020 4,529 1.9 10.2 4/27 24.18 14/23 - - - - 23.83
DSP Small Cap Reg Gr 197.6 15-06-2007 16,304 1.73 10.14 5/27 25.29 13/23 33.56 14/21 18.04 8/13 18.02
Quantum Small Cap Fund Reg Gr 12.53 05-11-2023 132 2.1 8.2 6/27 - - - - - - 15.03
Axis Small Cap Reg Gr 105.75 05-11-2013 24,944 1.6 8.15 7/27 23.97 15/23 31.16 17/21 19.11 5/13 22.64
ITI Small Cap Reg Gr 28.32 01-02-2020 2,503 1.93 5.23 8/27 31.55 2/23 29.46 19/21 - - 21.6
Sundaram Small Cap Reg Gr 256.81 10-02-2005 3,311 1.94 5.11 9/27 26.08 11/23 32.91 15/21 14.9 11/13 17.24
Tata Small Cap Reg Gr 39.95 02-11-2018 10,530 1.68 5.05 10/27 26.95 8/23 34.5 9/21 - - 23.38
PGIM India Small Cap Fund Reg Gr 15.67 29-07-2021 1,488 2.08 4.96 11/27 17.56 23/23 - - - - 11.95
HDFC Small Cap Reg Gr 136.98 02-04-2008 34,030 1.59 4.56 12/27 28.43 7/23 35.11 7/21 18.78 6/13 16.43
Edelweiss Small Cap Reg Gr 43.54 01-02-2019 4,579 1.83 4.15 13/27 26.25 10/23 34.67 8/21 - - 26.25
Bank of India Small Cap Reg Gr 46.22 12-12-2018 1,818 2.03 3.7 14/27 26.44 9/23 35.19 6/21 - - 26.69
Union Small Cap Reg Gr 47.15 10-06-2014 1,578 2.12 2.72 15/27 21.72 19/23 31.01 18/21 14.8 12/13 15.08
Canara Robeco Small Cap Reg Gr 38.66 05-02-2019 12,370 1.69 1.31 16/27 20.93 21/23 34.22 10/21 - - 23.85
ABSL Small Cap Gr 85.5 31-05-2007 4,915 1.93 1.3 17/27 23.08 17/23 29.16 21/21 14.17 13/13 12.55
Mahindra Manulife Small Cap Fund Reg Gr 18.94 05-12-2022 3,841 1.85 0.97 18/27 - - - - - - 29.0
Kotak -Small Cap Gr 261.34 24-02-2005 17,329 1.66 0.87 19/27 21.15 20/23 33.59 13/21 18.12 7/13 17.43
Nippon India Small Cap Gr Gr 167.9 01-09-2010 63,019 1.41 0.81 20/27 29.69 5/23 38.67 2/21 22.17 1/13 21.07
Baroda BNP Paribas Small Cap Fund Reg Gr 12.97 30-10-2023 1,292 2.16 0.38 21/27 - - - - - - 17.4
ICICI Pru Small Cap Gr 86.37 01-10-2007 8,256 1.78 0.13 22/27 21.97 18/23 33.84 12/21 15.44 10/13 12.98
Mirae Asset Small Cap Fund Reg Gr 11.09 10-01-2025 1,576 2.05 - - - - - - - - 10.09
TRUSTMF SMALL CAP FUND REG GR 10.09 04-11-2024 968 2.17 - - - - - - - - 0.3
JM Small Cap Fund Reg Gr 10 01-06-2024 631 2.27 - - - - - - - - 0.1
LIC MF Small Cap Fund Reg Gr 30.06 15-06-2017 575 2.38 -0.67 23/27 23.19 16/23 32.68 16/21 - - 14.81
HSBC Small Cap Fund Reg Growth 81.73 12-05-2014 16,062 1.69 -1.27 24/27 25.97 12/23 35.83 4/21 19.71 2/13 20.84
Franklin India Smaller Companies Gr 173.24 13-01-2006 13,545 1.74 -1.34 25/27 29.71 4/23 35.25 5/21 16.84 9/13 15.81
SBI Small Cap Reg Gr 169.55 01-09-2009 34,015 1.56 -2.18 26/27 20.26 22/23 29.34 20/21 19.44 4/13 19.66
Quant Small Cap Gr 253.36 24-11-1996 28,194 1.58 -3.76 27/27 29.61 6/23 46.14 1/21 19.61 3/13 12.9
Category Average - - - - 4.21 - 25.64 - 34.15 - 17.78 - 18.28
NIFTY SMALLCAP 250 TRI - - - - 4.91 - 27.47 - 35.91 - 16.78 - 16.49

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, 1 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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