Mutual Fund Trailing Returns - Equity: Small Cap
Data as on - 10-07-2020
| 1 Year | 3 Years | 5 Years | 10 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme Name |
AUM (Crore) | Expense Ratio (%) | Returns (%) |
Rank | Returns (%) |
Rank | Returns (%) |
Rank | Returns (%) |
Rank | Since Launch Ret (%) |
| BOI AXA Small Cap Fund Regular Plan Growth | 52.67 | 2.62 | 7.44 | 1/21 | - | - | - | - | - | - | 6.2 |
| Principal Small Cap Fund - Regular Plan - Growth Option | 151 | 2.4 | 2.11 | 2/21 | - | - | - | - | - | - | 1.73 |
| Axis Small Cap Fund - Regular Plan - Growth | 2,123.57 | 2.13 | 1.23 | 3/21 | 4.0 | 1/15 | 8.4 | 2/14 | - | - | 17.38 |
| SBI Small Cap Fund - Regular Plan - Growth | 3,373.62 | 2.24 | 0.74 | 4/21 | 3.54 | 2/15 | 9.48 | 1/14 | 16.47 | 1/10 | 16.11 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 169.82 | 2.55 | - | - | - | - | - | - | - | - | -15.85 |
| IDFC Emerging Businesses Fund - Regular Plan - Growth | 507.02 | 2.44 | - | - | - | - | - | - | - | - | 2.3 |
| Union Small Cap Fund - Regular Plan - Growth Option | 277.62 | 2.54 | -0.23 | 5/21 | -4.47 | 5/15 | 0.55 | 12/14 | - | - | 4.29 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 490.11 | 2.51 | -0.3 | 6/21 | - | - | - | - | - | - | 0.18 |
| Canara Robeco Small Cap Fund- Regular Plan - Growth option | 345.96 | 2.51 | -1.55 | 7/21 | - | - | - | - | - | - | -3.33 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | 419.9 | 2.5 | -1.58 | 8/21 | - | - | - | - | - | - | 4.2 |
| Quant Small Cap Fund -Growth | 1.76 | 2.48 | -2.52 | 9/21 | -5.3 | 8/15 | 0.07 | 13/14 | 7.22 | 8/10 | 7.39 |
| Tata Small Cap Fund-Regular Plan-Growth | 527 | 2.53 | -4.58 | 10/21 | - | - | - | - | - | - | -2.49 |
| Kotak-Small Cap Fund - Growth | 1,242.41 | 2.22 | -4.73 | 11/21 | -3.77 | 4/15 | 4.52 | 6/14 | 10.25 | 4/10 | 13.06 |
| DSP Small Cap Fund - Regular - Growth | 3,891.12 | 2.02 | -5.54 | 12/21 | -6.47 | 9/15 | 4.33 | 7/14 | 12.15 | 2/10 | 13.17 |
| Nippon India Small Cap Fund - Growth Plan - Growth Option | 6,943.83 | 2.17 | -6.85 | 13/21 | -2.98 | 3/15 | 7.66 | 3/14 | - | - | 13.77 |
| ICICI Prudential Smallcap Fund - Growth | 970.99 | 2.3 | -11.58 | 14/21 | -5.29 | 7/15 | 1.37 | 8/14 | 8.47 | 6/10 | 6.47 |
| HSBC Small Cap Equity Fund - Growth | 262.56 | 2.5 | -12.61 | 15/21 | -8.62 | 12/15 | 0.76 | 11/14 | 5.88 | 10/10 | 9.68 |
| IDBI Small Cap Fund Growth Regular | 94.96 | 2.49 | -14.3 | 16/21 | -8.11 | 10/15 | - | - | - | - | -7.93 |
| Sundaram Small Cap Fund-Regular Growth | 802.82 | 2.44 | -14.9 | 17/21 | -12.34 | 15/15 | -1.07 | 14/14 | 7.17 | 9/10 | 12.98 |
| L&T Emerging Businesses Fund - Regular Plan - Growth | 4,186.74 | 2.08 | -18.8 | 18/21 | -8.15 | 11/15 | 5.64 | 4/14 | - | - | 10.85 |
| HDFC Small Cap Fund - Regular Growth Plan | 6,593.66 | 2.0 | -19.28 | 19/21 | -4.5 | 6/15 | 5.17 | 5/14 | 8.64 | 5/10 | 10.24 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 1,619.34 | 2.43 | -21.22 | 20/21 | -12.28 | 14/15 | 0.83 | 10/14 | 7.36 | 7/10 | 7.29 |
| Franklin India Smaller Companies Fund-Growth | 4,600.93 | 1.96 | -21.34 | 21/21 | -9.79 | 13/15 | 1.12 | 9/14 | 11.02 | 3/10 | 10.12 |
| Category Average | - | - | -7.16 | - | -5.64 | - | 3.49 | - | 9.46 | - | 5.99 |
| NIFTY SMALLCAP 250 TRI | - | - | -13.5 | - | -10.84 | - | 0.47 | - | 5.38 | - | 11.35 |
Advisorkhoj develops innovative mutual fund research tools that help you in your mutual fund investments. We would be happy to get your feedback, suggestions. Please leave your comments below.
