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Equity - Small cap Fund 2025

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Decizen Rating (Understand the Method): P: Performance, Q: Quality
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Fund Name
a
NAV (Rs.)
AUM (Cr.)
Returns Since
Inception (%)
Returns

Past

Avg Rolling
Fund DeciZen
P(%)
Q
Bank of India Small Cap Fund(G)-Direct Plan
Bank of India Small Cap Fund(G)-Direct Plan
49.77
1,639
28.4
19 Dec' 18
1.54
18.11
33.24
N/A
37.31
33.92
35.90
N/A
Unlock
Canara Rob Small Cap Fund(G)-Direct Plan
Canara Rob Small Cap Fund(G)-Direct Plan
41.13
11,475
25.3
15 Feb' 19
0.77
13.35
33.27
N/A
35.02
33.09
33.64
N/A
Unlock
Tata Small Cap Fund(G)-Direct Plan
Tata Small Cap Fund(G)-Direct Plan
43.35
9,418
25.2
12 Nov' 18
0.7
19.2
33.52
N/A
33.24
32.54
32.40
N/A
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Edelweiss Small Cap Fund(G)-Direct Plan
Edelweiss Small Cap Fund(G)-Direct Plan
46.28
4,237
27.6
07 Feb' 19
2.5
17.91
32.94
N/A
34.74
32.02
33.45
N/A
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Tata Small Cap Fund-Reg(G)
Tata Small Cap Fund-Reg(G)
38.69
9,418
23
12 Nov' 18
0.7
19.2
33.52
N/A
30.96
30.22
30.13
N/A
Unlock
Nippon India Small Cap Fund(G)-Direct Plan
Nippon India Small Cap Fund(G)-Direct Plan
183.19
58,029
25.5
01 Jan' 13
0.08
21.25
37.65
22.16
27.08
26.29
23.87
25.38
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Nippon India Small Cap Fund(G)
Nippon India Small Cap Fund(G)
163.68
58,029
20.9
16 Sep' 10
0.08
21.25
37.65
22.16
25.88
25.89
23.74
22.56
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DSP Small Cap Fund(G)-Direct Plan
DSP Small Cap Fund(G)-Direct Plan
204.71
14,258
21.9
01 Jan' 13
0.02
14.67
31.02
16.53
22.70
22.38
19.40
21.17
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HSBC Small Cap Fund(G)-Direct Plan
HSBC Small Cap Fund(G)-Direct Plan
86.63
14,737
21.6
12 May' 14
-3.32
17.67
34.28
19.7
24.95
21.33
18.50
21.37
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HSBC Small Cap Fund-Reg(G)
HSBC Small Cap Fund-Reg(G)
78.09
14,737
20.5
12 May' 14
-3.32
17.67
34.28
19.7
23.77
20.16
17.32
20.21
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Bank of India Small Cap Fund-Reg(G)
Bank of India Small Cap Fund-Reg(G)
44.72
1,639
26.2
19 Dec' 18
1.54
18.11
33.24
N/A
35.04
31.71
33.66
N/A
Unlock
Invesco India Smallcap Fund(G)-Direct Plan
Invesco India Smallcap Fund(G)-Direct Plan
43.56
6,200
25.1
30 Oct' 18
9
22.59
32.65
N/A
32.31
30.14
31.09
N/A
Unlock
Edelweiss Small Cap Fund-Reg(G)
Edelweiss Small Cap Fund-Reg(G)
41.95
4,237
25.6
07 Feb' 19
2.5
17.91
32.94
N/A
32.63
29.92
31.35
N/A
Unlock
DSP Small Cap Fund-Reg(G)
DSP Small Cap Fund-Reg(G)
186.57
14,258
17.7
14 Jun' 07
0.02
14.67
31.02
16.53
21.76
22.52
20.63
20.16
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Kotak Small Cap Fund(G)-Direct Plan
Kotak Small Cap Fund(G)-Direct Plan
293.74
15,867
20.1
01 Jan' 13
1.74
13.13
32.15
18.01
23.99
22.30
20.81
21.73
Unlock
LIC MF Small Cap Fund(G)-Direct Plan
LIC MF Small Cap Fund(G)-Direct Plan
32.67
518
16.1
21 Jun' 17
1.69
16.4
30.84
N/A
22.08
22.22
21.80
N/A
Unlock
Kotak Small Cap Fund(G)
Kotak Small Cap Fund(G)
250.79
15,867
17.2
24 Feb' 05
1.74
13.13
32.15
18.01
22.28
21.01
19.29
16.92
Unlock
HDFC Small Cap Fund(G)-Direct Plan
HDFC Small Cap Fund(G)-Direct Plan
151.00
30,880
19.9
01 Jan' 13
-2.41
19.34
33.61
18.86
23.43
20.92
19.24
20.38
Unlock
Franklin India Smaller Cos Fund(G)-Direct Plan
Franklin India Smaller Cos Fund(G)-Direct Plan
190.87
12,530
21.4
01 Jan' 13
-1.89
20.74
33.49
16.39
22.22
20.88
17.80
19.64
Unlock
Franklin India Smaller Cos Fund(G)
Franklin India Smaller Cos Fund(G)
168.86
12,530
15.7
13 Jan' 06
-1.89
20.74
33.49
16.39
20.96
20.85
19.26
18.24
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Sundaram Small Cap Fund(G)-Direct Plan
Sundaram Small Cap Fund(G)-Direct Plan
275.21
3,058
18.2
02 Jan' 13
0.06
17.26
31.47
14.8
19.92
18.80
15.87
17.58
Unlock
Bandhan Small Cap Fund(G)-Direct Plan
Bandhan Small Cap Fund(G)-Direct Plan
48.28
10,244
35
25 Feb' 20
10.66
25.67
34.87
N/A
43.12
31.44
36.78
N/A
Unlock
Canara Rob Small Cap Fund-Reg(G)
Canara Rob Small Cap Fund-Reg(G)
37.30
11,475
23.4
15 Feb' 19
0.77
13.35
33.27
N/A
32.91
30.97
31.56
N/A
Unlock
Bandhan Small Cap Fund-Reg(G)
Bandhan Small Cap Fund-Reg(G)
44.34
10,244
32.8
25 Feb' 20
10.66
25.67
34.87
N/A
40.80
29.33
34.59
N/A
Unlock
Invesco India Smallcap Fund-Reg(G)
Invesco India Smallcap Fund-Reg(G)
39.40
6,200
23.2
30 Oct' 18
9
22.59
32.65
N/A
30.30
28.15
29.10
N/A
Unlock
ITI Small Cap Fund(G)-Direct Plan
ITI Small Cap Fund(G)-Direct Plan
30.15
2,294
23.3
17 Feb' 20
4.18
23.83
28.49
N/A
35.95
26.56
30.07
N/A
Unlock
SBI Small Cap Fund(G)-Direct Plan
SBI Small Cap Fund(G)-Direct Plan
190.23
31,790
24.3
01 Jan' 13
-0.67
14.89
28.46
19.13
25.02
25.01
23.41
24.44
Unlock
SBI Small Cap Fund-Reg(G)
SBI Small Cap Fund-Reg(G)
166.45
31,790
19.6
09 Sep' 09
-0.67
14.89
28.46
19.13
23.61
24.70
23.44
22.06
Unlock
ITI Small Cap Fund-Reg(G)
ITI Small Cap Fund-Reg(G)
27.23
2,294
20.9
17 Feb' 20
4.18
23.83
28.49
N/A
33.32
24.11
27.58
N/A
Unlock
Axis Small Cap Fund(G)-Direct Plan
Axis Small Cap Fund(G)-Direct Plan
117.76
23,318
23.9
29 Nov' 13
6.88
16.95
29.3
19.31
22.55
21.68
21.10
21.45
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Quant Small Cap Fund(G)-direct Plan
Quant Small Cap Fund(G)-direct Plan
269.56
26,222
18.2
07 Jan' 13
-6.32
21.15
46.4
20.12
27.29
20.98
19.67
19.44
Unlock
LIC MF Small Cap Fund(G)
LIC MF Small Cap Fund(G)
29.26
518
14.5
21 Jun' 17
1.69
16.4
30.84
N/A
20.60
20.85
20.40
N/A
Unlock
Axis Small Cap Fund-Reg(G)
Axis Small Cap Fund-Reg(G)
102.09
23,318
22.4
29 Nov' 13
6.88
16.95
29.3
19.31
21.00
20.11
19.52
19.91
Unlock
HDFC Small Cap Fund-Reg(G)
HDFC Small Cap Fund-Reg(G)
132.99
30,880
16.3
03 Apr' 08
-2.41
19.34
33.61
18.86
22.08
19.80
17.56
17.13
Unlock
Quant Small Cap Fund(G)
Quant Small Cap Fund(G)
248.48
26,222
12.3
16 Oct' 96
-6.32
21.15
46.4
20.12
26.27
19.40
16.35
12.68
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Sundaram Small Cap Fund(G)
Sundaram Small Cap Fund(G)
249.02
3,058
17.2
15 Feb' 05
0.06
17.26
31.47
14.8
18.89
18.77
16.52
15.51
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ICICI Pru Smallcap Fund(G)-Direct Plan
ICICI Pru Smallcap Fund(G)-Direct Plan
94.46
7,605
17.9
02 Jan' 13
-0.78
15.89
32.72
16.91
20.48
18.51
17.07
17.93
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ICICI Pru Smallcap Fund(G)
ICICI Pru Smallcap Fund(G)
84.28
7,605
12.9
18 Oct' 07
-0.78
15.89
32.72
16.91
19.26
17.70
15.99
14.55
Unlock
Aditya Birla SL Small Cap Fund(G)-Direct Plan
Aditya Birla SL Small Cap Fund(G)-Direct Plan
93.36
4,531
17
01 Jan' 13
-1.6
14.48
27.82
13.28
19.55
17.33
14.75
16.39
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Union Small Cap Fund(G)-Direct Plan
Union Small Cap Fund(G)-Direct Plan
50.13
1,468
15.8
10 Jun' 14
-1.39
14.22
29.12
15.69
18.97
17.03
16.49
16.68
Unlock
Aditya Birla SL Small Cap Fund(G)
Aditya Birla SL Small Cap Fund(G)
82.34
4,531
12.4
31 May' 07
-1.6
14.48
27.82
13.28
18.31
16.87
15.38
15.15
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Union Small Cap Fund-Reg(G)
Union Small Cap Fund-Reg(G)
45.49
1,468
14.8
10 Jun' 14
-1.39
14.22
29.12
15.69
17.90
16.02
15.53
15.65
Unlock
UTI Small Cap Fund(G)-Direct Plan
UTI Small Cap Fund(G)-Direct Plan
26.53
4,238
24.7
22 Dec' 20
6.95
15.24
N/A
N/A
25.09
23.34
N/A
N/A
Unlock
UTI Small Cap Fund-Reg(G)
UTI Small Cap Fund-Reg(G)
24.72
4,238
22.7
22 Dec' 20
6.95
15.24
N/A
N/A
23.12
21.39
N/A
N/A
Unlock
PGIM India Small Cap Fund(G)-Direct Plan
PGIM India Small Cap Fund(G)-Direct Plan
16.23
1,399
13.5
29 Jul' 21
1.55
9.75
N/A
N/A
16.26
14.73
N/A
N/A
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PGIM India Small Cap Fund-Reg(G)
PGIM India Small Cap Fund-Reg(G)
15.21
1,399
11.6
29 Jul' 21
1.55
9.75
N/A
N/A
14.33
12.81
N/A
N/A
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Baroda BNP Paribas Small Cap Fund-Reg(G)
Baroda BNP Paribas Small Cap Fund-Reg(G)
12.68
1,215
16.4
30 Oct' 23
-3.86
N/A
N/A
N/A
11.10
N/A
N/A
N/A
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Quantum Small Cap Fund-Reg(G)
Quantum Small Cap Fund-Reg(G)
12.05
115
12.8
03 Nov' 23
1.18
N/A
N/A
N/A
8.47
N/A
N/A
N/A
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Baroda BNP Paribas Small Cap Fund(G)-Direct Pl...
Baroda BNP Paribas Small Cap Fund(G)-Direct Pl...
12.98
1,215
18.1
30 Oct' 23
-3.86
N/A
N/A
N/A
12.78
N/A
N/A
N/A
Unlock
Quantum Small Cap Fund(G)-Direct Plan
Quantum Small Cap Fund(G)-Direct Plan
12.33
115
14.4
03 Nov' 23
1.18
N/A
N/A
N/A
10.07
N/A
N/A
N/A
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Mahindra Manulife Small Cap Fund(G)-Direct Pla...
Mahindra Manulife Small Cap Fund(G)-Direct Pla...
19.05
3,570
30.1
12 Dec' 22
-1.81
N/A
N/A
N/A
45.02
N/A
N/A
N/A
Unlock
Mahindra Manulife Small Cap Fund-Reg(G)
Mahindra Manulife Small Cap Fund-Reg(G)
18.30
3,570
28
12 Dec' 22
-1.81
N/A
N/A
N/A
42.64
N/A
N/A
N/A
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Motilal Oswal Small Cap Fund-Reg(G)
Motilal Oswal Small Cap Fund-Reg(G)
13.39
4,332
23
26 Dec' 23
11.04
N/A
N/A
N/A
22.50
N/A
N/A
N/A
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Motilal Oswal Small Cap Fund(G)-Direct Plan
Motilal Oswal Small Cap Fund(G)-Direct Plan
13.66
4,332
24.9
26 Dec' 23
11.04
N/A
N/A
N/A
24.28
N/A
N/A
N/A
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JM Small Cap Fund-Reg(G)
JM Small Cap Fund-Reg(G)
9.68
631
-3.4
18 Jun' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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JM Small Cap Fund(G)-Direct Plan
JM Small Cap Fund(G)-Direct Plan
9.84
631
-1.7
18 Jun' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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TRUSTMF Small Cap Fund-Reg(G)
TRUSTMF Small Cap Fund-Reg(G)
9.67
850
-5.9
04 Nov' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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TRUSTMF Small Cap Fund(G)-Direct Plan
TRUSTMF Small Cap Fund(G)-Direct Plan
9.76
850
-4.3
04 Nov' 24
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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Mirae Asset Small Cap Fund-Reg(G)
Mirae Asset Small Cap Fund-Reg(G)
10.64
1,386
22.4
31 Jan' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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Mirae Asset Small Cap Fund(G)-Direct Plan
Mirae Asset Small Cap Fund(G)-Direct Plan
10.70
1,386
24.7
31 Jan' 25
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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*Based on the Fund's Ranking within its Category
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Categories: Flexi Cap Funds Large Cap Funds Mid Cap Funds Small Cap Funds Multi Cap Funds Large & Mid Cap Funds Tax Saver Funds Index Funds ETF Funds
Fund House (AMC): Aditya Birla Axis BNP Paribas DSP Franklin HDFC ICICI Bandhan Invesco Kotak L&T
Mirae Motilal PPFAS Quantum Nippon SBI Sundaram Tata UTI NAVI
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FAQ's
SIP refers to periodic investment in an MF. In this option, you commit to invest a pre-decided amount, at regular intervals, and you get allotted Units based on an MF’s NAV. E.g. Suppose you do an SIP of Rs. 1,000. If, for the 1st month its NAV is Rs. 15, you get 66.67 units. For the 2nd, the NAV is Rs. 25, so you get 40 units. For the 3rd, the NAV is Rs. 20, you get 50 units. At the end of 3 months, you have invested Rs. 3,000 and received 156.67 units at an average NAV of Rs. 19.2.
A Direct Plan means you investing directly thru' an AMC/MF website. As there is no Distributor involved, returns generated by this plan will be higher by the percentage fees paid to a Distributor. We, at MoneyWorks4me, encourage investors to invest in Direct Plans.
Regular Plan is when you invest in an MF scheme through a Distributor or Broker. This means you will end up paying some fees to the Distributor. The fees are directly paid by the AMC to a Distributor. For you as an investor, it is reflected in the lower NAV values, and higher Expense Ratio than a Direct Plan
It is the Fund House or the company responsible for managing investors’ money, and in turn, all the MF schemes.
The money collected by an MF Scheme is invested across asset classes like stocks, debt Funds, gold and cash. The market value of these investments at any given time minus the MF’s liabilities is known as the Fund’s AUM. (E.g. If a Fund’s value of investments is Rs. 100 Cr and liabilities Rs 5 Cr., then AUM is Rs. 95 Cr.) Though, a large AUM denotes a Fund’s popularity and success, it also means restrictions on investing (Fund will have to invest mainly in large companies) and difficulty in replicating past high return performance.
It is the price per unit of the MF scheme. On any given day, NAV is the price at which any investor invests in an MF scheme. NAV = [the market value of all the securities held by the scheme minus its liabilities] ÷ the number of units. Since, market value of securities changes every day, NAV of a scheme also changes every day. Similar to a stock price, a high or low NAV does not affect our investment decision.
A Benchmark is a popular index like the SENSEX, NIFTY or BSE 100, against which a Fund’s performance is gauged. A Fund is supposed to choose a Benchmark based upon the market-section it invests in. E.g. a Mid-Cap Fund may use NSE Midcap Index as its Benchmark. It makes sense to invest in an MF, only if it has consistently beaten its Benchmark performance over a 3-5 year period.
The Expense Ratio is the fee charged by a Mutual Fund for managing its investors’ money. It is shown as a percentage of the Assets Under Management (AUM). E.g. if you invest Rs. 10,000 in a Fund with an Expense Ratio of 1.5%, then you are paying the Fund Rs. 150 to manage your money. As a general rule, you are told to avoid Funds with high Expense Ratio. However, it can also turn to be a good investment, if it consistently generates excess returns (Alpha) over its Expense Ratio.
Load is the fees charged for buying (i.e. Entry load) and selling (i.e. Exit load) MF units. SEBI has scrapped the Entry load wef August 1, 2009. Some Funds may charge Investors an Exit load only on early exit (e.g. within a year of investment) to encourage long-term investment behaviour.
Rolling Returns consider performance on every day or week (or any specified frequency) of a defined period, and hence, tell you how you would have fared regardless of when you chose to invest. E.g. A monthly five-year Rolling Return is return from 1-Jan-2013 to 1-Jan-2018, 1-Feb-2013 to 1Feb-2018, subsequently for all months. For 3-yr or 2-yr rolling, the year changes respectively. We advise our users to look at Rolling Alpha, because it allows you to evaluate the consistency of a Fund’s performance over time - including the ups and downs of market cycles.
Choosing growth option means you will not receive extra units for Dividend declared by the Fund. Instead, the amount will stay invested in the Fund, thereby compounding your returns. Choose this option, if you prefer capital appreciation over regular income from your investment.
An Open-ended Fund or Scheme is one that is available for subscription and re-purchase on a continuous basis. These schemes do not have a fixed maturity period. Investors can conveniently buy and sell units at Net Asset Value (NAV) related prices which are declared on a daily basis. The key feature of open-end schemes is liquidity. The opposite is closed ended where the fund cannot be sold very easily.
Every fund is assessed on the following:
  1. Consistent Outperformers : Track record of having generated returns above a benchmark on a 3-year rolling basis. Consistent performers are Green, followed by Orange. Red have an inconsistent track record on outperforming the index.
  2. The average 3-year rolling returns number appears in the first button.
  3. Quality of Portfolio is assessed based on the quality of each stock held. Predominantly high quality stocks get a Green second button, followed by Orange and Red (large amount of risky stocks).
  4. Upside Potential: Every fund is assessed on what returns it could deliver in the next 5 years based on it.
Select the fund that is Green on Performance which shows it has consistently outperformed the index. Select one with a high average 3-year rolling returns - the number in the first button. And select one with a Green rating on Quality-the second button.
Use the Funds Screener and select the category. It shows the funds with Green on Performance and Quality right on the top. The ones with the higher average 3-year rolling returns are ranked the highest. Funds with less than 5 years returns history are colored Grey on Performance. Since the track record is not for an adequately long period they feature lower in the list.
Build a well-diversified portfolio with funds that assures you of a stable growth through market and economic cycles and funds that enhance your portfolio returns over the long run.
  1. Core Funds: Choose from Large cap, Large and Mid cap and Flexicap funds.
  2. Booster Funds
    1. Choose from Mid and Small cap funds.
    2. Select a Sector or Thematic Fund that is likely to outperform in the long term.
Use the Fund Portfolio Analyzer, Sher-ya-Billi to check if your portfolio will deliver healthy returns or disappoint you. Go to Fund Portfolio Analyzer. You can also upload details of your funds in the Portfolio Manager and see the report on this page.
When adding a new fund check how different is the fund compared to your portfolio by using the link in the Right allocation box on the Fund Decision Maker.
Most investors have more, many more funds that they should-over diversified. This tends to reduce returns. Many investors have more of the same i.e. they have funds that have very similar portfolios and hence the fund portfolio is not well-diversified. Either there are too many large cap dominated funds or far too many mid and small cap funds. What you require is a good, balanced mix. Finally investors don't know when to exit a fund and end up carrying it even though the future upside potential is very low.
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