Small Cap funds, side by side
14 Small Cap funds with a complete record, in alphabetical order. Every figure is the fund's own, from AMFI and the fund house. This page ranks nothing and recommends nothing.
The funds
| Fund | 3 years, a year | 5 years, a year | Expense ratio | Worst fall | ₹1 lakh after 5 years, after tax | Fund size |
|---|---|---|---|---|---|---|
| Axis Small Cap FundAxis Mutual Fund | +15.1% | +16.0% | 0.71% | -34.6% | ₹1,95,396 | ₹31,448 cr |
| BANDHAN Small Cap FundBandhan Mutual Fund | +24.1% | +19.6% | 0.60% | -24.3% | ₹2,26,193 | ₹36,290 cr |
| Baroda BNP Paribas Small Cap FundBaroda BNP Paribas Mutual Fund | — | — | 1.21% | -25.0% | — | ₹1,295 cr |
| DSP Small Cap FundDSP Mutual Fund | +17.5% | +17.8% | 0.81% | -49.1% | ₹2,10,151 | ₹21,659 cr |
| Edelweiss Small Cap FundEdelweiss Mutual Fund | +14.8% | +16.7% | 0.66% | -37.1% | ₹2,00,859 | ₹7,131 cr |
| HDFC Small Cap FundHDFC Mutual Fund | +10.3% | +14.4% | 0.78% | -48.3% | ₹1,83,537 | ₹41,891 cr |
| Invesco India Small Cap FundInvesco Mutual Fund | +22.6% | +20.0% | 0.63% | -37.7% | ₹2,29,038 | ₹16,357 cr |
| Kotak Small Cap FundKotak Mahindra Mutual Fund | +12.5% | +12.9% | 0.65% | -40.6% | ₹1,72,610 | ₹19,740 cr |
| Mirae Asset Small Cap FundMirae Asset Mutual Fund | — | — | 0.64% | -15.1% | — | ₹5,717 cr |
| Nippon India Small Cap FundNippon India Mutual Fund | +14.8% | +18.6% | 0.69% | -48.6% | ₹2,17,215 | ₹82,580 cr |
| Quantum Small Cap FundQuantum Mutual Fund | — | — | 0.83% | -18.2% | — | ₹265 cr |
| SBI Small Cap FundSBI Mutual Fund | +11.3% | +13.9% | 0.79% | -40.3% | ₹1,79,561 | ₹42,631 cr |
| Sundaram Small Cap FundSundaram Mutual Fund | +16.2% | +16.4% | 0.97% | -57.1% | ₹1,98,606 | ₹4,138 cr |
| UTI Small Cap FundUTI Mutual Fund | +13.5% | +14.9% | 1.05% | -22.3% | ₹1,87,496 | ₹5,448 cr |
The spread
How far these funds differ.
The lowest and highest figure in each column. The spread says how much the choice within a category matters; it does not say which fund to choose.
Expense ratio, Direct plan0.60% to 1.21%lowest to highest
Return a year over 5 years+12.9% to +20.0%lowest to highest
Worst fall from a peak-57.1% to -15.1%lowest to highest
Reading the table
What each column is.
- Returns. The yearly rate the Direct plan grew at over three and five years to the NAV date. Past returns do not tell you what the next five years will bring. How returns are computed
- Expense ratio. What the fund charges each year, taken from the fund's value before returns are reported. Where it comes from
- Worst fall. The largest drop from a peak to the low that followed, since 2015. How a fall is measured
- After tax. What an investor would have kept, on stated assumptions. Your own tax depends on your other gains and income.
- Fund size. The fund's net assets, from the fund house's monthly statement.
More
Other categories.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.