Union Small Cap Fund – Direct Plan 

ISIN INF582M01BU9 Overall analysis  3-yr rolling excess returns has given low returns in the last 1 year and TE ranges above 6% indicates active fund. The funds’ performance in the short run has been deteriorating. The fund had given the low excess return in comparison to its peers; but has dropped to below the first

Tata Small Cap Fund – Direct Plan  

ISIN INF277K011O1 Overall analysis  1-yr rolling excess returns have given higher returns and it has touched 10% in february 2023 and TE ranges above 6% indicates the fund is active. The fund has given higher excess return in comparison to its peers, and it is above the first quartile over the past 6 months. Performance

Sundaram Small cap Fund-Direct Plan-Growth 

ISIN INF903J01NK9 Overall analysis  3-yr rolling excess returns has given high returns against the benchmark and TE ranges between 4-6% which indicates the fund is active; but the funds’ performance in the short run has not been that good. The fund had given higher returns in comparison to its peers; but has gained to below

Sundaram Select Micro cap Series XVII-Direct Plan

ISIN INF903JA1BH6 Overall analysis  3-yr rolling excess returns has given high returns against the benchmark and TE ranges between 4-6% which indicates the fund is active but the funds’ performance in the short run has been getting better. The fund had given a higher excess return in comparison to its peers. Performance analysis  Rolling returns

Sundaram Small cap Fund-Direct Plan-Growth (Adjusted NAV)

ISIN INF Overall analysis  3-yr rolling excess returns has given high returns against benchmark and TE ranges between 4-6% but it decreased to 0 in April 2023. The performance in the short run has been good. The fund had given a high excess return in comparison to its peers; but has been neutral in the

Sundaram Emerging Small Cap-Series 4 

ISIN INF903JA1DP5 Overall analysis  3-yr rolling excess returns has given higher returns andTe ranges between 4-6% and it has crossed 10% in may 2023; but the funds’ performance in the short run has been deteriorating. The fund had given the high excess return in comparison to its peers; but has dropped to below the first

Sundaram Emerging Small Cap-series 3 

ISIN INF903JA1DD1 Overall analysis  3-yr rolling excess returns has given higher returns compared to benchmark and TE ranges between 4-6% and it has touched 10% in April 2023 which indicates the fund is active. The fund had given a high excess return in comparison to its peers in March 2023. The snail trail chart shows

Sundaram Emerging Small Cap-Series 1-Direct Plan

ISIN INF903JA1CJ0 Overall analysis  3-yr rolling excess returns has given high returns against the benchmark and TE ranges between 4-6% ; but the funds’ performance in the short run has also been good. The fund has given the high excess return in comparison to its peers; but has been neutral to the first quartile over

Sundaram Emerging Small Cap-Series 2 

ISIN INF903JA1CR3 Overall analysis  3-yr rolling excess returns has given high returns compared to benchmark and TE ranges above 6% and it has touched 8.5% in November 2020; but the funds’ performance in the short run has also been good. The fund has given a higher excess return in comparison to its peers; but has

Quant Small Cap Fund 

ISIN INF966L01AA0 Overall analysis  3-yr rolling excess returns have given higher returns against the benchmark and TE ranges above 6% which indicates that the fund is active.. The fund had given a high excess return in comparison to its peers. Performance analysis  Rolling returns in quartiles  The rolling return chart shows excess 3-year annualised returns

PGIM India Small cap Fund-Direct Plan 

ISIN INF663L01W06 Overall analysis  1-yr rolling excess returns has not given higher returns compared to benchmark and TE ranges between 4-6% and in April 2023 it crossed 7% which indicates the fund is active; but the funds’ performance in the short run has decreased. The fund had given the higher excess return in comparison to

Nippon India Small cap Fund-Direct Plan

ISIN INF204K01K15 Overall analysis  3-yr rolling excess returns and tracking error against benchmark have been good overall and the funds’ performance in the short run has been also good. The fund has given the maximum excess return in comparison to its peers and has gone above in the first quartile over the past 1 year.

L&T Emerging Businesses Fund – Direct Plan 

ISIN INF917K01QA1 Overall analysis  3-yr rolling excess returns has crossed 10% in April 2018 and later it came down 7.80% to and TE range is between 4-6% and touched 7.85% in july 2019 which indicates that the fund is active’ also  performance in the short run is increasing. The fund had given the higher excess

Kotak Small Cap Fund – Direct Plan 

ISIN INF174K01KT2 Overall analysis  3-yr rolling excess returns has crossed 10% in december 2020 and it has given higher returns against the benchmark and TE range is above 6% which indicates that the fund is active, but the funds’ performance in the short run has been deteriorating. The fund had given a high excess return

ITI Small Cap Fund – Direct Plan – Growth 

ISIN INF00XX01747 Overall analysis  1-yr rolling excess returns has been in negative and TE ranges above 6% but in June 2023 came down to 5% it indicates that the fund is active. The funds’ performance in the short run has been deteriorating. The fund has also not  given the high excess return in comparison to

Invesco India Small Cap Fund – Direct  

ISIN INF205K013T3 Overall analysis  1-yr rolling excess returns is 5% and TE range is above 6%; but the funds’ performance in the short run has been deteriorating. The fund had given a high excess return in comparison to its peers; but has dropped to below the first quartile over the past 1 year.The snail trail

ICICI Prudential Small cap Fund – Direct Plan

ISIN INF109K015M0 Overall analysis  3-yr rolling excess returns was giving negative return till march 2020 but from june 2019 it went to 10% in july 2021. Tracking error of the fund range is between 4-6%. The snail trail chart shows that the fund has given higher returns with high risk.The fund has given a high

Aditya Birla Sun Life Frontline Equity

 ISIN INF209K01WN4 Overall analysis  3-yr rolling excess returns has been in negative from december 2019 and TE ranges between 4-6% which indicates that the fund is active; but the funds’ performance in the short run has been deteriorating. The snail trail chart shows that the fund has given returns with high risk. The IR shows

Axis Small Cap Fund – Direct Plan 

ISIN INF846K01K35 Overall analysis  3-yr rolling excess returns touched 19.6% in April 2020 but the funds’ performance in the short run has been deteriorating. The fund had not given excess return in comparison to its peers. The TE ranges above 6% and also it has touched 14% in June 2020, which indicates active fund. The

DSP Small Cap Fund – Direct Plan 

ISIN INF740K01QD1 Overall analysis  3-yr rolling excess returns has given high returns against the benchmark and TE of the fund is above 4-6% which indicates active fund; but the funds’ performance in the short run has been deteriorating. The fund had given a high excess return in comparison to its peers. Performance analysis Rolling returns

ICICI Prudential Small cap Fund – Direct Plan

ISIN INF109K015M0 Overall analysis  3-yr rolling excess returns was giving negative return till march 2020 but from june 2019 it went to 10% in july 2021. Tracking error of the fund range is between 4-6%. The snail trail chart shows that the fund has given higher returns with high risk.The fund has given a high

Edelweiss Small Cap Fund – Direct Plan 

ISIN INF754K01JN6 Overall analysis 3-yr rolling excess returns is higher than the benchmark and has given higher returns compared to its peers and TE against benchmark is also active as it is above 4-6%. But the fund has dropped to below the first quartile over the past 1 year. Performance analysis Rolling returns in quartiles

HSBC Small Cap Equity Fund – Direct Plan 

ISIN INF336L01DQ6 Overall analysis  3-yr rolling excess returns in august 2016 crossed 10% and later it has been deteriorating and came down to -2.34% this indicates that the fund is not performing better against the benchmark and TE of fund is above 4%. The snail trail charts that fund has given higher return with high

JM Value Fund – Direct

ISIN INF00XX01AQ6 Overall analysis  The 3Y rolling return is not generating alpha returns as per the benchmark. TE of the fund seems to be reasonably active. IR of the fund is also upto the benchmark. Performance analysis  Rolling returns in quartiles The rolling return chart shows excess 3-year annualised returns in context of peer return

Franklin India Smaller Companies Fund – Direct 

ISIN INF090I01569 Overall analysis  3-yr rolling excess returns of the fund was low till december 2022 but later it started increasing from 2023 and TE against benchmark in 2018 was highly active and later from 2021 TE range is between 4-6% till date. The snail trail charts shows that fund has given higher returns with

Canara Robeco Small Cap Fund – Direct Plan

ISIN INF760K01JC6 Overall analysis  3-yr rolling excess returns of the fund is above first quartile and TE against benchmark have been active and also the funds’ performance in the short run has been increasing. The fund had given a high excess return in comparison to its peers. Performance analysis  Rolling returns in quartiles The rolling

Bank of India Small Cap Fund – Direct Plan

 ISIN INF761K01EP7 Overall analysis  3-yr rolling excess returns is above the first quartile and TE of the fund is active but it has declined after June 2021l; the funds’ performance in the short run has been deteriorating. The fund had given a high excess return in comparison to its peers; but has dropped to below

UTI Small Cap Fund – Direct Plan 

ISIN INF789F1AUQ1 Overall analysis  1-yr rolling excess returns of the fund ranges between 2-8% and TE of the fund is above 6%, 1-yr rolling excess return is low compared to benchmark but the TE of the fund is reasonably active, also the funds’ performance in the short run has been deteriorating. The fund has dropped

IDFC Emerging Businesses Fund – Direct

ISIN INF194KB1AL4 Overall analysis 3-yr rolling excess returns against benchmark have not given high returns.the TE range is between 4-6% but it is deteriorating. The fund performance in the short run has also been deteriorating. The fund has not given a high excess return in comparison to its peers, but has performed well over the

IDBI Small Cap Fund – Direct Plan

ISIN INF397L01JS1 Overall analysis  3-yr rolling excess returns has not given high returns against the benchmark and TE range of the fund is above 6% and also crossed 10% in 2018, 2020 and 2021. The snail trail chart shows that the fund has given higher returns with high risk but not performed against the index.

ITI Small Cap Fund Regular Growth 

ISIN INF00XX0173 Performance analysis The fund had consistent growth over the years. The fund performed well in May 2021, then gradually underperformed, showing that the blue line has been below zero since March 2022.  The fund has underperformed the benchmark with relatively lower risk.  Portfolio analysis

IDFC Emerging Business Fund Regular Growth

ISIN INF194KB1AJ8 Performance analysis The growth of the fund over years was not consistent.  The fund was underperforming in April 2021, then the performance was slightly better in May 2022 as the blue line was a little above zero.  The fund has underperformed the benchmark with relatively lower risk.  Portfolio analysis 

SBI Small cap Fund Regular Growth 

ISIN INF200K01T28 Performance analysis Portfolio analysis

Nippon India small cap fund Regular Growth

ISIN INF204K01HY3 Performance analysis The fund had consistent growth over the years.  The fund has consistently outperformed the index as shown by the blue line that is well above zero.  The fund has outperformed the benchmark with a relatively lower risk. Portfolio analysis 

DSP Small Cap Fund Regular Plan-Growth

ISIN INF740K01797 Performance analysis The fund had consistent growth over the years.  The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis

Edelweiss Small Cap Fund Regular Growth

ISIN INF754K01JJ4 Performance analysis The growth of the fund over years was not consistent.   The Rolling Return Chart shows a motionless performance.  The fund has outperformed the benchmark with a relatively lower risk  Portfolio analysis

HSBC Small Cap Fund Regular Growth

ISIN INF917K01QC7 Performance analysis Portfolio analysis

Mahindra Manulife Small cap Fund Regular fund

ISIN INF17401BH3 Portfolio analysis

UTI Small Cap Fund Regular Growth

ISIN INF89F1AU06 Performance analysis The fund had consistent growth over the years. The Rolling Return Chart shows a motionless performance.  Portfolio analysis 

ICICI Prudential Small Cap Fund Regular Growth

ISIN INF109K01B10 Performance analysis The growth of the fund over years was consistent. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis 

Kotak Small cap Fund- Growth

ISIN INF174K01211 Performance analysis The growth of the fund over years was consistent. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis

HDFC Small Cap Fund Growth 

ISIN  INF179KA1RZ8 Performance analysis Portfolio analysis

Invesco India Small cap Fund Regular Growth

ISIN INF205K011T7 Performance analysis Portfolio analysis 

Aditya Birla Sun Life Small Cap Fund-Growth

ISIN INF209K01EN2 Performance analysis  The fund had consistent growth over the years.  The fund has consistently underperformed the index as shown by the fact that the blue line has been below zero.  The fund has underperformed the benchmark with relatively lower risk.  Portfolio analysis

Tata Small cap Fund Regular Growth 

ISIN INF 277K01502 Performance analysis  The chart shows that there has been an increase in the performance of the fund over the years.    The fund has outperformed the index as shown that the blue line has been above zero. But in March 2020 it was underperforming.  The fund has underperformed the benchmark with relatively lower

IDBI Small Cap Fund Regular Growth

ISIN INF397L01JW3 Performance analysis The fund had consistent growth over the years.  The fund has consistently underperformed the index as shown by the fact that the blue line has been below zero. The fund has underperformed the benchmark with relatively lower risk Portfolio analysis 

Union Small cap Fund Regular Growth 

ISIN INF582M01BY1 Performance analysis The fund has underperformed the benchmark with relatively lower risk.  Portfolio analysis

PGIM India Small cap Fund Regular Growth

ISIN INF663L01W30 Performance analysis The growth of the fund over years was not consistent.  The Rolling Return Chart shows a motionless performance. Portfolio analysis 

Canara Robeco Small Cap Fund Regular Growth

ISIN INF760K01JF9 Performance analysis The fund had consistent growth over the years.  The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero.  The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis

Franklin India Smaller Companies Fund Growth

ISIN INF090101569 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has low risk and low returns and has underperformed the benchmark.  Portfolio analysis

Quant Small Cap Fund – Growth

ISIN INF966L01AA0 Performance analysis Portfolio analysis

Sundaram Small cap Fund Regular Growth 

ISIN INF903J01470 Performance analysis The fund had consistent growth over the years.  The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero.  The fund has underperformed the benchmark with relatively lower risk. Portfolio analysis

Axis Small Cap Fund Regular Growth

ISIN INFK01K01 Performance analysis The fund had consistent growth over the years.  The fund has consistently outperformed the index as shown by the fact that the blue line has been above zero. The fund has outperformed the benchmark with relatively lower risk. Portfolio analysis

Bank of India Small Cap Fund Regular Growth

ISIN INF761K01ER3 Performance analysis The fund had consistent growth over the years. The fund has consistently outperformed the index as shown by the blue line that is above zero.  The fund has outperformed the benchmark with relatively lower risk.  Portfolio analysis