+91-22-489139095 वर्षों में सर्वश्रेष्ठ स्मॉल कैप इक्विटी म्युचुअल फंड
ढूंढ रहे हैंबेस्ट स्मॉल कैप फंड? आजकल, कई निवेशक इसमें निवेश करने के इच्छुक हैंस्मॉल कैप फंड क्योंकि उनके पास बड़े उद्यमों के रूप में विकसित होने की पर्याप्त क्षमता है। स्मॉल कैप फंड एक प्रकार की इक्विटी हैम्यूचुअल फंड जो छोटे आकार की कंपनियों के शेयरों में निवेश करता है। ये एक के साथ फर्म हैंमंडी 500 करोड़ रुपये से कम का पूंजीकरण (एमसी = कंपनी द्वारा जारी किए गए शेयरों की संख्या एक्स बाजार मूल्य प्रति शेयर)। उनका बाजार पूंजीकरण बड़े की तुलना में काफी कम है औरमध्यम दर्जे की कंपनियों के शेयर.
स्मॉल कैप फर्मों में अच्छा रिटर्न देने की क्षमता होती है। कई स्मॉल कैप कंपनियां अपने उत्पादों और सेवाओं के लिए अच्छी उपभोक्ता मांग के साथ एक आला बाजार की सेवा करती हैं। वे उभरते उद्योगों को भविष्य में पर्याप्त विकास की संभावना के साथ सेवा प्रदान करते हैं। हालांकि, इसमें शामिल जोखिम बहुत अधिक हैं। लेकिन, अगर आप लंबी अवधि के लिए निवेश करते हैं, तो जोखिम कम हो जाता है।
जो निवेशक स्मॉल कैप फंड में निवेश करना चाहते हैं, वे सबसे अच्छा प्रदर्शन करने वाले स्मॉल कैप फंड चुन सकते हैं जो पिछले 5 वर्षों के प्रदर्शन के आधार पर नीचे सूचीबद्ध हैं।
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5 साल के प्रदर्शन के आधार पर शीर्ष 6 सर्वश्रेष्ठ स्मॉल कैप म्युचुअल फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹82.0232
↑ 2.79 ₹4,882 -2.8 -2.6 12.7 17.7 13.1 -3.7 Kotak Small Cap Fund Growth ₹235.114
↑ 8.06 ₹16,871 -9.5 -12.2 2.5 12.5 13.4 -9.1 SBI Small Cap Fund Growth ₹156.865
↑ 4.99 ₹34,932 -5.2 -8.2 2.6 12.7 13.8 -4.9 ICICI Prudential Smallcap Fund Growth ₹80.11
↑ 2.50 ₹8,355 -5.8 -8.3 7.1 14.4 16.6 -0.4 IDBI Small Cap Fund Growth ₹28.0953
↑ 0.92 ₹606 -2.7 -7.8 3.9 16.7 17.1 -13.4 Sundaram Small Cap Fund Growth ₹249.729
↑ 11.14 ₹3,306 -9.3 -8.6 11.4 17.4 17.2 0.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Apr 26 Research Highlights & Commentary of 6 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund Kotak Small Cap Fund SBI Small Cap Fund ICICI Prudential Smallcap Fund IDBI Small Cap Fund Sundaram Small Cap Fund Point 1 Lower mid AUM (₹4,882 Cr). Upper mid AUM (₹16,871 Cr). Highest AUM (₹34,932 Cr). Upper mid AUM (₹8,355 Cr). Bottom quartile AUM (₹606 Cr). Bottom quartile AUM (₹3,306 Cr). Point 2 Established history (18+ yrs). Oldest track record among peers (21 yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (8+ yrs). Established history (21+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 5★ (upper mid). Rating: 3★ (lower mid). Not Rated. Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.09% (bottom quartile). 5Y return: 13.40% (bottom quartile). 5Y return: 13.84% (lower mid). 5Y return: 16.61% (upper mid). 5Y return: 17.06% (upper mid). 5Y return: 17.20% (top quartile). Point 6 3Y return: 17.67% (top quartile). 3Y return: 12.55% (bottom quartile). 3Y return: 12.69% (bottom quartile). 3Y return: 14.41% (lower mid). 3Y return: 16.67% (upper mid). 3Y return: 17.44% (upper mid). Point 7 1Y return: 12.72% (top quartile). 1Y return: 2.47% (bottom quartile). 1Y return: 2.56% (bottom quartile). 1Y return: 7.11% (upper mid). 1Y return: 3.86% (lower mid). 1Y return: 11.40% (upper mid). Point 8 Alpha: 0.00 (upper mid). Alpha: -2.10 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 3.69 (upper mid). Alpha: -1.94 (bottom quartile). Alpha: 6.09 (top quartile). Point 9 Sharpe: 0.95 (upper mid). Sharpe: 0.42 (lower mid). Sharpe: 0.34 (bottom quartile). Sharpe: 0.86 (upper mid). Sharpe: 0.42 (bottom quartile). Sharpe: 1.01 (top quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.99 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.64 (lower mid). Information ratio: -0.71 (bottom quartile). Information ratio: -0.31 (upper mid). Aditya Birla Sun Life Small Cap Fund
Kotak Small Cap Fund
SBI Small Cap Fund
ICICI Prudential Smallcap Fund
IDBI Small Cap Fund
Sundaram Small Cap Fund
(Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Research Highlights for Kotak Small Cap Fund Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies Research Highlights for SBI Small Cap Fund Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for ICICI Prudential Smallcap Fund Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. Research Highlights for IDBI Small Cap Fund Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (08 Apr 26) ₹82.0232 ↑ 2.79 (3.52 %) Net Assets (Cr) ₹4,882 on 28 Feb 26 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.95 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month 0.4% 3 Month -2.8% 6 Month -2.6% 1 Year 12.7% 3 Year 17.7% 5 Year 13.1% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 2024 21.5% 2023 39.4% 2022 -6.5% 2021 51.4% 2020 19.8% 2019 -11.5% 2018 -22.6% 2017 56.7% 2016 9.7% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (08 Apr 26) ₹235.114 ↑ 8.06 (3.55 %) Net Assets (Cr) ₹16,871 on 28 Feb 26 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio 0.42 Information Ratio -0.99 Alpha Ratio -2.1 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -3.7% 3 Month -9.5% 6 Month -12.2% 1 Year 2.5% 3 Year 12.5% 5 Year 13.4% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -9.1% 2024 25.5% 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Data below for Kotak Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (08 Apr 26) ₹156.865 ↑ 4.99 (3.28 %) Net Assets (Cr) ₹34,932 on 28 Feb 26 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.34 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month 0.8% 3 Month -5.2% 6 Month -8.2% 1 Year 2.6% 3 Year 12.7% 5 Year 13.8% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -4.9% 2024 24.1% 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure Data below for SBI Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (08 Apr 26) ₹80.11 ↑ 2.50 (3.22 %) Net Assets (Cr) ₹8,355 on 28 Feb 26 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.86 Information Ratio -0.64 Alpha Ratio 3.69 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1% 3 Month -5.8% 6 Month -8.3% 1 Year 7.1% 3 Year 14.4% 5 Year 16.6% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.4% 2024 15.6% 2023 37.9% 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Data below for ICICI Prudential Smallcap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (08 Apr 26) ₹28.0953 ↑ 0.92 (3.38 %) Net Assets (Cr) ₹606 on 28 Feb 26 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 0.42 Information Ratio -0.71 Alpha Ratio -1.94 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month 1.3% 3 Month -2.7% 6 Month -7.8% 1 Year 3.9% 3 Year 16.7% 5 Year 17.1% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -13.4% 2024 40% 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Data below for IDBI Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (08 Apr 26) ₹249.729 ↑ 11.14 (4.67 %) Net Assets (Cr) ₹3,306 on 28 Feb 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 1.01 Information Ratio -0.31 Alpha Ratio 6.09 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1.5% 3 Month -9.3% 6 Month -8.6% 1 Year 11.4% 3 Year 17.4% 5 Year 17.2% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.4% 2024 19.1% 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Data below for Sundaram Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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Research Highlights for Aditya Birla Sun Life Small Cap Fund