Top Ranking Mutual Funds

Scheme Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
HSBC Small Cap Fund - Regular Growth 12-05-2014 16,909.21 1.67 -3.17 20.94 32.14 17.78
Edelweiss Small Cap Fund - Regular Plan - Growth 01-02-2019 4,929.76 1.82 3.03 20.93 30.54 -
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 1,907.82 2.03 -0.37 21.35 30.69 -
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 11,163.84 1.67 1.75 23.17 31.59 -
Quant Small Cap Fund - Growth - Regular Plan 24-11-1996 29,475.71 1.58 -5.44 25.66 36.58 19.29
Nippon India Small Cap Fund - Growth Plan - Growth Option 05-09-2010 66,601.80 1.40 -2.22 24.60 34.71 20.03
HDFC Small Cap Fund - Growth Option 02-04-2008 35,780.59 1.57 4.38 24.45 31.90 17.61
Franklin India Small Cap Fund-Growth 13-01-2006 13,995.27 1.74 -4.98 23.72 31.61 15.23
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 7,424.64 1.75 9.04 26.15 31.87 -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 12,981.57 1.66 7.41 30.14 32.98 -

Most consistent funds have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc). Also note that, schemes whose AUMs have not yet reached Rs 500 crores have been excluded from ranking.