1/8

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.

Less than 5%

5 to 10%

10 to 20%

More than 20%

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2/8

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later.

I would like to save, but I cannot save much due to lifestyle and financial liabilities.

I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows.

I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

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3/8

Have you invested in equity mutual funds before? If yes, for how many years?

Never

1 to 3 years

3 to 5 years

More than 5 years

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4/8

To get above average (more than FD) returns you have to take risks

Strongly disagree

Disagree

Agree

Strongly Agree

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5/8

How will you describe your attitude towards investing

Protect your capital

Be ready for small amount of loss, but not much

Be ready for reasonable amount of short term loss, as long as your money grows in the long term

Short term losses do not matter, if you have conviction in your long term investments

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6/8

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits

Sell some investments, which made high losses and continue to hold some

Do nothing

Take advantage of the correction and invest some more money

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7/8

Are you interested in market and investing

I have no interest

I do not follow business news and the markets regularly

I follow business news and market whenever I have time

I follow the markets everyday or at least, every other day.

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8/8

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions

I ask for advice from friends and relatives

I seek professional advice

I am knowledgeable about investments. I evaluate various options to make the best decision.

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Category: Equity: Small Cap				Retuns as on 07-07-2025 in %
Scheme Name	Launch Date	AUM (Crore)	Exp Ratio(%)	1Yr	3Yrs	5Yrs	10Yrs	Till Date
Quant Small Cap Fund - Growth - Regular Plan	24-11-1996	28,193.65	1.58	-4.55	30.68	44.03	19.91	13.0
Nippon India Small Cap Fund - Growth Plan - Growth Option	05-09-2010	63,018.61	1.41	-1.86	29.12	37.24	21.43	21.21
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH	08-02-2020	11,718.7	1.68	10.53	33.81	35.81	-	33.5
HSBC Small Cap Fund - Regular Growth	12-05-2014	16,062.49	1.69	-3.11	25.67	34.57	19.18	20.98
BANK OF INDIA Small Cap Fund Regular Plan Growth	12-12-2018	1,817.67	2.03	-0.78	25.61	34.05	-	26.81
Franklin India Smaller Companies Fund-Growth	13-01-2006	13,544.68	1.74	-3.67	28.79	33.9	16.31	15.86
HDFC Small Cap Fund - Growth Option	02-04-2008	34,029.57	1.59	3.74	28.02	33.77	18.46	16.59
Edelweiss Small Cap Fund - Regular Plan - Growth	01-02-2019	4,579.47	1.83	3.13	25.94	33.7	-	26.57
Tata Small Cap Fund-Regular Plan-Growth	02-11-2018	10,529.61	1.68	1.14	26.29	33.36	-	23.45
Canara Robeco Small Cap Fund - Regular Plan - Growth Option	05-02-2019	12,369.98	1.69	-0.7	21.44	33.23	-	24.15
Invesco India Smallcap Fund - Regular Plan - Growth	05-10-2018	6,815.72	1.76	8.74	30.47	33.18	-	24.04
ICICI Prudential Smallcap Fund - Growth	01-10-2007	8,255.69	1.78	-1.01	21.4	32.34	15.5	13.12
Kotak-Small Cap Fund - Growth	24-02-2005	17,328.57	1.66	-1.8	21.0	32.26	17.41	17.5
DSP Small Cap Fund - Regular - Growth	15-06-2007	16,304.5	1.73	5.48	24.96	31.83	17.21	18.08
Sundaram Small Cap Fund Regular Plan - Growth	10-02-2005	3,310.72	1.94	3.8	25.35	31.64	14.02	17.3
LIC MF Small Cap Fund-Regular Plan-Growth	15-06-2017	575.43	2.38	-7.42	23.44	31.52	-	14.92
Union Small Cap Fund - Regular Plan - Growth Option	10-06-2014	1,577.76	2.12	0.63	21.52	30.53	14.46	15.42
Axis Small Cap Fund - Regular Plan - Growth	05-11-2013	24,944.05	1.6	5.69	24.05	30.33	18.7	22.79
SBI Small Cap Fund - Regular Plan - Growth	01-09-2009	34,014.91	1.56	-3.09	20.88	28.23	18.46	19.82
Aditya Birla Sun Life Small Cap Fund - GROWTH	31-05-2007	4,915.13	1.93	-1.62	22.5	27.96	13.48	12.64
ITI Small Cap Fund - Regular Plan - Growth Option	01-02-2020	2,503.21	1.93	1.14	31.8	27.9	-	21.73
UTI Small Cap Fund - Regular Plan - Growth Option	01-12-2020	4,529.2	1.9	6.32	23.49	-	-	24.12
PGIM India Small Cap Fund - Regular Plan - Growth Option	29-07-2021	1,487.73	2.08	6.11	18.48	-	-	13.19
Mahindra Manulife Small Cap Fund - Regular Plan - Growth	05-12-2022	3,841.38	1.85	-3.55	-	-	-	29.26
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION	05-11-2023	132.04	2.1	6.61	-	-	-	15.59
Baroda BNP Paribas Small Cap Fund - Regular Plan - Growth option	30-10-2023	1,291.64	2.16	-3.73	-	-	-	18.43
Motilal Oswal Small Cap Fund - Regular - Growth	01-12-2023	4,922.72	1.84	12.3	-	-	-	24.87
JM Small Cap Fund (Regular) - Growth Option	27-06-2024	631.08	2.27	-0.95	-	-	-	2.14
TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH	04-11-2024	968.34	2.17	-	-	-	-	2.78
Mirae Asset Small Cap Fund - Regular Plan - Growth	10-01-2025	1,575.65	2.05	-	-	-	-	13.0
Equity: Small Cap	-	-	-	1.34	25.42	32.92	17.27	18.76
NIFTY SMALLCAP 250 TRI	-	-	-	0.66	29.59	34.17	15.99	16.58

Trailing Return of Funds

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