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  • Top Rated Funds 07 Dec 2022 1328

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    Rajan Dubey
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    This document provides performance metrics for 9 small cap mutual funds over various time periods. It shows each fund's name, current rating, 1-year and 3-5 year returns in percentages and growth of Rs. 10,000. The funds demonstrated 1-year returns ranging from 2.54% to 17.77% and 3-year SIP returns of 32.76% to 53.16%. Expense ratios varied from 0.40% to 0.87% and all funds carried a very high risk profile.

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    This document provides performance metrics for 9 small cap mutual funds over various time periods. It shows each fund's name, current rating, 1-year and 3-5 year returns in percentages and growth of Rs. 10,000. The funds demonstrated 1-year returns ranging from 2.54% to 17.77% and 3-year SIP returns of 32.76% to 53.16%. Expense ratios varied from 0.40% to 0.87% and all funds carried a very high risk profile.

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    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
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    4 views5 pages

    Top Rated Funds 07 Dec 2022 1328

    Uploaded by

    Rajan Dubey
    This document provides performance metrics for 9 small cap mutual funds over various time periods. It shows each fund's name, current rating, 1-year and 3-5 year returns in percentages and growth of Rs. 10,000. The funds demonstrated 1-year returns ranging from 2.54% to 17.77% and 3-year SIP returns of 32.76% to 53.16%. Expense ratios varied from 0.40% to 0.87% and all funds carried a very high risk profile.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 5

    Fund Name Rating

    Axis Small Cap Fund - Direct Plan 5


    Bank of India Small Cap Fund - Direct Plan 4
    Canara Robeco Small Cap Fund - Direct Plan 5
    Edelweiss Small Cap Fund - Direct Plan 4
    ICICI Prudential Smallcap Fund - Direct Plan 4
    Kotak Small Cap Fund - Direct Plan 4
    Nippon India Small Cap Fund - Direct Plan 4
    Quant Small Cap Fund - Direct Plan 5
    SBI Small Cap Fund - Direct Plan 4
    VR Opinion Category 1 Year Returns (%) 1 Year Returns (growth o
    Unlock Equity: Small Cap 11.35 111,349
    Unlock Equity: Small Cap 8.70 108,704
    Unlock Equity: Small Cap 16.50 116,502
    Unlock Equity: Small Cap 11.69 111,689
    Unlock Equity: Small Cap 11.84 111,843
    Unlock Equity: Small Cap 2.54 102,541
    Unlock Equity: Small Cap 17.77 117,774
    Unlock Equity: Small Cap 15.77 115,767
    Unlock Equity: Small Cap 14.61 114,611
    3 Year SIP Returns (%) 5 Year Returns (%) 5 Year Returns (growth o5 Year SIP Returns (%)
    32.76 20.15 250,352 27.50
    37.62 -- -- --
    41.65 -- -- --
    37.12 -- -- --
    36.94 15.39 204,593 27.00
    35.07 17.74 226,258 27.69
    42.08 17.70 225,850 29.60
    53.16 24.47 298,786 38.19
    34.38 16.32 212,931 26.44
    5 Year SIP Returns (gro 10 Year Returns (%) 10 Year Returns (growth10 Year SIP Returns (%)
    1,161,781 -- -- --
    -- -- -- --
    -- -- -- --
    -- -- -- --
    1,148,355 -- -- --
    1,167,055 -- -- --
    1,219,737 -- -- --
    1,484,059 -- -- --
    1,133,434 -- -- --
    10 Year SIP Returns (gr Expense Ratio (%) Riskometer Return Grade
    -- 0.51 Very High Above Avg.
    -- 0.51 Very High Above Avg.
    -- 0.40 Very High High
    -- 0.49 Very High Above Avg.
    -- 0.82 Very High Above Avg.
    -- 0.59 Very High High
    -- 0.87 Very High High
    -- 0.62 Very High High
    -- 0.71 Very High Above Avg.

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