8 smallcap funds struggled with consistency in the last 5 years. Do you own any?
1/9
Low consistent small caps
Eight smallcap funds had low performance consistency in the last five years. Here is a detailed breakup of their risk versus peers, investment style and their performance, according to CRISP Mutual Fund Scorecard for the quarter ending March 2026 by Share.Market by Phonepe.
2/9
LIC MF Small Cap Fund
LIC MF Small Cap Fund had a performance consistency score of 46% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is low, and quality based is medium. In the last five years, the fund gave 15.74% CAGR and had an AUM of Rs 552 crore.
3/9
ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund had a performance consistency score of 46% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is medium, and quality based is medium. In the last five years, the fund gave 15.33% CAGR and had an AUM of Rs 7,538 crore.
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4/9
UTI Small Cap Fund
UTI Small Cap Fund had a performance consistency score of 41% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is high. In the last five years, the fund gave 14.71% CAGR and had an AUM of Rs 4,164 crore
5/9
Union Small Cap Fund
Union Small Cap Fund had a performance consistency score of 39% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is high, value based is low, and quality based is high. In the last five years, the fund gave 16.43% CAGR and had an AUM of Rs 1,666 crore.
6/9
Canara Robeco Small Cap Fund
Canara Robeco Small Cap Fund had a performance consistency score of 37% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is high. In the last five years, the fund gave 16.74% CAGR and had an AUM of Rs 11,603 crore.
7/9
SBI Small Cap Fund
SBI Small Cap Fund had a performance consistency score of 30% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is low, and quality based is medium. In the last five years, the fund gave 13.02% CAGR and had an AUM of Rs 32,286 crore.
8/9
Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund had a performance consistency score of 25% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is low. In the last five years, the fund gave 12.35% CAGR and had an AUM of Rs 4,449 crore.
9/9
Kotak Small Cap Fund
Kotak Small Cap Fund had a performance consistency score of 24% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is low, and quality based is high. In the last five years, the fund gave 12.74% CAGR and had an AUM of Rs 15,157 crore.