Edelweiss Small Cap, Quant Small Cap and 6 other smallcap funds that showed consistent performance over 5 years
1/9
Small cap funds with consistent performance
Eight small cap funds had high 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 June 2026 by Share.Market by PhonePe.
2/9
Nippon India Small Cap Fund
Nippon India Small Cap Fund had a performance consistency score of 76% 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 medium. In the last five years, the fund gave 20.2% CAGR and had an AUM of Rs 78,407 crore.
3/9
ITI Small Cap Fund
ITI Small Cap Fund had a performance consistency score of 75% 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 medium, and quality based is medium. In the last five years, the fund gave 16.25% CAGR and had an AUM of Rs 3,322 crore.
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4/9
Invesco India Smallcap Fund
Invesco India Smallcap Fund had a performance consistency score of 74% 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 low. In the last five years, the fund gave 20.1% CAGR and had an AUM of Rs 13,385 crore.
5/9
Bandhan Small Cap Fund
Bandhan Small Cap Fund had a performance consistency score of 70% 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 high, and quality based is low. In the last five years, the fund gave 19.84% CAGR and had an AUM of Rs 28,466 crore.
6/9
Edelweiss Small Cap Fund
Edelweiss Small Cap Fund had a performance consistency score of 66% 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 medium, and quality based is high. In the last five years, the fund gave 17.23% CAGR and had an AUM of Rs 6,580 crore.
7/9
Quant Small Cap Fund
Quant Small Cap Fund had a performance consistency score of 59% in the last five years. The risk compared to its peers has been too high. In the investment style of the portfolio, the momentum based is medium, value based is high, and quality based is low. In the last five years, the fund gave 19.59% CAGR and had an AUM of Rs 33,739 crore.
8/9
HDFC Small Cap Fund
HDFC Small Cap Fund had a performance consistency score of 57% 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 high, and quality based is high. In the last five years, the fund gave 15.68% CAGR and had an AUM of Rs 40,417 crore.
9/9
Sundaram Small Cap Fund
Sundaram Small Cap Fund had a performance consistency score of 55% 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 high, and quality based is low. In the last five years, the fund gave 17.28% CAGR and had an AUM of Rs 3,872 crore.