SBI Small Cap, Kotak Small Cap among 8 small-cap funds that lacked consistency over 5 years
1/9
Small caps with low consistency
Eight smallcap funds showed low performance consistency in the last five years. Here is a detailed breakdown of each fund's risk versus peers, investment style and performance, according to the CRISP Mutual Fund Scorecard for the quarter ending June 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 an acceptable range. The investment style shows medium momentum-based, low value-based, and medium quality-based characteristics. In the last five years, the fund returned 18.26% CAGR and had an AUM of Rs 743 crore.
3/9
Union Small Cap Fund
Union Small Cap Fund had a performance consistency score of 43% in the last five years. The risk compared to its peers has been within an 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 17.39% CAGR and had an AUM of Rs 2,268 crore.
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4/9
ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund had a performance consistency score of 41% in the last five years. The risk compared to its peers has been within an acceptable range. The investment style shows low momentum-based, medium value-based, and medium quality-based characteristics. In the last five years, the fund returned 15.38% CAGR and had an AUM of Rs 9,379 crore.
5/9
UTI Small Cap Fund
UTI Small Cap Fund had a performance consistency score of 38% in the last five years. The risk compared to its peers has been within an acceptable range. The investment style shows medium momentum, medium value, and high quality characteristics. In the last five years, the fund returned 15.64% CAGR and had an AUM of Rs 5,213 crore.
6/9
Canara Robeco Small Cap Fund
Canara Robeco Small Cap Fund had a performance consistency score of 31% in the last five years. The risk compared to its peers has been within an acceptable range. The investment style shows medium momentum, medium value, and high quality characteristics. In the last five years, the fund returned 16.11% CAGR and had an AUM of Rs 13,967 crore.
7/9
Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund had a performance consistency score of 31% in the last five years. The risk compared to its peers was within an 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 returned 13.72% CAGR and had an AUM of Rs 5,731 crore.
8/9
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 an acceptable range. In the investment style shows low momentum, low value, and medium quality characteristics. In the last five years, the fund gave 14.32% CAGR and had an AUM of Rs 40,157 crore.
9/9
Kotak Small Cap Fund
Kotak Small Cap Fund had a performance consistency score of 20% 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 13.59% CAGR and had an AUM of Rs 18,691 crore.