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ValueProductPastPerformance

Company NameReco DateReco PriceExit PriceExit Date% ReturnIn days
Bharat Forge Ltd. 25/07/20241,593.85952.3007/04/2025 -40.25% 256 days
ITC Ltd. 28/12/2023464.20487.5002/01/2025 5.02% 1 yrs
Britannia Industries Ltd. 27/07/20234,875.805,028.2512/11/2024 3.13% 1 yrs
JSW Steel Ltd. 22/02/2024826.951,003.0026/09/2024 21.29% 217 days
Bajaj Auto Ltd. 22/08/20249,910.0011,930.0017/09/2024 20.38% 26 days
Dr. Reddy's Laboratories Ltd. 26/10/20235,429.306,536.0005/07/2024 20.38% 253 days
Shriram Finance Ltd. 25/04/20242,430.102,955.0028/06/2024 21.60% 64 days
Coal India Ltd. 25/01/2024389.50501.6022/05/2024 28.78% 118 days
Infosys Ltd. 27/10/20221,522.601,411.6019/04/2024 -7.29% 1 yrs
State Bank Of India 25/05/2023581.30782.0505/03/2024 34.53% 285 days

CRR_MVC_PastPerformance

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Small-Cap Funds with best ratings
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Small-Cap Funds with best ratings

Small-cap funds are one of the best performing category funds in the last one year.  On average, they have generated returns of 81.3 per cent last year, while its benchmark index has given a return of 79.91 per cent in the same period.

Many investors select funds based on how they are rated by some of the most popular mutual fund rating agencies. They repose their faith in the best-rated funds.  We have tried to assimilate how rating agencies have rated different small-cap funds.

What is interesting to note is that none of the small-cap funds has got five stars by all the agencies. The best rating got by is the Axis Small-Cap fund, which got five stars rating from two agencies.

Scheme Name 

Crisil Rank 

MorningStar Rank 

Value Research Rank 

AuM (Cr) 

1-Year Return 

3-Year Return 

5-Year Return 

Three years SIP Return 

Axis Small Cap Fund - Direct Plan - GrowthSmall Cap Fund 

6,785.27 

73.9 

30.45 

23.04 

47.05 

Kotak Small Cap Fund - Direct Plan - GrowthSmall Cap Fund 

5,348.63 

96.44 

30.65 

22.2 

55.77 

Nippon India Small Cap Fund - Direct Plan - GrowthSmall Cap Fund 

16,612.55 

87.96 

24.08 

23.48 

50.75 

Union Small Cap Fund - Direct Plan - GrowthSmall Cap Fund 

559.67 

71.93 

24.16 

17.24 

47.84 

ICICI Prudential Smallcap Fund - Direct Plan - GrowthSmall Cap Fund 

3,001.62 

85.37 

26.19 

17.76 

48.26 

The above table shows that the best-rated funds are not a guarantee of good returns, hence you should always apply your discretion before committing your funds.

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