Peer Comparison (Actively Managed Small Cap Funds)
October 16, 2025
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Peer Comparison (Actively Managed Small Cap Funds)
| Fund Name | 3-Year CAGR (%) | 5-Year CAGR (%) | AUM (Rs Cr) | Expense Ratio (%) | Remarks |
|---|---|---|---|---|---|
| Nippon India Small Cap Fund | 30.4 | 27.9 | 52,600 | 0.75 | Top performer, large AUM |
| Axis Small Cap Fund | 25.8 | 24.2 | 22,300 | 0.70 | Stable performer |
| Kotak Small Cap Fund | 28.5 | 26.7 | 13,200 | 0.67 | Strong long-term alpha |
| Quant Small Cap Fund | 37.1 | 33.6 | 10,100 | 0.79 | Aggressive strategy, high volatility |
| SBI Small Cap Fund | 27.4 | 25.1 | 23,500 | 0.72 | Consistent across cycles |
| Helios Small Cap Fund (NFO) | — | — | New | Likely 0.60–0.75 | New entrant, active selection edge |