Fund Comparison With Peers
Fund Comparison With Peers
Scheme Name
1 Quant Small Cap Fund - GrowthSmall Cap Fund
2 Canara Robeco Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
3 Bank of India Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
4 Nippon India Small Cap Fund - GrowthSmall Cap Fund
5 Edelweiss Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
6 Tata Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
7 Kotak Small Cap Fund - GrowthSmall Cap Fund
8 DSP Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
9 Sundaram Emerging Small Cap - Series 1 - GrowthSmall Cap Fund
10 Sundaram Emerging Small Cap - Series 3 - GrowthSmall Cap Fund
11 ICICI Prudential Smallcap Fund - Regular Plan - GrowthSmall Cap Fund
12 Union Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
13 Sundaram Emerging Small Cap - Series 7 - GrowthSmall Cap Fund
14 Sundaram Emerging Small Cap - Series 5 - GrowthSmall Cap Fund
15 Sundaram Emerging Small Cap - Series 6 - GrowthSmall Cap Fund
16 HSBC Small Cap Fund - GrowthSmall Cap Fund
17 HDFC Small Cap Fund - GrowthSmall Cap Fund
18 Sundaram Emerging Small Cap - Series 2 - GrowthSmall Cap Fund
19 Sundaram Emerging Small Cap - Series 4 - GrowthSmall Cap Fund
20 IDBI Small Cap Fund - GrowthSmall Cap Fund
21 Axis Small Cap Fund - GrowthSmall Cap Fund
22 Invesco India Smallcap Fund - GrowthSmall Cap Fund
23 Sundaram Small Cap Fund - GrowthSmall Cap Fund
24 Franklin India Smaller Companies Fund - GrowthSmall Cap Fund
25
Aditya Birla Sun Life Small cap Fund - Regular Plan - GrowthSmall Cap Fund
26 ITI Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
27
ICICI Prudential Smallcap Index Fund - Regular Plan - GrowthSmall Cap Fund
28 UTI Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
29
Mahindra Manulife Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
30
Mahindra Manulife Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
31IDFC Emerging Businesses Fund - Regular Plan - GrowthSmall Cap Fund
32 PGIM India Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
33 PGIM India Small Cap Fund - Regular Plan - GrowthSmall Cap Fund
34 Sundaram Small Cap Fund - Growth (Adjusted NAV)Small Cap Fund
35 Tata Small Cap Fund - Direct Plan - GrowthSmall Cap Fund
p funds
Small Cap Funds
Date Jan-23
Scheme Name
Quant Large and Mid Cap Fund - GrowthLarge & Mid Cap Fund
ICICI Prudential Large & Mid Cap Fund- GrowthLarge & Mid Cap Fund
Mahindra Manulife Top 250 Nivesh Yojana - Regular Plan - GrowthLarge & Mid Cap Fund
SBI Large & Midcap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
HDFC Large and Mid Cap Fund - Regular - GrowthLarge & Mid Cap Fund
Canara Robeco Emerging Equities - Regular Plan - GrowthLarge & Mid Cap Fund
Mirae Asset Emerging Bluechip Fund - GrowthLarge & Mid Cap Fund
Union Large and Mid Cap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Tata Large & Mid Cap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
UTI Core Equity Fund - GrowthLarge & Mid Cap Fund
Axis Growth Opportunities Fund - GrowthLarge & Mid Cap Fund
Edelweiss Large and Mid Cap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Kotak Equity Opportunities Fund - GrowthLarge & Mid Cap Fund
IDFC Core Equity Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Bank of India Large & Mid Cap Equity Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Motilal Oswal Large and Midcap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
DSP Equity Opportunities Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Navi Large & Midcap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Nippon India Vision Fund - GrowthLarge & Mid Cap Fund
Sundaram Large and Mid Cap Fund - GrowthLarge & Mid Cap Fund
Franklin India Equity Advantage Fund - GrowthLarge & Mid Cap Fund
HSBC Large & Midcap Fund - GrowthLarge & Mid Cap Fund
LIC MF Large & Mid Cap Fund - GrowthLarge & Mid Cap Fund
Invesco India Growth Opportunities Fund - GrowthLarge & Mid Cap Fund
Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Baroda BNP Paribas Large and Mid Cap Fund - Regular Plan - GrowthLarge & Mid Cap Fund
Sundaram Large and Mid Cap Fund - Growth (Adjusted NAV)Large & Mid Cap Fund
Sundaram Large and Mid Cap Fund - Direct Plan - Growth (Adjusted NAV)Large & Mid Cap Fund
unds
Large & Mid Cap Funds
Plan Category Name Crisil RankAuM (Cr) 1W 1M 3M 6M YTD 1Y
Regular Large & Mid Cap Fund 4 438.63 3%###8% 22% 1% 14%
Regular Large & Mid Cap Fund 5 6,183.32 2%###7% 17% 1% 12%
Regular Large & Mid Cap Fund - 1,093.23 3%###3% 14% 1% 3%
Regular Large & Mid Cap Fund 5 8,993.03 1%###2% 19% 0% 8%
Regular Large & Mid Cap Fund 4 7,916.77 2%###5% 18% 1% 9%
Regular Large & Mid Cap Fund 3 ### 1%###1% 13% 0% -1%
Regular Large & Mid Cap Fund 3 ### 2%###4% 12% 1% -1%
Regular Large & Mid Cap Fund - 420.18 1%###1% 14% 0% -3%
Regular Large & Mid Cap Fund 4 3,695.29 1%###6% 21% 1% 12%
Regular Large & Mid Cap Fund 3 1,547.59 2%###5% 15% 1% 5%
Regular Large & Mid Cap Fund - 8,473.66 1%###### 9% 0% -9%
Regular Large & Mid Cap Fund 4 1,695.78 1%###2% 15% 1% 2%
Regular Large & Mid Cap Fund 3 ### 1%###4% 17% 0% 7%
Regular Large & Mid Cap Fund 3 2,532.08 2%###6% 19% 1% 7%
Regular Large & Mid Cap Fund 3 217.95 2%###4% 19% 1% 3%
Regular Large & Mid Cap Fund - 1,406.03 1%###6% 22% 0% 2%
Regular Large & Mid Cap Fund 2 7,457.11 2%###5% 17% 1% 5%
Regular Large & Mid Cap Fund 3 254.99 1%###2% 14% 1% 1%
Regular Large & Mid Cap Fund 3 3,290.81 1%###3% 15% 1% 3%
Regular Large & Mid Cap Fund 3 5,291.80 1%###3% 16% 1% -1%
Regular Large & Mid Cap Fund 2 2,774.33 1%###2% 10% 1% -2%
Regular Large & Mid Cap Fund 2 2,143.32 2%###2% 13% 0% -3%
Regular Large & Mid Cap Fund 3 1,990.94 1%######10% 0% -2%
Regular Large & Mid Cap Fund 1 4,007.57 1%###3% 17% 0% 0%
Regular Large & Mid Cap Fund 1 5,444.81 1%###1% 12% 0% ###
Regular Large & Mid Cap Fund - 778.10 2%###6% 16% 1% -1%
Regular Large & Mid Cap Fund - 5,291.80 - - - - - -
Direct PlanLarge & Mid Cap Fund - 5,291.80 - - - - - -
nds
2Y 3Y 5Y 10Y
24% 26% 14% 18%
26% 21% 12% 14%
22% 20% - -
22% 20% 12% 16%
24% 20% 12% 12%
16% 19% 11% 19%
17% 19% 13% 21%
16% 18% - -
20% 18% 13% 15%
21% 18% 9% 13%
14% 18% - -
18% 17% 12% 14%
18% 17% 12% 15%
20% 17% 10% 12%
17% 17% 8% 12%
19% 17% - -
17% 16% 10% 15%
20% 16% 10% -
17% 16% 7% 12%
18% 14% 11% 14%
16% 14% 8% 13%
14% 14% - -
14% 14% 10% -
14% 13% 10% 14%
10% 12% 6% 14%
19% - - -
- - - -
- - - -
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
Mid cap funds
Scheme Name
Quant Mid Cap Fund - GrowthMid Cap Fund
PGIM India Midcap Opportunities Fund - GrowthMid Cap Fund
SBI Magnum Midcap Fund - Regular Plan - GrowthMid Cap Fund
Edelweiss Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
Mirae Asset Midcap Fund - Regular Plan - GrowthMid Cap Fund
HDFC Mid-Cap Opportunities Fund - GrowthMid Cap Fund
Motilal Oswal Midcap Fund - GrowthMid Cap Fund
Nippon India Growth Fund - GrowthMid Cap Fund
UTI Mid Cap Fund - GrowthMid Cap Fund
Kotak Emerging Equity Fund - GrowthMid Cap Fund
Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
Invesco India Mid Cap Fund - GrowthMid Cap Fund
Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan - GrowthMid Cap Fund
Taurus Discovery (Midcap) Fund - GrowthMid Cap Fund
ICICI Prudential MidCap Fund - GrowthMid Cap Fund
Tata Mid Cap Growth Fund - Regular Plan - GrowthMid Cap Fund
Axis Midcap Fund - GrowthMid Cap Fund
Aditya Birla Sun Life Midcap Fund - Regular Plan - GrowthMid Cap Fund
IDBI Midcap Fund - GrowthMid Cap Fund
Sundaram Mid Cap Fund - GrowthMid Cap Fund
Franklin India Prima Fund - GrowthMid Cap Fund
HSBC Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
DSP Midcap Fund - Regular Plan - GrowthMid Cap Fund
ICICI Prudential Midcap 150 Index Fund - GrowthMid Cap Fund
ITI Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
JM Midcap Fund - Regular Plan - GrowthMid Cap Fund
IDFC MIDCAP FUND - Regular Plan - GrowthMid Cap Fund
Union Midcap Fund - Regular Plan - GrowthMid Cap Fund
Canara Robeco Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
Canara Robeco Mid Cap Fund - Regular Plan - GrowthMid Cap Fund
Sundaram Mid Cap Fund - Growth (Adjusted NAV)Mid Cap Fund
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth (Adjusted NAV)Mid Cap Fund
Mid Cap Funds
Plan Category NameCrisil RankAuM (Cr) 1W 1M 3M 6M YTD 1Y 2Y 3Y
Regular Mid Cap Fund 5 1,272.71 4%###7% 25% 1% 18% 33% 36%
Regular Mid Cap Fund 4 7,576.62 2%######14% 1% -1% 27% 34%
Regular Mid Cap Fund 4 8,436.09 1%######12% 0% 3% 24% 26%
Regular Mid Cap Fund 3 2,477.71 2%###1% 17% 1% 3% 24% 24%
Regular Mid Cap Fund 4 8,953.27 2%###3% 16% 0% 5% 24% 24%
Regular Mid Cap Fund 3 ### 3%###6% 23% 1% 13% 25% 24%
Regular Mid Cap Fund 5 3,657.17 2%######20% 0% 11% 31% 24%
Regular Mid Cap Fund 4 ### 2%###2% 17% 1% 7% 24% 23%
Regular Mid Cap Fund 3 7,344.98 1%######14% 0% -1% 19% 23%
Regular Mid Cap Fund 4 ### 1%###1% 16% 0% 5% 24% 23%
Regular Mid Cap Fund 3 1,241.32 2%###2% 15% 0% 5% 21% 22%
Regular Mid Cap Fund 2 2,694.35 2%###4% 18% 1% 1% 20% 21%
Regular Mid Cap Fund 3 1,078.21 3%###1% 15% 1% 1% 22% 21%
Regular Mid Cap Fund 2 79.44 3%###6% 20% 1% 8% 19% 21%
Regular Mid Cap Fund 3 3,722.75 3%###2% 15% 1% 4% 22% 21%
Regular Mid Cap Fund 2 1,789.86 2%###2% 14% 0% 1% 19% 20%
Regular Mid Cap Fund 3 ### 1%######11% 0% -5% 15% 19%
Regular Mid Cap Fund 3 3,599.82 2%###### 8% 1% -5% 19% 17%
Regular Mid Cap Fund 1 195.26 1%###0% 13% 0% -4% 14% 17%
Regular Mid Cap Fund 3 7,474.48 1%###1% 18% 0% 5% 20% 17%
Regular Mid Cap Fund 2 7,814.70 2%###2% 19% 1% 3% 16% 17%
Regular Mid Cap Fund 2 7,671.81 2%###1% 12% 0% 1% 15% 16%
Regular Mid Cap Fund 1 ### 2%######11% 0% -5% 10% 14%
Regular Mid Cap Fund - 0.00 3%###2% 19% 1% 3% - -
Regular Mid Cap Fund - 424.74 2%###0% 16% 0% 2% - -
Regular Mid Cap Fund - 0.00 2%### - - 0% - - -
Regular Mid Cap Fund - 616.97 2%###### - 0% - - -
Regular Mid Cap Fund - 579.04 1%######13% 0% -2% 22% -
Regular Mid Cap Fund - 0.00 1% - - - 0% - - -
Regular Mid Cap Fund - 0.00 1% - - - 0% - - -
Regular Mid Cap Fund - 7,474.48 - - - - - - - -
Regular Mid Cap Fund - 1,241.32 - - - - - - - -
5Y 10Y
20% 16%
16% -
11% 18%
12% 19%
- -
12% 18%
13% -
13% 16%
10% 18%
13% 19%
10% 17%
12% 18%
- -
11% 16%
10% 17%
11% 17%
14% 17%
6% 14%
7% -
7% 16%
9% 16%
7% 17%
8% 15%
- -
- -
- -
- -
- -
- -
- -
- -
- -
Flexi cap funds
Scheme Name
1 Quant Flexi Cap Fund - GrowthFlexi Cap Fund
2 PGIM India Flexi Cap Fund - GrowthFlexi Cap Fund
3 Parag Parikh Flexi Cap Fund - GrowthFlexi Cap Fund
4 HDFC Flexi Cap Fund - GrowthFlexi Cap Fund
5 Franklin India Flexi Cap Fund - GrowthFlexi Cap Fund
6 Union Flexi Cap Fund - GrowthFlexi Cap Fund
7 JM Flexi Cap Fund - GrowthFlexi Cap Fund
8 Canara Robeco Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
9 IDBI Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
10 Edelweiss Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
11 UTI Flexi Cap Fund - GrowthFlexi Cap Fund
12 DSP Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
13Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
14 SBI Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
15 HSBC Flexi Cap Fund - GrowthFlexi Cap Fund
16 Kotak Flexi Cap Fund - GrowthFlexi Cap Fund
17 Navi Flexi Cap Fund - GrowthFlexi Cap Fund
18 IDFC Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
19 Axis Flexi Cap Fund - GrowthFlexi Cap Fund
20 Tata Flexi Cap Fund - GrowthFlexi Cap Fund
21 Shriram Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
22 Taurus Flexi Cap Fund - GrowthFlexi Cap Fund
23 LIC MF Flexi Cap Fund - GrowthFlexi Cap Fund
24 Motilal Oswal Flexi Cap Fund - GrowthFlexi Cap Fund
25 Bank of India Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
26WhiteOak Capital Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
27 ICICI Prudential Flexicap Fund - Regular Plan - GrowthFlexi Cap Fund
28 Nippon India Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
29 Nippon India Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
30 Sundaram Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
31Mahindra Manulife Flexi Cap Yojana - Regular Plan - GrowthFlexi Cap Fund
32Baroda BNP Paribas Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
33 Invesco India Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
34 Samco Flexi Cap Fund - Regular Plan - GrowthFlexi Cap Fund
funds
Flexi Cap Funds
Plan Category NameCrisil RankAuM (Cr) 1W 1M 3M 6M YTD 1Y 2Y 3Y
Regular Flexi Cap Fund - 824.89 3%###7% 25% 1% 12% 33% 38%
Regular Flexi Cap Fund 4 5,379.73 1%###3% 14% 1% -6% 16% 22%
Regular Flexi Cap Fund - ### 0%###2% 9% 0% -7% 16% 21%
Regular Flexi Cap Fund 5 ### 1%###9% 21% 1% 19% 27% 19%
Regular Flexi Cap Fund 5 ### 1%###5% 17% 0% 6% 21% 19%
Regular Flexi Cap Fund 4 1,396.13 1%###4% 15% 1% -1% 17% 18%
Regular Flexi Cap Fund 4 249.33 1%###7% 18% 0% 8% 20% 17%
Regular Flexi Cap Fund 3 8,935.91 1%###4% 14% 0% -1% 14% 17%
Regular Flexi Cap Fund 4 386.90 1%###1% 15% 0% -1% 16% 16%
Regular Flexi Cap Fund 4 1,101.57 1%###3% 15% 0% 1% 16% 16%
Regular Flexi Cap Fund 2 ### 0%###### 8% 0% ### 7% 15%
Regular Flexi Cap Fund 2 8,140.75 1%###2% 15% 0% -4% 12% 14%
Regular Flexi Cap Fund 3 ### 1%###5% 15% 1% -1% 14% 14%
Regular Flexi Cap Fund 3 ### 1%###3% 12% 0% 1% 15% 14%
Regular Flexi Cap Fund 2 3,350.27 2%###4% 15% 1% -4% 13% 14%
Regular Flexi Cap Fund 3 ### 1%###6% 18% 1% 6% 15% 14%
Regular Flexi Cap Fund 3 220.91 1%###4% 16% 0% 1% 15% 13%
Regular Flexi Cap Fund 3 5,991.90 1%###1% 15% 0% -1% 14% 13%
Regular Flexi Cap Fund 1 ### 1%######11% 0% -9% 8% 12%
Regular Flexi Cap Fund 2 2,278.78 1%###1% 11% 0% -3% 10% 12%
Regular Flexi Cap Fund 3 66.36 1%###3% 15% 0% 3% 11% 11%
Regular Flexi Cap Fund 3 262.61 3%###2% 17% 1% 5% 13% 11%
Regular Flexi Cap Fund 2 413.92 2%###1% 12% 1% -2% 8% 9%
Regular Flexi Cap Fund 1 9,354.24 1%######13% 0% -3% 6% 7%
Regular Flexi Cap Fund - 350.56 2%###5% 18% 1% 0% 20% -
Regular Flexi Cap Fund - 926.48 2%###2% - 0% - - -
Regular Flexi Cap Fund - ### 2%###4% 14% 0% 9% - -
Regular Flexi Cap Fund - 4,297.33 2%###2% 12% 1% 0% - -
Regular Flexi Cap Fund - 0.00 2%###2% 12% 1% 0% - -
Regular Flexi Cap Fund - 1,900.92 1%###4% - 1% - - -
Regular Flexi Cap Fund - 990.84 1%###4% 14% 0% 2% - -
Regular Flexi Cap Fund - 1,486.62 1%###4% - 1% - - -
Regular Flexi Cap Fund - 968.89 1%###3% 15% 0% - - -
Regular Flexi Cap Fund - 699.69 1%######11% 0% - - -
5Y 10Y
18% 19%
13% -
15% -
12% 14%
11% 15%
12% 12%
12% 15%
13% 13%
10% -
10% -
12% 14%
11% 13%
10% 15%
10% 15%
7% 13%
11% 15%
- -
7% 13%
12% -
- -
- -
6% 9%
6% 9%
5% -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -