Bandhan Small Cap Fund
In 5 years, Bandhan Small Cap Fund has given a 31.70 per cent annualised return. Its assets under management (AUM) are Rs 12,982 crore, while its net asset value (NAV) is Rs 51.84 as of July 14, 2025. Benchmarked against BSE 250 SmallCap TRI, the fund has given annualised returns of 35.73 per cent since its launch in February 2020.
With an expense ratio of 0.39 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly SIP of Rs 13,000 and a total investment of Rs 7,80,000 in 5 years, the fund has given a total corpus of Rs 16,96,000.
Quant Small Cap Fund
In 5 years, Quant Small Cap Fund has given a 29.83 per cent annualised SIP return. Its assets under management (AUM) are Rs 29,629 crore, while its net asset value (NAV) is Rs 285.49 as of July 14, 2025. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given annualised returns of 18.49 per cent since its launch in January 2013.
With an expense ratio of 0.66 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly SIP of Rs 13,000, the fund has given a total corpus of Rs 16,22,000 in just 5 years.
Invesco India Smallcap Fund
Invesco India Smallcap Fund has given a 29.33 per cent annualised SIP return in 5 years. Its assets under management (AUM) are Rs 7,425 crore, while its net asset value (NAV) is Rs 47.36 as of July 14, 2025. Benchmarked against BSE 250 SmallCap TRI, the fund has given annualised returns of 25.94 per cent since its launch in October 2018.
With an expense ratio of 0.44 per cent, the fund has Rs 500 as a minimum SIP investment and Rs 1,000 as a minimum lump sum investment. With a monthly SIP of Rs 13,000 and a, the fund has given a total of Rs 16,03,000 in 5 years.
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