Good morning :)
Screen Results
Mutual Funds
All Screens
New Screen
All Screens
Edit Filters
4 filters applied
MF Universe
Reset
Category
Reset
Commodity  (2)
Debt  (20)
Equity  (1/26)
Hybrid  (11)
Other  (7)
Plan
1 selected
Reset

1 selected

AUM (Cr)
Base Exp. Ratio (%)
0.00 to 2.00
Reset

0.00 to 2.00

CAGR 10Y (%)
Remove
CAGR 5Y (%)
11.00 to 152.00
Reset

11.00 to 152.00

Tracking Error (%)
Remove
Sortino Ratio
Remove
Sharpe Ratio
Remove
Alpha (%)
Remove
Volatility (%)
Remove
4 filters applied
MF Universe
Category

1 sub-categories selected

Plan
1 selected
Reset
Plan

1 selected

AUM (Cr)
AUM (Cr)
Base Exp. Ratio (%)
0.00 to 2.00
Reset
Base Exp. Ratio (%)

0.00 to 2.00

CAGR 10Y (%)
Remove
CAGR 10Y (%)
CAGR 5Y (%)
11.00 to 152.00
Reset
CAGR 5Y (%)

11.00 to 152.00

Tracking Error (%)
Remove
Tracking Error (%)
Sortino Ratio
Remove
Sortino Ratio
Sharpe Ratio
Remove
Sharpe Ratio
Alpha (%)
Remove
Alpha (%)
Volatility (%)
Remove
Volatility (%)
MF Universe
Reset

Top Equity Funds with High Returns and Low Expense Ratio

Explore small cap equity funds with CAGR returns between 11% and 152% and an expense ratio under 2%. Invest wisely for better growth opportunities.

Created by

@01462360146236

Showing 1 - 20 of 23 results

last updated at 11:00 PM IST 
NameMFs (23)Sub CategorySub CategoryPlanPlanAUMAUMBase Exp. RatioBase Exp. RatioCAGR 10YCAGR 10YCAGR 5YCAGR 5YTracking ErrorTracking ErrorSortino RatioSortino RatioSharpe RatioSharpe RatioAlphaAlphaVolatilityVolatility
1.Nippon India Small Cap Fund
Nippon India Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
82,580.31
82,580.31
0.51
0.51
21.05
21.05
19.26
19.26
4.08
4.08
0.03
0.03
0.31
0.31
2.30
2.30
15.21
15.21
2.Quant Small Cap Fund
Quant Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
35,557.21
35,557.21
0.62
0.62
20.97
20.97
19.58
19.58
5.30
5.30
0.06
0.06
0.58
0.58
3.69
3.69
15.55
15.55
3.Axis Small Cap Fund
Axis Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
31,448.32
31,448.32
0.55
0.55
19.51
19.51
16.21
16.21
4.10
4.10
0.04
0.04
0.42
0.42
1.10
1.10
14.76
14.76
4.SBI Small Cap Fund
SBI Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
42,630.89
42,630.89
0.60
0.60
18.87
18.87
14.61
14.61
6.09
6.09
0.02
0.02
0.21
0.21
0.67
0.67
14.17
14.17
5.HSBC Small Cap Fund
HSBC Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
19,076.35
19,076.35
0.56
0.56
18.75
18.75
17.93
17.93
4.32
4.32
0.06
0.06
0.52
0.52
3.75
3.75
17.55
17.55
6.HDFC Small Cap Fund
HDFC Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
41,890.86
41,890.86
0.61
0.61
17.45
17.45
14.93
14.93
8.72
8.72
-0.05
-0.05
-0.43
-0.43
1.94
1.94
15.06
15.06
7.Kotak Small Cap Fund
Kotak Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
19,678.75
19,678.75
0.50
0.50
17.42
17.42
13.27
13.27
5.21
5.21
0.01
0.01
0.13
0.13
1.23
1.23
15.60
15.60
8.Union Small Cap Fund
Union Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
2,667.47
2,667.47
0.77
0.77
17.36
17.36
17.78
17.78
6.56
6.56
0.10
0.10
0.92
0.92
7.71
7.71
18.40
18.40
9.DSP Small Cap Fund
DSP Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
21,658.64
21,658.64
0.65
0.65
17.10
17.10
18.78
18.78
10.35
10.35
0.09
0.09
0.82
0.82
9.71
9.71
16.04
16.04
10.ICICI Pru Small Cap Fund
ICICI Pru Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
9,820.61
9,820.61
0.70
0.70
16.00
16.00
14.37
14.37
5.46
5.46
-0.00
-0.00
-0.02
-0.02
-0.03
-0.03
14.26
14.26
11.Sundaram Small Cap Fund
Sundaram Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
4,155.35
4,155.35
0.72
0.72
15.21
15.21
16.92
16.92
5.52
5.52
0.07
0.07
0.64
0.64
3.21
3.21
17.13
17.13
12.Franklin India Small Cap Fund
Franklin India Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
14,746.08
14,746.08
0.77
0.77
15.14
15.14
16.12
16.12
4.25
4.25
0.01
0.01
0.10
0.10
0.97
0.97
16.30
16.30
13.Aditya Birla SL Small Cap Fund
Aditya Birla SL Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
6,226.47
6,226.47
0.76
0.76
13.54
13.54
14.09
14.09
9.91
9.91
0.08
0.08
0.79
0.79
10.14
10.14
16.56
16.56
14.Bandhan Small Cap Fund
Bandhan Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
31,103.03
31,103.03
0.35
0.35
-
-
19.92
19.92
8.99
8.99
0.05
0.05
0.43
0.43
6.02
6.02
15.96
15.96
15.ITI Small Cap Fund
ITI Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
3,602.85
3,602.85
0.45
0.45
-
-
19.54
19.54
4.64
4.64
0.10
0.10
0.93
0.93
6.55
6.55
17.42
17.42
16.Edelweiss Small Cap Fund
Edelweiss Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
7,252.91
7,252.91
0.43
0.43
-
-
17.31
17.31
4.68
4.68
0.03
0.03
0.33
0.33
2.22
2.22
15.76
15.76
17.Canara Rob Small Cap Fund
Canara Rob Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
14,661.14
14,661.14
0.45
0.45
-
-
15.14
15.14
4.06
4.06
0.01
0.01
0.14
0.14
1.00
1.00
15.71
15.71
18.Bank of India Small Cap Fund
Bank of India Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
3,307.18
3,307.18
0.41
0.41
-
-
20.34
20.34
5.55
5.55
0.13
0.13
1.21
1.21
8.14
8.14
16.76
16.76
19.Tata Small Cap Fund
Tata Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
13,093.88
13,093.88
0.41
0.41
-
-
16.17
16.17
5.78
5.78
-0.03
-0.03
-0.27
-0.27
-1.38
-1.38
17.22
17.22
20.Invesco India Smallcap Fund
Invesco India Smallcap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
15,744.40
15,744.40
0.40
0.40
-
-
20.42
20.42
9.22
9.22
0.07
0.07
0.68
0.68
9.42
9.42
16.80
16.80