Small Cap Fund
Carnelian Small Cap Fund - Direct Plan - Growth
1Y return
median +9.1%
3Y CAGR
median +14.0%
5Y CAGR
median +14.1%
Expense ratio
median 0.92% · 26th of 38
Average AUM
median ₹1,294 cr
CAGR is the steady yearly growth rate over the period.
In its category
- Category position
No 3-year record yet
1 year: Not ranked. 5 years: Not ranked. Only funds old enough for the period are counted.
- 3Y CAGR
- — vs +14.0% median
Gap —, across 27 funds with 3 years of NAV.
- Expense ratio
- 1.01% vs 0.92% median
Gap 0.09 pp higher; AMFI TER, 10 Nov 2026. Already taken out of the NAV.
- Worst fall
- — vs −32.4% median
Gap —. Funds with longer histories have lived through more falls.
Growth of ₹100
This fund · Nifty 500 TRI
Similar funds
| Fund | 3Y CAGR | Position | Expense | AUM |
|---|---|---|---|---|
| Nippon India Small Cap Fund - Direct Plan - Growth Option | +13.9% | 15th of 27 | 0.69% | ₹25,810 cr |
| Quant Small Cap Fund - Direct Plan - Growth Option | +16.7% | 7th of 27 | 0.96% | ₹25,698 cr |
| Axis Small Cap Fund - Direct Plan - Growth Option | +14.1% | 13th of 27 | 0.70% | ₹17,677 cr |
| HDFC Small Cap Fund - Direct Plan - Growth Option | +9.4% | 25th of 27 | 0.79% | ₹15,135 cr |
| BANDHAN Small Cap Fund - Direct Plan - Growth | +22.8% | 1st of 27 | 0.65% | ₹14,684 cr |
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Returns come from AMFI NAVs; up to 1 year is point to point, longer CAGR. Medians and positions use direct plans in the category with the figure, leaving out funds that fail a data check. Past performance does not tell you future returns; mutual fund investments are subject to market risks.