Skip to content
WealthTicker

Compare

NAVs as of 20 Aug 2026

Mirae Asset Small Cap FundDirectBANDHAN Small Cap FundDirectITI Small Cap FundDirectInvesco India Smallcap FundDirect4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 03 Feb 202520 Aug 2026, limited by Mirae Asset Small Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

View as table
Growth of ₹100, sampled across the common period
DateMirae Asset Small Cap FundBANDHAN Small Cap FundITI Small Cap FundInvesco India Smallcap FundNifty Smallcap 250
03 Feb 2025₹100.00₹100.00₹100.00₹100.00₹100.00
22 Mar 2025₹99.42₹97.84₹99.42₹95.86₹97.22
08 May 2025₹100.32₹97.25₹99.15₹96.61₹96.83
24 Jun 2025₹110.64₹109.76₹110.18₹108.59₹109.58
10 Aug 2025₹111.38₹107.82₹108.25₹106.50₹105.51
26 Sep 2025₹113.31₹109.49₹108.30₹106.59₹106.41
12 Nov 2025₹118.35₹113.97₹112.74₹111.25₹109.20
28 Dec 2025₹116.42₹110.88₹109.83₹109.70₹105.97
13 Feb 2026₹113.95₹109.64₹106.60₹109.16₹101.98
01 Apr 2026₹105.27₹100.70₹100.62₹99.18₹94.08
18 May 2026₹114.94₹112.77₹115.38₹110.08₹105.08
04 Jul 2026₹123.27₹120.78₹127.63₹124.65₹114.79
20 Aug 2026₹127.81₹123.79₹134.84₹128.01₹116.97

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
OverlapMirae Asset Small Cap FundBANDHAN Small Cap FundITI Small Cap FundInvesco India Smallcap Fund
Mirae Asset Small Cap Fund
BANDHAN Small Cap Fund
ITI Small Cap Fund
Invesco India Smallcap Fund
0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

Mirae Asset Small Cap Fund and ITI Small Cap Fund share 26% of their equity book by weight.

Shared holdings — Mirae Asset Small Cap Fund vs ITI Small Cap Fund

Stocks held by both Mirae Asset Small Cap Fund and ITI Small Cap Fund, with each fund's weight and the weight they share.
StockMirae Asset Small Cap FundITI Small Cap Fund
Kirloskar Oil Engines Ltd3.08%2.33%2.33%
Karur Vysya Bank Ltd2.43%2.15%2.15%
Welspun Corp Ltd3.13%1.96%1.96%
GNG Electronics Ltd.2.56%1.72%1.72%
Multi Commodity Exchange Of India Ltd1.63%2.77%1.63%
Neuland Laboratories Ltd2.12%1.52%1.52%
JB Chemicals & Pharmaceuticals Ltd1.96%1.36%1.36%
Krishna Institute Of Medical Sciences Ltd2.20%1.32%1.32%
Tenneco Clean Air India Ltd.1.69%1.26%1.26%
Craftsman Automation Ltd1.25%1.31%1.25%
Navin Fluorine International Ltd1.23%1.61%1.23%
Delhivery Ltd1.93%1.04%1.04%
Sai Life Sciences Ltd.1.03%1.50%1.03%
JK Cement Ltd1.71%0.92%0.92%
Cholamandalam Financial Holdings Ltd2.52%0.90%0.90%

6 more stocks in common. 21 shared of 78 / 79 positions. Weights are shown as a share of each fund's equity book.

Mirae Asset Small Cap Fund, BANDHAN Small Cap Fund, ITI Small Cap Fund, Invesco India Smallcap Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Small Cap Fund median.
Metric
Mirae Asset · Direct
NAV ₹12.88
Very High risk
★★★☆☆ 1Y
Bandhan · Direct
NAV ₹56.86
Very High risk
★★★★★
ITI · Direct
NAV ₹38.50
Very High risk
★★★★☆
Invesco · Direct
NAV ₹54.38
Very High risk
★★★★★
Category median
Small Cap Fund · 37 funds
+11.52%+12.37%+21.14%Best in row+15.87%+12.86%
+27.09%+27.03%+25.13%+18.08%
+20.90%+20.66%+21.76%Best in row+18.44%
+17.26%+30.76%Best in row+23.05%+24.11%+19.96%
+18.50%+23.74%+24.67%Best in row+23.05%
+31.36%Best in row+26.69%+29.17%+21.45%
+29.71%Best in row+24.23%+29.52%+21.03%
Risk
15.73%Best in row17.60%19.23%17.95%17.14%
0.321.17Best in row1.071.040.69
0.471.60Best in row1.431.420.93
-15.11%Best in row-24.34%-39.86%-37.66%-32.37%
+9.07%+9.67%Best in row+8.18%+2.27%
0.910.880.850.86
109.9%Best in row102.3%102.1%88.4%
77.5%63.8%Best in row71.3%77.8%
0.68%0.60%Best in row0.89%0.64%0.92%
₹4,246Cr₹26,012Cr₹2,977Cr₹11,496Cr₹4,512Cr
Up to 1.00%1.00%0.50%Up to 1.00%
₹99₹100₹500₹100
₹5.00K₹1.00K₹5.00K₹100
26%14%342%49%27%
Siddharth Srivastava · 1.6yGaurav SatraRajesh BhatiaTaher Badshah · 7.9y
03 Feb 202526 Feb 202019 Feb 202002 Nov 2018
782547967
23.6%19.4%23.5%37.4%
3.3%8.2%1.6%1.3%
4 rows carry the same value for every fund — show
10Y return (CAGR)
10Y rolling avg
Benchmark
Nifty Smallcap 250
Lock-in
None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.