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8 smallcap funds with low performance consistency in 5 years. Check details
Summary
Eight smallcap funds showed consistent low performance in the last five years. Here is a detailed breakup of their risk versus peers, investment style and their performance, according to CRISP Mutual Fund Scorecard for the quarter ending December 2025 by Share.Market
Sundaram Small Cap Fund had a performance consistency score of 46% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is low. In the last five years, the fund gave 22.2% CAGR and had an AUM of Rs 3,401 crore.
ICICI Prudential Smallcap Fund had a performance consistency score of 43% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is medium, and quality based is medium. In the last five years, the fund gave 22% CAGR and had an AUM of Rs 8,428 crore.
UTI Small Cap Fund had a performance consistency score of 42% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is high. In the last five years, the fund gave 20.17% CAGR and had an AUM of Rs 4,737 crore.
Canara Robeco Small Cap Fund had a performance consistency score of 39% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is high. In the last five years, the fund gave 23.21% CAGR and had an AUM of Rs 13,102 crore.
Union Small Cap Fund had a performance consistency score of 34% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is high, value based is low, and quality based is high. In the last five years, the fund gave 21.72% CAGR and had an AUM of Rs 1,744 crore.
Kotak Small Cap Fund had a performance consistency score of 29% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is low, and quality based is high. In the last five years, the fund gave 18.28% CAGR and had an AUM of Rs 3,127 crore.
SBI Small Cap Fund had a performance consistency score of 29% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is low, and quality based is medium. In the last five years, the fund gave 18.73% CAGR and had an AUM of Rs 36,268 crore.
Aditya Birla Sun Life Small Cap Fund had a performance consistency score of 19% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is medium, and quality based is low. In the last five years, the fund gave 18.19% CAGR and had an AUM of Rs 4,938 crore.
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Sundaram Small Cap Fund had a performance consistency score of 46% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is low. In the last five years, the fund gave 22.2% CAGR and had an AUM of Rs 3,401 crore.
ICICI Prudential Smallcap Fund had a performance consistency score of 43% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is medium, and quality based is medium. In the last five years, the fund gave 22% CAGR and had an AUM of Rs 8,428 crore.
UTI Small Cap Fund had a performance consistency score of 42% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is high. In the last five years, the fund gave 20.17% CAGR and had an AUM of Rs 4,737 crore.
Canara Robeco Small Cap Fund had a performance consistency score of 39% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is medium, value based is medium, and quality based is high. In the last five years, the fund gave 23.21% CAGR and had an AUM of Rs 13,102 crore.
Union Small Cap Fund had a performance consistency score of 34% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is high, value based is low, and quality based is high. In the last five years, the fund gave 21.72% CAGR and had an AUM of Rs 1,744 crore.
Kotak Small Cap Fund had a performance consistency score of 29% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is low, and quality based is high. In the last five years, the fund gave 18.28% CAGR and had an AUM of Rs 3,127 crore.
SBI Small Cap Fund had a performance consistency score of 29% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is low, and quality based is medium. In the last five years, the fund gave 18.73% CAGR and had an AUM of Rs 36,268 crore.
Aditya Birla Sun Life Small Cap Fund had a performance consistency score of 19% in the last five years. The risk compared to its peers has been within acceptable range. In the investment style of the portfolio, the momentum based is low, value based is medium, and quality based is low. In the last five years, the fund gave 18.19% CAGR and had an AUM of Rs 4,938 crore.
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AI Description
The article analyzes the performance consistency of eight smallcap mutual funds over the past five years. It provides insights into their risk profiles, investment styles, and performance metrics.