Groww Small Cap Fund-Regular-Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Solid MFIQ Score of 6.3/10 reflects sound fundamentals and risk management.
- Expense ratio (2.63%) is higher than category median (2.17%), which creates fee drag over time.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | -0.92% | +1.11% | -2.03% |
| 3 Months | +1.95% | -1.13% | +3.08% |
| 6 Months | +12.33% | +7.86% | +4.47% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +25.00% | +13.95% | +11.05% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-09-23 | 2026-10-23 | -10.9% | 1 months | Not yet recovered |
| 2026-02-11 | 2026-03-31 | -10.1% | 2 months | 1 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments of small cap companies - 65% to 100% | Per Scheme Mandate |
| Equity & Equity related instruments of other than small cap | Per Scheme Mandate |
| companies - 0% to 35% | Per Scheme Mandate |
| Debt and Money Market Instruments 0% to 35% | Per Scheme Mandate |
Investment Objective & Strategy
The objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related instruments of small cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,094 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Small Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Small Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| BANDHAN SMALL CAP FUND | 7.8 | +21.17% | 1.73% | 80.8% | Rs 38,024 cr | Compare → |
| Invesco India Small Cap Fund | 7.6 | +19.90% | 1.83% | 76.7% | Rs 18,014 cr | Compare → |
| ITI Small Cap Fund | 6.5 | +19.94% | 2.20% | 68.7% | Rs 3,788 cr | Compare → |
| Mahindra Manulife Small Cap Fund | 6.7 | +17.30% | 2.17% | 84.8% | Rs 5,534 cr | Compare → |
| BANK OF INDIA Small Cap Fund | 5.7 | +17.53% | 2.24% | 85.3% | Rs 3,971 cr | Compare → |
Frequently Asked Questions about Groww Small Cap Fund
What is the expense ratio of Groww Small Cap Fund?
Groww Small Cap Fund has a total expense ratio (TER) of 2.63% with a base expense ratio of 1.9%, compared to the Small Cap category median of 2.17%.
Who manages Groww Small Cap Fund?
Groww Small Cap Fund is managed by Anupam Tiwari.
What are the historical returns of Groww Small Cap Fund?
Groww Small Cap Fund has a 1-year return of -.
How large is Groww Small Cap Fund?
Groww Small Cap Fund manages assets of Rs 1,094 cr, placing it in the 'small' size band relative to Small Cap peers.
How is Groww Small Cap Fund scored on MFIQ?
Groww Small Cap Fund holds an MFIQ Score of 6.3/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Groww Small Cap Fund?
Groww Small Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -10.91%.