Carnelian Small Cap Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +0.42% | +13.95% | -13.53% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing - (Not Available as of None). Positioned as Unknown relative to Small Cap schemes.
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 Carnelian Small Cap Fund
What is the expense ratio of Carnelian Small Cap Fund?
The expense ratio for Carnelian Small Cap Fund is currently not reported.
Who manages Carnelian Small Cap Fund?
Manager tenure details are not reported.
What are the historical returns of Carnelian Small Cap Fund?
Carnelian Small Cap Fund has a 1-year return of -.
How large is Carnelian Small Cap Fund?
AUM figures are currently not available.
How is Carnelian Small Cap Fund scored on MFIQ?
Carnelian Small Cap Fund has insufficient history to receive a composite MFIQ score.
How risky is Carnelian Small Cap Fund?
Carnelian 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 -.