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Small Cap Fund

As of 2026-10 (month-end). 3-year ratings: 24 funds; 5-year ratings: 21 funds; 10-year ratings: 12 funds. Sort by any column. Select funds to compare.

fund rating3y ★5y ★10y ★ 3y return3y volatility 3y worst fall3y Sharpe 3y risk-adj. rank5y return10y returnhistory (months)
BANDHAN Small Cap Fund - Direct Plan - Growth ★★★★★ 55- 21.56% 20.96% -22.78% 0.76 5th 18.05% - 80
BANK OF INDIA SMALL CAP FUND - Direct Plan - Growth ★★★★★ 45- 18.62% 22.48% -27.08% 0.61 18th 18.43% - 94
Invesco India Small Cap Fund - Direct Plan - Growth ★★★★★ 55- 20.26% 20.03% -23.41% 0.73 9th 18.13% - 95
Quant Small Cap Fund - Direct Plan - Growth Option ★★★★★ 445 16.09% 20.52% -24.42% 0.54 22nd 17.13% 19.91% 165
Axis Small Cap Fund - Direct Plan - Growth Option ★★★★☆ 335 13.25% 17.39% -19.43% 0.46 44th 14.42% 18.21% 154
ITI Small Cap Fund - Direct Plan - Growth Option ★★★★☆ 54- 21.97% 20.38% -24.17% 0.79 1st 17.19% - 80
Mahindra Manulife Small Cap Fund - Direct Plan - Growth ★★★★☆ 4-- 17.89% 20.23% -26.00% 0.62 14th - - 46
Nippon India Small Cap Fund - Direct Plan - Growth Option ★★★★☆ 344 12.95% 19.71% -24.21% 0.42 61st 17.06% 19.24% 165
DSP Small Cap Fund - Direct Plan - Growth ★★★☆☆ 433 15.83% 21.75% -24.14% 0.51 31st 16.03% 15.56% 165
Edelweiss Small Cap Fund - Direct Plan - Growth ★★★☆☆ 33- 13.27% 18.84% -22.86% 0.44 57th 14.91% - 92
HDFC Small Cap Fund - Direct Plan - Growth Option ★★★☆☆ 133 8.93% 17.85% -22.61% 0.24 92nd 13.06% 16.37% 148
LIC MF Small Cap Fund - Direct Plan - Growth ★★★☆☆ 3-- 16.07% 22.31% -27.01% 0.52 35th - - 39
SBI SMALL CAP FUND - Direct Plan - Growth ★★★☆☆ 224 10.26% 17.90% -22.42% 0.30 70th 11.70% 17.01% 155
UTI Small Cap Fund - Direct Plan - Growth ★★★☆☆ 33- 12.14% 20.13% -22.34% 0.37 66th 13.23% - 70
Union Small Cap Fund - Direct Plan - Growth Option ★★★☆☆ 343 14.61% 19.98% -26.24% 0.49 40th 16.14% 16.43% 148
Aditya Birla Sun Life Small Cap Fund - Direct Plan - GROWTH ★★☆☆☆ 321 14.13% 20.37% -26.17% 0.46 53rd 12.29% 12.45% 165
Canara Robeco Small Cap Fund - Direct Plan - GROWTH OPTION ★★☆☆☆ 22- 9.96% 18.64% -23.61% 0.28 83rd 12.45% - 92
Franklin India Small Cap Fund - Direct Plan - Growth ★★☆☆☆ 132 9.81% 20.60% -24.12% 0.27 96th 13.51% 13.85% 165
HSBC Small Cap Fund ★★☆☆☆ 2-- 11.82% 22.44% -27.16% 0.35 79th - - 47
ICICI Prudential Small Cap Fund - Direct Plan - Growth ★★☆☆☆ 222 9.64% 18.32% -22.16% 0.27 87th 11.89% 15.21% 165
Kotak Small Cap Fund - Direct Plan - Growth ★★☆☆☆ 213 10.80% 19.93% -24.67% 0.32 74th 10.68% 16.04% 165
PGIM India Small Cap Fund - Direct Plan - Direct Growth ★★☆☆☆ 41- 14.53% 18.12% -21.47% 0.51 27th 11.39% - 62
Sundaram Small Cap Fund - Direct Plan - GROWTH ★★☆☆☆ 331 14.05% 20.09% -23.77% 0.46 48th 14.41% 13.69% 165
Tata Small Cap Fund - Direct Plan - Growth Option ★★☆☆☆ 12- 8.14% 21.10% -30.90% 0.19 100th 12.25% - 95
Abakkus Small Cap Fund - Direct Plan - Growth - --- - - - - - - - 7
Bajaj Finserv Small Cap Fund - Direct Plan - Growth - --- - - - - - - - 15
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth Option - --- - - - - - - - 35
Groww Small Cap Fund - Direct Plan - Growth - --- - - - - - - - 8
Helios Small Cap Fund - Direct Plan - Growth - --- - - - - - - - 11
JM Small Cap Fund - Direct Plan - Growth Option - --- - - - - - - - 28
Mirae Asset Small Cap Fund - Direct Plan - Growth - --- - - - - - - - 20
Motilal Oswal Small Cap Fund - Direct Plan - Growth - --- - - - - - - - 34
QUANTUM SMALL CAP FUND - Direct Plan - Growth Option - --- - - - - - - - 35
Samco Small Cap Fund - Direct Plan - Growth - --- - - - - - - - 10
TRUSTMF SMALL CAP FUND - Direct Plan - Growth - --- - - - - - - - 23
The Wealth Company Small Cap Fund - Direct Plan - Growth - --- - - - - - - - 7

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Excluded (no NAV through 2026-10): 154787

Ratings: Morningstar method, 3/5/10-year and overall; under 36 months not rated. Differences from Morningstar: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions. Past performance only.