Small Cap mutual funds
At least 65% in small-cap stocks (companies ranked 251 and below by market value). This page lists every Small Cap scheme (Regular plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.
Schemes
37
Category AUM (AMFI, August 2026)
₹4.66 lakh cr
Net inflow in August
₹7,973 cr
Median 1Y return
11.3%
Median 3Y CAGR
13.5%
Median 5Y CAGR
14.2%
Median 3Y rolling
18.7%
Median max DD 5Y
−24.4%
Category AUM and net inflow cover all plans and options of the 36 Small Cap Fund schemes in AMFI's monthly report for August 2026 (source); net inflow is money invested minus money redeemed during the month.
Small Cap schemes, Regular plans alphabetical · 37 schemes
| Scheme | NAV (₹) | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|
| Abakkus Small Cap Fund Abakkus Mutual Fund | 12.13 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.5 y |
| Aditya Birla Sun Life Small Cap Fund Aditya Birla Sun Life Mutual Fund | 97.30 | 16.0% | 13.5% | 12.0% | 16.9% | -17.5% | 1% | 20.1% | −26.4% | 19.3 y |
| Axis Small Cap Fund Axis Mutual Fund | 113.31 | 7.9% | 13.5% | 14.1% | 18.3% | -1.2% | 13% | 17.0% | −19.8% | 12.8 y |
| Bajaj Finserv Small Cap Fund Bajaj Finserv Mutual Fund | 10.93 | 14.5% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.2 y |
| BANDHAN Small Cap Fund Bandhan Mutual Fund | 50.67 | 9.2% | 21.6% | 17.6% | 29.4% | 20.8% | 74% | 20.5% | −25.2% | 6.6 y |
| BANK OF INDIA SMALL CAP FUND Bank of India Mutual Fund | 58.46 | 27.4% | 19.9% | 18.2% | 27.5% | 13.4% | 66% | 21.9% | −27.3% | 7.8 y |
| Baroda BNP Paribas Small Cap Fund Baroda BNP Paribas Mutual Fund | 13.73 | 6.5% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.9 y |
| Canara Robeco Small Cap Fund Canara Robeco Mutual Fund | 39.28 | 2.5% | 10.0% | 12.4% | 27.1% | 9.6% | 46% | 18.2% | −24.0% | 7.6 y |
| DSP Small Cap Fund DSP Mutual Fund | 225.38 | 16.3% | 15.9% | 16.3% | 20.8% | -13.1% | 31% | 21.3% | −24.3% | 19.3 y |
| Edelweiss Small Cap Fund Edelweiss Mutual Fund | 45.74 | 5.7% | 12.7% | 14.3% | 26.1% | 12.7% | 52% | 18.4% | −23.1% | 7.6 y |
| Franklin India Small Cap Fund Franklin Templeton Mutual Fund | 172.05 | 3.6% | 10.8% | 14.2% | 17.3% | -18.0% | 64% | 20.1% | −24.4% | 20.5 y |
| Groww Small Cap Fund Groww Mutual Fund | 12.73 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.7 y |
| HDFC Small Cap Fund HDFC Mutual Fund | 134.98 | -3.7% | 8.8% | 12.8% | 19.7% | -9.9% | 68% | 17.5% | −22.9% | 12.3 y |
| Helios Small Cap Fund Helios Mutual Fund | 11.18 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.8 y |
| HSBC Small Cap Fund HSBC Mutual Fund | 99.56 | 12.4% | 13.8% | n/a | 17.4% | 13.7% | 9% | 21.9% | n/a | 3.8 y |
| HSBC Small Cap Fund HSBC Mutual Fund | 88.51 | 11.3% | 12.6% | n/a | 16.2% | 12.6% | 0% | 21.9% | n/a | 3.8 y |
| ICICI Prudential Small Cap Fund ICICI Prudential Mutual Fund | 89.85 | 3.1% | 9.9% | 12.4% | 15.9% | -12.1% | 38% | 17.7% | −22.5% | 19.0 y |
| Invesco India Small Cap Fund Invesco Mutual Fund | 46.41 | 12.6% | 20.0% | 17.6% | 26.5% | 17.4% | 79% | 19.9% | −23.6% | 7.9 y |
| ITI Small Cap Fund ITI Mutual Fund | 33.07 | 17.8% | 21.3% | 16.2% | 24.3% | 12.0% | 52% | 20.1% | −30.1% | 6.6 y |
| JM Small Cap Fund JM Financial Mutual Fund | 11.29 | 13.3% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.3 y |
| Kotak Small Cap Fund Kotak Mahindra Mutual Fund | 267.17 | 4.6% | 10.4% | 10.7% | 15.4% | -18.4% | 28% | 19.4% | −25.0% | 20.5 y |
| LIC MF Small Cap Fund LIC Mutual Fund | 34.52 | 13.3% | 16.2% | n/a | 17.8% | 16.2% | 93% | 21.8% | n/a | 3.2 y |
| Mahindra Manulife Small Cap Fund Mahindra Manulife Mutual Fund | 21.82 | 14.0% | 17.5% | n/a | 22.1% | 17.5% | 100% | 19.9% | n/a | 3.8 y |
| Mirae Asset Small Cap Fund Mirae Asset Mutual Fund | 12.26 | 7.9% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.7 y |
| Motilal Oswal Small Cap Fund Motilal Oswal Mutual Fund | 16.55 | 19.5% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.8 y |
| Nippon India Small Cap Fund Nippon India Mutual Fund | 178.94 | 7.1% | 13.4% | 17.1% | 25.4% | -9.3% | 85% | 19.3% | −24.5% | 16.0 y |
| PGIM India Small Cap Fund PGIM India Mutual Fund | 18.01 | 11.4% | 13.8% | 10.9% | 14.2% | 6.0% | 4% | 17.8% | −25.2% | 5.2 y |
| Quant Small Cap Fund quant Mutual Fund | 285.76 | 12.5% | 15.9% | 17.3% | 9.9% | -16.8% | 90% | 20.1% | −25.7% | 20.5 y |
| QUANTUM SMALL CAP FUND Quantum Mutual Fund | 13.21 | 5.9% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.9 y |
| Samco Small Cap Fund Samco Mutual Fund | 12.37 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.8 y |
| SBI SMALL CAP FUND SBI Mutual Fund | 178.05 | 4.6% | 9.8% | 12.1% | 21.0% | -1.9% | 13% | 17.6% | −22.7% | 12.9 y |
| Sundaram Small Cap Fund Sundaram Mutual Fund | 287.66 | 11.4% | 14.3% | 14.5% | 18.6% | -17.1% | 32% | 19.6% | −24.1% | 20.5 y |
| Tata Small Cap Fund Tata Mutual Fund | 39.04 | -1.5% | 10.2% | 13.3% | 26.9% | 8.9% | 65% | 19.9% | −32.2% | 7.9 y |
| The Wealth Company Small Cap Fund The Wealth Company Mutual Fund | 11.51 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.5 y |
| TRUSTMF SMALL CAP FUND Trust Mutual Fund | 13.23 | 27.1% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.9 y |
| Union Small Cap Fund Union Mutual Fund | 58.39 | 19.2% | 15.2% | 15.5% | 17.3% | -10.0% | 29% | 19.6% | −26.4% | 12.3 y |
| UTI Small Cap Fund UTI Mutual Fund | 26.37 | 3.7% | 11.5% | 12.8% | 18.7% | 11.0% | 0% | 19.8% | −22.5% | 5.8 y |
Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of Nifty Smallcap 250 (proxy: Motilal Oswal Nifty Smallcap 250 Index Fund, price return). Std dev is annualised over 36 months. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.
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Data & disclosure. Source: AMFI daily NAV file (portal.amfiindia.com) and historical NAVs via mfapi.in; calculations by MFIC. Data as of 2 Oct 2026. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).