Top 10 Small Cap funds by 5-year CAGR
All 36 Regular-plan Small Cap schemes in AMFI’s data with a current NAV, ranked by 5-year CAGR. The table also shows shorter and longer returns, volatility, the deepest fall in five years and the Sharpe ratio, so one number is not read in isolation.
Ranked among 21 Regular-plan Small Cap schemes with enough history (15 newer schemes left out) · Growth option · data as of 27 Oct 2026.
| # | Scheme | Category | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BANK OF INDIA SMALL CAP FUND Bank of India | Small Cap | 16.6% | 17.2% | 17.5% | 22.3% | −27.3% | 0.48 | Very High | ₹3,604 Cr |
| 2 | BANDHAN Small Cap Fund Bandhan | Small Cap | 16.5% | 1.6% | 20.9% | 20.7% | −23.8% | 0.68 | Very High | ₹35,176 Cr |
| 3 | Invesco India Small Cap Fund Invesco | Small Cap | 16.2% | 4.2% | 18.5% | 20.1% | −23.6% | 0.59 | Very High | ₹15,818 Cr |
| 4 | Nippon India Small Cap Fund Nippon India | Small Cap | 15.8% | 0.1% | 12.4% | 19.6% | −24.5% | 0.30 | Very High | ₹76,126 Cr |
| 5 | Quant Small Cap Fund quant | Small Cap | 15.5% | 4.9% | 15.7% | 20.4% | −25.7% | 0.44 | Very High | ₹33,507 Cr |
| 6 | ITI Small Cap Fund ITI | Small Cap | 14.9% | 9.9% | 20.2% | 20.4% | −30.1% | 0.67 | Very High | ₹3,486 Cr |
| 7 | DSP Small Cap Fund DSP | Small Cap | 14.9% | 10.6% | 15.2% | 21.6% | −24.3% | 0.41 | Very High | ₹20,108 Cr |
| 8 | Union Small Cap Fund Union | Small Cap | 14.7% | 12.0% | 13.7% | 19.9% | −26.4% | 0.36 | Very High | ₹2,586 Cr |
| 9 | Edelweiss Small Cap Fund Edelweiss | Small Cap | 13.3% | −0.2% | 12.0% | 18.7% | −23.1% | 0.31 | Very High | ₹6,648 Cr |
| 10 | Axis Small Cap Fund Axis | Small Cap | 13.0% | 1.3% | 12.4% | 17.3% | −19.8% | 0.34 | Very High | ₹28,687 Cr |
| Category median | 13.0% | 2.1% | 12.6% | 20.0% | −24.3% | 0.32 | ||||
Regular plans, Growth option. Returns are after expenses (TER is deducted from NAV). MFIC calculates returns, volatility, drawdown and Sharpe from AMFI NAVs; benchmark excess, riskometer and AUM are as published by AMFI. Schemes without enough history for the measure are left out, not estimated.
How to read this list
Is #1 the best fund to buy?
No. A “Top 5” or “Top 10” place means highest or lowest on this one historical measure. Past performance is not indicative of future performance, and a ranking does not consider your goals, time horizon, taxes or existing portfolio.
Why compare several columns?
A high return with a deep fall or high volatility is a different experience from a steadier path to a similar return. Use the dashboard to rank by consistency, risk-adjusted return, SIP returns or your own weights.
Where does the data come from?
Daily NAVs and published returns from AMFI; scheme details from Scheme Summary Documents. Full methodology is on the MFIC Intelligence methodology section.
More rankings
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Past performance is not indicative of future performance. MFIC rankings are based on historical data and selected criteria and should not be interpreted as a guarantee of future performance. Integrato Financial Services Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-173155), not a SEBI-registered Investment Adviser; this page is analytical and educational and is not investment advice.