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 (Direct plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.
Schemes
36
Category AUM (AMFI, August 2026)
₹4.66 lakh cr
Net inflow in August
₹7,973 cr
Median 1Y return
10.5%
Median 3Y CAGR
14.7%
Median 5Y CAGR
15.3%
Median 3Y rolling
21.4%
Median max DD 5Y
−24.2%
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, Direct plans alphabetical · 36 schemes
| Scheme | NAV (₹) | AUM (₹ cr) | TER | 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 | 12.22 | 3,248 | 1.20% | 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 | 111.80 | 6,120 | n/a | 17.1% | 14.6% | 13.2% | 19.3% | -16.6% | 4% | 20.1% | −26.2% | 13.7 y |
| Axis Small Cap Fund Axis Mutual Fund | 132.52 | 30,605 | 0.72% | 9.0% | 14.7% | 15.4% | 19.7% | 0.0% | 35% | 17.0% | −19.4% | 12.8 y |
| Bajaj Finserv Small Cap Fund Bajaj Finserv Mutual Fund | 11.14 | 2,762 | 0.98% | 16.2% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.2 y |
| BANDHAN Small Cap Fund Bandhan Mutual Fund | 56.09 | 35,759 | n/a | 10.5% | 23.2% | 19.3% | 31.3% | 22.6% | 80% | 20.5% | −24.3% | 6.6 y |
| BANK OF INDIA SMALL CAP FUND Bank of India Mutual Fund | 66.33 | 3,671 | 0.78% | 29.2% | 21.7% | 20.1% | 29.5% | 15.2% | 86% | 21.9% | −27.1% | 7.8 y |
| Baroda BNP Paribas Small Cap Fund Baroda BNP Paribas Mutual Fund | 14.30 | 1,277 | 1.20% | 7.9% | 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 | 44.02 | 13,972 | 0.71% | 3.7% | 11.3% | 13.9% | 29.0% | 11.1% | 56% | 18.2% | −23.6% | 7.6 y |
| DSP Small Cap Fund DSP Mutual Fund | 250.33 | 21,467 | n/a | 17.3% | 17.0% | 17.3% | 23.2% | -12.6% | 63% | 21.3% | −24.1% | 13.7 y |
| Edelweiss Small Cap Fund Edelweiss Mutual Fund | 51.39 | 7,000 | n/a | 7.1% | 14.3% | 16.1% | 28.1% | 14.3% | 83% | 18.5% | −22.9% | 7.6 y |
| Franklin India Small Cap Fund Franklin Templeton Mutual Fund | 196.64 | 14,257 | 1.06% | 4.4% | 11.7% | 15.1% | 21.7% | -13.4% | 74% | 20.1% | −24.1% | 13.7 y |
| Groww Small Cap Fund Groww Mutual Fund | 12.88 | 966 | 1.06% | 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 | 155.01 | 40,801 | n/a | -2.9% | 9.7% | 13.9% | 21.0% | -8.8% | 83% | 17.6% | −22.6% | 12.3 y |
| Helios Small Cap Fund Helios Mutual Fund | 11.33 | 1,885 | 0.89% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.8 y |
| ICICI Prudential Small Cap Fund ICICI Prudential Mutual Fund | 102.09 | 9,791 | n/a | 4.1% | 11.1% | 13.7% | 17.8% | -11.3% | 51% | 17.7% | −22.2% | 13.7 y |
| Invesco India Small Cap Fund Invesco Mutual Fund | 52.22 | 16,137 | 0.64% | 14.0% | 21.6% | 19.2% | 28.4% | 19.1% | 94% | 19.9% | −23.4% | 7.9 y |
| ITI Small Cap Fund ITI Mutual Fund | 37.35 | 3,666 | 0.84% | 19.5% | 23.2% | 18.2% | 26.6% | 14.5% | 57% | 20.1% | −29.2% | 6.6 y |
| JM Small Cap Fund JM Financial Mutual Fund | 11.73 | 939 | 0.95% | 15.2% | 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 | 317.69 | 19,740 | n/a | 5.8% | 11.6% | 12.0% | 20.6% | -8.9% | 31% | 19.5% | −24.7% | 13.7 y |
| LIC MF Small Cap Fund LIC Mutual Fund | 39.28 | 841 | 1.28% | 14.8% | 17.7% | n/a | 19.2% | 17.7% | 100% | 21.9% | n/a | 3.2 y |
| Mahindra Manulife Small Cap Fund Mahindra Manulife Mutual Fund | 23.14 | 5,373 | n/a | 15.6% | 19.3% | n/a | 23.9% | 19.3% | 100% | 20.0% | n/a | 3.8 y |
| Mirae Asset Small Cap Fund Mirae Asset Mutual Fund | 12.58 | 5,819 | 0.67% | 9.5% | 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 | 17.16 | 8,298 | 0.85% | 20.9% | 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 | 202.29 | 80,906 | n/a | 7.9% | 14.3% | 18.1% | 25.5% | -8.3% | 97% | 19.3% | −24.2% | 13.7 y |
| PGIM India Small Cap Fund PGIM India Mutual Fund | 19.62 | 1,739 | 0.93% | 13.1% | 15.5% | 12.8% | 16.0% | 7.8% | 7% | 17.8% | −24.6% | 5.2 y |
| Quant Small Cap Fund quant Mutual Fund | 313.68 | 35,391 | 0.90% | 13.5% | 17.0% | 18.7% | 18.5% | -16.6% | 94% | 20.1% | −25.2% | 13.7 y |
| QUANTUM SMALL CAP FUND Quantum Mutual Fund | 13.80 | 262 | n/a | 7.6% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.9 y |
| Samco Small Cap Fund Samco Mutual Fund | 12.53 | 270 | 1.93% | 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 | 205.75 | 41,059 | n/a | 5.5% | 10.8% | 13.1% | 22.2% | -0.8% | 24% | 17.6% | −22.4% | 12.9 y |
| Sundaram Small Cap Fund Sundaram Mutual Fund | 322.60 | 4,107 | n/a | 12.6% | 15.6% | 15.8% | 21.2% | -16.4% | 68% | 19.6% | −23.8% | 13.7 y |
| Sundaram Small Cap Fund Sundaram Mutual Fund | 39.76 | 4,107 | n/a | 5.6% | 5.2% | 8.0% | 12.2% | -23.6% | 0% | 21.5% | −29.2% | 13.7 y |
| Tata Small Cap Fund Tata Mutual Fund | 44.53 | 13,214 | n/a | -0.3% | 11.7% | 15.0% | 29.1% | 10.5% | 73% | 19.9% | −30.9% | 7.9 y |
| The Wealth Company Small Cap Fund The Wealth Company Mutual Fund | 11.63 | 144 | 1.79% | 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 | 13.65 | 3,877 | 1.50% | 29.1% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.9 y |
| Union Small Cap Fund Union Mutual Fund | 65.34 | 2,732 | 1.08% | 20.6% | 16.5% | 16.8% | 18.6% | -9.3% | 45% | 19.6% | −26.2% | 12.3 y |
| UTI Small Cap Fund UTI Mutual Fund | 28.76 | 5,229 | 1.05% | 4.9% | 12.9% | 14.5% | 20.3% | 12.6% | 7% | 19.9% | −22.3% | 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. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "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).