Small Cap Funds
36 funds in this category
“High volatility, selective accumulation only”
Small caps have seen the sharpest correction. While pockets of value exist, broad-based recovery needs time. Stick to funds with Score >7.
Cycle
Bottoming
Valuation
Fair
Momentum
Weak
FII Flow
Neutral
Opportunity: Select quality small caps at 30-40% discount to peaks
Risk: Liquidity dry-up in broader market if correction extends
Last updated: 16 Apr 2026
Category Averages
Avg Rating
6.8Avg 1Y
7.4%
Avg 3Y
17.9%
Avg 5Y
16.9%
Avg Sharpe
0.58
Avg Std Dev
16.2%
Top 5 by 3Y Return
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH
ITI Small Cap Fund - Regular Plan - Growth Option
Invesco India Smallcap Fund - Regular Plan - Growth
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
BANK OF INDIA Small Cap Fund Regular Plan Growth
Calendar Year Returns
| Fund | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| 10.5 | -1.1 | 43.1 | 53.6 | -6.1 | 52.4 | — | — | — | |
| 21.7 | -4.0 | 34.0 | 51.9 | -4.3 | 32.0 | — | — | — | |
| 15.3 | -2.9 | 37.4 | 44.1 | -0.7 | 62.3 | 24.9 | 3.9 | — | |
| 14.7 | -2.7 | 28.0 | 57.2 | — | — | — | — | — | |
| 29.2 | -8.5 | 30.0 | 40.8 | -1.6 | 70.8 | 52.2 | 4.3 | — | |
| 12.9 | -2.2 | 22.3 | 46.4 | 9.5 | 88.0 | 75.1 | -23.5 | 2.7 | |
| 24.0 | -4.7 | 23.6 | 41.4 | -1.0 | 62.1 | 30.2 | 2.4 | -20.4 | |
| 17.9 | -2.8 | 25.6 | 41.2 | 0.5 | 58.9 | 33.1 | 0.7 | -25.5 | |
| 15.0 | 0.4 | 19.1 | 45.3 | -2.1 | 60.3 | 26.2 | -6.1 | -29.2 | |
| 11.9 | -4.7 | 26.1 | 48.9 | 6.5 | 74.3 | 29.2 | -2.5 | -16.7 | |
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Showing top 15 of 36 funds
Trezofin Detailed Insights
Trezofin ratings, risk metrics and fund-level SIP analysis are public. Log in only for personalized profile-fit analysis and saved decisions.
Personalize my analysisAll Small Cap Funds
| Fund | Rating | 1Y | Sharpe |
|---|---|---|---|
| 8.0 | 6.4% | 0.09 | |
| 7.9 | 12.9% | 0.50 | |
| 7.9 | 10.1% | 0.33 | |
| 8.0 | 10.5% | 0.35 | |
| 7.9 | 16.6% | 0.74 | |
| 7.1 | 9.1% | 0.28 | |
| 6.6 | 15.9% | 0.66 | |
| 7.1 | 9.5% | 0.29 | |
| 7.1 | 10.9% | 0.38 | |
| 7.2 | 5.3% | 0.01 | |
| 7.3 | 4.6% | -0.03 | |
| 7.1 | 9.9% | 0.32 | |
| 6.8 | 4.4% | -0.02 | |
| 6.7 | 4.3% | -0.08 | |
| 6.5 | 1.4% | -0.23 | |
| 6.8 | 2.7% | -0.15 | |
| 6.8 | 7.8% | 0.19 | |
| 6.7 | 1.1% | -0.27 | |
| 6.0 | 3.8% | -0.12 | |
| 6.6 | -2.0% | -0.50 | |
| 6.5 | 1.1% | -0.27 | |
| 6.5 | 1.0% | -0.32 | |
| 6.1 | -6.1% | -0.70 | |
| 6.5 | 11.1% | 0.38 | |
| 6.6 | 5.9% | 0.06 | |
| 6.5 | 4.5% | -0.05 | |
| 6.5 | 15.2% | 0.65 | |
| 5.9 | 11.6% | 0.39 | |
| 6.5 | 24.2% | 1.24 | |
| 6.6 | 7.3% | 0.15 | |
| 6.6 | — | 0.21 | |
| 6.1 | — | 0.63 | |
| 6.0 | — | 0.73 | |
| 6.1 | — | 2.44 | |
| 6.8 | — | 7.47 | |
| 6.7 | — | 5.24 |