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 Score
7.0Avg 1Y
6.3%
Avg 3Y
18.4%
Avg 5Y
17.6%
Avg Sharpe
0.38
Avg Std Dev
16.0%
Top 5 by Score
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Invesco India Smallcap Fund - Regular Plan - Growth
ITI Small Cap Fund - Regular Plan - Growth Option
BANK OF INDIA Small Cap Fund Regular Plan Growth
Calendar Year Returns
| Fund | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| 3.0 | -1.1 | 43.1 | 53.6 | -6.1 | 52.4 | — | — | — | |
| 1.7 | -2.7 | 28.0 | 57.2 | — | — | — | — | — | |
| 1.5 | -2.9 | 37.4 | 44.1 | -0.7 | 62.3 | 24.9 | 3.9 | — | |
| 5.6 | -4.0 | 34.0 | 51.9 | -4.3 | 32.0 | — | — | — | |
| 10.7 | -8.5 | 30.0 | 40.8 | -1.6 | 70.8 | 52.2 | 4.3 | — | |
| 3.8 | -4.7 | 26.1 | 48.9 | 6.5 | 74.3 | 29.2 | -2.5 | -16.7 | |
| 9.9 | -4.7 | 23.6 | 41.4 | -1.0 | 62.1 | 30.2 | 2.4 | -20.4 | |
| 3.3 | -2.2 | 22.3 | 46.4 | 9.5 | 88.0 | 75.1 | -23.5 | 2.7 | |
| 6.4 | 0.4 | 19.1 | 45.3 | -2.1 | 60.3 | 26.2 | -6.1 | -29.2 | |
| 2.8 | -5.3 | 26.8 | 35.3 | -0.6 | 55.3 | — | — | — | |
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Showing top 15 of 36 funds
All Small Cap Funds
| Fund | Score | 1Y | Sharpe |
|---|---|---|---|
| 8.0 | 7.7% | 0.16 | |
| 8.0 | 7.9% | 0.18 | |
| 7.9 | 7.5% | 0.16 | |
| 7.9 | 8.8% | 0.24 | |
| 7.9 | 11.1% | 0.39 | |
| 7.8 | 5.8% | 0.04 | |
| 7.8 | 17.9% | 0.78 | |
| 7.7 | 5.5% | 0.02 | |
| 7.7 | 10.9% | 0.38 | |
| 7.4 | 5.4% | 0.02 | |
| 7.4 | 4.5% | -0.02 | |
| 7.3 | 4.3% | -0.08 | |
| 7.3 | 6.0% | 0.06 | |
| 7.1 | -0.1% | -0.35 | |
| 7.1 | 9.4% | 0.29 | |
| 7.1 | 9.7% | 0.30 | |
| 6.8 | — | 5.42 | |
| 6.8 | 8.3% | 0.22 | |
| 6.7 | — | 5.15 | |
| 6.7 | 2.5% | -0.18 | |
| 6.6 | 4.5% | -0.05 | |
| 6.6 | — | -0.34 | |
| 6.6 | 7.8% | 0.18 | |
| 6.6 | 0.2% | -0.39 | |
| 6.6 | 0.2% | -0.35 | |
| 6.5 | 7.1% | 0.14 | |
| 6.5 | 9.1% | 0.26 | |
| 6.5 | 21.2% | 1.05 | |
| 6.5 | 1.6% | -0.29 | |
| 6.5 | 1.5% | -0.26 | |
| 6.5 | 5.5% | 0.02 | |
| 6.1 | — | 0.32 | |
| 6.1 | — | 1.31 | |
| 6.1 | -9.2% | -0.92 | |
| 6.0 | — | -0.12 | |
| 5.9 | 5.4% | 0.05 |