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
LoginAvg 1Y
4.0%
Avg 3Y
17.0%
Avg 5Y
16.4%
Avg Sharpe
0.26
Avg Std Dev
16.3%
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 |
|---|---|---|---|---|---|---|---|---|---|
| 3.4 | -1.1 | 43.1 | 53.6 | -6.1 | 52.4 | — | — | — | |
| 8.2 | -4.0 | 34.0 | 51.9 | -4.3 | 32.0 | — | — | — | |
| 4.9 | -2.9 | 37.4 | 44.1 | -0.7 | 62.3 | 24.9 | 3.9 | — | |
| 3.6 | -2.7 | 28.0 | 57.2 | — | — | — | — | — | |
| 15.6 | -8.5 | 30.0 | 40.8 | -1.6 | 70.8 | 52.2 | 4.3 | — | |
| 6.4 | -2.2 | 22.3 | 46.4 | 9.5 | 88.0 | 75.1 | -23.5 | 2.7 | |
| 11.0 | -4.7 | 23.6 | 41.4 | -1.0 | 62.1 | 30.2 | 2.4 | -20.4 | |
| 6.3 | 0.4 | 19.1 | 45.3 | -2.1 | 60.3 | 26.2 | -6.1 | -29.2 | |
| 6.7 | -2.8 | 25.6 | 41.2 | 0.5 | 58.9 | 33.1 | 0.7 | -25.5 | |
| 4.0 | -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
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| Fund | Rating | 1Y | Sharpe |
|---|---|---|---|
| Lock | 2.7% | -0.16 | |
| Lock | 6.8% | 0.12 | |
| Lock | 5.6% | 0.05 | |
| Lock | 5.8% | 0.05 | |
| Lock | 12.1% | 0.45 | |
| Lock | 6.0% | 0.06 | |
| Lock | 15.3% | 0.62 | |
| Lock | 7.2% | 0.14 | |
| Lock | 5.7% | 0.05 | |
| Lock | 2.7% | -0.17 | |
| Lock | 2.8% | -0.15 | |
| Lock | 6.9% | 0.12 | |
| Lock | -2.0% | -0.46 | |
| Lock | 0.8% | -0.24 | |
| Lock | 0.0% | -0.33 | |
| Lock | 1.7% | -0.26 | |
| Lock | 7.0% | 0.13 | |
| Lock | -2.6% | -0.54 | |
| Lock | -0.6% | -0.38 | |
| Lock | -2.0% | -0.48 | |
| Lock | -1.2% | -0.48 | |
| Lock | 0.3% | -0.37 | |
| Lock | -10.1% | -0.95 | |
| Lock | 3.6% | -0.10 | |
| Lock | 1.9% | -0.23 | |
| Lock | 8.7% | 0.24 | |
| Lock | 5.8% | 0.08 | |
| Lock | 20.9% | 1.02 | |
| Lock | 3.6% | -0.10 | |
| Lock | — | -0.18 | |
| Lock | — | 0.31 | |
| Lock | — | 0.15 | |
| Lock | — | 1.60 | |
| Lock | — | 5.28 | |
| Lock | — | 4.46 | |
| Lock | 5.4% | 0.04 |