Mutual fund analysis · Small Cap
Small Cap funds: every scheme, ranked by 3 years return
Small Cap · 36 schemes at Q2 FY27
Q2 FY27: the median Small Cap fund returned +14% over 3 years, annualized; 24 of 24 schemes gained. Best Bandhan Small Cap Fund +22%.
| # | Scheme | Fund house | Quarter | 1 year | 3 years | 5 years | 3 years return, each quarter since Q3 FY24 |
|---|---|---|---|---|---|---|---|
| 1 | Bandhan Small Cap Fund | Bandhan | +4% | +11% | +22% | +18% | |
| 2 | ITI Small Cap Fund | ITI | +4% | +20% | +22% | +16% | |
| 3 | Invesco India Small Cap Fund | Invesco | +1% | +14% | +20% | +18% | |
| 4 | BANK OF INDIA Small Cap Fund | Bank of India | +8% | +29% | +20% | +18% | |
| 5 | Mahindra Manulife Small Cap Fund | Mahindra Manulife | +4% | +17% | +18% | — | |
| 6 | LIC MF Small Cap Fund | LIC | +4% | +16% | +17% | — | |
| 7 | DSP Small Cap Fund | DSP | +5% | +19% | +17% | +17% | |
| 8 | quant Small Cap Fund | quant | +2% | +15% | +16% | +18% | |
| 9 | Union Small Cap Fund | Union | +5% | +22% | +16% | +16% | |
| 10 | Sundaram Small Cap Fund | Sundaram | +2% | +15% | +15% | +15% | |
| 11 | PGIM India Small Cap Fund | PGIM India | +4% | +14% | +14% | +11% | |
| 12 | Axis Small Cap Fund | Axis | +2% | +10% | +14% | +14% | |
| 13 | Aditya Birla Sun Life Small Cap Fund | Aditya Birla Sun Life | +3% | +18% | +14% | +12% | |
| 14 | Nippon India Small Cap Fund | Nippon India | 0% | +9% | +14% | +17% | |
| 15 | Edelweiss Small Cap Fund | Edelweiss | 0% | +7% | +13% | +15% | |
| 16 | HSBC Small Cap Fund | HSBC | +3% | +13% | +13% | — | |
| 17 | UTI Small Cap Fund | UTI | −1% | +6% | +12% | +13% | |
| 18 | Franklin India Small Cap Fund | Franklin Templeton | −1% | +5% | +11% | +14% | |
| 19 | Kotak-Small Cap Fund | Kotak Mahindra | +2% | +7% | +11% | +11% | |
| 20 | Tata Small Cap Fund | Tata | +4% | 0% | +10% | +14% | |
| 21 | Canara Robeco Small Cap Fund | Canara Robeco | 0% | +4% | +10% | +13% | |
| 22 | SBI Small Cap Fund | SBI | +1% | +7% | +10% | +13% | |
| 23 | ICICI Prudential Small Cap Fund | ICICI Prudential | +2% | +5% | +10% | +13% | |
| 24 | HDFC Small Cap Fund | HDFC | −1% | −3% | +9% | +13% | |
| 25 | Abakkus Small Cap Fundsince Mar 2026 | Abakkus | +2% | — | — | — | |
| 26 | Bajaj Finserv Small Cap Fundsince Jul 2025 | Bajaj Finserv | +4% | +17% | — | — | |
| 27 | Baroda BNP Paribas Small Cap Fundsince Nov 2023 | Baroda BNP Paribas | +2% | +9% | — | — | |
| 28 | Groww Small Cap Fundsince Feb 2026 | Groww | +10% | — | — | — | |
| 29 | Helios Small Cap Fundsince Nov 2025 | Helios | +3% | — | — | — | |
| 30 | JM Small Cap Fundsince Jun 2024 | JM Financial | +2% | +16% | — | — | |
| 31 | Mirae Asset Small Cap Fundsince Feb 2025 | Mirae Asset | +2% | +10% | — | — | |
| 32 | Motilal Oswal Small Cap Fundsince Dec 2023 | Motilal Oswal | +4% | +22% | — | — | |
| 33 | Quantum Small Cap Fundsince Nov 2023 | Quantum | 0% | +8% | — | — | |
| 34 | Samco Small Cap Fundsince Dec 2025 | Samco | +18% | — | — | — | |
| 35 | The Wealth Company Small Cap Fundsince Mar 2026 | The Wealth Company | +3% | — | — | — | |
| 36 | Trustmf Small Cap Fundsince Nov 2024 | Trust | +5% | +30% | — | — |