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 (Regular plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 23 Oct 2026.
Category AUM and net inflow cover all plans and options of the 36 Small Cap Fund schemes in AMFI's monthly report for September 2026 (source); net inflow is money invested minus money redeemed during the month.
Small Cap schemes invest mainly in the market below, which is also close to how many of them are benchmarked. Where that market stands today:
- P/E 31.2: higher than 43% of days since 2016 (median 32.6)
- 1Y −5.5% · 3Y +10.6% p.a. · 5Y +11.0% p.a. (index fund NAV, after costs)
- −11.6% from its 52-week high
Index levels and P/E: NSE daily index closing values; gold and silver: IBJA rates; returns: growth NAV of an index fund or ETF tracking the market (AMFI), so they are after that fund's costs. Context only: a market's level or valuation does not tell you how any scheme will perform. Explore all markets.
| 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 | 11.28 | 3,314 | 2.51% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.6 y |
| Aditya Birla Sun Life Small Cap Fund Aditya Birla Sun Life Mutual Fund | 90.21 | 5,797 | 2.00% | 3.7% | 11.5% | 10.1% | 16.8% | -17.5% | 3% | 20.8% | −26.4% | 19.4 y |
| Axis Small Cap Fund Axis Mutual Fund | 106.53 | 29,487 | 1.68% | -0.5% | 11.7% | 12.6% | 18.2% | -1.2% | 14% | 17.6% | −19.8% | 12.9 y |
| Bajaj Finserv Small Cap Fund Bajaj Finserv Mutual Fund | 10.23 | 2,691 | 2.36% | 5.2% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.3 y |
| BANDHAN Small Cap Fund Bandhan Mutual Fund | 49.20 | 35,710 | 1.73% | 3.1% | 21.3% | 16.8% | 29.3% | 19.8% | 74% | 20.7% | −23.8% | 6.7 y |
| BANK OF INDIA SMALL CAP FUND Bank of India Mutual Fund | 53.74 | 3,675 | 2.22% | 15.1% | 17.1% | 16.1% | 27.4% | 13.4% | 66% | 22.6% | −27.3% | 7.8 y |
| Baroda BNP Paribas Small Cap Fund Baroda BNP Paribas Mutual Fund | 12.90 | 1,219 | 2.44% | -1.0% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 3.0 y |
| Canara Robeco Small Cap Fund Canara Robeco Mutual Fund | 36.68 | 13,225 | 1.88% | -6.5% | 8.1% | 10.5% | 26.7% | 7.9% | 45% | 18.8% | −24.0% | 7.7 y |
| DSP Small Cap Fund DSP Mutual Fund | 211.40 | 20,315 | 1.72% | 8.9% | 14.4% | 14.6% | 20.7% | -13.1% | 32% | 21.9% | −24.3% | 19.3 y |
| Edelweiss Small Cap Fund Edelweiss Mutual Fund | 43.02 | 6,716 | 1.96% | -2.7% | 11.2% | 12.8% | 26.0% | 10.7% | 51% | 19.0% | −23.1% | 7.7 y |
| Franklin India Small Cap Fund Franklin Templeton Mutual Fund | 161.23 | 13,574 | 1.87% | -5.9% | 8.8% | 12.3% | 17.3% | -18.0% | 63% | 20.6% | −24.4% | 20.6 y |
| Groww Small Cap Fund Groww Mutual Fund | 11.64 | 1,000 | 2.69% | 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 | 129.16 | 39,528 | 1.57% | -9.4% | 8.0% | 12.0% | 19.6% | -9.9% | 67% | 17.8% | −22.9% | 12.3 y |
| Helios Small Cap Fund Helios Mutual Fund | 10.37 | 1,860 | 2.40% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.9 y |
| HSBC Small Cap Fund HSBC Mutual Fund | 80.89 | 17,337 | 1.79% | -0.5% | 10.1% | n/a | 16.0% | 9.9% | 0% | 22.7% | n/a | 3.9 y |
| ICICI Prudential Small Cap Fund ICICI Prudential Mutual Fund | 83.61 | 9,245 | 2.09% | -5.1% | 8.1% | 10.5% | 15.9% | -12.1% | 37% | 18.4% | −22.5% | 19.0 y |
| Invesco India Small Cap Fund Invesco Mutual Fund | 43.77 | 15,892 | 1.84% | 1.6% | 17.9% | 15.8% | 26.4% | 17.4% | 79% | 20.4% | −23.6% | 8.0 y |
| ITI Small Cap Fund ITI Mutual Fund | 30.56 | 3,513 | 2.21% | 6.0% | 18.7% | 14.0% | 24.3% | 12.0% | 53% | 20.9% | −30.1% | 6.7 y |
| JM Small Cap Fund JM Financial Mutual Fund | 10.35 | 880 | 2.55% | 1.7% | 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 | 250.49 | 18,513 | 1.71% | -3.7% | 9.0% | 9.1% | 15.4% | -18.4% | 27% | 20.0% | −25.0% | 20.6 y |
| LIC MF Small Cap Fund LIC Mutual Fund | 31.92 | 798 | 2.64% | 4.2% | 14.0% | n/a | 17.5% | 13.5% | 95% | 22.6% | n/a | 3.2 y |
| Mahindra Manulife Small Cap Fund Mahindra Manulife Mutual Fund | 20.44 | 5,132 | 2.21% | 3.3% | 15.7% | n/a | 21.9% | 15.1% | 100% | 20.6% | n/a | 3.9 y |
| Mirae Asset Small Cap Fund Mirae Asset Mutual Fund | 11.50 | 5,667 | 2.10% | -1.7% | 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 | 15.60 | 8,075 | 1.93% | 8.4% | 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 | 167.30 | 77,271 | 1.41% | -2.1% | 11.8% | 15.5% | 25.3% | -9.3% | 86% | 19.9% | −24.5% | 16.1 y |
| PGIM India Small Cap Fund PGIM India Mutual Fund | 16.78 | 1,667 | 2.38% | 0.4% | 11.9% | 9.0% | 14.2% | 6.0% | 7% | 18.5% | −25.2% | 5.2 y |
| Quant Small Cap Fund quant Mutual Fund | 268.85 | 34,740 | 1.74% | 2.9% | 15.4% | 15.2% | 9.9% | -16.8% | 91% | 20.6% | −25.7% | 20.6 y |
| QUANTUM SMALL CAP FUND Quantum Mutual Fund | 12.31 | 251 | 2.31% | -3.1% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 3.0 y |
| Samco Small Cap Fund Samco Mutual Fund | 11.45 | 276 | 3.37% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.9 y |
| SBI SMALL CAP FUND SBI Mutual Fund | 167.90 | 39,150 | 1.60% | -3.1% | 8.5% | 10.3% | 20.8% | -1.9% | 13% | 18.1% | −22.7% | 12.9 y |
| Sundaram Small Cap Fund Sundaram Mutual Fund | 268.78 | 3,892 | 2.02% | 1.2% | 12.5% | 12.4% | 18.6% | -17.1% | 33% | 20.2% | −24.1% | 20.6 y |
| Tata Small Cap Fund Tata Mutual Fund | 35.58 | 12,303 | 1.69% | -9.9% | 7.6% | 10.8% | 26.7% | 7.3% | 64% | 20.8% | −32.2% | 7.9 y |
| The Wealth Company Small Cap Fund The Wealth Company Mutual Fund | 10.56 | 143 | 3.72% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.6 y |
| TRUSTMF SMALL CAP FUND Trust Mutual Fund | 12.39 | 3,858 | 2.84% | 14.6% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.0 y |
| Union Small Cap Fund Union Mutual Fund | 54.10 | 2,617 | 2.17% | 7.9% | 12.7% | 13.5% | 17.2% | -10.0% | 30% | 20.4% | −26.4% | 12.4 y |
| UTI Small Cap Fund UTI Mutual Fund | 24.81 | 5,027 | 2.02% | -5.3% | 9.9% | 11.2% | 18.6% | 9.8% | 0% | 20.3% | −22.5% | 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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