Mutual Fund Category AMFI: 'Equity Scheme - Small Cap Fund', 'Equity Schemes - Small Cap Fund'

Small Cap Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Goal

Exposure to small cap companies.

Taxation

Taxed as equity.

Questions

What is real exposure of a small cap scheme across large, mid and smallcap?

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-SMALL-CAP-FUNDS benchmark series. View Small Cap Funds Series Details

End Amount

₹114,090.36

Initial: ₹10000 (Lumpsum)

Category CAGR

19.30%

Small Cap Funds Return

Benchmark CAGR

15.65%

Nifty Smallcap 250

Inflation Adj. CAGR

13.78%

Real Annualized Return

Alpha

0.05

Excess Return vs Benchmark

Beta

0.80

Volatility vs Benchmark

Sharpe Ratio

0.73

Risk-Adjusted Return

Sortino Ratio

1.11

Downside Risk-Adjusted Return

Small Cap Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (35) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
Abakkus Small Cap Fund - Direct Plan - Growth MF_154215	-	-	-	-
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan MF_119556	1.12%	14.54%	12.66%	15.89%
Axis Small Cap Fund - Direct Plan - Growth MF_125354	8.34%	21.38%	18.17%	20.09%
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH MF_147946	-	-	-	-
BANK OF INDIA Small Cap Fund Direct Plan Growth MF_145678	18.96%	32.18%	-	-
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH MF_153612	-	-	-	-
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option MF_152128	-	-	-	-
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION MF_146130	13.57%	29.58%	-	-
DSP Small Cap Fund - Direct Plan - Growth MF_119212	3.86%	18.93%	16.11%	19.73%
Edelweiss Small Cap Fund - Direct Plan - Growth MF_146196	15.70%	30.45%	-	-
Franklin India Small Cap Fund - Direct - Growth MF_118525	1.53%	17.26%	14.98%	18.87%
Groww Small Cap Fund-Direct-Growth MF_154063	-	-	-	-
HDFC Small Cap Fund - Growth Option - Direct Plan MF_130503	3.73%	18.52%	16.94%	19.28%
HSBC Small Cap Fund - Direct Growth MF_151130	-	-	-	-
Helios Small Cap Fund - Direct Plan - Growth Option MF_153912	-	-	-	-
ICICI Prudential Small Cap Fund - Direct Plan - Growth MF_120591	0.11%	17.08%	14.91%	17.40%
ITI Small Cap Fund - Direct Plan - Growth Option MF_147919	-	-	-	-
Invesco India Small Cap Fund - Direct Plan - Growth MF_145137	19.06%	29.19%	-	-
JM Small Cap Fund (Direct) - Growth Option MF_152614	-	-	-	-
Kotak-Small Cap Fund - Growth - Direct MF_120164	5.14%	20.86%	16.92%	20.19%
LIC MF Small Cap Fund-Direct Plan-Growth MF_152004	-	-	-	-
Mahindra Manulife Small Cap Fund - Direct Plan - Growth MF_150915	-	-	-	-
Mirae Asset Small Cap Fund - Direct Plan - Growth MF_153196	-	-	-	-
Motilal Oswal Small Cap Fund - Direct - Growth MF_152237	-	-	-	-
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option MF_118778	7.49%	23.12%	20.36%	23.58%
PGIM India Small Cap Fund - Direct Plan- Growth Option MF_149019	-	-	-	-
QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION MF_152107	-	-	-	-
quant Small Cap Fund - Growth Option - Direct Plan MF_120828	-2.93%	21.77%	15.70%	20.22%
SBI Small Cap Fund - Direct Plan - Growth MF_125497	10.16%	21.39%	17.93%	19.93%
Sundaram Small Cap Fund Direct Plan - Growth MF_119589	-1.51%	16.95%	12.92%	16.43%
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH MF_152939	-	-	-	-
Tata Small Cap Fund-Direct Plan-Growth MF_145206	14.84%	29.57%	-	-
The Wealth Company Small Cap Fund- Direct-Growth MF_154269	-	-	-	-
UTI Small Cap Fund - Direct Plan - Growth Option MF_148618	-	-	-	-
Union Small Cap Fund - Direct Plan - Growth Option MF_129649	0.22%	17.16%	13.53%	16.62%