Small Cap Funds

Invest at least 65% in smaller companies (ranked beyond 250). The highest growth potential among diversified equity funds, and the most volatile; best held for 7 years or more.

Funds: 36
Average 1Y: 11.8%
Average 3Y (p.a.): 16.3%
Average 5Y (p.a.): 16.4%

All small cap funds by returns

Small Cap Funds with NAV and returns
Fund	Fund house	NAV	1Y	3Y	5Y	Expense	Fund size
ITI Small Cap Fund	ITI Mutual Fund	₹38.83	20.4%	25.2%	19.5%	0.85%	₹3,603 Cr
BANDHAN Small Cap Fund	Bandhan Mutual Fund	₹57.41	9.7%	24.8%	19.6%	0.6%	₹31,103 Cr
Invesco India Small Cap Fund	Invesco Mutual Fund	₹54.17	14.2%	23.2%	20.2%	0.41%	₹15,744 Cr
Bank of India Small Cap Fund	Bank of India Mutual Fund	₹65.99	25.1%	21.9%	20%	0.44%	₹3,307 Cr
Mahindra Manulife Small Cap Fund	Mahindra Manulife Mutual Fund	₹24.01	16.1%	20.6%	–	0.9%	₹5,468 Cr
LIC MF Small Cap Fund	LIC Mutual Fund	₹40.52	14.8%	19.2%	–	1.32%	₹832 Cr
Union Small Cap Fund	Union Mutual Fund	₹67.89	21.3%	18%	17.8%	0.79%	₹2,667 Cr
Quant Small Cap Fund	quant Mutual Fund	₹320.77	13.7%	17.9%	19.8%	0.95%	₹35,557 Cr
DSP Small Cap Fund	DSP Mutual Fund	₹257.88	17.2%	17.8%	18.4%	0.82%	₹21,659 Cr
PGIM India Small Cap Fund	PGIM India Mutual Fund	₹20.33	13.4%	17.1%	14.2%	0.94%	₹1,794 Cr
Axis Small Cap Fund	Axis Mutual Fund	₹137.63	9.7%	15.9%	16.3%	0.77%	₹31,448 Cr
Edelweiss Small Cap Fund	Edelweiss Mutual Fund	₹53.68	8.4%	15.8%	17.3%	0.65%	₹7,253 Cr
Aditya Birla Sun Life Small Cap Fund	Aditya Birla Sun Life Mutual Fund	₹115.61	17.4%	15.7%	14.1%	0.77%	₹6,226 Cr
Nippon India Small Cap Fund	Nippon India Mutual Fund	₹209.36	8.3%	15.4%	18.9%	0.7%	₹82,580 Cr
HSBC Small Cap Fund	HSBC Mutual Fund	₹103.55	12.2%	15.1%	–	0.77%	₹19,076 Cr
UTI Small Cap Fund	UTI Mutual Fund	₹29.97	4.7%	14.1%	15.4%	0.86%	₹5,448 Cr
Franklin India Small Cap Fund	Franklin Templeton Mutual Fund	₹204.03	4.6%	13.2%	16%	1.06%	₹14,746 Cr
Canara Robeco Small Cap Fund	Canara Robeco Mutual Fund	₹46.07	5.3%	13%	15.2%	0.44%	₹14,661 Cr
Kotak Small Cap Fund	Kotak Mahindra Mutual Fund	₹328.63	5.8%	12.8%	13.1%	0.64%	₹19,679 Cr
Tata Small Cap Fund	Tata Mutual Fund	₹45.38	-0.9%	12.7%	15.7%	0.5%	₹13,094 Cr
SBI Small Cap Fund	SBI Mutual Fund	₹214.73	6.5%	12%	14.5%	0.74%	₹42,631 Cr
ICICI Prudential Small Cap Fund	ICICI Prudential Mutual Fund	₹103.45	2.2%	11.4%	14.6%	1.18%	₹9,821 Cr
HDFC Small Cap Fund	HDFC Mutual Fund	₹160.82	-2.6%	11%	14.9%	0.75%	₹41,891 Cr
Sundaram Small Cap Fund	Sundaram Mutual Fund	₹41.42	7.5%	6.9%	9.2%	0.73%	₹4,155 Cr
Trustmf Small Cap Fund	Trust Mutual Fund	₹14.05	30%	–	–	1.56%	₹3,439 Cr
Motilal Oswal Small Cap Fund	Motilal Oswal Mutual Fund	₹17.65	21%	–	–	0.85%	₹8,150 Cr
JM Small Cap Fund	JM Financial Mutual Fund	₹12.16	16.3%	–	–	0.95%	₹929 Cr
Bajaj Finserv Small Cap Fund	Bajaj Finserv Mutual Fund	₹11.45	15.8%	–	–	0.98%	₹2,647 Cr
Mirae Asset Small Cap Fund	Mirae Asset Mutual Fund	₹13.07	9.7%	–	–	0.34%	₹5,717 Cr
Quantum Small Cap Fund	Quantum Mutual Fund	₹14.18	9.2%	–	–	0.7%	₹265 Cr
Baroda BNP Paribas Small Cap Fund	Baroda BNP Paribas Mutual Fund	₹14.81	8.2%	–	–	0.93%	₹1,309 Cr
Abakkus Small Cap Fund	Abakkus Mutual Fund	₹12.58	–	–	–	–	–
Groww Small Cap Fund	Groww Mutual Fund	₹13.14	–	–	–	0.94%	₹764 Cr
Helios Small Cap Fund	Helios Mutual Fund	₹11.74	–	–	–	0.93%	₹1,737 Cr
Samco Small Cap Fund	Samco Mutual Fund	₹12.83	–	–	–	2.04%	₹196 Cr
The Wealth Company Small Cap Fund	The Wealth Company Mutual Fund	₹11.88	–	–	–	–	–