Mutual Funds • Small Cap
Small Cap Mutual Fund Returns
1Y, 3Y & 5Y Comparison.
Compare historical 1-year, 3-year and 5-year returns for small-cap mutual funds using the latest available category data. Returns are historical and do not constitute a fund recommendation.
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How to read small cap fund returns
The table compares point-to-point historical return periods available in Nivata's mutual-fund dataset. One-year returns are shown as the period return; multi-year figures are annualised. Use the same period when comparing funds, and consider category, benchmark, costs, portfolio risk and scheme documents alongside past returns.
Historical Returns
Small Cap Fund Returns Comparison
| Fund | 1Y | 3Y | 5Y | Fund size | Consistency | Worst fall |
|---|---|---|---|---|---|---|
| 01BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTHNAV ₹56.4280 | +10.20% | +22.64% | +17.91% | ₹32,794 Cr | Good83% positive | -24.3% |
| 02ITI Small Cap Fund - Direct Plan - Growth OptionNAV ₹36.9252 | +15.95% | +21.83% | +16.69% | ₹3,533 Cr | Good79% positive | -29.2% |
| 03Invesco India Small Cap Fund - Direct Plan - GrowthNAV ₹52.0300 | +9.86% | +20.56% | +17.61% | ₹15,129 Cr | Excellent94% positive | -23.4% |
| 04BANK OF INDIA Small Cap Fund Direct Plan GrowthNAV ₹65.7400 | +26.94% | +20.23% | +18.23% | ₹3,105 Cr | Good81% positive | -27.1% |
| 05Mahindra Manulife Small Cap Fund - Direct Plan - GrowthNAV ₹23.0621 | +13.01% | +18.19% | — | ₹5,252 Cr | Good78% positive | -26.0% |
| 06LIC MF Small Cap Fund-Direct Plan-GrowthNAV ₹38.8322 | +13.72% | +16.49% | — | ₹797 Cr | Average69% positive | -27.0% |
| 07quant Small Cap Fund - Growth Option - Direct PlanNAV ₹311.3571 | +10.94% | +16.36% | +17.01% | ₹35,054 Cr | Good79% positive | -25.2% |
| 08DSP Small Cap Fund - Direct Plan - GrowthNAV ₹248.8750 | +17.58% | +16.09% | +16.02% | ₹20,857 Cr | Excellent90% positive | -24.1% |
| 09Union Small Cap Fund - Direct Plan - Growth OptionNAV ₹65.0900 | +18.28% | +15.30% | +15.59% | ₹2,544 Cr | Good83% positive | -26.2% |
| 10Sundaram Small Cap Fund Direct Plan - GrowthNAV ₹322.2719 | +11.37% | +15.03% | +14.46% | ₹3,912 Cr | Excellent92% positive | -23.8% |
| 11PGIM India Small Cap Fund - Direct Plan- Growth OptionNAV ₹19.3600 | +8.95% | +14.67% | +10.98% | ₹1,729 Cr | Good87% positive | -24.6% |
| 12Axis Small Cap Fund - Direct Plan - GrowthNAV ₹132.0600 | +7.65% | +13.99% | +14.25% | ₹30,705 Cr | Excellent92% positive | -19.4% |
| 13Aditya Birla Sun Life Small Cap Fund - Growth - Direct PlanNAV ₹111.0867 | +14.45% | +13.88% | +11.59% | ₹6,030 Cr | Average71% positive | -26.2% |
| 14Edelweiss Small Cap Fund - Direct Plan - GrowthNAV ₹51.2860 | +5.55% | +13.77% | +14.61% | ₹6,986 Cr | Excellent92% positive | -22.9% |
| 15Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth OptionNAV ₹202.2732 | +7.12% | +13.69% | +16.76% | ₹80,841 Cr | Good85% positive | -24.2% |
| 16Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth optionNAV ₹14.3097 | +7.62% | +12.62% | — | ₹1,294 Cr | Average64% positive | -25.0% |
| 17HSBC Small Cap Fund - Direct GrowthNAV ₹98.4218 | +9.72% | +12.61% | — | ₹18,453 Cr | Average70% positive | -27.2% |
| 18UTI Small Cap Fund - Direct Plan - Growth OptionNAV ₹28.7100 | +2.63% | +12.30% | +13.16% | ₹5,348 Cr | Good88% positive | -22.3% |
| 19Kotak-Small Cap Fund - Growth - DirectNAV ₹315.5450 | +4.05% | +11.07% | +10.82% | ₹19,029 Cr | Good77% positive | -24.7% |
| 20QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTIONNAV ₹13.6500 | +6.81% | +10.93% | — | ₹259 Cr | Good88% positive | -18.2% |
Historical returns do not identify the most suitable fund for an investor and do not predict future performance. Compare category, benchmark, risk, portfolio, costs, exit load, taxation and scheme documents. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
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Context.
Use rolling returns, expense ratio and risk concepts to understand what a point-to-point historical return table does—and does not—tell you.