Mutual Fund Trailing Returns - Equity: Small Cap
Data as on - 29-07-2026
| 1 Year | 3 Years | 5 Years | 10 Years | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme Name | Launch Date | AUM (Crore) | TER (%) | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Since Launch Rtn. (%) |
| TrustMF Small Cap Fund Reg Gr | 04-11-2024 | 2,476.03 | 2.71 | 25.29 | 1/31 | - | - | - | - | - | - | 15.11 |
| Union Small Cap Reg Gr | Invest Online | 10-06-2014 | 2,267.79 | 2.22 | 18.03 | 2/31 | 17.95 | 7/24 | 16.11 | 12/22 | 15.88 | 9/13 | 15.44 |
| Motilal Oswal Small Cap Reg Gr | 01-12-2023 | 7,179.39 | 1.81 | 17.69 | 3/31 | - | - | - | - | - | - | 20.85 |
| Bank Of India Small Cap Reg Gr | Invest Online | 12-12-2018 | 2,572.4 | 2.17 | 16.86 | 4/31 | 20.97 | 4/24 | 18.15 | 4/22 | - | - | 25.19 |
| JM Small Cap Fund Reg Gr | 27-06-2024 | 800.39 | 2.55 | 13.31 | 5/31 | - | - | - | - | - | - | 6.02 |
| Invesco India Small Cap Reg Gr | 05-10-2018 | 13,384.88 | 1.88 | 12.86 | 6/31 | 22.49 | 3/24 | 18.47 | 1/22 | - | - | 22.05 |
| ITI Small Cap Reg Gr | 01-02-2020 | 3,321.83 | 2.19 | 12.77 | 7/31 | 23.56 | 2/24 | 15.25 | 14/22 | - | - | 20.05 |
| ABSL Small Cap Gr | 31-05-2007 | 5,731.31 | 1.95 | 12.21 | 8/31 | 15.52 | 14/24 | 12.6 | 21/22 | 12.57 | 13/13 | 12.49 |
| MahIndra Manulife Small Cap Fund Reg Gr | 05-12-2022 | 4,930.36 | 2.21 | 11.85 | 9/31 | 20.58 | 5/24 | - | - | - | - | 23.57 |
| Sundaram Small Cap Reg Gr | 10-02-2005 | 3,871.8 | 1.95 | 10.79 | 10/31 | 17.37 | 8/24 | 16.24 | 10/22 | 14.06 | 12/13 | 16.88 |
| DSP Small Cap Reg Gr | 15-06-2007 | 19,634.9 | 1.7 | 10.32 | 11/31 | 16.8 | 9/24 | 16.59 | 7/22 | 16.21 | 7/13 | 17.58 |
| Bajaj FInserv Small Cap Fund Reg Gr | 27-06-2025 | 2,210.9 | 2.36 | 9.48 | 12/31 | - | - | - | - | - | - | 7.43 |
| Quant Small Cap Gr Reg Plan | 24-11-1996 | 33,452.69 | 1.69 | 9.21 | 13/31 | 18.04 | 6/24 | 17.34 | 5/22 | 19.67 | 2/13 | 12.78 |
| Mirae Asset Small Cap Fund Reg Gr | 10-01-2025 | 4,842.22 | 2.22 | 8.4 | 14/31 | - | - | - | - | - | - | 14.22 |
| PGIM India Small Cap Fund Reg Gr | Invest Online | 29-07-2021 | 1,649.96 | 2.33 | 8.39 | 15/31 | 14.45 | 17/24 | - | - | - | - | 11.82 |
| LIC MF Small Cap Fund Reg Gr | Invest Online | 15-06-2017 | 743.33 | 2.77 | 8.12 | 16/31 | 16.79 | 10/24 | 16.95 | 6/22 | - | - | 14.11 |
| Baroda BNP Paribas Small Cap Fund Reg Gr | 30-10-2023 | 1,258.55 | 2.41 | 7.9 | 17/31 | - | - | - | - | - | - | 13.11 |
| Bandhan Small Cap Reg Gr | Invest Online | 08-02-2020 | 28,228.56 | 1.8 | 7.47 | 18/31 | 25.75 | 1/24 | 18.22 | 3/22 | - | - | 28.72 |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | 242.6 | 2.3 | 7.32 | 19/31 | - | - | - | - | - | - | 11.56 |
| Axis Small Cap Reg Gr | Invest Online | 05-11-2013 | 29,198.38 | 1.67 | 6.63 | 20/31 | 15.85 | 12/24 | 15.44 | 13/22 | 18.07 | 3/13 | 21.15 |
| Edelweiss Small Cap Reg Gr | 01-02-2019 | 6,579.72 | 1.91 | 6.16 | 21/31 | 15.83 | 13/24 | 16.21 | 11/22 | - | - | 23.09 |
| Nippon India Small Cap Gr Gr | 05-09-2010 | 78,407.03 | 1.42 | 5.56 | 22/31 | 16.19 | 11/24 | 18.45 | 2/22 | 20.32 | 1/13 | 19.95 |
| HSBC Small Cap Fund Reg Gr | 12-05-2014 | 17,830.2 | 1.78 | 5.07 | 23/31 | 14.59 | 16/24 | 16.55 | 8/22 | 17.5 | 5/13 | 19.29 |
| UTI Small Cap Reg Gr | 01-12-2020 | 5,213.42 | 2.01 | 4.34 | 24/31 | 14.97 | 15/24 | 14.59 | 17/22 | - | - | 19.62 |
| SBI Small Cap Reg Gr | 01-09-2009 | 40,156.66 | 1.58 | 3.89 | 25/31 | 11.73 | 22/24 | 13.5 | 19/22 | 17.59 | 4/13 | 18.64 |
| Canara Robeco Small Cap Reg Gr | Invest Online | 05-02-2019 | 13,967.05 | 1.83 | 3.6 | 26/31 | 12.97 | 19/24 | 14.74 | 16/22 | - | - | 20.68 |
| FranklIn India Small Cap Fund Gr | 13-01-2006 | 14,336.42 | 1.85 | 2.42 | 27/31 | 14.4 | 18/24 | 16.26 | 9/22 | 14.51 | 11/13 | 15.02 |
| Kotak Small Cap Gr | Invest Online | 24-02-2005 | 18,690.79 | 1.74 | 1.91 | 28/31 | 12.24 | 20/24 | 12.6 | 22/22 | 16.1 | 8/13 | 16.6 |
| ICICI Pru Small Cap Gr | 01-10-2007 | 9,378.8 | 2.06 | 1.35 | 29/31 | 11.7 | 23/24 | 13.24 | 20/22 | 15.37 | 10/13 | 12.36 |
| Helios Small Cap Fund Reg Plan Gr | 06-11-2025 | 1,242.7 | 2.36 | - | - | - | - | - | - | - | - | 9.06 |
| Samco Small Cap Fund Reg Plan | 14-11-2025 | 158.97 | 3.12 | - | - | - | - | - | - | - | - | 11.51 |
| Groww Small Cap Fund Reg Gr | 08-01-2026 | 439.7 | 2.95 | - | - | - | - | - | - | - | - | 19.53 |
| Abakkus Small Cap Fund Reg Plan Gr | 26-02-2026 | 1,494.41 | 2.99 | - | - | - | - | - | - | - | - | 22.34 |
| The Wealth Company Small Cap Fund Reg Gr | 05-03-2026 | 87.8 | 4.33 | - | - | - | - | - | - | - | - | 15.39 |
| HDFC Small Cap Reg Gr | Invest Online | 02-04-2008 | 40,416.81 | 1.56 | -0.88 | 30/31 | 12.2 | 21/24 | 14.8 | 15/22 | 16.91 | 6/13 | 15.5 |
| Tata Small Cap Reg Gr | 02-11-2018 | 12,528.86 | 1.69 | -6.3 | 31/31 | 11.09 | 24/24 | 13.55 | 18/22 | - | - | 19.01 |
| Category Average | - | - | - | 8.45 | - | 16.42 | - | 15.72 | - | 16.52 | - | 16.88 |
| NIFTY SMALLCAP 250 TRI | - | - | - | 4.44 | - | 17.64 | - | 15.46 | - | 15.11 | - | 15.81 |
Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.
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