Mirae Asset Partner With Us SEP 2026 728x90

Mutual Fund Trailing Returns - Equity: Small Cap

Submit
Data as on - 18-09-2026
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 3,438.9 2.92 27.89 1/31 - - - - - - 17.6
Bank Of India Small Cap Reg Gr | Invest Online 12-12-2018 3,307.18 2.19 23.34 2/31 20.14 4/24 18.22 3/23 - - 25.57
Union Small Cap Reg Gr | Invest Online 10-06-2014 2,667.47 2.19 19.94 3/31 16.65 9/24 16.48 10/23 16.43 7/13 15.78
Motilal Oswal Small Cap Reg Gr 01-12-2023 8,150.2 1.98 19.67 4/31 - - - - - - 21.21
ITI Small Cap Reg Gr 01-02-2020 3,602.85 2.22 18.65 5/31 23.23 1/24 17.45 6/23 - - 20.62
ABSL Small Cap Gr 31-05-2007 6,226.47 2.01 16.24 6/31 14.52 14/24 12.94 21/23 12.55 13/13 12.63
DSP Small Cap Reg Gr 15-06-2007 21,658.64 1.68 16.17 7/31 16.76 8/24 17.31 7/23 16.26 8/13 17.72
Mahindra Manulife Small Cap Fund Reg Gr 05-12-2022 5,467.66 2.24 14.55 8/31 18.86 5/24 - - - - 24.18
JM Small Cap Fund Reg Gr 27-06-2024 929.21 2.53 14.44 9/31 - - - - - - 7.39
Bajaj Finserv Small Cap Fund Reg Gr 27-06-2025 2,646.91 2.37 14.05 10/31 - - - - - - 10.67
Sundaram Small Cap Reg Gr 10-02-2005 4,155.35 1.99 13.45 11/31 16.05 10/24 15.89 11/23 14.28 11/13 16.99
LIC MF Small Cap Fund Reg Gr | Invest Online 15-06-2017 831.55 2.65 13.29 12/31 17.72 6/24 16.94 8/23 - - 14.75
Invesco India Small Cap Reg Gr 05-10-2018 15,744.4 1.84 12.81 13/31 21.55 3/24 18.51 1/23 - - 21.94
Quant Small Cap Gr Reg Plan 24-11-1996 35,811.23 1.76 12.7 14/31 16.79 7/24 18.41 2/23 19.94 2/13 12.86
PGIM India Small Cap Fund Reg Gr | Invest Online 29-07-2021 1,793.79 2.38 11.72 15/31 15.31 11/24 12.28 22/23 - - 12.67
HSBC Small Cap Fund Reg Gr 12-05-2014 19,076.35 1.78 11.03 16/31 13.95 16/24 16.71 9/23 17.8 4/13 19.67
Axis Small Cap Reg Gr | Invest Online 05-11-2013 31,434.34 1.69 8.64 17/31 14.66 12/24 14.91 14/23 18.13 3/13 21.2
Bandhan Small Cap Reg Gr | Invest Online 08-02-2020 34,176.02 1.74 8.42 18/31 23.14 2/24 17.89 4/23 - - 28.51
Mirae Asset Small Cap Fund Reg Gr 10-01-2025 5,717.05 2.14 8.03 19/31 - - - - - - 15.58
Quantum Small Cap Fund Reg Gr 05-11-2023 265.27 2.33 7.69 20/31 - - - - - - 11.25
Nippon India Small Cap Gr Gr 05-09-2010 82,580.3 1.41 7.47 21/31 14.54 13/24 17.89 5/23 20.03 1/13 19.99
Edelweiss Small Cap Reg Gr 01-02-2019 7,252.91 1.92 6.91 22/31 14.15 15/24 15.48 12/23 - - 22.95
Baroda BNP Paribas Small Cap Fund Reg Gr 30-10-2023 1,309.22 2.41 6.83 23/31 - - - - - - 12.98
SBI Small Cap Reg Gr 01-09-2009 42,630.9 1.57 5.68 24/31 11.05 22/24 13.41 19/23 17.8 5/13 18.71
Kotak Small Cap Gr | Invest Online 24-02-2005 19,678.75 1.7162 4.59 25/31 11.5 20/24 11.68 23/23 16.0 9/13 16.63
Canara Robeco Small Cap Reg Gr | Invest Online 05-02-2019 14,633.26 1.84 4.05 26/31 11.62 19/24 13.59 18/23 - - 20.48
FranklIn India Small Cap Fund Gr 13-01-2006 14,746.08 1.85 3.74 27/31 12.22 18/24 14.99 13/23 14.17 12/13 14.95
UTI Small Cap Reg Gr 01-12-2020 5,447.65 2.01 3.52 28/31 12.65 17/24 13.77 17/23 - - 19.28
ICICI Pru Small Cap Fund Reg Gr 01-10-2007 9,820.61 2.09 1.23 29/31 10.26 23/24 13.25 20/23 14.9 10/13 12.38
Helios Small Cap Fund Reg Plan Gr 06-11-2025 1,736.52 2.46 - - - - - - - - 15.44
Samco Small Cap Fund Reg Plan 14-11-2025 196.45 3.48 - - - - - - - - 29.12
Groww Small Cap Fund Reg Gr 08-01-2026 764.03 2.72 - - - - - - - - 29.62
Abakkus Small Cap Fund Reg Plan Gr 26-02-2026 2,794.2 2.65 - - - - - - - - 25.13
The Wealth Company Small Cap Fund Reg Gr 05-03-2026 129.23 4.19 - - - - - - - - 19.28
Tata Small Cap Reg Gr 02-11-2018 13,093.88 1.69 -2.21 30/31 11.17 21/24 13.9 15/23 - - 19.21
HDFC Small Cap Reg Gr | Invest Online 02-04-2008 41,890.86 1.54 -3.39 31/31 9.99 24/24 13.81 16/23 16.5 6/13 15.36
Category Average - - - 10.68 - 15.35 - 15.47 - 16.52 - 18.34
NIFTY SMALLCAP 250 TRI - - - 5.19 - 14.99 - 15.29 - 14.87 - 15.8

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.

Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.

comments powered by Disqus
Feedback
Notification