Small Cap Funds
Every small cap scheme in the AMFI-sourced universe behind this site, with NAV as at 20 Aug 2026.
Average 3Y return
+17.40%
across 24 of 34 schemes
Riskometer (most common)
Very High
31 of 31 disclosing
Total schemes
34
1 SEBI sub-category
What is a small cap fund?
Small cap funds put at least 65% into companies ranked 251st and beyond — the widest, wildest part of the market.
Dispersion between schemes is wide — compare the 1Y, 3Y and 5Y columns above rather than assuming the category moves as one.
Falls of 40% or more have occurred in this segment in past cycles; each scheme’s own maximum drawdown from its NAV history is in the Risk tab.
Several fund houses have at times restricted or suspended lumpsum inflows into their small cap schemes — the current position is stated in each scheme document.
Small Cap schemes, sorted on disclosed returns
34 of 34 schemes shown · sorted by disclosed 1Y return, highest first · NAV as at 20 Aug 2026
Small Cap schemes
Small Cap Fund
Very High
₹13.86
NAV · 20 Aug 2026
1Y
+32.76%
3Y
—
5Y
—
COST
1.51%
Small Cap Fund
Very High
₹65.66
NAV · 20 Aug 2026
1Y
+27.89%
3Y
+24.19%
5Y
+21.90%
COST
0.75%
Small Cap Fund
Very High
₹17.65
NAV · 20 Aug 2026
1Y
+24.40%
3Y
—
5Y
—
COST
0.85%
Small Cap Fund
Very High
₹67.29
NAV · 20 Aug 2026
1Y
+23.33%
3Y
+19.72%
5Y
+19.17%
COST
1.14%
Small Cap Fund
Very High
₹38.50
NAV · 20 Aug 2026
1Y
+21.14%
3Y
+27.00%
5Y
+20.65%
COST
0.85%
Small Cap Fund
Very High
₹39.88
NAV · 20 Aug 2026
1Y
+19.21%
3Y
+20.51%
5Y
—
COST
1.44%
Small Cap Fund
Very High
₹12.06
NAV · 20 Aug 2026
1Y
+19.13%
3Y
—
5Y
—
COST
0.95%
Small Cap Fund
₹115.59
NAV · 20 Aug 2026
1Y
+18.86%
3Y
+17.53%
5Y
+15.94%
COST
—
Small Cap Fund
Very High
₹11.40
NAV · 20 Aug 2026
1Y
+18.67%
3Y
—
5Y
—
COST
0.95%
Small Cap Fund
Very High
₹256.84
NAV · 20 Aug 2026
1Y
+18.59%
3Y
+19.45%
5Y
+19.74%
COST
0.82%
Small Cap Fund
Very High
₹336.92
NAV · 20 Aug 2026
1Y
+18.33%
3Y
+19.58%
5Y
+18.89%
COST
0.96%
Small Cap Fund
Very High
₹23.62
NAV · 20 Aug 2026
1Y
+16.86%
3Y
+22.32%
5Y
—
COST
0.90%
Small Cap Fund
Very High
₹54.38
NAV · 20 Aug 2026
1Y
+15.87%
3Y
+24.94%
5Y
+21.75%
COST
0.64%
Small Cap Fund
Very High
₹20.32
NAV · 20 Aug 2026
1Y
+15.19%
3Y
+18.44%
5Y
+15.57%
COST
0.88%
Small Cap Fund
Very High
₹102.05
NAV · 20 Aug 2026
1Y
+13.38%
3Y
+16.66%
5Y
—
COST
0.77%
Small Cap Fund
Very High
₹314.43
NAV · 20 Aug 2026
1Y
+13.35%
3Y
+18.71%
5Y
+21.16%
COST
0.95%
Small Cap Fund
Very High
₹56.86
NAV · 20 Aug 2026
1Y
+12.37%
3Y
+26.78%
5Y
+20.89%
COST
0.58%
Small Cap Fund
Very High
₹54.59
NAV · 20 Aug 2026
1Y
+11.97%
3Y
+18.08%
5Y
+19.61%
COST
0.65%
Small Cap Fund
Very High
₹137.98
NAV · 20 Aug 2026
1Y
+11.82%
3Y
+17.85%
5Y
+18.24%
COST
0.77%
Small Cap Fund
Very High
₹12.88
NAV · 20 Aug 2026
1Y
+11.52%
3Y
—
5Y
—
COST
0.68%
Small Cap Fund
Very High
₹14.77
NAV · 20 Aug 2026
1Y
+11.10%
3Y
—
5Y
—
COST
1.15%
Small Cap Fund
Very High
₹210.37
NAV · 20 Aug 2026
1Y
+10.63%
3Y
+17.76%
5Y
+21.07%
COST
0.70%
Small Cap Fund
Very High
₹14.30
NAV · 20 Aug 2026
1Y
+10.25%
3Y
—
5Y
—
COST
0.83%
Small Cap Fund
₹46.57
NAV · 20 Aug 2026
1Y
+8.63%
3Y
+15.18%
5Y
+17.96%
COST
—
Small Cap Fund
Very High
₹215.27
NAV · 20 Aug 2026
1Y
+8.26%
3Y
+13.83%
5Y
+16.26%
COST
0.74%
Small Cap Fund
Very High
₹30.36
NAV · 20 Aug 2026
1Y
+7.95%
3Y
+16.71%
5Y
+17.54%
COST
0.86%
Small Cap Fund
Very High
₹207.54
NAV · 20 Aug 2026
1Y
+7.64%
3Y
+15.76%
5Y
+18.61%
COST
1.04%
Small Cap Fund
Very High
₹330.34
NAV · 20 Aug 2026
1Y
+7.11%
3Y
+14.28%
5Y
+15.04%
COST
0.63%
Small Cap Fund
₹104.58
NAV · 20 Aug 2026
1Y
+5.09%
3Y
+13.65%
5Y
+16.30%
COST
—
Small Cap Fund
Very High
₹161.27
NAV · 20 Aug 2026
1Y
-0.67%
3Y
+12.58%
5Y
+16.84%
COST
0.75%
Small Cap Fund
Very High
₹44.82
NAV · 20 Aug 2026
1Y
-0.80%
3Y
+13.49%
5Y
+16.34%
COST
0.50%
Small Cap Fund
Very High
₹11.90
NAV · 20 Aug 2026
1Y
—
3Y
—
5Y
—
COST
2.16%
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Returns over 1Y are annualised · NAV and returns as at 20 Aug 2026
Small Cap funds return calculator
Backtest a real fund from this category, or project a future value.
What would you like to calculate?
Select fund
Investment type
SIP amount (monthly)₹5,000
Tenure
5Y data isn’t available for TRUSTMF SMALL CAP FUND — showing 1Y. Backtest: TRUSTMF SMALL CAP FUND’s disclosed 1Y SIP return of 47.98% — an annualised SIP return (XIRR), compounded monthly over the instalments. Past figures, illustrative only.
Invested amt.₹60,000
Net profit+₹14,662
Total wealth₹74,662
Suitability test
Are small cap funds suitable for you?
3 questions · 30 seconds · no sign-up
Small Cap schemes with the highest disclosed 3Y return
What the segment is
SEBI’s categorisation rules define small cap as companies ranked 251st and beyond by full market capitalisation, and require at least 65% of the scheme in them. It is the widest segment by company count and the thinnest by trading liquidity.
Taxation (2026)
Equity rules: 20% short-term within 12 months; 12.5% long-term above ₹1.25 lakh a year.
Product labelling
Small cap schemes carry the highest riskometer readings in the equity range. The “suitable for investors who are seeking” label is set per scheme by the fund house — read it on the scheme document.
What to check
Scheme size against the liquidity of what it holds, the disclosed expense ratio, whether inflows are currently restricted, and the scheme’s own volatility and drawdown figures above.
Frequently asked questions
+How risky are small cap funds?
They carry the highest riskometer reading of the equity categories, set by the fund houses themselves. The measurable version is in the Risk tab: standard deviation and maximum drawdown per scheme, from its own NAV history. Whether that fits you is a question for you, or for a registered investment adviser.
+Why do some small cap funds stop taking money?
Deploying large sums into thinly traded shares moves their prices, so fund houses sometimes restrict or suspend lumpsum inflows. When they do, they file an addendum — the scheme document states the position in force.
+What allocation makes sense?
GFS is an AMFI-registered distributor and does not recommend allocations. That decision depends on your horizon, your existing holdings and your own risk tolerance; a registered investment adviser can advise on it.