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Open Ended Schemes ( Equity Scheme - Small Cap Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 102 AMFI-registered Open Ended Schemes ( Equity Scheme - Small Cap Fund ) schemes. Category Median 3Y CAGR: +12.58% p.a. • Category Median 3Y Sortino: 0.54.
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)
| Category Rank | Scheme Name | AMC | Plan | 3Y CAGR | 3Y Sortino | Max Drawdown |
|---|---|---|---|---|---|---|
| #1 | IDBI Small Cap Fund - Growth Direct (AMFI 141475) | IDBI Mutual Fund | Direct Plan | +39.10% | 2.96 | -46.02% |
| #2 | IDBI Small Cap Fund IDCW Direct (AMFI 141476) | IDBI Mutual Fund | Direct Plan | +39.10% | 2.96 | -46.02% |
| #3 | Abakkus Small Cap Fund - Direct Plan - Growth (AMFI 154215) | Abakkus Mutual Fund | Direct Plan | N/A | 2.91 | -10.94% |
| #4 | IDBI Small Cap Fund - IDCW Regular (AMFI 141477) | IDBI Mutual Fund | Regular Plan | +37.80% | 2.83 | -48.22% |
| #5 | IDBI Small Cap Fund Growth Regular (AMFI 141462) | IDBI Mutual Fund | Regular Plan | +37.80% | 2.83 | -48.22% |
| #6 | Abakkus Small Cap Fund - Regular Plan - Growth (AMFI 154214) | Abakkus Mutual Fund | Regular Plan | N/A | 2.72 | -11.07% |
| #7 | The Wealth Company Small Cap Fund- Direct-IDCW (AMFI 154270) | The Wealth Company Mutual Fund | Direct Plan | N/A | 1.97 | -11.14% |
| #8 | The Wealth Company Small Cap Fund- Direct-Growth (AMFI 154269) | The Wealth Company Mutual Fund | Direct Plan | N/A | 1.97 | -11.14% |
| #9 | The Wealth Company Small Cap Fund- Regular-Growth (AMFI 154268) | The Wealth Company Mutual Fund | Regular Plan | N/A | 1.74 | -11.40% |
| #10 | The Wealth Company Small Cap Fund- Regular-IDCW (AMFI 154267) | The Wealth Company Mutual Fund | Regular Plan | N/A | 1.74 | -11.40% |
| #11 | BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH (AMFI 147946) | Bandhan Mutual Fund | Direct Plan | +22.39% | 1.25 | -24.34% |
| #12 | Sundaram Small Cap Fund Institutional Plan - Growth (AMFI 112064) | Sundaram Mutual Fund | Regular Plan | +25.07% | 1.18 | -57.06% |
| #13 | Motilal Oswal Small Cap Fund - Direct - Growth (AMFI 152237) | Motilal Oswal Mutual Fund | Direct Plan | N/A | 1.14 | -23.69% |
| #14 | Motilal Oswal Small Cap Fund - Direct IDCW (AMFI 152235) | Motilal Oswal Mutual Fund | Direct Plan | N/A | 1.14 | -23.69% |
| #15 | BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH (AMFI 147944) | Bandhan Mutual Fund | Regular Plan | +20.81% | 1.12 | -25.20% |
| #16 | ITI Small Cap Fund - Direct Plan - Growth Option (AMFI 147919) | ITI Mutual Fund | Direct Plan | +21.66% | 1.05 | -39.86% |
| #17 | Motilal Oswal Small Cap Fund - Regular - IDCW (AMFI 152234) | Motilal Oswal Mutual Fund | Regular Plan | N/A | 1.01 | -23.92% |
| #18 | Motilal Oswal Small Cap Fund - Regular - Growth (AMFI 152232) | Motilal Oswal Mutual Fund | Regular Plan | N/A | 1.01 | -23.92% |
| #19 | ITI Small Cap Fund - Regular Plan - Growth Option (AMFI 147920) | ITI Mutual Fund | Regular Plan | +19.80% | 0.92 | -39.98% |
| #20 | ITI Small Cap Fund - Direct Plan - IDCW Option (AMFI 147917) | ITI Mutual Fund | Direct Plan | +19.52% | 0.89 | -39.86% |
| #21 | BANK OF INDIA Small Cap Fund Direct Plan Growth (AMFI 145678) | Bank of India Mutual Fund | Direct Plan | +18.78% | 0.88 | -32.37% |
| #22 | BANK OF INDIA Small Cap Fund Direct Plan IDCW (AMFI 145675) | Bank of India Mutual Fund | Direct Plan | +18.78% | 0.88 | -32.37% |
| #23 | PGIM India Small Cap Fund - Direct Plan- Growth Option (AMFI 149019) | PGIM India Mutual Fund | Direct Plan | +15.35% | 0.77 | -24.59% |
| #24 | DSP Small Cap Fund - Direct Plan - Growth (AMFI 119212) | DSP Mutual Fund | Direct Plan | +15.94% | 0.76 | -49.06% |
| #25 | quant Small Cap Fund - Growth Option - Direct Plan (AMFI 120828) | quant Mutual Fund | Direct Plan | +16.50% | 0.76 | -51.60% |
| #26 | quant Small Cap Fund - IDCW Option - Direct Plan (AMFI 120827) | quant Mutual Fund | Direct Plan | +16.50% | 0.76 | -66.89% |
| #27 | BANK OF INDIA Small Cap Fund Regular Plan IDCW (AMFI 145676) | Bank of India Mutual Fund | Regular Plan | +17.07% | 0.76 | -32.51% |
| #28 | BANK OF INDIA Small Cap Fund Regular Plan Growth (AMFI 145677) | Bank of India Mutual Fund | Regular Plan | +17.06% | 0.75 | -32.51% |
| #29 | LIC MF Small Cap Fund-Direct Plan-Growth (AMFI 152004) | LIC Mutual Fund | Direct Plan | +17.24% | 0.74 | -27.01% |
| #30 | LIC MF Small Cap Fund-Direct Plan-IDCW (AMFI 152005) | LIC Mutual Fund | Direct Plan | +17.24% | 0.74 | -27.01% |
| #31 | ITI Small Cap Fund - Regular Plan - IDCW Option (AMFI 147918) | ITI Mutual Fund | Regular Plan | +17.47% | 0.74 | -39.98% |
| #32 | TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH (AMFI 152939) | Trust Mutual Fund | Direct Plan | N/A | 0.72 | -24.02% |
| #33 | TRUSTMF SMALL CAP FUND -DIRECT PLAN-IDCW (AMFI 152937) | Trust Mutual Fund | Direct Plan | N/A | 0.72 | -24.02% |
| #34 | DSP Small Cap Fund - Regular - Growth (AMFI 105989) | DSP Mutual Fund | Regular Plan | +14.91% | 0.68 | -74.68% |
| #35 | quant Small Cap Fund - IDCW Option - Regular Plan (AMFI 100176) | quant Mutual Fund | Regular Plan | +15.46% | 0.68 | -67.02% |
| #36 | quant Small Cap Fund - Growth - Regular Plan (AMFI 100177) | quant Mutual Fund | Regular Plan | +15.46% | 0.68 | -69.69% |
| #37 | Sundaram Small Cap Fund Direct Plan - Growth (AMFI 119589) | Sundaram Mutual Fund | Direct Plan | +14.39% | 0.65 | -57.06% |
| #38 | LIC MF Small Cap Fund-Regular Plan-Growth (AMFI 152003) | LIC Mutual Fund | Regular Plan | +15.79% | 0.64 | -27.21% |
| #39 | LIC MF Small Cap Fund-Regular Plan-IDCW (AMFI 152006) | LIC Mutual Fund | Regular Plan | +15.79% | 0.64 | -27.21% |
| #40 | Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan (AMFI 119556) | Aditya Birla Sun Life Mutual Fund | Direct Plan | +14.54% | 0.63 | -57.41% |
Explore Other SEBI Mutual Fund Categories
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- Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) (222 schemes)
- Open Ended Schemes ( Other Scheme - Other ETFs ) (216 schemes)