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Open Ended Schemes ( Equity Schemes - Small Cap Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 51 AMFI-registered Open Ended Schemes ( Equity Schemes - Small Cap Fund ) schemes. Category Median 3Y CAGR: +10.94% p.a. • Category Median 3Y Sortino: 0.45.
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 | Groww Small Cap Fund-Direct-Growth (AMFI 154063) | Groww Mutual Fund | Direct Plan | N/A | 2.23 | -10.79% |
| #2 | Groww Small Cap Fund - Direct-IDCW (AMFI 154104) | Groww Mutual Fund | Direct Plan | N/A | 2.23 | -10.79% |
| #3 | Groww Small Cap Fund-Regular-IDCW (AMFI 154103) | Groww Mutual Fund | Regular Plan | N/A | 2.03 | -10.92% |
| #4 | Groww Small Cap Fund-Regular-Growth (AMFI 154102) | Groww Mutual Fund | Regular Plan | N/A | 2.03 | -10.91% |
| #5 | Samco Small Cap Fund - Direct Plan (AMFI 153868) | Samco Mutual Fund | Direct Plan | N/A | 1.78 | -11.83% |
| #6 | Samco Small Cap Fund - Regular Plan (AMFI 153869) | Samco Mutual Fund | Regular Plan | N/A | 1.64 | -12.14% |
| #7 | Invesco India Small Cap Fund - Direct Plan - Growth (AMFI 145137) | Invesco Mutual Fund | Direct Plan | +21.22% | 1.13 | -37.66% |
| #8 | Invesco India Small Cap Fund - Regular Plan - Growth (AMFI 145139) | Invesco Mutual Fund | Regular Plan | +19.61% | 1.00 | -37.67% |
| #9 | Mahindra Manulife Small Cap Fund - Direct Plan - Growth (AMFI 150915) | Mahindra Manulife Mutual Fund | Direct Plan | +18.86% | 0.90 | -26.00% |
| #10 | Mahindra Manulife Small Cap Fund - Direct Plan - IDCW (AMFI 150913) | Mahindra Manulife Mutual Fund | Direct Plan | +17.28% | 0.78 | -26.00% |
| #11 | Mahindra Manulife Small Cap Fund - Regular Plan - Growth (AMFI 150912) | Mahindra Manulife Mutual Fund | Regular Plan | +17.14% | 0.78 | -26.44% |
| #12 | Axis Small Cap Fund - Direct Plan - Growth (AMFI 125354) | Axis Mutual Fund | Direct Plan | +13.94% | 0.68 | -34.64% |
| #13 | Mahindra Manulife Small Cap Fund - Regular Plan - IDCW (AMFI 150914) | Mahindra Manulife Mutual Fund | Regular Plan | +15.50% | 0.65 | -26.44% |
| #14 | Helios Small Cap Fund - Direct Plan - Growth Option (AMFI 153912) | Helios Mutual Fund | Direct Plan | N/A | 0.62 | -16.90% |
| #15 | Helios Small Cap Fund - Direct Plan - IDCW Option (AMFI 153910) | Helios Mutual Fund | Direct Plan | N/A | 0.62 | -16.90% |
| #16 | Mirae Asset Small Cap Fund - Direct Plan - Growth (AMFI 153196) | Mirae Asset Mutual Fund | Direct Plan | N/A | 0.61 | -15.11% |
| #17 | Mirae Asset Small Cap Fund - Direct Plan - IDCW (AMFI 153197) | Mirae Asset Mutual Fund | Direct Plan | N/A | 0.61 | -15.10% |
| #18 | Axis Small Cap Fund - Regular Plan - Growth (AMFI 125350) | Axis Mutual Fund | Regular Plan | +12.76% | 0.57 | -34.78% |
| #19 | Helios Small Cap Fund - Regular Plan - Growth Option (AMFI 153909) | Helios Mutual Fund | Regular Plan | N/A | 0.48 | -17.30% |
| #20 | Helios Small Cap Fund - Regular Plan - IDCW Option (AMFI 153911) | Helios Mutual Fund | Regular Plan | N/A | 0.47 | -17.30% |
| #21 | UTI Small Cap Fund - Direct Plan - Growth Option (AMFI 148618) | UTI Mutual Fund | Direct Plan | +12.33% | 0.47 | -22.34% |
| #22 | UTI Small Cap Fund - Direct Plan - IDCW (Payout) (AMFI 148619) | UTI Mutual Fund | Direct Plan | +12.33% | 0.47 | -22.34% |
| #23 | HSBC Small Cap Fund - Direct Growth (AMFI 151130) | HSBC Mutual Fund | Direct Plan | +12.83% | 0.46 | -27.16% |
| #24 | Mirae Asset Small Cap Fund - Regular Plan - IDCW (AMFI 153199) | Mirae Asset Mutual Fund | Regular Plan | N/A | 0.45 | -15.64% |
| #25 | Mirae Asset Small Cap Fund - Regular Plan - Growth (AMFI 153198) | Mirae Asset Mutual Fund | Regular Plan | N/A | 0.45 | -15.60% |
| #26 | HSBC Small Cap Fund - Regular Growth (AMFI 151133) | HSBC Mutual Fund | Regular Plan | +11.68% | 0.38 | -27.33% |
| #27 | ICICI Prudential Small Cap Fund - Direct Plan - Growth (AMFI 120591) | ICICI Prudential Mutual Fund | Direct Plan | +10.37% | 0.36 | -45.12% |
| #28 | CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION (AMFI 146130) | Canara Robeco Mutual Fund | Direct Plan | +10.94% | 0.36 | -36.18% |
| #29 | UTI Small Cap Fund - Regular Plan - Growth Option (AMFI 148617) | UTI Mutual Fund | Regular Plan | +10.97% | 0.36 | -22.54% |
| #30 | UTI Small Cap Fund - Regular Plan - IDCW (Payout) (AMFI 148616) | UTI Mutual Fund | Regular Plan | +10.97% | 0.36 | -22.54% |
| #31 | ICICI Prudential Small Cap Fund - Growth (AMFI 106823) | ICICI Prudential Mutual Fund | Regular Plan | +9.23% | 0.25 | -58.82% |
| #32 | CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - GROWTH OPTION (AMFI 146127) | Canara Robeco Mutual Fund | Regular Plan | +9.61% | 0.25 | -36.30% |
| #33 | Invesco India Small Cap Fund - Direct Plan - IDCW (Payout / Reinvestment) (AMFI 145138) | Invesco Mutual Fund | Direct Plan | +9.70% | 0.20 | -37.56% |
| #34 | Invesco India Small Cap Fund - Regular Plan - IDCW (Payout / Reinvestment) (AMFI 145140) | Invesco Mutual Fund | Regular Plan | +6.96% | 0.03 | -37.72% |
| #35 | JM Small Cap Fund (Direct) - Growth Option (AMFI 152614) | JM Financial Mutual Fund | Direct Plan | N/A | -0.01 | -24.36% |
| #36 | JM Small Cap Fund (Direct) - IDCW Option (AMFI 152615) | JM Financial Mutual Fund | Direct Plan | N/A | -0.01 | -24.36% |
| #37 | CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - IDCW (Payout/Reinvestment) (AMFI 146131) | Canara Robeco Mutual Fund | Direct Plan | +6.13% | -0.03 | -36.18% |
| #38 | JM Small Cap Fund (Regular) - Growth Option (AMFI 152612) | JM Financial Mutual Fund | Regular Plan | N/A | -0.12 | -25.88% |
| #39 | JM Small Cap Fund (Regular) - IDCW Option (AMFI 152613) | JM Financial Mutual Fund | Regular Plan | N/A | -0.12 | -25.88% |
| #40 | CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment) (AMFI 146128) | Canara Robeco Mutual Fund | Regular Plan | +4.86% | -0.13 | -36.21% |
Explore Other SEBI Mutual Fund Categories
- Open Ended Schemes ( Other Scheme - Index Funds ) (1098 schemes)
- Open Ended Schemes ( Income ) (772 schemes)
- Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) (758 schemes)
- Close Ended Schemes ( Income ) (559 schemes)
- Open Ended Schemes ( Debt Scheme - Liquid Fund ) (408 schemes)
- Open Ended Schemes ( Other Scheme - FoF Domestic ) (371 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) (324 schemes)
- Open Ended Schemes ( Growth ) (312 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Liquid Fund ) (273 schemes)
- Open Ended Schemes ( Index Funds - Equity Funds ) (255 schemes)
- Open Ended Schemes ( Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) ) (255 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short Term Fund ) (253 schemes)
- Open Ended Schemes ( Equity Schemes - Thematic Fund ) (242 schemes)
- Open Ended Schemes ( Debt Scheme - Overnight Fund ) (224 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) (222 schemes)
- Open Ended Schemes ( Other Scheme - Other ETFs ) (216 schemes)