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Fund SIP returns · Small Cap Funds

Small Cap Fund SIP returns compared

25 small cap funds, ordered by the XIRR of a monthly SIP over the same last 5 years, so every fund is measured over identical dates. Funds with under 5 years of history are listed last. Official AMFI NAVs, as of 4 Oct 2026.

FundData from5-yr SIP XIRR (to today)Ahead of Nifty Smallcap 250 index fundMedian rolling 5-yrWorst rolling 5-yr5-yr SIPs that lost money
ITI Small Cap FundMar 202022.5%73%44 3-yr SIPs22.9%14.9%0%
Bank Of India Small Cap FundJan 201922.5%73%49 3-yr SIPs25.1%12.4%0%
Bandhan Small Cap FundMar 202022.2%84%44 3-yr SIPs25.6%18.2%0%
Invesco India Small Cap FundNov 201820.3%94%49 3-yr SIPs27.7%15.6%0%
Union Small Cap FundJul 201418.5%53%49 3-yr SIPs21.0%-8.7%7%
Quant Small Cap FundApr 200618.2%88%49 3-yr SIPs9.8%-16.5%7%
DSP Small Cap FundMay 201018.1%57%49 3-yr SIPs22.9%-10.9%4%
Nippon India Small Cap FundOct 201016.1%98%49 3-yr SIPs26.9%-8.6%2%
Aditya Birla Sun Life Small Cap FundJul 201015.9%18%49 3-yr SIPs17.4%-17.2%9%
Edelweiss Small Cap FundMar 201914.9%69%49 3-yr SIPs24.4%12.2%0%
Axis Small Cap FundDec 201314.9%51%49 3-yr SIPs22.9%0.7%0%
PGIM India Small Cap FundAug 202114.6%37%27 3-yr SIPs15.1%14.5%0%
Franklin India Small Cap FundApr 200613.2%67%49 3-yr SIPs19.3%-14.4%4%
UTI Small Cap FundJan 202113.0%44%34 3-yr SIPs14.3%10.2%0%
Tata Small Cap FundDec 201812.9%53%49 3-yr SIPs26.8%7.7%0%
ICICI Prudential Small Cap FundNov 200712.4%35%49 3-yr SIPs17.4%-11.0%3%
HDFC Small Cap FundJul 201412.0%59%49 3-yr SIPs21.8%-9.5%5%
Kotak Small Cap FundApr 200611.7%24%49 3-yr SIPs20.6%-8.6%2%
Canara Robeco Small Cap FundMar 201911.5%35%49 3-yr SIPs22.5%9.7%0%
SBI Small Cap FundDec 201311.4%27%49 3-yr SIPs21.3%-0.3%1%
Sundaram Small Cap FundApr 20067.5%0%49 3-yr SIPs18.4%-16.4%10%
Baroda BNP Paribas Small Cap FundNov 2023—————
LIC MF Small Cap FundAug 2023—————
Mahindra Manulife Small Cap FundJan 2023—————
Quantum Small Cap FundNov 2023—————

Direct plan where it has 3+ years of history, otherwise Regular. Rolling columns use the plan with the longer history and cover each fund's own history (see “Data from”), so they are not comparable across funds with different start dates. “Ahead of Nifty Smallcap 250 index fund” is the share of rolling SIPs (5-year where that spans 3+ years of start dates, else 3-year) in which the fund beat a Nifty Smallcap 250 index fund on the same dates; it only covers months since that index fund launched. Ordering is by historical figures only — it is not a ranking of which fund to buy. Past performance does not indicate future returns.

Small Cap Fund comparisons, head to head

The same SIP on identical dates in two funds. All comparisons.