January 9, 2025

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There are 27 active small-cap mutual funds. But not all of them have been there for long. [{ "selector": ".lmntp-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-339px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".pdcob-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".owfwl-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

As per AMFI data, only 13 small-cap funds have a track record of 10 years or more. [{ "selector": ".fijgr-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-339px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".jwfxz-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".uwsnd-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

Here's a look at the returns of the top-performing small-cap funds over the last 10 years, based on AMFI data as of January 7, 2025. [{ "selector": ".baqdc-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-338px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".raouu-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".uwzzf-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

Disclaimer: The following data is for informational purposes and must not be considered investment advice from Upstox. Past performance doesn't predict future returns. [{ "selector": ".ojllm-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-338px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".giodt-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".sruqi-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

1. ICICI Prudential Smallcap Fund

Direct plan: 17.19% Regular plan: 16.09% [{ "selector": ".klsba-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".kwpoa-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".pgsnk-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

2. Franklin India Smaller Companies Fund

Direct plan: 18.51% Regular plan: 17.28% [{ "selector": ".ifjag-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".blege-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".wzxik-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

3. DSP Small Cap Fund

Direct plan: 19.55% Regular plan: 18.64% [{ "selector": ".lixcb-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".mkbqg-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".nfizp-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

4. HSBC Small Cap Fund

Direct plan: 19.99% Regular plan: 19.29% [{ "selector": ".jzufe-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".efxfp-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".mccgl-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

5. HDFC Small Cap Fund

Direct plan: 20% Regular plan: 18.67% [{ "selector": ".zmlqa-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".bggtw-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".gekrw-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

6. Axis Small Cap Fund

Direct plan: 20.51% Regular plan: 19% [{ "selector": ".tmowm-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".xrfgp-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".pqgqt-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

7. Kotak Small Cap Fund

Direct plan: 20.55% Regular plan: 18.90% [{ "selector": ".wddqq-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".xdemd-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".pbeqz-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

8. Quant Small Cap Fund

Direct plan: 21.28% Regular plan: 20.44% [{ "selector": ".biofu-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".ubowm-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".zgfxu-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

9. SBI Small Cap Fund

Direct plan: 21.48% Regular plan: 20.11% [{ "selector": ".nplai-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".zbisc-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".gbzti-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

10. Nippon India Small Cap Fund

Direct plan: 23.03% Regular plan: 21.87% [{ "selector": ".seziq-a", "duration": "500ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "transform": "translateX(-349px)", "opacity": "1", "visibility" :"visible" }, {"offset": 1, "transform": "translateX(0)", "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".ooscq-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }, { "selector": ".iaxgg-a", "duration": "250ms", "fill": "forwards", "delay": "0ms", "keyframes": [ {"offset": 0, "opacity": 0, "visibility" :"visible"}, {"offset": 1, "opacity": "1", "visibility" :"visible"} ] }]

10 mid-cap funds with over 17% returns in 10 years

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