Small cap funds have gained attention for their potential to deliver robust returns over time. Here, we present the top 5 small cap funds based on their 5-year returns for the month of June 2026, providing a snapshot of their performance, management, and key metrics.
| Funds | AUM (in Rs. crore) | NAV | 6 months Return (%) | 1 year Return (%) | 5 years Return (%) | PE Ratio |
| Nippon India Small Cap Fund(G) | 74604.1 | 179.8 | 8.84 | 7.66 | 20.49 | 29.1 |
| Invesco India Smallcap Fund-Reg(G) | 11716.9 | 46.14 | 10.59 | 11.23 | 20.42 | 44.6 |
| Bandhan Small Cap Fund-Reg(G) | 27219.1 | 49.45 | 6.81 | 7.48 | 20.13 | 18.58 |
| Quant Small Cap Fund(G) | 31773.7 | 280.4 | 11.18 | 11.15 | 19.75 | 29.71 |
| Bank of India Small Cap Fund-Reg(G) | 2318.4 | 53.63 | 20.05 | 17.02 | 19.45 | 35.69 |
Note: The above data is as of June 25, 2026.
Managed by Samir Rachh, Nippon India Small Cap Fund has an AUM of ₹74,604.1 crore and an expense ratio of 1.33%. Since its inception on September 16, 2010, it has tracked the Nifty Smallcap 250 - TRI index. The fund's NAV stands at ₹179.75, with a 5-year return of 20.49%. It holds 250 stocks, with a significant allocation to capital goods.
Taher Badshah manages the Invesco India Smallcap Fund, which has an AUM of ₹11,716.9 crore and an expense ratio of 1.73%. Launched on October 30, 2018, it follows the BSE 250 Small Cap - TRI index. The NAV is ₹46.14, and the fund has delivered a 5-year return of 20.42%. It comprises 67 stocks, with a focus on healthcare.
Under the management of Manish Gunwani, Bandhan Small Cap Fund has an AUM of ₹27,219.1 crore and an expense ratio of 1.64%. Initiated on February 25, 2020, it aligns with the BSE 250 Small Cap - TRI index. The fund's NAV is ₹49.45, achieving a 5-year return of 20.13%. It invests in 251 stocks, predominantly in the financial sector.
Sandeep Tandon oversees the Quant Small Cap Fund, which has an AUM of ₹31,773.7 crore and an expense ratio of 1.58%. Established on October 16, 1996, it tracks the Nifty Smallcap 250 - TRI index. With an NAV of ₹280.4, the fund has a 5-year return of 19.75%. It includes 103 stocks, with a focus on financials.
Managed by Alok Singh, the Bank of India Small Cap Fund has an AUM of ₹2,318.4 crore and an expense ratio of 1.68%. Launched on December 19, 2018, it follows the Nifty Smallcap 250 - TRI index. The NAV is ₹53.63, and the fund has achieved a 5-year return of 19.45%. It holds 78 stocks, primarily in capital goods.
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The top 5 small cap funds, including Nippon India, Invesco India, Bandhan, Quant, and Bank of India, have demonstrated 5-year returns ranging from 19.45% to 20.49%. These funds are managed by experienced professionals and focus on sectors like capital goods, healthcare, and financials.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
Published on: Jun 26, 2026, 1:04 PM IST
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