Skip to main content

Sc · Wild shelf

Small cap funds

The deep end. Ten-year money and a strong stomach only.

Deep falls happen and can last years. Long money only. Industry-wide this shelf holds ₹4.30 lakh crore across 36 schemes (AMFI, category: Small Cap Fund).

Small cap by the numbers

NYVO publishes data pages for 33 schemes in Small cap, from 33 fund houses, holding ₹3.72 lakh crore between them. Over the last five years the median returned 18.2% a year, and the gap between the best and worst was 6.8 percentage points a year across 21 funds with a five-year record (NAV as of 20 Aug 2026).

Distribution of returns across Small cap funds with a data page on NYVO, NAV as of 20 Aug 2026
WindowWorstMedianBestSpreadFunds
1 year-1.7%12.3%32.2%33.9 pts28
3 years (per year)12.9%18.3%26.9%14.0 pts22
5 years (per year)14.6%18.2%21.4%6.8 pts21
Median fund size
₹4,842 crore
Largest fund
₹78,957 crore
Longest track record
since 2013

Worst, median and best describe the spread across the funds on this shelf that have a data page on NYVO — they are not an index, not a benchmark, and no fund is named. The spread is simply the distance between the highest and lowest figure in that window; on shelves that hold more than one kind of asset it reflects that mix as much as anything else. Sample sizes differ by window because newer funds have no five-year record. Past returns do not predict future returns.

33 funds with data pages

1 more fund exists in this category without enough published history for a data page yet; they appear here automatically once they have one.

Zoom out

← The Periodic Table of Mutual Funds

All 20 shelves on one table, calmest to wildest.

The money map

How big this shelf is →

The whole industry sized by real money, from AMFI’s monthly data.

Funds are listed by assets under management — a fact, not a ranking. Shelf-level industry figures are AMFI monthly data; per-fund figures come from NYVO research systems and update daily. This page is general information, not investment advice, and carries no rating and no recommendation. Mutual fund investments are subject to market risks; read all scheme related documents carefully.