Small Cap Mutual Funds — Live NAV & Returns

Small Cap funds invest mainly in smaller companies (broadly beyond the top 250 by market cap). They carry the highest growth potential and the highest volatility among equity categories, so they suit only long horizons and investors comfortable with sharp swings.

There are about 37 Small Cap schemes in Trustner's fund research universe, listed on this page with their live AMFI NAV, 1-year return and AUM. Open any one for its full return history, risk metrics and peer comparison.

Across the Small Cap funds listed here, the median 3-year return is about 13.5% (annualised). Returns vary widely between funds within a category, and past performance is not indicative of future returns — use it as one input alongside risk, costs and consistency, not as a prediction.

Small Cap funds suit investors with a multi-year horizon (typically 5–7 years or more) who can tolerate market ups and downs in exchange for long-term growth potential. Money you need within a couple of years should not be here.

You can invest in Small Cap funds through Trustner Asset Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN-286886) offering the Regular plans of these schemes with ongoing service. Open any fund on this page and use the contact option to begin.

Equity-oriented funds (including arbitrage) are taxed as equity: short-term gains at a fixed rate, and long-term gains beyond the holding period at a concessional rate with an annual exemption. Rates are set by the Finance Act and can change — confirm the current figures with a Chartered Accountant.