Small cap mutual funds have delivered strong three-year returns, led by Bandhan Small Cap Fund at over 27%. Other funds such as ITI, Invesco India and Bank of India Small Cap also posted healthy gains. Investors with a three-year horizon may consider these funds based on performance, AUM and expense ratios.
Jul 26, 2026, 09:58:15 AM IST
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If you are looking for smallcap funds to invest in with a three-year investment horizon, here is some guidance, based on data from MF Screener.
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Bandhan Small Cap FundBandhan Small Cap Fund generated a return of 27.24%. It had an AUM of Rs 28,466 crore and an expense ratio of 0.59%. The fund carries a five-star rating from Value Research.
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ITI Small Cap Fund posted a return of 25.39%. It had an AUM of Rs 3,321 crore and an expense ratio of 0.85%. The fund has a four-star rating from Value Research.
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Invesco India Smallcap FundInvesco India Smallcap Fund reported a return of 23.09%. It had an AUM of Rs 13,384 crore and an expense ratio of 0.65%. The fund holds a five-star rating from Value Research.
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Bank of India Small Cap FundBank of India Small Cap Fund delivered a return of 22.60%. It had an AUM of Rs 2,572 crore and an expense ratio of 0.69%.
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Mahindra Manulife Small Cap FundMahindra Manulife Small Cap Fund reported a return of 22%. It had an AUM of Rs 4,930 crore and an expense ratio of 0.86%.
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