Top small-cap funds over 10 years: Quant beats Nippon, SBI and HDFC
Quant Small Cap posted a 24.98% annualised 10-year SIP return, Nippon India Small Cap 21.13%. A comparison of 13 small-cap funds based on Value Research data.
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what happened
Small-cap funds have been the best-performing equity mutual fund category over the past decade, according to Moody's. Among the five largest schemes, Quant Small Cap Fund led with a 24.98% annualised 10-year SIP return on assets of Rs.35,572 crore. Nippon India Small Cap Fund, the largest scheme in the category with Rs.80,906 crore in AUM, returned 21.13%. SBI Small Cap (17.24%) and HDFC Small Cap (16.99%) both finished below 18%.
The gap between the best and worst of the five largest funds was 7.99 percentage points. Six of the 13 schemes compared exceeded 18% over the period. The data comes from Value Research.
why it matters
For investors, the comparison shows that a large fund size does not guarantee higher returns, and the choice of a specific scheme can produce very different outcomes. Small-cap companies tend to move more sharply in corrections and face liquidity constraints, so consistency across market cycles matters more than a single period's return.
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- Top small-cap mutual funds: Quant beats Nippon, SBI and HDFC with 24.98% 10-year SIP returns; check top 5 funds — Moody's, 8 November 2026 at 11:34 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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