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Top Small-Cap Mutual Funds Show Strong Risk-Adjusted and Long-Term Returns

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Top Small-Cap Mutual Funds Show Strong Risk-Adjusted and Long-Term Returns

Analysed 6 Aug 2026·3 sources analysed·India·Business
Top Small-Cap Mutual Funds Show Strong Risk-Adjusted and Long-Term ReturnsPreviousNext

Several small-cap mutual funds have demonstrated strong risk-adjusted returns and consistent long-term performance. Bandhan Small Cap Fund leads with the highest Sharpe ratio of 1 and a three-year return of 27.64%. Other notable funds include ITI Small Cap Fund, Invesco India Smallcap Fund, and Bank of India Small Cap Fund, all showing returns above 22% over three years. Over a 10-year period, funds like Quant Small Cap Fund and Nippon India Small Cap Fund delivered annualised SIP returns exceeding 20%, highlighting the category's wealth-creation potential across market cycles.

Sentiment
75%
TBN's observations

First-hand measurement across 3 sources

We measured how 3 outlets covered this story. No outlet gave this story a measurable political slant — there is no left–right reading to report. Overall sentiment is positive (75/100). Lens Score 32/100.

Outlets measured: economictimes, mint, economictimes. See how each one headlined and framed the same story in the source comparison below.

AI analysis of 3 sources · Published under editorial oversight by The Balanced News
Analysed 6 Aug 2026· How this analysis is produced· Editorial standards· Corrections

AI Analysis

Sentiment — Positive (75/100)

Sentiment was consistent across outlets (50–75/100), indicating broadly factual reporting rather than editorialising.

Coverage timeline

economictimes broke this story on 5 Aug, 10:06 am. Other outlets followed.

5 Aug, 10:06 am3 sources · 24 h6 Aug, 09:49 am
AI analysis by the TBN Bias Engine · beat methodology byMrunal Wange· Business & Economy Editor· editorial standards byOjas Kale
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  1. 1
    economictimes5 Aug, 10:06 am
    Invesco India Smallcap among top 9 smallcap funds with highest risk-adjusted returns. Check details - Risk adjusted returns
  2. 2
    mint6 Aug, 09:00 am
    Looking for the best small-cap mutual funds? These 5 funds generated over 20 annualised SIP returns over 10 years Mint
  3. 3
    economictimes6 Aug, 09:49 am
    These 5 midcap funds deliver over 20 CAGR in 3 years; Invesco India Mid Cap leads - Stellar performance in 3 years

Story context

Category
Business
Location
India
Sources analysed
3
Last analysed
6 Aug 2026
Key entities
Mutual fundIndiaInvescoSession Initiation ProtocolMarket capitalizationIndustrial training instituteDigital signal processorUnited StatesMid vowelAssets under managementHSBCIndian rupee