Edelweiss Small Cap, 7 other smallcap funds that have shown consistent performance over last 5 years

Eight small-cap funds showed high performance consistency over the last five years. Here is a detailed look at their risk versus peers, investment style, and performance, based on the CRISP Mutual Fund Scorecard for the quarter ended March 2026 by Share.Market by PhonePe.

Nippon India Small Cap Fund had a performance consistency score of 78% over the last five years. Its risk was within the acceptable range compared to peers. The fund had medium momentum, value, and quality exposure. It delivered a CAGR of 19.9% over the last five years and had an AUM of Rs 61,809 crore.

Invesco India Small Cap Fund had a performance consistency score of 70% over the last five years. Its risk was within the acceptable range compared to peers. The fund had high momentum exposure, and low value and quality exposure. It delivered a CAGR of 18.96% over the last five years and had an AUM of Rs 9,208 crore.

ITI Small Cap Fund had a performance consistency score of 69% over the last five years. Its risk was within the acceptable range compared to peers. The fund had high momentum and value exposure, and medium quality exposure. It delivered a CAGR of 14.86% over the last five years and had an AUM of Rs 2,493 crore.

Edelweiss Small Cap Fund had a performance consistency score of 66% over the last five years. Its risk was within the acceptable range compared to peers. The fund had high momentum and quality exposure, and medium value exposure. It delivered a CAGR of 16.7% over the last five years and had an AUM of Rs 5,108 crore.

Bandhan Small Cap Fund had a performance consistency score of 64% over the last five years. Its risk was within the acceptable range compared to peers. The fund had high value exposure, and low momentum and quality exposure. It delivered a CAGR of 20.2% over the last five years and had an AUM of Rs 20,130 crore.

Quant Small Cap Fund had a performance consistency score of 60% over the last five years. Its risk was higher than peers. The fund had high value exposure, and medium momentum and low quality exposure. It delivered a CAGR of 21.44% over the last five years and had an AUM of Rs 25,821 crore.

HSBC Small Cap Fund had a performance consistency score of 59% over the last five years. Its risk was within the acceptable range compared to peers. The fund had high momentum and quality exposure, and medium value exposure. It delivered a CAGR of 17.57% over the last five years and had an AUM of Rs 13,882 crore.

HDFC Small Cap Fund had a performance consistency score of 58% over the last five years. Its risk was within the acceptable range compared to peers. The fund had high value exposure, and medium momentum and quality exposure. It delivered a CAGR of 17.49% over the last five years and had an AUM of Rs 33,724 crore.