Skip to content
WealthTicker
Risk-adjusted returns · All screens

High-Sharpe small caps

Small-cap funds with a trailing Sharpe ratio above 0.8.

Funds matching
7
Best Sharpe ratio
1.41
Ranked by
Sharpe ratio

What this screen looks for

  • Sub-category is small cap
  • Sharpe ratio above 0.8
  • Plan is Direct
sub category = small cap AND sharpe > 0.8 AND plan = Direct

Top matches by Sharpe ratio

7

Every fund matching this screen, ranked by Sharpe ratio. Open a fund for NAV history, rolling returns, risk metrics and peer rank.

1TRUSTMF Small Cap Fund
Trust
★★★★☆+32.8%1.56%₹1,819Cr
2BANDHAN Small Cap Fund
Bandhan
★★★★★+12.4%+27.1%+20.9%0.60%₹26,012Cr
3ITI Small Cap Fund
ITI
★★★★☆+21.1%+27.0%+20.7%0.89%₹2,977Cr
4Invesco India Smallcap Fund
Invesco
★★★★★+15.9%+25.1%+21.8%0.64%₹11,496Cr
5Motilal Oswal Small Cap Fund
Motilal Oswal
★★★★★+24.4%0.85%₹6,359Cr
6Bank of India Small Cap Fund
Bank of India
★★★★☆+27.9%+24.4%+21.9%0.73%₹2,235Cr
7Mahindra Manulife Small Cap Fund
Mahindra Manulife
★★★☆☆+16.9%+22.5%0.96%₹4,512Cr

NAV data as of 20 Aug 2026. Direct plans only, one row per fund (Growth option preferred where a scheme has both). ETFs are excluded — they list no Direct plan and need a demat account. Returns are CAGR for periods ≥1 year, computed from AMFI NAV history. Ratings are WealthTicker’s own, ranked within sub-category peers — not a SEBI or agency rating. See our methodology for every formula. This is a screen over public data, not investment advice.

Open this screen in the builder

More risk-adjusted returns screens