Side by Side Analysis

Compare Small Cap
Mutual Funds

Live returns · Risk ratios · SIP calculator · Verdict — all 29 small cap funds · Data from AMFI

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Fetching live data from AMFI…
Fetching Fund 1 NAV history
Fetching Fund 2 NAV history
Fetching Nifty SC 250 benchmark
Calculating all ratios
Building comparison
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Select two small cap funds above and click Compare Now

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How do you compare two small cap mutual funds side by side?

Select any two funds from the dropdown menus above and click Compare Now. The tool fetches live NAV data from AMFI and calculates 1Y, 3Y, 5Y and 7Y returns, Sharpe ratio, Sortino ratio, Alpha, Beta, Standard Deviation and Maximum Drawdown for both funds side by side. A SIP calculator and verdict summary are also included.

Which small cap fund metrics matter most when comparing funds?

The most important metrics are 5-year CAGR for long-term returns, Sharpe ratio for risk-adjusted performance, Maximum Drawdown for downside risk, and Alpha for how much the fund beats its benchmark. Use the Verdict tab to see which fund wins across all six categories automatically.

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⚠️ All metrics are calculated from historical NAV data via MFAPI.in. Risk-free rate assumed 6.5% p.a. Sharpe and Sortino calculated using monthly returns over 3 years, annualised with √12. Benchmark for Alpha & Beta: SBI Nifty Smallcap 250 Index Fund (AMFI Code: 150677) — used as proxy for Nifty Smallcap 250 index. Past performance does not guarantee future returns. For educational purposes only — not investment advice.