Bandhan Small Cap Fund has recorded the highest Sharpe ratio among smallcap funds over the past three years. The fund delivered a 31.05 percent return during that period. Several other funds also posted strong risk-adjusted performance.
Bandhan Small Cap Fund posted a Sharpe ratio of 1.17, the highest in the group. It achieved a return of 31.05 percent over three years. The metric measures excess return over the risk-free rate per unit of risk using standard deviation as the risk measure.
Several international mutual funds have delivered gains exceeding 40 percent over three years.
በAI የተዘገበ
Twelve equity mutual funds in India have achieved net asset values exceeding Rs 1,000, delivering up to 24% compound annual growth rates since their inception. Eleven of these funds have operated for more than 25 years, providing consistent double-digit returns amid market ups and downs. This performance underscores the value of long-term investment strategies for patient investors.
The Royce Small-Cap Opportunity Fund advanced 11.9% in 2025, slightly trailing its benchmark, the Russell 2000 Value Index, which rose 12.6% over the same period. The fund outperformed the benchmark over longer terms, including 3-, 5-, 10-, 15-, 20-, 25-year periods and since inception in November 1996. Sector contributions varied, with industrials and information technology leading gains.
በAI የተዘገበ
Multi-asset allocation funds delivered returns between 3.3% and 24.6% last year. Investors increased allocations to these products amid challenging market conditions.