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.
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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.
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Multi-asset allocation funds delivered returns between 3.3% and 24.6% last year. Investors increased allocations to these products amid challenging market conditions.