Signal Desk · Markets

Small-cap funds lead SIP returns over two years

2026-10-02 · 1 source · Economic Times Mutual Funds

In short

TRUSTMF Small Cap Fund had the best SIP return among smallcap funds over the past two years. Bank of India Small Cap Fund and Union Small Cap Fund followed, while the category average was 14.25% and the benchmark returned 9.78%.

This matters for SIP investors comparing funds and benchmarks. The report does not say how much each fund returned exactly or why they did better.

What the reporting says

TRUSTMF Small Cap Fund delivered the highest SIP return among smallcap funds over the past two years, followed by Bank of India Small Cap Fund and Union Small Cap Fund. The category average was 14.25%, while the benchmark returned 9.78%, according to the publisher summary. The report does not give the exact returns for the three funds or explain the performance drivers.

Why it matters

The publisher summary says TRUSTMF Small Cap Fund led SIP returns among smallcap funds over the past two years, with Bank of India Small Cap Fund and Union Small Cap Fund next. It also says the category average was 14.25% versus a benchmark return of 9.78%. The note is useful for SIP investors, but it does not provide the funds' exact returns or a full list of laggards.

Touches: TRUSTMF, Bank of India, Union, Mutual Funds, Markets

Sources