#1- Returns · 3Y CAGR
- 20.8%
- Return per unit of risk · Sharpe
- 0.96
- Worst fall · Max drawdown
- −8.3%
+10.4 pts · Above category average
Strong
Typical for category
Qonfido-rated shortlist
Small cap funds invest mainly in smaller companies and can see sharp drawdowns. Use Qonfido-rated shortlists to compare quality within the peer group, with a long horizon in mind.
12 Qonfido-rated small cap funds · Ratings and metrics as of
Smaller companies — the highest growth runway and the sharpest falls.
63 funds in category · 22 Qonfido-rated · Category avg 3Y return 10.5% · Typical fall 8.5%
#1+10.4 pts · Above category average
Strong
Typical for category
#2+4.4 pts · Above category average
Good
Typical for category
#3+1.9 pts · Above category average
Good
Gentler than category
#4+4.8 pts · Above category average
Strong
Typical for category
#5+9.1 pts · Above category average
Strong
Typical for category
#6+2.7 pts · Above category average
Good
Typical for category
#7+6.3 pts · Above category average
Strong
Typical for category
#8No 3Y history yet
Not enough data
Not enough data
#9+2.3 pts · Above category average
Good
Typical for category
#10+3.1 pts · Above category average
Good
Typical for category
#11No 3Y history yet
Not enough data
Not enough data
#12+2.9 pts · Above category average
Good
Gentler than category
White tick = category average
Lists show Qonfido-rated funds within comparable peer groups. Ratings support research and are not predictions, suitability assessments, or guarantees of future returns. Mutual fund investments are subject to market risks.
Illustrative only. Past returns do not guarantee future results.
Qonfido shortlists Qonfido-rated small cap mutual funds using expert analysis within comparable peer groups—looking at consistency, risk-adjusted performance, and quality judgment, not past returns alone. Use the list as research support before you invest.
Qonfido places funds into clear tiers within the category. Higher tiers reflect stronger relative quality on Qonfido’s methodology. See the fund rating methodology page for the full approach and limitations.
No mutual fund category is risk-free. Small Cap funds carry market and category-specific risks. Qonfido ratings help you compare peers; they do not guarantee returns or suitability for your situation.