Average active small-cap fund delivered 20.1% CAGR, with 16 percentage points lower drawdown than the benchmark

Average active small-cap fund delivered 20.1% CAGR from 2013 to 2026, outperforming the Nifty Smallcap 250 TRI's 16.1%.

Active small-cap funds had a maximum drawdown of -44.2%, 15.6 percentage points lower than the benchmark's -59.8%.

Flexi-cap funds returned 15.2% CAGR versus the Nifty 500 TRI's 13.6%, with lower drawdowns.

Large-cap funds generated 13.2% CAGR slightly ahead of the Nifty 100 TRI's 12.7%, with drawdown of -35.0% vs -37.9%.

Analysis by Capitalmind Financial Services covered direct active funds in large-cap, mid-cap, small-cap, and flexi-cap categories live since 2013.