The top three best-performing small-cap mutual fund schemes in calendar year 2026, all of which gave at least a 23% return, have an overlap of five stocks: Acutaas Chemicals, Anand Rathi Wealth, Sky Gold and Diamonds, Syrma SGS Technology and TD Power Systems.
Bank of India Small Cap Fund gained 27% in 2026, followed by Samco Small Cap Fund and TrustMF Small Cap Fund at 24%. The overlap, however, does not mean the funds have identical portfolios. Their exposure to these stocks varies, but the presence of the same five names points to a shared preference for industrial growth, capital markets, manufacturing and domestic investment themes.
Sky Gold and Diamonds is one of the largest holdings for Bank of India Small Cap Fund, at 3.01% of its portfolio. TrustMF Small Cap Fund has a 2.07% exposure to the stock, while Samco Small Cap Fund holds 0.85%.