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7 Best Performing Mid & Small Cap Mutual Funds SIP 2023 | Fincash.com

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7 Best Mid & Small Cap Funds for SIP Investment 2023

Updated on March 22, 2023 , 35343 views

Mid cap and Small cap funds are a type of equity Mutual Fund that invests in stocks of companies that have a potential to be the future leaders. These funds are known for their potential deliveries in a long term period. mid cap funds invest in companies which have a Market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 1000 Cr. And, small caps are typically defined as firms with a market cap of around INR 500 Crore. Though, mid and small cap funds carry higher risk than large cap, these companies, if managed well, can turn into big companies in the long-run. Investors planning to invest in these funds are advised to invest via a SIP. SIP or Systematic Investment plan is the most effective way of Investing in Equity Funds. A SIP is usually a monthly or a quarterly investment that happens automatically on a pre-decided date. Due to its investment process, it can prevent from the pitfalls of equity investments. SIPs are also a great tool to make investing become a habit. So, here are the best mid and small cap funds for SIP investment to invest 2023 – 2024.

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Best Performing Mid Cap and Small Cap Funds for SIP FY 23 - 24

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Nippon India Small Cap Fund Growth ₹89.8254
↓ -0.90
₹23,910 100 1.3-1.57.153.116.16.5
L&T Emerging Businesses Fund Growth ₹46.3245
↓ -0.59
₹8,672 500 3.2-2.23.749.411.81
HDFC Small Cap Fund Growth ₹78.884
↓ -0.73
₹14,649 300 5.1410.648.212.64.6
Kotak Small Cap Fund Growth ₹156.001
↓ -1.05
₹8,618 1,000 -1-6.6-2.646.515.4-3.1
ICICI Prudential Smallcap Fund Growth ₹52.08
↓ -0.33
₹4,618 100 0.2-3.45.446.213.75.7
PGIM India Midcap Opportunities Fund Growth ₹41.2
↓ -0.37
₹7,708 1,000 -3.5-8.2-1.445.717-1.7
Franklin India Smaller Companies Fund Growth ₹94.6298
↓ -0.89
₹7,309 500 3.30.98.44410.43.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Mar 23
*List of funds based on Assets >= 500 Crore & Sorted based on 3 Year CAGR Return.

1. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Ranked 6 in Small Cap category.  Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (24 Mar 23) ₹89.8254 ↓ -0.90   (-1.00 %)
Net Assets (Cr) ₹23,910 on 28 Feb 23
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.52
Information Ratio 1.58
Alpha Ratio 10.05
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,055
29 Feb 20₹8,463
28 Feb 21₹12,369
28 Feb 22₹17,427
28 Feb 23₹19,697

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -1.6%
3 Month 1.3%
6 Month -1.5%
1 Year 7.1%
3 Year 53.1%
5 Year 16.1%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 176.08 Yr.
Kinjal Desai25 May 184.69 Yr.
Tejas Sheth1 Feb 230 Yr.
Akshay Sharma1 Dec 220.17 Yr.

Data below for Nippon India Small Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials25.1%
Consumer Cyclical16.53%
Basic Materials15.54%
Financial Services15.32%
Consumer Defensive8.11%
Technology6.64%
Health Care5.35%
Communication Services1.46%
Energy0.58%
Real Estate0.48%
Utility0.37%
Asset Allocation
Asset ClassValue
Cash3.3%
Equity96.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
4%₹853 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹433 Cr2,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | 532134
2%₹420 Cr25,045,248
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹363 Cr4,756,932
↓ -687,985
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
1%₹351 Cr9,291,212
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD
1%₹347 Cr10,638,553
↑ 240,569
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT
1%₹336 Cr1,583,030
Timken India Ltd (Industrials)
Equity, Since 28 Feb 18 | 522113
1%₹334 Cr1,067,270
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC
1%₹329 Cr3,062,071
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹327 Cr5,763,697

2. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 2 in Small Cap category.  Return for 2022 was 1% , 2021 was 77.4% and 2020 was 15.5% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (24 Mar 23) ₹46.3245 ↓ -0.59   (-1.25 %)
Net Assets (Cr) ₹8,672 on 31 Jan 23
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.87
Sharpe Ratio -0.15
Information Ratio 0.61
Alpha Ratio 3.77
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,349
29 Feb 20₹7,845
28 Feb 21₹10,481
28 Feb 22₹15,346
28 Feb 23₹16,795

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -1.8%
3 Month 3.2%
6 Month -2.2%
1 Year 3.7%
3 Year 49.4%
5 Year 11.8%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 193.13 Yr.
Vihang Naik17 Dec 193.13 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Industrials34.81%
Basic Materials17.04%
Consumer Cyclical15.6%
Financial Services9.15%
Technology7.18%
Real Estate5.69%
Consumer Defensive4.82%
Health Care2.66%
Energy1.27%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash1.7%
Equity98.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹269 Cr5,081,639
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM
3%₹235 Cr3,018,479
Indian Bank (Financial Services)
Equity, Since 31 Jan 22 | 532814
3%₹230 Cr7,556,600
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
3%₹225 Cr1,127,322
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV
3%₹219 Cr2,249,700
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹215 Cr1,329,400
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI
2%₹209 Cr2,845,600
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY
2%₹207 Cr3,804,620
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
2%₹200 Cr1,184,900
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹195 Cr880,422

3. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 9 in Small Cap category.  Return for 2022 was 4.6% , 2021 was 64.9% and 2020 was 20.2% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (24 Mar 23) ₹78.884 ↓ -0.73   (-0.92 %)
Net Assets (Cr) ₹14,649 on 28 Feb 23
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.57
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,907
29 Feb 20₹8,173
28 Feb 21₹11,422
28 Feb 22₹15,115
28 Feb 23₹17,184

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for HDFC Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -0.8%
3 Month 5.1%
6 Month 4%
1 Year 10.6%
3 Year 48.2%
5 Year 12.6%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 148.6 Yr.
Priya Ranjan1 May 220.76 Yr.

Data below for HDFC Small Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials26.33%
Consumer Cyclical20.29%
Financial Services13.68%
Technology12.74%
Basic Materials9.42%
Health Care4.69%
Consumer Defensive3.91%
Communication Services2.34%
Asset Allocation
Asset ClassValue
Cash6.5%
Equity93.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
5%₹662 Cr10,903,616
↑ 5,400
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹601 Cr35,828,792
↓ -171,208
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
4%₹593 Cr5,512,922
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
3%₹508 Cr47,000,000
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹438 Cr3,012,043
↑ 63,300
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
3%₹434 Cr50,571,544
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
3%₹428 Cr6,668,480
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
3%₹387 Cr11,772,819
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
2%₹351 Cr16,530,886
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | KEI
2%₹341 Cr2,110,000

4. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 23 in Small Cap category.  Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (24 Mar 23) ₹156.001 ↓ -1.05   (-0.67 %)
Net Assets (Cr) ₹8,618 on 28 Feb 23
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.16
Information Ratio 0.57
Alpha Ratio -0.4
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,228
29 Feb 20₹9,509
28 Feb 21₹14,460
28 Feb 22₹19,569
28 Feb 23₹20,051

Kotak Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -3.2%
3 Month -1%
6 Month -6.6%
1 Year -2.6%
3 Year 46.5%
5 Year 15.4%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3.1%
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1013.04 Yr.
Arjun Khanna30 Apr 220.76 Yr.

Data below for Kotak Small Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials33.58%
Consumer Cyclical27.09%
Basic Materials19.61%
Financial Services5%
Technology3.38%
Health Care3.2%
Consumer Defensive1.97%
Real Estate1.28%
Energy0.25%
Asset Allocation
Asset ClassValue
Cash3.82%
Equity96.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
5%₹407 Cr4,186,972
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
4%₹316 Cr1,423,139
↓ -17,241
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
3%₹293 Cr5,647,509
↑ 27,019
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹269 Cr3,061,007
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹243 Cr1,978,982
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
3%₹236 Cr1,927,672
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹233 Cr998,909
↑ 6,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹222 Cr474,169
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 509930
3%₹216 Cr854,324
↓ -25,000
Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
3%₹215 Cr738,963
↑ 23,004

5. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 26 in Small Cap category.  Return for 2022 was 5.7% , 2021 was 61% and 2020 was 22.8% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (24 Mar 23) ₹52.08 ↓ -0.33   (-0.63 %)
Net Assets (Cr) ₹4,618 on 28 Feb 23
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.42
Information Ratio 0.24
Alpha Ratio 6.97
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹7,518
29 Feb 20₹8,997
28 Feb 21₹12,280
28 Feb 22₹16,200
28 Feb 23₹17,905

ICICI Prudential Smallcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -1%
3 Month 0.2%
6 Month -3.4%
1 Year 5.4%
3 Year 46.2%
5 Year 13.7%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Harish Bihani5 Nov 184.24 Yr.
Sharmila D’mello30 Jun 220.59 Yr.

Data below for ICICI Prudential Smallcap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials23.34%
Consumer Cyclical21.33%
Health Care13.67%
Financial Services9.41%
Basic Materials5.9%
Consumer Defensive4.66%
Communication Services4.53%
Technology4.39%
Real Estate4.06%
Asset Allocation
Asset ClassValue
Cash7.75%
Equity92.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Oct 18 | INOXLEISUR
4%₹182 Cr3,634,230
↑ 230,824
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
4%₹162 Cr1,842,988
↑ 194,096
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
3%₹153 Cr879,976
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX
3%₹149 Cr983,534
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | CCL
3%₹145 Cr2,675,296
↓ -151,484
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
3%₹144 Cr894,096
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 543308
3%₹138 Cr917,617
Tarsons Products Ltd (Healthcare)
Equity, Since 30 Nov 21 | 543399
3%₹136 Cr1,965,770
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | VMART
3%₹125 Cr450,040
PNC Infratech Ltd (Industrials)
Equity, Since 31 Mar 17 | PNCINFRA
3%₹121 Cr3,689,521

6. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 40 in Mid Cap category.  Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (24 Mar 23) ₹41.2 ↓ -0.37   (-0.89 %)
Net Assets (Cr) ₹7,708 on 28 Feb 23
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio -0.04
Information Ratio 0.97
Alpha Ratio -4.13
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,450
29 Feb 20₹9,659
28 Feb 21₹15,456
28 Feb 22₹20,461
28 Feb 23₹21,209

PGIM India Midcap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for PGIM India Midcap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -2.8%
3 Month -3.5%
6 Month -8.2%
1 Year -1.4%
3 Year 45.7%
5 Year 17%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 211.67 Yr.
Puneet Pal16 Jul 220.55 Yr.
Vivek Sharma1 Jun 211.67 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials23.34%
Financial Services19.1%
Consumer Cyclical14.32%
Basic Materials10.18%
Health Care9.2%
Consumer Defensive4.96%
Real Estate3.96%
Technology3.64%
Utility1.81%
Communication Services1.39%
Asset Allocation
Asset ClassValue
Cash8.1%
Equity91.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹332 Cr24,706,857
↑ 4,800,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
4%₹326 Cr2,272,298
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
4%₹292 Cr935,000
↑ 75,000
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | 500477
4%₹289 Cr19,332,000
↑ 9,632,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | 500233
4%₹272 Cr2,576,766
↑ 250,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | BATAINDIA
3%₹257 Cr1,679,700
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 500271
3%₹242 Cr2,895,000
↑ 1,895,000
SKF India Ltd (Industrials)
Equity, Since 28 Feb 21 | SKFINDIA
3%₹236 Cr536,509
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD
3%₹224 Cr4,598,000
↑ 200,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹213 Cr454,840
↓ -75,000

7. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 11 in Small Cap category.  Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (24 Mar 23) ₹94.6298 ↓ -0.89   (-0.93 %)
Net Assets (Cr) ₹7,309 on 28 Feb 23
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.49
Information Ratio 0.24
Alpha Ratio 9.21
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,219
29 Feb 20₹7,968
28 Feb 21₹10,921
28 Feb 22₹14,089
28 Feb 23₹15,825

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23

DurationReturns
1 Month -1.7%
3 Month 3.3%
6 Month 0.9%
1 Year 8.4%
3 Year 44%
5 Year 10.4%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1112.01 Yr.
Sandeep Manam18 Oct 211.29 Yr.
Akhil Kalluri8 Sep 220.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials25.38%
Financial Services18.8%
Consumer Cyclical15.02%
Basic Materials9.34%
Consumer Defensive6.54%
Health Care6.11%
Real Estate5.92%
Technology3.7%
Communication Services2.33%
Energy1.4%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹312 Cr6,800,570
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹261 Cr1,387,967
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹227 Cr1,111,988
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹209 Cr17,172,603
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹208 Cr19,398,917
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹200 Cr9,746,119
↓ -65,454
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹190 Cr3,506,545
↓ -163,774
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹188 Cr2,259,945
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
3%₹181 Cr1,473,713
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹176 Cr1,812,883

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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