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7 Best Performing Mid & Small Cap Mutual Funds SIP 2020 | Fincash.com

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7 Best Mid & Small Cap Funds for SIP Investment 2020

Updated on January 23, 2020 , 4264 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 2020 – 2021.

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Best Performing Mid Cap and Small Cap Funds for SIP FY 20 - 21

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Small Cap Fund Growth ₹57.1548
↑ 0.64
₹3,156 500 9.116.516.815.113.86.1
L&T Emerging Businesses Fund Growth ₹24.15
↓ -0.01
₹5,941 500 88.70.9910.7-8.1
Aditya Birla Sun Life Small Cap Fund Growth ₹33.181
↑ 0.20
₹2,255 1,000 9.86.40.92.86.7-11.5
Kotak Emerging Equity Scheme Growth ₹43.718
↑ 0.43
₹5,888 1,000 14.120.320.411.811.28.9
DSP BlackRock Small Cap Fund  Growth ₹57.89
↑ 0.35
₹4,918 500 13.314.8113.48.80.7
Sundaram Mid Cap Fund Growth ₹493.822
↑ 3.40
₹5,901 100 11.315.610.66.28.5-0.3
L&T Midcap Fund Growth ₹141.86
↑ 1.32
₹5,992 500 10.215.89.810.210.6-0.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

1. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (24 Jan 20) ₹57.1548 ↑ 0.64   (1.13 %)
Net Assets (Cr) ₹3,156 on 31 Dec 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.24
Information Ratio 1.34
Alpha Ratio 10.09
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
31 Dec 14₹10,000
31 Dec 15₹12,056
31 Dec 16₹12,212
31 Dec 17₹21,818
31 Dec 18₹17,537
31 Dec 19₹18,606

SBI 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for SBI 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 Jan 20

DurationReturns
1 Month 7.6%
3 Month 9.1%
6 Month 16.5%
1 Year 16.8%
3 Year 15.1%
5 Year 13.8%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.96 Yr.

Data below for SBI Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials26.06%
Consumer Cyclical21.63%
Basic Materials11.35%
Consumer Defensive11.02%
Financial Services7.56%
Technology4.11%
Health Care2.35%
Utility2.15%
Energy1.17%
Real Estate0.72%
Communication Services0.14%
Asset Allocation
Asset ClassValue
Cash11.11%
Equity88.42%
Other0.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
6%₹188 Cr
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹128 Cr352,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
4%₹125 Cr377,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹125 Cr1,077,439
Net Receivable / Payable
Net Current Assets | -
4%₹116 Cr
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
4%₹115 Cr1,980,215
↑ 1,101,115
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
4%₹108 Cr2,300,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
3%₹105 Cr1,800,000
NIIT Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 500304
3%₹100 Cr9,452,213
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
3%₹93 Cr2,819,018
↑ 186,443

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 16.7% since its launch.  Ranked 2 in Small Cap category.  Return for 2019 was -8.1% , 2018 was -13.7% and 2017 was 66.5% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (24 Jan 20) ₹24.15 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹5,941 on 31 Dec 19
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.71
Information Ratio 0.8
Alpha Ratio -4.4
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
31 Dec 14₹10,000
31 Dec 15₹11,232
31 Dec 16₹12,379
31 Dec 17₹20,611
31 Dec 18₹17,783
31 Dec 19₹16,334

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 ₹395,578.
Net Profit of ₹95,578
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 Jan 20

DurationReturns
1 Month 7.6%
3 Month 8%
6 Month 8.7%
1 Year 0.9%
3 Year 9%
5 Year 10.7%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
2010
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 190 Yr.
Vihang Naik17 Dec 190 Yr.
Alok Ranjan1 Oct 190.17 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials27.67%
Consumer Cyclical18.98%
Basic Materials11.43%
Financial Services7.97%
Consumer Defensive6.07%
Health Care4.71%
Real Estate4.7%
Technology3.57%
Utility3.06%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash11.45%
Equity88.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
11%₹688 Cr
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
4%₹227 Cr523,722
↑ 2,122
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
3%₹184 Cr1,758,670
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
3%₹159 Cr225,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹154 Cr2,255,176
↑ 59,617
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
2%₹146 Cr1,462,299
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
2%₹139 Cr2,110,735
↓ -154,533
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
2%₹132 Cr2,319,448
↑ 15,247
Abbott India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500488
2%₹124 Cr98,265
DCB Bank Ltd (Financial Services)
Equity, Since 30 Jun 16 | 532772
2%₹113 Cr6,204,400
↑ 328,377

3. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.9% since its launch.  Ranked 1 in Small Cap category.  Return for 2019 was -11.5% , 2018 was -22.6% and 2017 was 56.7% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (24 Jan 20) ₹33.181 ↑ 0.20   (0.61 %)
Net Assets (Cr) ₹2,255 on 31 Dec 19
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.68
Information Ratio 0.13
Alpha Ratio -3.47
Min Investment 1,000
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
31 Dec 14₹10,000
31 Dec 15₹11,343
31 Dec 16₹12,438
31 Dec 17₹19,491
31 Dec 18₹15,077
31 Dec 19₹13,337

Aditya Birla Sun Life 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 ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Aditya Birla Sun Life 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 Jan 20

DurationReturns
1 Month 10.4%
3 Month 9.8%
6 Month 6.4%
1 Year 0.9%
3 Year 2.8%
5 Year 6.7%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
2012 31.9%
2011 -23.3%
2010 19.2%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Jayesh Gandhi15 Dec 144.88 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials25.11%
Financial Services20.34%
Consumer Cyclical12.51%
Basic Materials11.97%
Communication Services6.06%
Health Care5.79%
Utility4.67%
Technology3.98%
Consumer Defensive3.5%
Energy0.83%
Asset Allocation
Asset ClassValue
Cash4.64%
Equity95.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Net Current Assets | -
4%₹82 Cr
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
4%₹81 Cr2,400,000
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
3%₹78 Cr2,750,000
↑ 50,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
3%₹74 Cr1,500,000
↑ 50,000
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Aug 16 | 532706
3%₹74 Cr2,050,000
↑ 50,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
3%₹72 Cr3,967,000
↑ 137,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | FEDERALBNK
3%₹60 Cr6,800,000
↑ 800,000
TeamLease Services Ltd (Industrials)
Equity, Since 30 Sep 19 | TEAMLEASE
2%₹56 Cr225,000
↑ 60,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 15 | PNCINFRA
2%₹56 Cr2,861,396
↓ -508,604
Tata Metaliks Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 513434
2%₹55 Cr900,000
↑ 623

4. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 12 in Mid Cap category.  Return for 2019 was 8.9% , 2018 was -11.7% and 2017 was 43% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (24 Jan 20) ₹43.718 ↑ 0.43   (1.00 %)
Net Assets (Cr) ₹5,888 on 31 Dec 19
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.42
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,842
31 Dec 16₹11,965
31 Dec 17₹17,110
31 Dec 18₹15,105
31 Dec 19₹16,443

Kotak Emerging Equity Scheme 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 Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 9.9%
3 Month 14.1%
6 Month 20.3%
1 Year 20.4%
3 Year 11.8%
5 Year 11.2%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
2011 -26.6%
2010 21.2%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 109.45 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials23.34%
Financial Services19.83%
Consumer Cyclical17.1%
Industrials16.78%
Health Care8.19%
Consumer Defensive4.58%
Utility2.31%
Technology1.37%
Energy1.23%
Real Estate1.2%
Communication Services0.52%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹209 Cr1,409,874
↑ 50,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
4%₹202 Cr1,768,018
↑ 82,569
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹189 Cr3,982,771
↑ 180,541
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
3%₹188 Cr2,348,274
↑ 17,167
Triparty Repo
CBLO/Reverse Repo | -
3%₹185 Cr
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹173 Cr397,984
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹173 Cr2,094,935
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹165 Cr408,689
↑ 4,456
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹148 Cr1,440,774
↑ 162,639
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 500800
2%₹135 Cr4,168,761
↑ 200,000

5. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 7 in Small Cap category.  Return for 2019 was 0.7% , 2018 was -25.5% and 2017 was 42.8% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (24 Jan 20) ₹57.89 ↑ 0.35   (0.61 %)
Net Assets (Cr) ₹4,918 on 31 Dec 19
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.06
Information Ratio -0.55
Alpha Ratio 6.67
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹12,037
31 Dec 16₹13,571
31 Dec 17₹19,376
31 Dec 18₹14,444
31 Dec 19₹14,552

DSP BlackRock 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for DSP BlackRock 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 Jan 20

DurationReturns
1 Month 11.3%
3 Month 13.3%
6 Month 14.8%
1 Year 11%
3 Year 3.4%
5 Year 8.8%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
2011 -27.2%
2010 43.9%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 109.37 Yr.
Jay Kothari1 Mar 136.67 Yr.
Resham Jain16 Mar 181.63 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical26.1%
Basic Materials25.38%
Industrials14.31%
Financial Services8.69%
Health Care8.68%
Consumer Defensive3.67%
Technology2.83%
Communication Services1.91%
Asset Allocation
Asset ClassValue
Cash8.3%
Equity91.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
9%₹412 Cr
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
5%₹250 Cr2,187,281
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹207 Cr512,010
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
3%₹164 Cr9,022,562
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹157 Cr1,003,322
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹131 Cr998,279
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 14 | FINCABLES
3%₹129 Cr3,509,172
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 13 | SRF
3%₹126 Cr394,114
↓ -123,327
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
2%₹120 Cr1,372,303
↓ -165,822
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
2%₹113 Cr1,141,797

6. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 25% since its launch.  Ranked 13 in Mid Cap category.  Return for 2019 was -0.3% , 2018 was -15.4% and 2017 was 40.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (24 Jan 20) ₹493.822 ↑ 3.40   (0.69 %)
Net Assets (Cr) ₹5,901 on 31 Dec 19
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.16
Information Ratio -0.57
Alpha Ratio 1.33
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹11,115
31 Dec 16₹12,374
31 Dec 17₹17,420
31 Dec 18₹14,736
31 Dec 19₹14,692

Sundaram Mid 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Sundaram Mid 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 Jan 20

DurationReturns
1 Month 8.8%
3 Month 11.3%
6 Month 15.6%
1 Year 10.6%
3 Year 6.2%
5 Year 8.5%
10 Year
15 Year
Since launch 25%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
2011 -23.7%
2010 20.8%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S Krishnakumar1 Nov 127 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials23.17%
Financial Services19.49%
Consumer Cyclical16.09%
Basic Materials11.81%
Consumer Defensive9.18%
Health Care8.27%
Technology5.37%
Utility3.63%
Communication Services2.2%
Asset Allocation
Asset ClassValue
Cash0.32%
Equity99.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
5%₹267 Cr3,329,880
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
4%₹240 Cr4,607,610
↓ -29,601
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹191 Cr68,623
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹171 Cr797,725
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹170 Cr1,180,742
↓ -5,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹164 Cr3,959,536
↓ -190,464
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹152 Cr2,103,148
↓ -100,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹151 Cr6,700,000
↓ -65,688
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
2%₹146 Cr16,376,618
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹143 Cr329,189

7. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 5 in Mid Cap category.  Return for 2019 was -0.2% , 2018 was -12% and 2017 was 52.3% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (24 Jan 20) ₹141.86 ↑ 1.32   (0.94 %)
Net Assets (Cr) ₹5,992 on 31 Dec 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio -0.15
Information Ratio 0.5
Alpha Ratio 2.34
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
31 Dec 14₹10,000
31 Dec 15₹11,077
31 Dec 16₹12,162
31 Dec 17₹18,526
31 Dec 18₹16,297
31 Dec 19₹16,272

L&T Midcap 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 L&T Midcap 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 Jan 20

DurationReturns
1 Month 8.6%
3 Month 10.2%
6 Month 15.8%
1 Year 9.8%
3 Year 10.2%
5 Year 10.6%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
2011 -29.4%
2010 22.1%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat17 Dec 190 Yr.
Vihang Naik28 Jun 163.43 Yr.

Data below for L&T Midcap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials21.73%
Financial Services20.07%
Consumer Cyclical15.99%
Industrials15.41%
Health Care9.33%
Consumer Defensive4.48%
Real Estate3.37%
Technology1.76%
Communication Services1.12%
Utility1.09%
Energy0.6%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
5%₹302 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
3%₹174 Cr7,750,300
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
3%₹151 Cr4,825,800
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹145 Cr1,814,400
↓ -200,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 532286
2%₹131 Cr8,152,200
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 12 | 500387
2%₹130 Cr62,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹128 Cr102,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹127 Cr4,026,272
↓ -34,228
Manappuram Finance Ltd (Financial Services)
Equity, Since 31 Dec 17 | 531213
2%₹123 Cr7,955,789
Berger Paints India Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 509480
2%₹122 Cr2,460,355

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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